Now is a non-trending period, should we jump on running stocks?

Now is a non-trending period, should we jump on running stocks? | Executive Director Park Se-ik & Chesley Investment Advisory [Morning Brief / 26.08.27.Thu]
Watch on YouTube ↗  |  August 27, 2026 at 02:20  |  33:57  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Choi Ho — Vice President
Park Se-ik — CEO, ex-Chief Strategist

Summary

The hosts discuss investment strategies, emphasizing the importance of buying fundamentally strong stocks that are currently resting rather than chasing surging momentum stocks. They analyze PharmaResearch's growth potential driven by its cosmetics division. Additionally, they provide a deep dive into Nvidia's recent earnings, highlighting its strong guidance, expanding margins, and the positive implications for Korean memory semiconductor companies.

  • PharmaResearch is highlighted as a solid investment due to its growing US cosmetics sales.
  • Retail investors are advised to avoid chasing running stocks and focus on resting companies with consistent profit growth.
  • Nvidia's earnings confirm sustained, robust demand for AI infrastructure and data centers.
  • Nvidia provided strong guidance of over 70% revenue growth for the next fiscal year.
  • Nvidia's P/E multiple has compressed significantly, making it appear undervalued relative to its growth.
  • Nvidia's growth is currently constrained by memory supply, signaling strong demand for Korean memory chipmakers.
Ideas
Choi Ho Vice President 0:03
Cosmetics growth offsets slower medical device sales.
PharmaResearch is a fundamentally strong 'resting horse' that has demonstrated consistent revenue and profit growth over the past three years, with growth expected to continue. It is safer and more profitable for retail investors to buy such resting stocks with solid fundamentals rather than chasing already surging momentum stocks.
214450.KQ MED
Choi Ho Vice President 10:41
AI infrastructure demand drives strong future growth.
Nvidia's recent earnings confirm that AI infrastructure demand remains exceptionally strong and will continue into the next year, driven by hyperscalers and enterprise customers. The company provided highly confident guidance of over 70% revenue growth for the next fiscal year, alongside record networking sales and robust hyperscaler capex.
NVDA HIGH
Park Se-ik CEO, ex-Chief Strategist 22:14
Nvidia's memory bottleneck signals strong chip demand.
Nvidia explicitly stated that its growth is constrained by memory supply, highlighting an ongoing shortage and strong demand for memory chips. This provides a highly positive signal and strong demand visibility for Korean memory semiconductor manufacturers like SK Hynix, which has secured a long-term partnership with Nvidia.
000660.KS MED
Up Next
20:08
Why did it plummet when they incinerated treasury shares? The real reason for the flood of disappointing sell-offs in Hyundai Motor / Substrate shortage, if you're stuck with Samsung Electro-Mechanics, hold on. | CEO Lee Gwon-hee
815 Money Talk (815머니톡) · Aug 27
43:59
Everyone knew earnings would be good," but how big was the effect? | Ha Chang-wan, Habono's Stock Story CEO [Double Check]
3PRO TV (삼프로TV) · Aug 27
3:03:20
[August 27th #BeforeMarketOpen] PCE Exceeds Expectations, New York Stock Market Slightly Weak Ahead of Jackson Hole / NVIDIA Breaks Sales Record for 13 Consecutive Quarters, After-Hours Rise
815 Money Talk (815머니톡) · Aug 27
2:12:31
Daily Morning Fund Managers' Investment Meeting Live | Park Se-ik Executive Director & Chesley Investment Advisory [Morning Brief / 26.08.27.Thu]
Chesley Investment Advisory (체슬리투자자문) · Aug 27
43:23
Very different from the first half" Stronger sector rotation…What is the market's direction after NVIDIA's earnings? | Park Byeong-chang, MP Partners CEO [Market Inside]
3PRO TV (삼프로TV) · Aug 26

This Chesley Investment Advisory (체슬리투자자문) video, published August 27, 2026, features Choi Ho, Park Se-ik discussing 214450.KQ, NVDA, 000660.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Choi Ho, Park Se-ik  · Tickers: 214450.KQ, NVDA, 000660.KS