Tech and Auto Leaders Power KOSPI Rally

The KOSPI climbed 0.89% to 6,874.24 while the KOSDAQ slipped 1.74% to 846.42, reflecting strength in large‑cap technology and automotive names amid a stable USD/KRW at 1,416.77. Momentum in semiconductor and robot‑related stocks lifted the broader market, but smaller‑cap and non‑tech equities lagged.

SK hynix (000660) +3.77%

SK hynix chart

Price now₩1,654,000
Prev close₩1,593,000
Change+3.83%
Mkt cap₩1,208.2T
P/E28.06
P/B9.63
EPS₩58,955
ROE61.16%
Debt ratio35.56%
52W range₩245,000–2,987,000

Analyst consensus — 22 ratings, last 180 days · avg target ₩3,347,727

Buy22
Hold0
Sell0

SK hynix surged 3.77% after a U.S. investment outlet lauded the chipmaker as a better buy than Micron, sparking a sharp improvement in investor sentiment [1][4]. The rally was amplified by a broader U.S. semiconductor rally that lifted SK hynix more than its peer Samsung Electronics [5]. Analysts also pointed to differing shareholder‑return policies between Samsung and SK hynix, which have caused divergent price paths and further highlighted SK hynix’s upside potential [6].

HyundaiMotor (005380) +5.50%

HyundaiMotor chart

Price now₩442,500
Prev close₩418,500
Change+5.73%
Mkt cap₩90.6T
P/E12.52
P/B1.01
EPS₩35,331
ROE7.50%
Debt ratio190.29%
52W range₩212,000–783,000

Analyst consensus — 19 ratings, last 180 days · avg target ₩732,105

Buy19
Hold0
Sell0

Hyundai Motor jumped 5.50% despite concerns that rising interest rates could weigh on its valuation, a point raised by Chosunbiz [7]. The gain was driven by optimism around its robot business, which added roughly 2% to the share price and pushed the stock past the 430,000‑won level [11]. In addition, market participants are watching the timing of a defense contract award to Hyundai Rotem, which could further boost the automaker’s outlook [9].

HYUNDAI MOVEX (319400) +10.08%

HYUNDAI MOVEX chart

Price now₩28,050
Prev close₩25,300
Change+10.87%
Mkt cap₩3.1T
P/E283.33
P/B19.28
EPS₩99
ROE6.66%
Debt ratio104.32%
52W range₩4,310–50,400

HYUNDAI MOVEX rallied 10.08% as the Korean government announced a new push to nurture “advanced‑technology future growth engines,” raising expectations for the company’s strategic importance [15]. The stock also benefited from heightened investor enthusiasm for AI and smart‑factory applications, which lifted the broader system‑integration sector [16]. However, the recent cancellation of a 33.35‑trillion‑won divestiture added valuation uncertainty and amplified price volatility [14].

HALLACAST Co.,Ltd (125490) +15.24%

HALLACAST Co.,Ltd chart

Price now₩12,550
Prev close₩10,830
Change+15.88%
Mkt cap₩458B
P/E107.26
P/B4.34
EPS₩117
ROE4.55%
Debt ratio103.60%
52W range₩4,355–25,350

HALLACAST surged 15.24% after securing additional robot‑component orders from a U.S. big‑tech client, fueling expectations for higher AI‑related revenue [22]. The company’s inclusion in the physical‑AI/humanoid‑robot theme index also attracted sector‑wide buying, pushing the stock higher alongside other theme plays [20]. The sharp price jump on August 13 reflects investors’ positive reaction to these catalysts, although earlier analyst notes on August 11 do not provide further detail [19].

SKTelecom (017670) +8.89%

SKTelecom chart

Price now₩99,300
Prev close₩91,100
Change+9.00%
Mkt cap₩21.3T
P/E52.24
P/B1.64
EPS₩1,901
ROE2.92%
Debt ratio124.92%
52W range₩51,400–139,500

Analyst consensus — 17 ratings, last 180 days · avg target ₩120,765

Buy16
Hold1
Sell0

SK Telecom rose 8.89% following market buzz that Anspopic’s valuation could reach 2,800 trillion won and that SK Telecom’s equity stake might be worth about 8 trillion won, expectations that lifted the share price by roughly 7% [25]. Other daily price movements reported between August 10‑13 lack specific explanatory headlines, so the precise drivers of intra‑day fluctuations remain unconfirmed.

Sources

  1. 미 투자지 "마이크론 말고 SK하이닉스 사라" 호평인데… 한국선 왜 주가 빠지나 — 조선일보 · 2026-08-11
  2. 삼성전자·SK하이닉스 주가는 언제 정상 궤도로 복귀할까 — 인베스트조선 · 2026-08-11
  3. SK하이닉스 주가 오늘 급등... 그 이유는? — Investing.com 한국어 · 2026-08-12
  4. “마이크론 말고 SK하이닉스 사라” 美 투자지 추천에도…한국선 주가 빠지는 이유 — 전자신문 · 2026-08-11
  5. SK하이닉스 주가 장중 7%대 삼성전자 4%대 올라, 미국 반도체주 강세 훈풍 — 비즈니스포스트 · 2026-08-13
  6. 삼성전자·SK하이닉스, 엇갈린 주가 흐름 이유는…주주환원 '온도차' — 더팩트 · 2026-08-10
  7. [투자노트] 금리가 현대차 주가에 부담이라는데 - 조선비즈 — Chosunbiz · 2026-08-12
  8. 현대차 5배 뛰어야 2500원 더…‘주가연계’ 탈 쓴 신한투자증권 ELB — 경인방송 뉴스 · 2026-08-12
  9. 현대차증권 "현대로템, 방산 계약 수주 시기가 주가 영향" — 글로벌이코노믹 · 2026-08-11
  10. 현대차 주가, 상승세... 이유는? — 금강일보 · 2026-08-14
  11. 현대차 주가 2%대 상승…장중 43만원 돌파, 로봇 성장 기대 지속 — 잡포스트 · 2026-08-13
  12. 현대차 주가 40만원선서 약세…전날 상승 뒤 숨 고르기 — 잡포스트 · 2026-08-11
  13. 현대무벡스 주가, 8월 13일 25,300원 200원 상승 마감 — 톱스타뉴스 · 2026-08-13
  14. 현대무벡스 주가 급락에 3335억 매각 철회…현대엘베 배당 재원은? — 1코노미뉴스 · 2026-08-11
  15. 현대무벡스, 장중 주가 소폭 도약…정부 ‘첨단기술 미래 성장엔진’ 육성 시동 — CBC뉴스 · 2026-08-13
  16. 현대무벡스 주가 불기둥… AI·스마트팩토리 수혜 기대에 SI주 ‘들썩’ — pinpointnews.co.kr · 2026-08-14
  17. 현대무벡스 주가, 급등세... 무슨 회사길래? — 금강일보 · 2026-08-14
  18. 현대무벡스 주가, 8월 11일 장중 24,450원 소폭 내림세 — 톱스타뉴스 · 2026-08-11
  19. 한라캐스트 주가, 8월 13일 10,830원 21.28% 상승 마감 — 톱스타뉴스 · 2026-08-13
  20. 특징주, 한라캐스트-피지컬 AI/휴머노이드 로봇 테마 상승세에 12.56% ↑ — 매일경제 마켓 · 2026-08-14
  21. 한라캐스트 투자분석 2026. 08. 11 — 주달 · 2026-08-11
  22. 한라캐스트, 미 빅테크서 로봇 부품 또 따냈다 — 네이트 · 2026-08-13
  23. SK텔레콤 주가, 8월 10일 장중 85,200원 3.40% 하락 — 톱스타뉴스 · 2026-08-10
  24. SK텔레콤 주가 4,200원 상승 후 장마감 — 아시아뉴스통신 · 2026-08-13
  25. 앤스로픽 몸값 2800조 전망…SK텔레콤 7% 급등, 지분가치 8조 기대 — 네이트 · 2026-08-14
  26. SK텔레콤 주가, 8월 13일 장중 92,000원 4.78% 상승 — 톱스타뉴스 · 2026-08-13
  27. SK텔레콤 주가 1,800원 상승 후 장마감 — 아시아뉴스통신 · 2026-08-12
  28. SK텔레콤 주가, 8월 11일 86,000원 1.18% 상승 마감 — 톱스타뉴스 · 2026-08-11

This is market commentary, not investment advice.