[Byeoljubujeon] Chesley Weekend Live [26/05/16]

Watch on YouTube ↗ | May 16, 2026 at 11:01 | 2:53:14 | Chesley Investment Advisory (체슬리투자자문)

Speakers

Clare Pleydell-Bouverie — Co-Head of Global Innovation, Liontrust Asset Management

Hamberger — Investor

Shin — Guest Investor

Simpro — Biotech Analyst

Eli — AI Expert

Park Se-ik — CEO, ex-Chief Strategist

Summary

The video reviews a volatile week in US and Korean markets, with energy outperforming and semiconductors retreating. Analysts argue the AI infrastructure cycle remains intact, supported by lengthening AI task complexity and enterprise adoption. Detailed stock picks include LG Electronics, Jeju Semiconductor, Seegene, TES, Shinsegae, and Samsung Electro-Mechanics, each with company-specific catalysts. Guest sessions cover optical communication value chain, cloud market shifts, and biotech developments (Alteogen, FDA changes). Trading strategies emphasize disciplined scaling into breakouts and sector rotation.

US markets fell on rising oil and bond yields, but energy sector rallied.
Korean market saw extreme volatility, touching 8000 then plunging 6% on Friday.
AI cycle thesis: longer AI task processing and growing enterprise adoption support infrastructure demand.
Optical communication stocks (Lumentum, Coherent) highlighted as AI network beneficiaries.
LG Electronics surged 56% on revaluation as AI hardware platform (cooling, robotics, automotive).
Jeju Semiconductor and Seegene posted strong gains on earnings surprises and thematic tailwinds.
Samsung Electro-Mechanics broke a 17-year range on MLCC/substrate AI demand.
Biotech picked Alteogen as a patent-risk-resolved, J-code-driven turnaround watch.

Trade Ideas

Clare Pleydell-Bouverie Guest Analyst 48:39

Lumentum preferred for pure AI optical play.

Lumentum is a pure-play AI optical exposure with higher beta to the optical sector than Coherent, due to its focus on EML lasers, OCS, and CPO technologies, making it the best choice for investors seeking concentrated AI optical exposure.

Hamberger Investor 66:30

LG Electronics revalued as AI hardware platform.

LG Electronics is being revalued from a home appliance company to an AI hardware platform, with strengths in cooling systems, robotics, and vehicle components, and strong earnings from 26Q1, making it a key beneficiary of the Physical AI trend.

Hamberger Investor 67:30

Jeju Semiconductor dominates on-device AI memory.

Jeju Semiconductor dominates the LPDDR market for on-device AI, benefiting from DRAM supply shifts to HBM, with explosive earnings growth in 26Q1 (671B won operating profit) and a unique dual certification from Qualcomm and MediaTek.

Hamberger Investor 70:00

Seegene benefits from non-respiratory PCR growth.

Seegene is experiencing a resurgence driven by non-respiratory PCR diagnostics (STD, food poisoning) becoming routine post-COVID, combined with aggressive shareholder returns (dividends and buybacks), creating a turnaround story.

Hamberger Investor 71:40

TES gains from HBM equipment expansion.

TES is a beneficiary of HBM equipment demand, with its PCVD equipment expanding into advanced DRAM and HBM processes, and it has passed Samsung Foundry qualification, positioning it for strong earnings growth.

Hamberger Investor 73:20

Shinsegae benefits from luxury consumption boom.

Shinsegae benefits from booming domestic luxury consumption driven by stock market gains and corporate bonuses, with record department store and duty-free earnings in 26Q1, plus active shareholder return policies.

Shin Guest Investor 98:00

Samsung Electro-Mechanics breaks out after 17 years.

Samsung Electro-Mechanics is a long-term AI infrastructure play as a major MLCC and substrate supplier, breaking a 17-year box range on monthly charts; disciplined entry at all-time high with scaling strategy has yielded 130% return.

Simpro Biotech Analyst 120:00

Alteogen patent overhang removed, J-code received.

Alteogen has resolved key patent issues with Halozyme (US PTO invalidated Halozyme's M-Dase patent), and its Alt-B4 platform for subcutaneous Keytruda has received a J-code, which should accelerate revenue; the company expects another major tech transfer in H1, but biotech sector remains rate-sensitive.

Shin Guest Investor 142:00

Samsung Securities benefits from rising trading volume.

Samsung Securities is a potential position because its brokerage commission income (42% of revenue) gives it the highest leverage to rising trading volumes among Korean securities firms, with a forward P/E of 7.4x and strong institutional ownership.

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This Chesley Investment Advisory (체슬리투자자문) video, published May 16, 2026, features Clare Pleydell-Bouverie, Hamberger, Shin, Simpro discussing LITE, 066570.KS, 080220.KQ, 096530.KQ, 095610.KQ, 004170.KS, 009150.KS, 196170.KQ, 016360.KS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Clare Pleydell-Bouverie, Hamberger, Shin, Simpro · Tickers: LITE, 066570.KS, 080220.KQ, 096530.KQ, 095610.KQ, 004170.KS, 009150.KS, 196170.KQ, 016360.KS