I Plan to Fill Up on Stocks Around Chuseok | Chesley Investment Advisory Park Se-ik [Womae Sinbak / Mon, Aug 31, 2026]

Summary

Park Se-ik reviews Chesley Investment Advisory's 15 percent compounding profit-taking strategy and current Korean equity positioning. He sees the Korean market as boxed after the late-July rebound, plans to deploy new client cash around Chuseok if macro conditions allow, and expects a strong sector and stock-picking market from October into January, with cosmetics and secondary batteries already moving.

• Park discusses the CCM 15 percent compounding rule: review or take profit at each 15 percent gain, with 15 percent compounded three times reaching about 52 percent.
• He sees the current Korean market as boxed after the July-August rebound and has taken profits rather than chasing further upside.
• He would buy Korean index products such as KODEX 200 and KOSDAQ after sharp selloffs, citing their 30-40 percent rebounds from late July.
• New client stock positions are expected to be filled around the Chuseok holiday, contingent on US unemployment, US 10-year/30-year yields, and German bund yields.
• He expects an aggressive stock-picking and sector-rotation market from October into January, highlighting cosmetics and secondary batteries.
• He relays concerns that retail investors are hurt by self-selecting ETFs and would be better served by good long-term funds.