The KOSPI index gained 0.81% to reach 5,709.26 during the morning session, while the KOSDAQ index fell 0.60% to 658.73. The foreign exchange market saw the USD/KRW rate trading at 1,457.52, amid a mixed market sentiment driven by strong corporate earnings and defense sector movements.
LG H&H (051900) +12.74%
| P/E | P/B | EPS | Mkt Cap | ROE | Debt Ratio | 52W Range |
|---|---|---|---|---|---|---|
| -52.22 | 0.91 | -5,688 | ₩4.4T | -2.04% | 25.00% | 210,000–325,500 |
LG H&H surged 12.74% following strong second-quarter earnings that suggest the company's performance has successfully bottomed out [1][4][6]. A key driver was the North American market, where sales surpassed those in China, alongside the positive impact of its "Dr. Groot" product line [3]. Analysts have taken note of this turnaround, with several brokerage firms raising their target prices for the cosmetics and household goods maker [2][5], further boosting investor confidence.
HANWHA AEROSPACE (012450) +8.52%
| P/E | P/B | EPS | Mkt Cap | ROE | Debt Ratio | 52W Range |
|---|---|---|---|---|---|---|
| 30.73 | 4.66 | 28,573 | ₩45.3T | 22.74% | 224.88% | 783,000–1,655,000 |
Hanwha Aerospace rose 8.52%, though the direct catalyst for today's jump remains unconfirmed by recent headlines alone, especially following a 2.56% intraday drop on July 28 [7][8]. However, recent positive developments include signing a major supply contract valued at over 2.5% of its annual revenue [10]. Additionally, the company increased its equity stake in Korea Aerospace Industries by 1.03 percentage points [9], signaling active expansion in the defense and aerospace sectors.
LIG Defense&Aerospace (079550) +7.58%
| P/E | P/B | EPS | Mkt Cap | ROE | Debt Ratio | 52W Range |
|---|---|---|---|---|---|---|
| 57.57 | 10.13 | 11,516 | ₩14.6T | 22.47% | 440.12% | 360,000–1,118,000 |
LIG Defense&Aerospace gained 7.58%, supported by its massive 14 trillion KRW export backlog and optimism surrounding its future technological capabilities [11]. This rebound follows recent volatility, where the stock suffered sharp intraday losses and a significant decline due to negative sentiment from contract correction disclosures [12][13]. While the company is actively accelerating its future defense initiatives through AI, unmanned systems, and global partnerships, the direct impact of these plans on today's price action remains unconfirmed [14].
Sources
- [특징주] LG생활건강, 2분기 실적 개선 성공에…15% 급등 - 조선비즈 — biz.chosun.com · 2026-07-30
- 한국투자증권 “화장품주, 실적 따라 주가 재편…LG생활건강·코스맥스 주목” — v.daum.net · 2026-07-27
- [마켓+] LG생활건강, 북미가 중국 넘었다…‘닥터그루트 효과’로 실적 반전 — 경인방송 뉴스 · 2026-07-30
- [특징주] LG생활건강, 2분기 실적 개선 성공.. 15%대 '급등' — 글로벌이코노믹 · 2026-07-30
- LG생활건강, 증권사 목표가 상향에 강세…9.13% — 매일경제 마켓 · 2026-07-30
- NH證 "LG생활건강 실적 바닥 통과…향후 성장률 제고 관건" — 뉴스1 · 2026-07-30
- 한화에어로스페이스 주가 하락 중 — 아시아뉴스통신 · 2026-07-28
- 한화에어로스페이스 주가, 7월 28일 장중 876,000원 2.56% 하락 — 톱스타뉴스 · 2026-07-28
- 한국항공우주산업, 주주 한화에어로스페이스 측 주식등 보유 비율 1.03%p 증가 — 디지털투데이 · 2026-07-26
- 한화에어로스페이스, 매출액 2.5% 이상 규모 상품공급 기본계약 체결 — 디지털투데이 · 2026-07-26
- [MK시그널] LIG디펜스앤에어로스페이스,14조원대 수출잔고 기반의 성장과 미래 기술력등에 주가상승세...MK시그널 추천 후 상승률 18.81% — 매일경제 마켓 · 2026-07-29
- [특징주] LIG디펜스앤에어로스페이스, 대규모 계약에도 장중 7%대 급락 : 기업주식정보 — 재경일보 · 2026-07-27
- LIG디펜스앤에어로스페이스, 계약 정정 공시 여파로 주가 큰 폭 하락 : 기업주식정보 — 재경일보 · 2026-07-29
- [기업家] LIG디펜스앤에어로스페이스 ④ㅣ AI·무인·글로벌 협력으로 미래 방산 가속 — CBC뉴스 · 2026-07-28
This is market commentary, not investment advice.