Why Is My Stock Like This? Unexpected Stocks Where Big Money Flocked - Park Se-ik, Executive Director at Chesley Investment Advisory - Warmae Shinbak, September 16, 2026

"내 주식은 왜 이래", '뭉칫돈'이 몰린 뜻밖의 종목ㅣ체슬리투자자문 박세익 전무 [워매신박 / 26.09.16.수]
Watch on YouTube ↗  |  September 16, 2026 at 04:53  |  40:20  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik hosts a daily market news briefing, covering AI server MLCC demand, broker calls on Samsung Electronics, SK hynix, and Samsung SDI, Korean market sector rotation, the AI regulation debate, and surging US Treasury yields. He advises keeping cash ready for a leveraged-market shakeout and expects the US 10-year yield to peak in October. He also favors adding to Korean stocks and sees an October bull market setup.

  • AI server demand is reshaping the MLCC market, with high-end products and price hikes.
  • Broker reports diverge on Korean tech: BNK cut Samsung Electronics and stayed cautious on SK hynix, while NH raised Samsung SDI.
  • Korean market shows sharp sector divergence; money moved into batteries, power equipment, financials, and defense.
  • Jensen Huang and Dario Amodei clashed on AI regulation, with Huang urging faster adoption.
  • US 10-year Treasury yield hit 5%, raising concerns about market pressure.
  • Park Se-ik warns that high Korean margin debt could trigger forced selling and recommends having cash ready to buy dips.
  • Park Se-ik expects the US 10-year yield to peak in October and then fall.
Ideas
Park Se-ik CEO, ex-Chief Strategist 3:50
Favor Korean stocks into October.
In response to a viewer, Park says adding even 20 million won to Korean stocks is better than doing nothing. He also confirms his prior view of securing cash in July-August and expecting an October bull market, implying a constructive stance on Korean equities.
EWY MED
Park Se-ik CEO, ex-Chief Strategist 37:24
Expect 10-year yield peak in October.
Park notes the US 10-year Treasury yield chart shows potential for a breakout above 5%, but he thinks the yield frequently peaks in October on a quantitative and seasonal basis. He compares it to 2018, when a break above 3% preceded a market selloff and a rapid yield decline to 1.5% in 2019, suggesting a peak-and-fall pattern.
US10Y MED
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This Chesley Investment Advisory (체슬리투자자문) video, published September 16, 2026, features Park Se-ik discussing EWY, US10Y. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: EWY, US10Y