Now is the time to buy Samsung and SK hynix… 'Investment Master' Park Hyun-ju's Urgent Advice

Now is the time to buy Samjeon-Nix"…'Investment Master' Park Hyeon-ju's Urgent Advice | Chesley Investment Advisory Executive Director Park Se-ik [Womaesinbak / 26.07.30.Thu]
Watch on YouTube ↗  |  July 30, 2026 at 08:06  |  1:15:12  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik discusses the severe Korean market selloff, attributing it to leverage unwinding and interest-rate fears rather than fundamental damage. He urges investors to stay invested, regards the KOSPI as a full buy, and highlights opportunities in Samsung Electronics, SK hynix, Dalba Global, and China's STAR Market.

  • KOSPI crashed 40% but earnings tripled, implying fair value around 7,500; now a full-buy opportunity.
  • Samsung Electronics and SK hynix are oversold with record earnings and long-term AI memory contracts.
  • SK hynix disclosed 5-year supply agreements with big tech, countering AI peak-out concerns.
  • Dalba Global hit 52-week highs on K-beauty expansion and strong institutional buying.
  • China's STAR Market surged 34.8% as foreign funds rotated out of Korea into Chinese tech.
  • The selloff was amplified by leveraged products and foreign outflows, not by corporate fundamentals.
  • Park Se-ik advises holding through panic, adding to positions, and using the time to study quality companies.
Ideas
Park Se-ik CEO, ex-Chief Strategist 4:38
KOSPI full buy after oversold crash.
After a 40% crash, the KOSPI is deeply oversold despite earnings tripling. Fair value is around 7,500 because earnings have tripled from last year. The sell-off was driven by leverage unwinding, panic over U.S. interest rate policy and foreign selling, not fundamental damage. Now is the time to go all-in, expecting a rebound to 6,500–7,000 by mid-August or later.
EWY HIGH
Park Se-ik CEO, ex-Chief Strategist 49:55
China STAR Market attracting foreign inflows.
China's STAR Market has surged 34.8% since April, driven by massive foreign inflows amid the country's tech self-sufficiency push and AI hardware localization. The upcoming listing of CXMT is expected to further boost the market. Wall Street firms like Citigroup and UBS have turned bullish on Chinese tech, citing very attractive valuations. The sell-off in Korean semiconductors is partly due to rotation into China's semis.
STAR 50 Index MED
Park Se-ik CEO, ex-Chief Strategist 58:01
Dalba Global strong growth and new highs.
Dalba Global is a K-beauty company showing strong earnings growth with operating margins above 20%. It is expanding rapidly in North America and Europe, diversifying from mist products to sun care and creams. The stock hit 52-week highs even as the market crashed, with institutional buying from the National Pension Service and Fidelity. Analysts expect continued high growth and margin improvement.
AP MED
Park Se-ik CEO, ex-Chief Strategist 63:33
Buy Samsung Electronics and SK hynix.
Samsung Electronics and SK hynix have fallen sharply in a leverage-driven selloff, but earnings are at record levels with strong AI-driven memory demand. SK hynix secured 5-year long-term contracts with big tech and expects Q3 earnings to improve further. Samsung is also benefiting from the memory upcycle. Valuations are now attractive; prominent investor Park Hyun-ju explicitly said 'now is the time to buy Samsung Electronics and SK hynix.'
005930.KS 000660.KS HIGH
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This Chesley Investment Advisory (체슬리투자자문) video, published July 30, 2026, features Park Se-ik discussing EWY, STAR 50 Index, AP, 005930.KS, 000660.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: EWY, STAR 50 Index, AP, 005930.KS, 000660.KS