Director Lim, who reads the physiognomy of stocks, unveils the Chesley AI 'Pathfinder' video

Director Lim, who reads the physiognomy of stocks, unveils the Chesley AI 'Pathfinder' video | Chesley Head of Learning Director Lim [Chesley AI / 26.08.28.Fri]
Watch on YouTube ↗  |  August 30, 2026 at 04:00  |  22:14  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Lim — Director

Summary

Director Lim reviews KOSPI and KOSDAQ technicals and identifies cosmetics as the dominant leading sector, with ODM names making historic highs. He also highlights relative leaders in batteries, semiconductor equipment and substrates, and bitcoin-related names, while repeating his focus on the strongest stocks over laggards. The session ends with flow observations on foreign futures/options, USD/KRW, and US yields.

  • KOSPI fell 1.79% and remains boxed; KOSDAQ held above its 5-day line and showed better relative strength.
  • Cosmetics was the standout sector, with ODM names Hankook Kolmar, Cosmax, and Cosmeca Korea at historic highs; APR also hit a 52-week high.
  • Battery leader Samsung SDI is favored over boxed LG Energy Solution; L&F is the materials leader.
  • HPSP was the lone semiconductor equipment gainer and is called the equipment leader; substrates remain strongest via Simmtech and Isu Petasys.
  • Seegene is nearing a 2022 high and Woori Technology Investment is monitored as a bitcoin-related name.
  • Foreign cash selling persists but futures/options still show upside positioning; USD/KRW eased to 1,373 and lower US yields would help Korean stocks.
Ideas
Lim Director 0:57
KOSPI needs box breakout to rally
KOSPI is stuck in a trading box, closing below the 5-day line with a bearish candle; a trend move higher requires a breakout above the box and clearance of the 60-day resistance that has been capping rebounds.
Lim Director 1:47
KOSDAQ chart stronger than KOSPI
KOSDAQ is showing better relative strength than KOSPI: it held above its 5-day line all week and is consolidating within a box while moving averages need more time to align for an uptrend.
Lim Director 2:55
Samsung Electronics needs 60-day clearance
Samsung Electronics broke its 5- and 10-day lines on a bearish candle and remains capped by the heaviest supply zone near the 60-day line; it needs moving-average alignment before it can gain upward power.
Lim Director 3:25
SK hynix chart weaker, needs time
SK hynix has a weaker chart than Samsung Electronics, repeatedly failing at overhead supply and remaining trapped; the speaker sees more time needed to build energy, so it is not yet attractive.
Lim Director 3:51
Samsung Electro-Mechanics strongest large-cap tech
Among Korea's big-cap tech names, Samsung Electro-Mechanics is showing the strongest upward attempt: it has aligned its 5-, 10-, 20-, and 120-day moving averages and is only waiting to clear the 60-day line to gain more upside force.
Lim Director 5:02
Alteogen holds 20-day support
KOSDAQ leader Alteogen reclaimed its 5-day line with aligned 5-, 10-, and 20-day moving averages and keeps defending the 20-day support after a huge run, showing it is not breaking its support line.
Lim Director 5:45
EcoPro BM needs small-box breakout
EcoPro BM is holding above its 5-day line and consolidating in a small box; it needs to break above the top of this box to develop real upside strength.
Lim Director 6:49
Pharma Research steady uptrend intact
Pharma Research continues a steady uptrend: after a large midweek gain and a shallow pullback that held the 5-day line, it rose 6% again, showing it intends to keep climbing.
Lim Director 8:04
APR 52-week high, targeting historical high
APR is leading cosmetics strength with a 52-week closing high, supported by consistent foreign and institutional buying; the speaker sees it as targeting the historical high of 473,000 won and says the strong-volume weekly breakout has meaning.
Lim Director 9:29
Korean cosmetics ODM leaders breaking out
Cosmetics is the market-leading sector, and within it ODM names are strongest. Hankook Kolmar, Cosmax, and Cosmeca Korea all broke out with historic volume to new or all-time highs, have no overhead weekly/monthly supply, and pull back on shrinking volume before resuming higher.
Lim Director 13:39
Cosmetics brands also joining sector uptrend
Brand-side cosmetics names are also participating: Amorepacific is showing upward strength, LG Household & Health Care is attempting to break its 52-week high after a 6% gain, and Silicone2 is only about 5% from its 52-week high after a strong rise.
Lim Director 14:54
Trade battery leaders Samsung SDI, L&F
In batteries the leader is Samsung SDI, which broke out of its box with volume after the Trump executive order, while LG Energy Solution remains stuck in its box; in materials, L&F is the leader, already rebounding 112%. The speaker says to concentrate on Samsung SDI and L&F on pullbacks, not the laggards.
Lim Director 16:21
Seegene may shoot through 2022 high
Seegene's weekly chart is pressing against its 2022 high; if it breaks through this supply zone, the speaker says a sharp upward shot is likely. It is up 16% this week and 35% this month, so the setup is worth tracking.
Lim Director 17:10
Bitcoin proxy Woori Technology merits watching
Woori Technology Investment is a bitcoin-related name supported by bitcoin strength; it pulled back for two days on falling volume and then surged as much as 14%, but overhead supply remains, so the speaker says it deserves attention rather than outright chase.
Lim Director 17:56
Cosmetic container maker Comtec reclaims 5-day
Comtec Korea, which makes cosmetic containers, rose 9% and reclaimed its 5-day line, giving it a supply-chain and chart setup within the strong cosmetics theme.
Lim Director 18:29
HPSP semiconductor equipment leader
HPSP is the semiconductor equipment leader: while most Korean equipment names fell, HPSP rose and kept its trend unbroken, gaining about 86% from its low, and the chart is signaling HPSP is the group leader.
Lim Director 19:27
Simmtech holds substrate breakout line
Simmtech is the substrate leader: it broke out of a mini box with volume yesterday, and despite an intraday reversal today it held above the breakout line, which keeps the path higher open as long as it does not fall back into the box.
Lim Director 19:58
Isu Petasys undervalued substrate name
Isu Petasys is in the strong semiconductor substrate group and is explicitly called undervalued; it has already risen 94% from its low, and the speaker continues to emphasize substrates as the strongest semiconductor materials/equipment area.
Up Next

This Chesley Investment Advisory (체슬리투자자문) video, published August 30, 2026, features Lim discussing EWY, KOSDAQ, 005930.KS, 000660.KS, 009150.KS, 196170.KQ, 247540.KQ, 214450.KQ, 278470.KS, 241710.KQ, 161890.KS, 192820.KS, 051900.KS, 257720.KQ, 090430.KS, 006400.KS, 066970.KS, 096530.KQ, 041190.KQ, Comtec Korea, 403870.KQ, 222800.KQ, 007660.KS. 18 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lim  · Tickers: EWY, KOSDAQ, 005930.KS, 000660.KS, 009150.KS, 196170.KQ, 247540.KQ, 214450.KQ, 278470.KS, 241710.KQ, 161890.KS, 192820.KS, 051900.KS, 257720.KQ, 090430.KS, 006400.KS, 066970.KS, 096530.KQ, 041190.KQ, Comtec Korea, 403870.KQ, 222800.KQ, 007660.KS