Which stocks are foreigners currently increasing their stake in? | Chesley Investment Advisory Executive Director Park Se-ik

Which stocks are foreigners currently increasing their stake in? | Chesley Investment Advisory Executive Director Park Se-ik [Chesley Official Membership / 26.08.13.Thu]
Watch on YouTube ↗  |  August 14, 2026 at 21:00  |  26:23  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik analyzes the recent market volatility and reviews the performance of major KOSPI and KOSDAQ stocks following a severe market drop. He highlights stocks that are seeing continuous foreign and institutional buying despite price declines, suggesting a strong rebound is underway. He also warns against the dangers of leveraged and inverse products on highly cyclical stocks.

  • Criticizes 2x and 3x leveraged/inverse products on cyclical stocks like SK Hynix as wealth-destroying gambling instruments.
  • Notes that the KOSPI and KOSDAQ have recovered about 40-45% of their recent steep losses.
  • Highlights Samsung Electro-Mechanics as a key beneficiary of AI and robotics MLCC demand, rebounding from a 65% drop.
  • Identifies Shinsegae and LIG Nex1 as stocks where foreign investors are steadily increasing their stakes despite price drops.
  • Observes that foreign investors are reducing their exposure to Hyundai Motor, indicating a cautious stance on the auto sector.
  • Expects the broader market rebound to continue through the end of August if US interest rates stabilize.
Ideas
Park Se-ik CEO, ex-Chief Strategist 0:00
Avoid leveraged and inverse SK Hynix products.
Leveraged and inverse products on highly cyclical stocks like SK Hynix act like gambling and destroy wealth, as seen by massive losses in both directions during recent volatility. They should be avoided entirely except for very short-term trades during extreme panic selling.
SK Hynix leveraged and inverse ETFs HIGH
Park Se-ik CEO, ex-Chief Strategist 7:42
MLCC demand drives Samsung Electro-Mechanics' strong rebound.
The stock experienced a severe 65% drop after being overvalued, but it is now rebounding because MLCCs are essential for AI, autonomous driving, and robotics. It faces heavy resistance around the 160,000 to 180,000 KRW level.
009150.KS MED
Park Se-ik CEO, ex-Chief Strategist 9:14
Foreigners are continuously buying Kumho Tire.
The stock chart shows an unusual and promising upward pattern, supported by continuous and steady buying from foreign investors.
073240.KS MED
Park Se-ik CEO, ex-Chief Strategist 10:53
Foreigners keep buying despite price drops.
Foreign investors are continuously accumulating shares even when the stock price drops, indicating strong underlying demand and a positive outlook.
079550.KS MED
Park Se-ik CEO, ex-Chief Strategist 11:37
Solid earnings and foreign buying support upside.
Despite a 50% drop from its peak, the company reported solid earnings, and foreign investors have consistently increased their stake to 29%, suggesting the stock has further upside potential as earnings support the valuation.
004170.KS MED
Park Se-ik CEO, ex-Chief Strategist 14:40
Anthropic stake protects SK Telecom from dropping.
The stock is holding up well during market volatility and is unlikely to drop significantly because of the underlying value of its stake in the AI startup Anthropic.
017670.KS MED
Park Se-ik CEO, ex-Chief Strategist 17:03
Foreigners are steadily reducing stakes in automakers.
Foreign ownership is steadily decreasing from a peak of 41%, indicating that foreign investors do not view the automobile sector favorably right now, despite positive narratives like Boston Dynamics.
005380.KS MED
Park Se-ik CEO, ex-Chief Strategist 21:22
Strong rebound with weak hands washed out.
The stock is performing exceptionally well, up 67% from its recent bottom. The lack of market chatter suggests that weak hands have already sold, leaving room for continued strength.
214450.KQ MED
Park Se-ik CEO, ex-Chief Strategist 23:42
KOSPI is cheap and poised for rebound.
The KOSPI index is still very cheap at current levels (around 2,630) and has only recovered about 40% of its recent drop. A strong rebound is expected to continue through the end of August, provided US interest rates stabilize.
EWY HIGH
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This Chesley Investment Advisory (체슬리투자자문) video, published August 14, 2026, features Park Se-ik discussing SK Hynix leveraged and inverse ETFs, 009150.KS, 073240.KS, 079550.KS, 004170.KS, 017670.KS, 005380.KS, 214450.KQ, EWY. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: SK Hynix leveraged and inverse ETFs, 009150.KS, 073240.KS, 079550.KS, 004170.KS, 017670.KS, 005380.KS, 214450.KQ, EWY