"They said KOSDAQ would go to 3000"… Why the rush to exit KOSDAQ?

“삼천스닥 간다더니”…코스닥 탈출 러시, 왜?
Watch on YouTube ↗  |  May 13, 2026 at 05:48  |  1:15:08  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik reviews major news topics including KOSPI's rally, foreign investor selling, KOSDAQ outflows, SpaceX IPO, AI capex risk, and Kevin Warsh's Fed outlook. He recommends buying Korean securities stocks on any correction and expects KOSDAQ to recover from year-end next year. The video also warns against chasing overhyped themes.

  • KOSPI at 7,000 and rising, earnings estimates driven by semiconductors.
  • Foreign selling is attributed to portfolio rebalancing, not bearish conviction.
  • KOSDAQ ETF outflows are heavy, but government policy support may revive it in H2.
  • SpaceX IPO is a major event, but direct investment is difficult and hype is priced in.
  • AI capex is a key risk; KOSPI concentration in semiconductors is extreme.
  • Kevin Warsh's AI productivity view suggests a more dovish Fed stance.
  • Park Se-ik favors securities stocks as structural growth plays and expects KOSDAQ strength later.
  • A warning about impersonation scams using the Chesley brand.
Trade Ideas
Park Se-ik CEO, ex-Chief Strategist 20:37
Long Korean securities stocks on structural growth.
Korean securities stocks are in a structural growth phase driven by rising financial assets, increased trading volumes (domestic and US stocks), higher commissions, and a permanent shift in retail and institutional investment behavior. Therefore, if a market correction occurs in the second half of the year, securities stocks should be bought as they are well-positioned to benefit from long-term trends.
Korean securities stocks HIGH
Park Se-ik CEO, ex-Chief Strategist 40:22
Bullish on KOSDAQ from year-end.
KOSDAQ is currently weak due to outflows from disappointment in active ETFs and rotation into KOSPI semiconductor names, but government revitalization policies (e.g., National Growth Fund) are expected to kick in during the second half. He personally believes KOSDAQ will show renewed strength from year-end to next year as these policies materialize and selling pressure subsides.
KOSDAQ 150 MED
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This Chesley Investment Advisory (체슬리투자자문) video, published May 13, 2026, features Park Se-ik discussing Korean securities stocks, KOSDAQ 150. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: Korean securities stocks, KOSDAQ 150