Ideas
Hold Cosmax because it didn't fall
During a weak July market, Cosmax rose instead of falling, showing relative strength. Park argues investors should hold stocks that resist market declines rather than sell them to rotate into beaten-down names such as SK Hynix, because stocks that do not fall during a market break tend to lead later.
Samsung Electronics has foundry and dividend catalysts
Samsung Electronics' foundry is returning to profit, and expectations for special shareholder-return dividends are likely to emerge by late this year or early next year, supporting the stock as it recovers about 50% of its recent drop. He contrasts its stronger recovery with SK Hynix.
Avoid Samsung Electro-Mechanics after overextended rally
Samsung Electro-Mechanics rebounded about 60% of its drop but is now weakening as foreign and institutional investors sell; with market cap back near 104 trillion won and PBR above 11x, the earnings recovery next year appears already too aggressively priced in, so further institutional adjustment is likely.
KCC is ridiculously undervalued versus assets
KCC announced a value-up plan using its large Samsung C&T stake to fund special dividends, buybacks, and share cancellations, while targeting 2030 PBR above 1x and 10% operating margin. Its market cap is only about 4 trillion won against roughly 9.8 trillion won in listed financial assets including an 8 trillion won Samsung C&T stake, so the stock is trading far below asset value and is being repriced.
Foreign investors are repricing Samsung C&T
Foreign investors have steadily raised their Samsung C&T ownership to about 31%, viewing Korea's asset-heavy undervalued holding companies as mispriced; government value-up policy and governance reform are now causing these companies, including Samsung C&T, to be repriced.
Buy Samyang Foods on rotation back
Samyang Foods is seeing foreign and pension buying as money that had rotated into Samsung Electronics returns to the stock; it had fallen since last September while Samsung Electronics rallied, and now Samsung Electronics is consolidating, allowing capital to rotate back.
Pan Ocean chart and foreign buying bullish
Pan Ocean has been grinding upward in a cup-and-handle-like pattern as foreign investors continue to accumulate, and Park views the chart as unusual enough to track; persistent foreign buying supports a positive setup.
ISC recovering as foreign ownership jumps
ISC's price broke below its 20-month moving average but is recovering, and foreign ownership has jumped even as price fell, indicating accumulation during weakness.
Biotech rotation lifts Alteogen after oversold drop
Alteogen, the largest KOSDAQ biotech by market cap, fell about 55% from its high because market attention was concentrated on semiconductors; now money is rotating back into biotech and the stock is recovering.
Hold Cosmecca Korea on relative strength
Cosmecca Korea did not fall during the July market decline and instead rose 14.2% that month, and it is up about 74% this month; investors who sold into the panic would have missed a clear relative-strength leader.
Pharma Research quietly finding its path higher
Pharma Research Products was ignored and fell while Samsung Electronics peaked, but it is now finding its own path higher; the loss of chatter around the stock suggests retail investors have left, a contrarian positive setup.
HPSP recovers on foreign and institutional buying
HPSP is recovering quickly within an intact monthly uptrend after being dragged down during the semiconductor decline; it has very high foreign ownership, strong operating margins, and both institutions and foreigners are buying.
Watch Seegene for speculative foreign-accumulation pop
Seegene, a former COVID-era high-flyer, is showing an unusual chart with continuous foreign buying; Park speculates this could eventually 'pop' after other COVID-era names move first.
Jeju Semiconductor shows renewed upward momentum
Jeju Semiconductor is grinding back higher after rebounding from 50,000 won to 90,000 won, gaining about 17.5% this month and previously up as much as 45.6%, showing renewed momentum.
SM has seasonal bottoming and recovery setup
SM's chart is bottoming with a shallower downtrend and more bullish candles; on monthly charts it bottomed in September-October of the prior cycle and then rose, and it has a seasonal pattern of buying in even-year September-October and selling in odd years.
Koh Young is solid with foreign buying
Koh Young Technology is seeing continued foreign buying and is described as a very solid stock, with the chart showing resilience.
This Chesley Investment Advisory (체슬리투자자문) video, published August 21, 2026,
features Park Se-ik
discussing Cosmax, 005930.KS, 009150.KS, KCC, 028260.KS, 003230.KS, 028670.KS, ISC, 196170.KQ, Cosmecca Korea, 214450.KQ, 403870.KQ, Seegene, 080220.KQ, SM, Koh Young Technology.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Se-ik
· Tickers:
Cosmax,
005930.KS,
009150.KS,
KCC,
028260.KS,
003230.KS,
028670.KS,
ISC,
196170.KQ,
Cosmecca Korea,
214450.KQ,
403870.KQ,
Seegene,
080220.KQ,
SM,
Koh Young Technology
