Chesley Weekend Live: Byeoljubujeon [26/06/06]

[Byeoljubujeon] Chesley Weekend Live [26/06/06]
Watch on YouTube ↗  |  June 06, 2026 at 10:11  |  2:03:39  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Choi Ho — Vice President
Kim Yuri — Analyst
Clare Pleydell-Bouverie — Co-Head of Global Innovation, Liontrust Asset Management
Im Seong-min — Director

Summary

The video covers the US market's sharp decline after strong employment data, analyzing it as a sector rotation rather than an AI bubble burst. Speakers discuss holding AI infrastructure stocks (SOXX) on dips, and highlight specific picks including Oracle, Lumentum, KB Financial, and Korean department stores (Shinsegae, Hyundai Department Store) benefiting from tourism recovery.

  • US markets fell sharply after NFP beat expectations, but analysts view it as profit-taking and rotation, not structural break.
  • Fear & Greed index entered fear territory, considered a buying opportunity.
  • AI infrastructure thesis remains intact; SOXX recommended on dips.
  • Korean market saw extreme divergence between KOSPI (down) and bank stocks hitting highs.
  • Department stores (Shinsegae, Hyundai) surged on foreign tourist spending and luxury demand.
  • Individual picks for next week: Oracle (cloud earnings), Lumentum (optical interconnect), KB Financial (defensive value), and two department stores.
  • Cooling technology presentation highlighted limits of liquid immersion; preference for direct liquid cooling.
  • General advice to maintain discipline and rebalance into core holdings during volatility.
Trade Ideas
Choi Ho Vice President 74:42
Buy SOXX on weakness, AI intact.
The Philadelphia Semiconductor Index (SOXX) has corrected ~10% and its forward P/E is now ~24.8x, close to the 1-year average. AI infrastructure spending from hyperscalers (Google, Meta, Oracle, etc.) remains strong. The Fear & Greed Index has entered 'Fear' territory, historically a favorable entry point. Therefore, buying SOXX on weakness is a good opportunity.
SOXX HIGH
Kim Yuri Analyst 79:10
Oracle earnings catalyst, cloud growth.
Oracle has upcoming earnings (next Thursday). Cloud revenue is expected to remain strong given the overall trend of big-tech cloud growth. RPO and revenue conversion metrics should be positive, making Oracle a favorable hold into earnings.
ORCL MED
Clare Pleydell-Bouverie Analyst 79:52
AI optical interconnect beneficiary.
Lumentum is a play on AI data-center optical interconnect technology. As data center speeds transition to 800G and 1.6T, optical components become critical. Lumentum is positioned to benefit from this connectivity upgrade cycle.
LITE MED
Im Seong-min Director 80:08
Defensive bank, stable earnings.
kb Financial is a traditional bank stock that has been resilient during the tech correction. It offers stable earnings, low valuation, and serves as a defensive holding in a volatile market where sector rotation favors value.
105560.KS MED
Bugeon 80:30
Department store recovery, foreign tourism.
Shinsegae benefits from a recovery in domestic luxury consumption, a surge in foreign tourist spending (especially Chinese), and strong shareholder returns (aggressive buybacks). Detailed analysis shows earnings growth, healthy cash flow, and strategic inventory buildup. The stock is a core holding with strong momentum.
004170.KS HIGH
Taban 80:41
Low PBR, catch-up potential.
Hyundai Department Store trades at a low PBR of 0.69x versus Shinsegae’s 1.24x, offering catch-up potential. It also benefits from the same department-store recovery theme (foreign tourists, luxury demand) and is supported by strong technical momentum (break above longer-term moving averages).
069960.KS MED
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This Chesley Investment Advisory (체슬리투자자문) video, published June 06, 2026, features Choi Ho, Kim Yuri, Clare Pleydell-Bouverie, Im Seong-min, Bugeon, Taban discussing SOXX, ORCL, LITE, 105560.KS, 004170.KS, 069960.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Choi Ho, Kim Yuri, Clare Pleydell-Bouverie, Im Seong-min, Bugeon, Taban  · Tickers: SOXX, ORCL, LITE, 105560.KS, 004170.KS, 069960.KS