Daily Morning Fund Managers' Investment Meeting Live | Park Se-ik Senior Managing Director & Chesley Investment Advisory

Daily Morning Fund Managers' Investment Meeting Live | Park Se-ik Senior Managing Director & Chesley Investment Advisory [Morning Brief / 26.08.10.Mon]
Watch on YouTube ↗  |  August 09, 2026 at 09:46  |  2:06:44  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Wang — Department Head
Choi Ho — Vice President
Park Se-ik — CEO, ex-Chief Strategist

Summary

The Chesley morning briefing covers global markets, with a focus on the July U.S. employment shock and its implications for Fed policy. Analysts discuss bullish calls on Chinese healthcare and robotics stocks, a Bitcoin bottom setup, optical communication plays tied to Nvidia's architecture shift, a Korean memory chip rebound, a structural turnaround in Korean battery/ESS stocks driven by U.S. policy, and a tourism-fueled recovery in Korean department stores. The tone is cautiously optimistic, forecasting short-term rebounds in beaten-down sectors.

  • U.S. July nonfarm payrolls fell by 23K vs. +80K expected, sharply lowering September rate hike odds and boosting growth stocks.
  • Chinese healthcare stock Yangming Kangde seen rallying after military designation removed; Unitree Robotics likely to surge post-IPO.
  • Bitcoin's MVRV Z-score near 1, ETF inflows strong, and potential policy catalysts point to a bottom and recovery.
  • Nvidia's design changes fuel demand for optical communication chips; Lumentum and Coherent in focus ahead of earnings.
  • Samsung Electronics and SK hynix could rebound 30-50% from sell-off based on historical patterns and intact fundamentals.
  • Korean battery makers (LG Energy Solution, Samsung SDI) benefit from booming ESS demand and U.S. anti-China battery policies, reminiscent of the early shipbuilding turnaround.
  • Korean department stores undergo structural shift as tourism booms, reversing years of decline.
  • Applied Materials likely to deliver strong earnings, mirroring Lam Research's upbeat performance.
Ideas
Wang Department Head 3:07
Yangming Kangde to surge on delisting relief.
Following the temporary halt of U.S. military designation, Chinese healthcare company Yangming Kangde is expected to rise sharply, as it is a private company wrongly targeted by sanctions and the risk overhang is being removed through shareholder actions.
Yangming Kangde (양명강덕) MED
Wang Department Head 7:37
Unitree Robotics IPO poised for 3x upside.
Unitree Robotics, China's leading humanoid robot company, is about to IPO on the STAR board with a valuation of 13 trillion KRW. The company has already turned profitable, revenue grew 40.5% YoY, and the pre-IPO grey market already values it near 50 trillion KRW, suggesting a potential 3x upside from the IPO price. Long-term market forecasts imply significant further upside if it maintains market share.
Unitree Robotics HIGH
Hae-seu-peu-ro 23:15
Watch Korean solar stocks on US momentum.
With U.S. solar stocks like First Solar rallying on government support and the administration announcing mining project packages to counter China's supply chain, Korean solar stocks could attract attention and follow the positive momentum. Worth monitoring as the sector benefits from policy tailwinds.
TAN MED
Hae-seu-peu-ro 23:25
Optical communication stocks surge on Nvidia shift.
Nvidia's potential architectural shift to reduce HBM usage and increase GPU-to-GPU interconnection is driving demand for optical communication modules. Upstream component makers Lumentum and Coherent are seeing sharp stock moves ahead of earnings this week, and Korean optical telecom names could benefit as this trend gains traction.
COHR LITE MED
Hae-seu-peu-ro 23:25
Optical communication stocks surge on Nvidia shift.
Nvidia's potential architectural shift to reduce HBM usage and increase GPU-to-GPU interconnection is driving demand for optical communication modules. Upstream component makers Lumentum and Coherent are seeing sharp stock moves ahead of earnings this week, and Korean optical telecom names could benefit as this trend gains traction.
Korean optical communication sector MED
Jun-hyuk 29:27
Bitcoin near bottom, poised for recovery.
Bitcoin's MVRV Z-score is approaching 1, historically signaling a market bottom. Strong ETF inflows of $850M last week support spot demand. With potential rate cuts and the Clet Act expected to pass in September, risk assets could rally. The downside from here appears limited, and a recovery phase is likely.
BTC HIGH
Choi Ho Vice President 56:21
Micron sell-off overdone, attractive valuation.
Micron Technology has fallen 27% from its peak, and Morgan Stanley issued positive comments, calling the stock attractively valued. Despite ASP momentum slowing, memory shortages are expected to persist into early next year, and the sell-off appears overdone, offering a buying opportunity.
MU MED
Choi Ho Vice President 82:27
Applied Materials earnings to beat, positive catalyst.
Applied Materials is expected to report strong earnings this week, following the positive performance of peer Lam Research. The semiconductor equipment sector is seeing solid demand, and AMAT's results could serve as a positive catalyst for the stock and the broader equipment space.
AMAT MED
Choi Ho Vice President 104:56
Samsung, SK hynix due for technical rebound.
The global ESS market is booming (Q2 shipments +66% YoY), and U.S. policy is increasingly hostile to Chinese batteries, forcing North American buyers toward Korean suppliers like LG Energy Solution and Samsung SDI. The setup mirrors the early stage of the Korean shipbuilding turnaround, with volume growth and eventually pricing power driving a multi-year recovery.
KS MED
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This Chesley Investment Advisory (체슬리투자자문) video, published August 09, 2026, features Wang, Hae-seu-peu-ro, Jun-hyuk, Choi Ho discussing Yangming Kangde (양명강덕), Unitree Robotics, TAN, COHR, LITE, Korean optical communication sector, BTC, MU, AMAT, KS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Wang, Hae-seu-peu-ro, Jun-hyuk, Choi Ho  · Tickers: Yangming Kangde (양명강덕), Unitree Robotics, TAN, COHR, LITE, Korean optical communication sector, BTC, MU, AMAT, KS