Ideas
Isu Petasys benefits from AI switch PCB.
Isu Petasys is a high-layer MLB leader with 25.3% share in 22+ layer boards; its Thailand plant is at full utilization and turned profitable, and 1.6T switch PCB mass production plus 3.2T R&D should drive sales and margin expansion, with a target price implying significant upside.
China AI investment pace stays strong.
Chinese AI investment pace is unlikely to slow; top-tier US and Chinese players will keep investing and lower-ranked firms must invest to keep up, supporting the AI and semiconductor supply chain.
Bitcoin setup points to H2 rally.
Bitcoin's daily chart shows a golden cross and improving Ichimoku cloud, the bottom formed above the 200-week moving average unlike 2022, and the next halving cycle plus expected M2 expansion under Warsh and Bessent could drive a strong rally in H2 next year.
Tokenized-stock growth lifts Robinhood and Coinbase.
The tokenized stock market is growing rapidly and hitting new highs; Robinhood and Coinbase are driving this business, expanding access to tokenized equities and creating a new high-growth market.
Korean AI infrastructure cycle remains intact.
Foreign investors are still buying Korean AI infrastructure components such as Samsung Electro-Mechanics, Daehan Optical Telecom, Hyosung Heavy, Sanil Electric, and Wonik IPS even while selling Samsung Electronics and SK hynix, showing the AI infrastructure cycle is not over.
Korean equities offer structural buy-the-dip opportunity.
The Korean market is in a structural bull phase supported by Korea's top-tier manufacturing position and commercial law revisions that enhance minority shareholder value; the recent correction is a buying opportunity before the US midterm elections, and a new rally is likely after the elections.
High-margin KOSPI 200 basket should outperform.
In macro uncertainty, earnings matter; a basket of KOSPI 200 companies with operating margins above 10% and at least 1 percentage point of margin improvement next year should benefit from multiple expansion, and most such names are tied to AI infrastructure.
Samsung Electro-Mechanics has strong earnings momentum.
Among large caps excluding Samsung Electronics and SK hynix, Samsung Electro-Mechanics has one of the strongest earnings momentum; operating margin is forecast to rise from 13.6% to 20% next year, and it trades below PBR 1, though it may stay range-bound until Q3 earnings.
DB HiTek offers high-margin foundry exposure.
DB HiTek is an 8-inch wafer foundry with high margins, little analyst coverage, and operating margin expected to rise from 25.5% to about 30% next year.
SK Biopharm margins expand toward 40%.
SK Biopharm has higher-than-expected operating margin above 30% and is forecast to approach 40% next year.
Hanwha Engine gains from ship-engine demand.
Hanwha Engine's operating margin is expected to improve from 14.6% to 17.3%, and ship-engine exposure is attractive long-term because engine makers such as Wartsila trade at high valuations; prefer shipbuilders with engine exposure.
Hyundai Marine Solution has high service margins.
Hyundai Marine Solution is an engine after-service company with high and improving margins, from 17.7% to 20%.
Celltrion margins improve with foreign buying.
Celltrion is a foreign investor favorite and its operating margin is expected to improve by about 2 percentage points next year.
Sanil Electric offers high-margin value.
Sanil Electric has a high operating margin, trades around PBR 1, and is one of the better-valued names in the improving-margin screen.
Memory semis downside limited, upside competitive.
Memory earnings growth is slowing but margins should remain high and absolute profits should grow; past drawdowns are similar to Nvidia's and downside from here looks limited, with prior-high recovery possible if margins hold, though HBM competition limits explosive upside.
Treasury yields expected to decline further.
The 10-year Treasury yield has fallen back below 5%, and because the market has already priced about two rate hikes, the speaker expects yields to decline further, favoring Treasuries.
AI infrastructure demand supports semiconductor rebound.
The recent 5-6% drop in semiconductors is likely to recover because AI infrastructure demand still exceeds supply, positive news from memory, specs, and networking conferences is emerging, and the AI infrastructure cycle remains strong.
This Chesley Investment Advisory (체슬리투자자문) video, published September 17, 2026,
features Choi Ho, Wang, Park Se-ik, Oh, Moon
discussing 007660.KS, China AI/semiconductor supply chain, BTC, HOOD, COIN, Korean AI infrastructure supply chain, EWY, KOSPI 200 high-margin improving basket, 009150.KS, 000990.KS, 326030.KS, 082740.KS, 443060.KS, 068270.KS, 062040.KS, 005930.KS, MU, 000660.KS, US 10-year Treasury bonds, SOXX.
17 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Choi Ho,
Wang,
Park Se-ik,
Oh,
Moon
· Tickers:
007660.KS,
China AI/semiconductor supply chain,
BTC,
HOOD,
COIN,
Korean AI infrastructure supply chain,
EWY,
KOSPI 200 high-margin improving basket,
009150.KS,
000990.KS,
326030.KS,
082740.KS,
443060.KS,
068270.KS,
062040.KS,
005930.KS,
MU,
000660.KS,
US 10-year Treasury bonds,
SOXX
