As 'Samjeonnix' is sold off, the stock market stumbles... The reason why the securities industry is smiling

Watch on YouTube ↗  |  May 21, 2026 at 09:37  |  1:03:45  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik reviews several news articles including the Samsung labor strike and Chinese memory IPOs, foreign selling in Korean equities, US Treasury yield surge, and Korea Investment Holdings' record financial product balances. He expresses a conditional bearish view on KOSPI if US 10-year yields hit 5%, and endorses Korea Investment Holdings as a long-term investment after meeting its CEO.

  • Samsung strike resolved but Chinese memory firms still pushing IPOs to capture market share.
  • Foreign investors sold over 51 trillion won in Korean stocks but ownership ratio remains high due to price appreciation.
  • Securities firms are optimistic about a June-July rebound driven by SK hynix ADR listing and MSCI upgrade prospects.
  • US 30-year Treasury yield hit 5.2%, highest in 19 years, pressuring global risk assets.
  • China and Japan are selling US Treasuries to defend their currencies amid high oil prices.
  • Korea Investment Holdings' financial product balances surpassed 100 trillion won, showing strong retail demand.
  • Park Se-ik met KIM CEO and expressed conviction in the stock going forward.
  • He warns that if US 10-year yield reaches 5%, KOSPI could break below 7,000.
Trade Ideas
Park Se-ik CEO, ex-Chief Strategist 55:45
KOSPI could crash if 10y yields hit 5%
If the US 10-year Treasury yield reaches 5%, the KOSPI will likely break below 7,000, as rising yields pressure risk assets and increase capital outflow risks for Korea. This is a conditional warning to monitor yield levels closely.
^KS11 MED
Park Se-ik CEO, ex-Chief Strategist 60:35
Korea Investment Holdings is a long-term buy
Korea Investment Holdings is a standout securities firm with strong management, aggressive hiring (hired 100-150 of 250 new industry hires), growing financial product balances (over 100 trillion won), and impressive CEO confidence. Meeting the CEO reinforced the view that the company has a differentiated competitive edge, making it a compelling long-term investment.
071050.KS HIGH
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This Chesley Investment Advisory (체슬리투자자문) video, published May 21, 2026, features Park Se-ik discussing ^KS11, 071050.KS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: ^KS11, 071050.KS