SK Innovation and BH Lead KOSPI Gains

The KOSPI edged higher by 0.38% to 6,845.64, while the KOSDAQ fell 0.98% to 826.12, reflecting a mixed market tone. Gains in a few heavyweight names, notably SK Innovation and BH, offset broader weakness on the KOSDAQ and a modestly higher USD/KRW at 1,376.60.

SK Innovation (096770) +8.92%

SK Innovation chart

Price now₩136,800
Prev close₩125,500
Change+9.00%
Mkt cap₩23.1T
P/E-6.5
P/B1.05
EPS₩-21,056
ROE-4.88%
Debt ratio169.73%
52W range₩87,700–155,400

Analyst consensus — 12 ratings, last 180 days · avg target ₩178,917

Buy11
Hold1
Sell0

SK Innovation (096770) jumped 8.9% on the KOSPI, driven primarily by a breakthrough deal secured by its battery subsidiary SK On. On August 31 the unit signed a 1.5 trillion‑won contract, which analysts said would lift earnings and cash flow, and simultaneously landed a sizable energy‑storage system (ESS) supply agreement and new orders in the United States. The twin announcements revived investor sentiment toward the group, offsetting the otherwise negative headlines surrounding its recent spin‑off activities.

BH (090460) +17.66%

BH chart

Price now₩21,450
Prev close₩18,230
Change+17.66%
Mkt cap₩723B
P/E23.68
P/B0.93
EPS₩906
ROE11.35%
Debt ratio71.32%
52W range₩12,440–43,400

BH (090460) surged 17.7% on the KOSPI after market participants linked the stock to emerging growth avenues in foldable‑phone components and robotics. Media reports on August 31 and September 1 highlighted expectations that BH will capture a share of the expanding foldable‑phone supply chain and benefit from new robot‑related projects, prompting analysts to forecast a further rally in September. The upbeat coverage sparked buying pressure that lifted the share well above the broader market, which was otherwise under pressure.

Sources

  1. SK이노베이션 주가, 오늘 급등한 이유는? — Investing.com 한국어 · 2026-08-31
  2. SK온 1.5조원 잭팟에…SK이노베이션 주가 7%대 급등 — 한국경제 · 2026-08-31
  3. SK이노베이션 주가 장중 6%대 강세, 자회사 SK온 대규모 ESS 공급 계약 — businesspost.co.kr · 2026-08-31
  4. “쪼개기 상장했다가 결국 모회사로 합병…SK이노베이션 주가가 관건” — 뉴스퀘스트 · 2026-08-28
  5. SK이노베이션 주가, 8월 31일 장중 123,900원 6.07% 상승 — 톱스타뉴스 · 2026-08-31
  6. [특징주] SK이노베이션, 최대주주인 SK온 美 수주.. '강세' - g-enews.com — g-enews.com · 2026-08-31
  7. 주가 급등락했던 비에이치...증권가서 "9월 상승" 기대하는 이유 — 한국경제 · 2026-08-31
  8. "폴더블폰 수혜·로봇 신성장 동력 기대"…비에이치, 9%대 강세 - 머니투데이 — 머니투데이 · 2026-09-01
  9. 비에이치 주가, 급등세... 이유는? — 금강일보 · 2026-09-01
  10. [속보] 비에이치 주가 10%대 급등…코스피·코스닥 약세 속 정적 VI 발동 — CBC뉴스 · 2026-09-01
  11. 비에이치아이 주가, 8월 28일 65,400원 2.19% 상승 마감 — 톱스타뉴스 · 2026-08-28
  12. [특징주]비에이치, 폴더블폰·로봇 신사업 호재에 9%대 강세 — 남도일보 · 2026-09-01

This is market commentary, not investment advice.