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

Daily Morning Fund Managers' Operations Meeting Live | Park Se-ik Senior Managing Director & Chesley Investment Advisory [Morning Brief / 26.08.28.Fri]

Watch on YouTube ↗ | August 28, 2026 at 00:30 | 2:06:06 | Chesley Investment Advisory (체슬리투자자문)

Speakers

Wang Jeong-bu — Chinese market analyst

Jun-hyuk — Analyst

Moon Gi-ryang — Analyst

Moon Ji-ho — Executive

Choi Ho — Vice President

Park Se-ik — CEO, ex-Chief Strategist

Summary

The video covers global market updates, focusing on the implications of Nvidia's earnings and the strong performance of AI and software sectors. The hosts analyze Marvell Technology's strategic position in custom silicon and optical networks, highlighting its long-term growth potential despite short-term earnings reactions. Additionally, the discussion explores the Korean ESS and battery market, noting Samsung SDI's valuation appeal, and evaluates Isu Petasys's fundamentals amid sector competition.

Bitcoin surpasses $80,000, supported by continuous ETF inflows and positive on-chain metrics.
Marvell Technology reports strong data center growth, driven by custom silicon and optical DSP dominance.
Samsung SDI is highlighted for its attractive valuation, secured long-term orders, and entry into the Tesla supply chain.
LG Energy Solution shows rapid ESS volume growth, though EV utilization remains a drag.
Isu Petasys faces a mixed outlook: strong fundamentals and price hikes versus intense peer competition and multiple contraction.
Samsung Biologics' rights offering is viewed as a positive long-term investment signal rather than mere dilution.

Ideas

Wang Jeong-bu Chinese market analyst 17:16

Deye offers cheap valuation and rapid ESS growth.

Deye is the global leader in microinverters with a 24.4% market share and is experiencing rapid growth (over 100% YoY revenue growth) driven by the expanding residential ESS market in Europe and Southeast Asia. The market penetration is still low, providing ample room for growth, and the stock is trading at a relatively cheap valuation compared to peers.

Jun-hyuk Analyst 33:41

Strong ETF inflows and metrics support Bitcoin.

Bitcoin has broken above $80,000 and is showing strong price action, closing higher during US trading hours. Continuous spot ETF inflows and positive on-chain metrics indicate the bear market has ended, with the 365-day moving average acting as solid support for further upside.

Jun-hyuk Analyst 40:11

MSCI index removal poses short-term downside risk.

MicroStrategy acts as a leveraged play on Bitcoin and is currently trading at a premium to its net asset value (MNAV > 1). However, investors should be cautious as the stock faces a short-term risk of being removed from the MSCI index in October due to its operating assets falling below the required threshold, which could trigger a negative supply shock.

Moon Gi-ryang Analyst 50:04

Custom silicon and optical networks drive long-term growth.

Marvell reported record Q2 revenue driven by a 45% YoY growth in its data center segment. The company is successfully expanding its custom silicon business through partnerships like the Google TPU ecosystem and is capturing the growing demand for optical interconnects and scale-up networking. The recent post-earnings dip offers a buying opportunity for long-term investors.

Moon Ji-ho Executive 87:35

Secured long-term orders and Tesla entry drive re-rating.

Samsung SDI is undergoing a valuation re-rating as it has already secured orders through 2028 and is actively expanding its in-house capacity. Unlike competitors who are defending their market share, SDI is a new entrant in the Tesla supply chain, and its forward P/E is expected to drop into the 20s, making it highly attractive.

Choi Ho Vice President 97:05

Capacity expansion and price hikes drive undervalued growth.

Isu Petasys is benefiting from structural AI demand, leading to record earnings, capacity expansions, and an improved product mix with high-margin multi-layer boards. The company is also entering a price cycle with an expected 15% price hike in Q4. Trading at a low P/E of 10x, it is a highly undervalued and stable long-term AI play.

Park Se-ik CEO, ex-Chief Strategist 110:12

Rights offering for facility investment is a buying opportunity.

The company's 3 trillion won rights offering should be viewed as a buying opportunity rather than a negative dilution event. The funds will be used for facility investments that will drive massive future revenue and profit growth, similar to Hanwha Aerospace's past successful offering, and the Samsung Group will likely absorb the new shares.

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Mad Money 08/27/26 | Audio Only

This Chesley Investment Advisory (체슬리투자자문) video, published August 28, 2026, features Wang Jeong-bu, Jun-hyuk, Moon Gi-ryang, Moon Ji-ho, Choi Ho, Park Se-ik discussing Deye, BTC, MSTR, MRVL, 006400.KS, 007660.KS, 207940.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Wang Jeong-bu, Jun-hyuk, Moon Gi-ryang, Moon Ji-ho, Choi Ho, Park Se-ik · Tickers: Deye, BTC, MSTR, MRVL, 006400.KS, 007660.KS, 207940.KS