The KOSPI edged down 2.32% to 6,112.09, while the KOSDAQ gained 2.60% to 756.50 amid mixed sectoral flows. The session saw strong outperformance in select renewable energy and AI-related names, offsetting broader index weakness.
SK eternix (475150) +15.15%
Analyst consensus — 3 ratings, last 180 days · avg target ₩62,000
SK eternix surged 15.15%, driven by renewed growth expectations in the renewable energy sector [1] and a strengthened eco-friendly corporate image following the publication of its sustainability report and a 2040 net-zero declaration [4]. The stock had shown volatility in prior sessions, including a modest 2.42% gain on August 3 despite a sharp KOSPI decline [2][3], suggesting that the sustainability news provided a fresh catalyst for today's breakout.
NAVER (035420) +7.95%
Analyst consensus — 19 ratings, last 180 days · avg target ₩325,421
NAVER rose 7.95%, recovering from a slight dip on August 3 when it closed at 207,500 won, down 500 won [5]. That decline followed a sharp 5.80% surge on July 31, when the stock reached 206,000 won intraday [6]. Today's move appears to be a resumption of the prior uptrend after profit-taking, though the specific drivers behind the initial rally remain unclear from available headlines.
GnCenergy Co., Ltd. (119850) +19.52%
GnCenergy soared 19.52% after announcing a 75.5 billion won contract with KT to supply emergency generators for the Gunsan AI data center [8][9][12]. The deal, equivalent to 28.75% of recent revenue, significantly boosted order backlog expectations [12]. Broader optimism around AI data center (AIDC) expansion and future order growth also supported the stock [7]. The contract was highlighted as a key pick by foreign and institutional investors [11].
SKTelecom (017670) +9.63%
Analyst consensus — 17 ratings, last 180 days · avg target ₩118,588
SKTelecom gained 9.63% on news that it has entered a second evaluation phase for 'Dokpamo' [14], an unconfirmed term from the headlines. The stock had been trending higher, reaching 81,000 won intraday on July 31 [13]. While the exact nature of 'Dokpamo' and the evaluation remains unclear, the announcement was sufficient to drive strong buying interest.
OCI Holdings Company Ltd. (010060) +9.19%
Analyst consensus — 9 ratings, last 180 days · avg target ₩395,222
OCI Holdings rose 9.19% following a regulatory filing disclosing a change in the largest shareholder's stake, sparking expectations of a governance restructuring [16][17]. The stock had already shown strength on August 3, closing up over 3% on the same news [17]. Details of the stake change and the potential restructuring impact are not confirmed from the headlines alone.
Sources
- SK이터닉스, 신재생에너지 성장 기대감…주가 재도약 가능성은 — 증권일보 · 2026-08-04
- SK이터닉스 주가 털썩…코스피 5% 가까이 급락, 양대지수 혼조 흐름 — CBC뉴스 · 2026-08-03
- SK이터닉스 주가, 8월 3일 46,550원 2.42% 상승 마감 — 톱스타뉴스 · 2026-08-03
- SK이터닉스, 지속가능경영보고서 발간 "2040년 넷제로 선언" — 한국금융신문 · 2026-07-31
- NAVER 주가, 8월 3일 207,500원 500원 내려 마무리 — 톱스타뉴스 · 2026-08-03
- NAVER 주가, 7월 31일 장중 206,000원 5.80% 상승 — 톱스타뉴스 · 2026-07-31
- [종목 포커스] 지엔씨에너지, AIDC 대형화로 수주 확대…2027년 성장 재가속? — 데일리인베스트 · 2026-08-02
- [공시 Pick] 지엔씨에너지, KT와 755억원 데이터센터 계약… 15%대 급등 — news2day.co.kr · 2026-08-03
- 지엔씨에너지, 군산 AI 데이터센터에 755억원 비상발전기 공급…주가도 14%대 '껑충' — 핀포인트뉴스 · 2026-08-03
- 지엔씨에너지, KT 데이터센터 공급계약에 17%대 강세 — imaeil.com · 2026-08-03
- [특징주] 외인·기관, 삼성전자·대우건설 매도… 알트·지엔씨에너지 ' 픽' — 뉴스티앤티 · 2026-08-03
- 지엔씨에너지, KT와 755억원 군산 AI 데이터센터 발전기 계약…최근 매출 28.75% — CBC뉴스 · 2026-08-03
- SK텔레콤 주가, 7월 31일 장중 81,000원 3.58% 상승 — 톱스타뉴스 · 2026-07-31
- [특징주] SK텔레콤, '독파모' 2차 평가 돌입.. 9%대 '강세' — 글로벌이코노믹 · 2026-08-04
- SK텔레콤 주가 상승 중 — 아시아뉴스통신 · 2026-08-04
- [특징주] OCI홀딩스, 최대주주 지분 변동 공시에 장중 강세…지배구조 변화 기대감 : 기업주식정보 — 재경일보 · 2026-08-03
- OCI홀딩스, 최대주주 지분변동 공시 기대감에 3%대 상승 마감 : 기업주식정보 — 재경일보 · 2026-08-03
- OCI홀딩스 투자분석 2026. 08. 01 — 주달 · 2026-08-01
This is market commentary, not investment advice.