Bio sentiment hit by KOSDAQ leader; oversold stocks to watch

"코스닥 대장주가 짓누른 바이오 투심…살펴볼 낙폭과대주는"
Watch on YouTube ↗  |  January 22, 2026 at 08:08  |  1:04:16  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik reviews Korean and global market news, highlighting KOSPI's 5,000 milestone, nuclear power's policy and demand tailwinds, Europe's potential use of US Treasuries as leverage, Kia's robot-driven factory, Samsung Biologics' record profit and CDMO capacity expansion, and the oversold Korean biotech sector after Alteogen's plunge. The main implications are continued energy/nuclear demand, vulnerability in US Treasuries, Samsung Biologics' global leadership path, and a potential rebound opportunity in oversold Korean bio names.

  • KOSPI briefly broke 5,000, with the host calling the move a strong price-discovery market.
  • Nuclear power is gaining policy support in Korea and globally, supported by data-center, robot, and autonomous-driving electricity demand.
  • Europe's large US asset holdings, including Treasuries, are discussed as potential leverage against US pressure.
  • Kia's EVO plant uses AI and robots to make multiple vehicle types, improving worker conditions and supporting Europe-focused PBV plans.
  • Samsung Biologics surpassed 2 trillion won operating profit and plans major CDMO capacity expansion.
  • Alteogen's slump weighed on Korean bio sentiment, leading to a report on oversold bio stocks and upcoming catalysts.
  • The host sees irrational sentiment in Korean bio as creating selective investment opportunities.
Ideas
Park Se-ik CEO, ex-Chief Strategist 30:41
Nuclear buildout supported by power demand.
Korea's public and presidential support for nuclear power, combined with global nuclear restarts and expansions, supports the nuclear energy theme. The host emphasizes that policy consistency matters because flip-flopping hurts supply-chain investment, and that data centers, autonomous driving, and robots are large incremental electricity consumers that require cheap, stable power.
URA HIGH
Park Se-ik CEO, ex-Chief Strategist 38:29
Europe can weaponize US Treasuries.
Denmark's pension fund selling US Treasuries and Europe's large US asset holdings show Europe can use capital as leverage against US pressure. If Europe sells Treasuries, yields would spike, stocks would fall, and Washington would be under pressure, especially before midterms. US fiscal sustainability concerns and reliance on foreign Treasury demand make US Treasuries vulnerable.
TLT MED
Park Se-ik CEO, ex-Chief Strategist 52:14
Samsung Biologics to lead CDMO capacity.
Samsung Biologics surpassed 2 trillion won in operating profit with over 50% growth, supported by full utilization of plants 1-4 and the ramp of its fifth plant. It plans to expand capacity to 1.325 million liters by 2032, which should make it the undisputed global No.1 CDMO ahead of Lonza. The host calls it the TSMC of biotech.
207940.KS HIGH
Park Se-ik CEO, ex-Chief Strategist 56:20
Oversold Korean biotech offers opportunity.
Alteogen's plunge dragged down the entire Korean pharma and biotech sector, including KOSDAQ biotech and KOSPI pharma, even though the issues are company-specific. The host views this as irrational sentiment and says such fear-driven oversold moves create investment opportunities. Hanwha Securities recommends approaching oversold bio names.
Korean Biotech HIGH
Park Se-ik CEO, ex-Chief Strategist 56:35
Alteogen decline overdone after GSK deal.
Alteogen, the KOSDAQ leader, plunged on Keytruda royalty-rate disappointment, but the company delivered on its JPMorgan Healthcare Conference promises and added GSK as a new partner. The decline looks excessive relative to fundamentals.
196170.KQ MED
Park Se-ik CEO, ex-Chief Strategist 58:23
siRNA interest puts these biotechs in focus.
Interest in small interfering RNA (siRNA) has amplified, and Hanwha Securities highlights ABL Bio, Alzinomics, and OliX as companies to watch in that theme.
ABL Bio 476830.KQ Olix MED
Park Se-ik CEO, ex-Chief Strategist 58:54
D&D stake in Lilly-backed RLT.
D&D Pharmatech holds a 15% stake in an RLT company introduced by Lilly Ventures and headquartered at Lilly Gateway Labs, making it noteworthy.
347850.KQ MED
Park Se-ik CEO, ex-Chief Strategist 59:49
Hanmi Pharm watch on MSD event.
Hanmi Pharm fell with the sector but has strong earnings and an upcoming MSD event on February 3, making it a name to watch.
128940.KS MED
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This Chesley Investment Advisory (체슬리투자자문) video, published January 22, 2026, features Park Se-ik discussing URA, TLT, 207940.KS, Korean Biotech, 196170.KQ, ABL Bio, 476830.KQ, Olix, 347850.KQ, 128940.KS. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: URA, TLT, 207940.KS, Korean Biotech, 196170.KQ, ABL Bio, 476830.KQ, Olix, 347850.KQ, 128940.KS