The KOSPI jumped 2.20% to 6,485.00 while the KOSDAQ slipped 0.32% to 855.07, reflecting a mixed but overall bullish market. Strength in select heavyweights, notably SK Square, construction, and pharma, drove the upward momentum amid a USD/KRW rate of 1,417.00.
SKSQUARE (402340) +5.93%
Analyst consensus — 5 ratings, last 180 days · avg target ₩2,040,000
SK Square jumped 5.93% today as investors look ahead to its earnings release on August 19 and anticipate a rebound in sister chipmaker SK Hynix, which is expected to lift the group’s valuation [1]. The rally was amplified by a sharp rise in collateral‑loan usage, a derivative effect of the price surge, reported to have surged dramatically [3]. Additionally, foreign investors posted net buying, further supporting the upside momentum [5]. The stock’s strong ROE of 55% and modest debt profile add to its appeal.
LGELECTRONICS (066570) +10.35%
Analyst consensus — 20 ratings, last 180 days · avg target ₩213,250
LG Electronics surged 10.35% after a brief rally on August 10 that saw the share price climb about 2% and attempt to break the 190,000‑won barrier, reaching 187,800 won (+1.51%) [7][10]. The same session also displayed volatility, with the price slipping later in the day and on August 11 falling as much as 3.84% intraday [11][12]. While the exact catalyst for the jump remains unclear, the positive buying pressure on August 10 contrasted with the subsequent sell‑off, highlighting a short‑term swing in sentiment [8].
KUMHOE&C (002990) +21.32%
Construction firm Kumho Engineering & Construction surged 21.32% as market participants priced in the likelihood of the company winning contracts for the Honam semiconductor industrial park, a development that could drive significant downstream construction work [13][18]. The stock also benefited from expectations that the firm will capture mega‑project and “mega‑special‑zone” incentives, which have drawn concentrated buying interest [16][17]. A broader rally in the construction sector and the company’s breach of the daily price ceiling further reinforced the bullish tone, with peers such as Hyundai and Daewoo also advancing [14][15].
DaewonCable (006340) +7.30%
Daewon Cable rose 7.30% on expectations that its exposure to AI data‑center projects and a massive 83‑trillion‑won power‑grid expansion will boost earnings, a thesis highlighted in a premium research note on August 10 [19]. Investor sentiment was further buoyed by growing optimism over expanded power‑infrastructure spending, which the press linked to a strong intra‑day rally [24]. The overall upward drift in both the KOSPI and KOSDAQ indices also provided tailwinds, as noted in market‑wide coverage of the morning session [20].
KOLMAR KOREA (161890) +27.15%
Analyst consensus — 19 ratings, last 180 days · avg target ₩132,842
Kolmar Korea rocketed 27.15% after reporting a record second‑quarter operating profit that jumped 50% year‑on‑year, lifting expectations for continued earnings momentum [26]. Net profit also surged more than 68% versus the prior year, surpassing analysts’ forecasts and reinforcing the upside narrative [29][30][28]. Designated as a “featured stock,” the company’s shares climbed about 18% even as the broader KOSPI remained flat, drawing heightened attention from momentum investors [27].
Sources
- SK스퀘어 주가 전망, 8월 19일 실적발표, SK하이닉스 주가 반등을 기다리자 — 네이버 프리미엄콘텐츠 · 2026-08-10
- SK스퀘어 주가, 8월 10일 장중 942,000원 0.32% 상승 — 톱스타뉴스 · 2026-08-10
- 주가 뛰자 담보대출도 늘었다…SK하이닉스 438%, SK스퀘어 1765% 폭증 — 뉴시스 · 2026-08-11
- SK스퀘어 주가 보합권…장중 90만1000원 찍고 94만9000원 회복 — 잡포스트 · 2026-08-11
- 10일, 외국인 거래소에서 SK스퀘어(+1.06%), 현대차(+3.16%) 등 순매수 — 씽크풀 AI · 2026-08-11
- SK스퀘어 주가, 8월 12일 장중 1,006,000원 6.45% 상승 — 톱스타뉴스 · 2026-08-12
- LG전자 주가 2%대 상승…19만원선 돌파 시도 — 잡포스트 · 2026-08-10
- LG전자 주가, 급등세... 이유는? — 금강일보 · 2026-08-12
- LG전자 주가 상승 중 — 아시아뉴스통신 · 2026-08-12
- LG전자 주가, 8월 10일 장중 187,800원 1.51% 상승 — 톱스타뉴스 · 2026-08-10
- LG전자 주가 하락 중 — 아시아뉴스통신 · 2026-08-10
- LG전자 주가, 8월 11일 장중 182,700원 3.84% 하락 — 톱스타뉴스 · 2026-08-11
- 금호건설 주가 장중 상한가, 호남 반도체 산업단지 기대에 금호전기도 상한가 — 비즈니스포스트 · 2026-08-11
- 금호건설 주가 상한가 직행…건설주 동반 강세, 현대건설·대우건설도 상승 — CBC뉴스 · 2026-08-11
- 금호건설 주가, 급등세... 왜? — 금강일보 · 2026-08-11
- [특징주] 금호건설, 메가프로젝트 추진 수혜 기대에 ‘상한가’ — 소년한국일보 · 2026-08-11
- 금호건설 주가 상한가…1만1490원, ‘메가특구특별법’ 추진 기대에 매수세 집중 — 잡포스트 · 2026-08-11
- [급등락주 짚어보기] 호남 반도체 클러스터 기대에 금호건설株 ‘上’…NHN은 실적 랠리 — 이투데이 · 2026-08-11
- 대원전선 주가 전망 2026｜AI 데이터센터·83조 전력망 수혜, 목표가와 매수 전략 — 네이버 프리미엄콘텐츠 · 2026-08-10
- 대원전선 주가, 연속 약세 딛고 주초장 8%대 강세 마감…코스피·코스닥도 상승 — CBC뉴스 · 2026-08-10
- 대원전선 주가, 8월 11일 장중 15,150원 1.34% 상승 — 톱스타뉴스 · 2026-08-11
- [대원전선 주가전망]긴급]미쳤다 주말에 뜬 미친 공시 세력 평단가 공개 됐네요 — Mshale · 2026-08-09
- 대원전선 주가, 8월 10일 장중 14,510원 5.22% 상승 — 톱스타뉴스 · 2026-08-10
- 대원전선, 전력 인프라 투자 확대 기대감 속 장중 강세 : 한국증시 — 재경일보 · 2026-08-10
- 한국콜마 주가, 급등세... 이유는? — 금강일보 · 2026-08-12
- 한국콜마, 2분기 영업익 전년比 50%↑…주가도 17%대 '쑥' — 네이트 · 2026-08-12
- [특징주]한국콜마, 코스피 강보합 속 18% 급등…2분기 사상 최대 실적 청신호 — 남도일보 · 2026-08-12
- 한국콜마, 2분기 영업익 1천103억원…예상치 상회 — 연합인포맥스 · 2026-08-12
- 한국콜마, 2026년 2분기 당기순이익 706억1500만원…전년동기대비 68.92% 증가 — 디지털투데이 · 2026-08-12
- 한국콜마, 2026년 2분기 당기순이익 521억원…전년동기 대비 68.15% 증가 — 디지털투데이 · 2026-08-12
This is market commentary, not investment advice.