We Deliver the Story of "Unusual" People Becoming "Rich" Through "Stocks"! | Executive Director Park Se-ik & Chesley Head of Learning

We Deliver the Story of "Unusual" People Becoming "Rich" Through "Stocks"! | Executive Director Park Se-ik & Chesley Head of Learning [Byeoljubujeon / 22.08.26.Sat]

Watch on YouTube ↗ | August 22, 2026 at 12:10 | 4:00:17 | Chesley Investment Advisory (체슬리투자자문)

Speakers

Im Seong-min — Director

Clare Pleydell-Bouverie — Co-Head of Global Innovation, Liontrust Asset Management

Top-end

Burger

Park Se-ik — CEO, ex-Chief Strategist

Mok Dae-gyun — CEO, KGCI Asset Management

Summary

The hosts and guests analyze the recent market volatility, highlighting the divergence between strong individual stocks and the broader index. They discuss the strategic differences in shareholder return policies between SK Hynix and Samsung Electronics, and evaluate the successful Phase 3 trial of Moderna's mRNA cancer vaccine. Additionally, they share insights on market timing using Bollinger Bands and long-term investment strategies for growth stocks like Tesla.

Semiconductor equipment stocks like HPSP and ISC showed resilience during market drops, signaling strong market leadership.
SK Hynix is leveraging its premium-priced US ADRs to fund massive local share buybacks, creating strong downside support.
Samsung Electronics is expected to favor dividends over buybacks due to ownership limits on its financial affiliates.
Moderna's successful Phase 3 melanoma trial validates its mRNA platform's expansion into oncology, making it a strong candidate for the next biotech rally.
Top-end presented a market timing strategy using Bollinger Band breakouts to gauge market strength and avoid downturns.
Mok Dae-gyun advised a buy-and-hold strategy for Tesla, emphasizing the long-term potential of its humanoid robots and autonomous driving.

Ideas

Im Seong-min Director 4:54

Semi equipment stocks show strong market leadership.

Semiconductor equipment stocks demonstrated relative strength and continuous buying pressure even during significant broader market declines, signaling they are potential market leaders to watch for the next rally.

Im Seong-min Director 9:19

Samsung Electronics preferred shares attract dividend seekers.

Following SK Hynix's massive buyback announcement, expectations for large-scale shareholder returns from Samsung Electronics are driving strong buying pressure into its preferred shares due to their high dividend appeal.

Clare Pleydell-Bouverie Co-Head of Global Innovation, Liontrust Asset Management 15:58

The stock is recovering towards 500,000 won.

The stock has formed a solid rounded bottom after a prolonged correction, and based on the current trend, it has the potential to recover to the 500,000 won level.

Top-end 42:04

Samsung affiliates benefit from expected shareholder returns.

These companies hold significant stakes in Samsung Electronics and are demonstrating resilient stock performance as they are expected to benefit from Samsung's anticipated shareholder return policies.

Top-end 43:13

Cosmetics companies show resilience with strong earnings.

These cosmetics companies are demonstrating solid earnings and maintaining strong stock performance despite macroeconomic headwinds like high interest rates and oil prices.

Burger 66:50

Dividend focus and foreign buying drive upside.

The company is likely to focus on dividends rather than buybacks due to ownership limits for its financial affiliates, and with retail investors holding the bottom, a return of foreign capital could easily push the stock to previous highs.

Burger 68:00

Smart ADR arbitrage funds massive share buybacks.

The company is executing a highly accretive 40 trillion won share buyback and cancellation program by issuing ADRs at a premium in the US and buying undervalued local shares, creating strong downside support and potential for a short squeeze.

Clare Pleydell-Bouverie Co-Head of Global Innovation, Liontrust Asset Management 125:32

Phase 3 success validates mRNA oncology expansion.

The successful Phase 3 trial for its personalized mRNA melanoma vaccine validates the platform's expansion into oncology, reducing uncertainty and justifying a hold for existing investors or buying on dips for new ones.

Mok Dae-gyun CEO, KGCI Asset Management 224:38

Hold long-term for robotics and autonomous driving.

The company should be held long-term as the massive potential value of its autonomous driving, Optimus humanoid robots, and synergies with SpaceX are not yet fully reflected in the current stock price.

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815 Money Talk (815머니톡) · Aug 22

This Chesley Investment Advisory (체슬리투자자문) video, published August 22, 2026, features Im Seong-min, Clare Pleydell-Bouverie, Top-end, Burger, Mok Dae-gyun discussing 403870.KQ, 007660.KS, 356860.KQ, 420770.KQ, 095340.KQ, 089030.KQ, 240810.KQ, 005935.KS, 214450.KQ, 032830.KS, 028260.KS, 000810.KS, 241710.KQ, 251970.KQ, 257720.KQ, 192820.KS, 005930.KS, 000660.KS, MRNA, TSLA. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Im Seong-min, Clare Pleydell-Bouverie, Top-end, Burger, Mok Dae-gyun · Tickers: 403870.KQ, 007660.KS, 356860.KQ, 420770.KQ, 095340.KQ, 089030.KQ, 240810.KQ, 005935.KS, 214450.KQ, 032830.KS, 028260.KS, 000810.KS, 241710.KQ, 251970.KQ, 257720.KQ, 192820.KS, 005930.KS, 000660.KS, MRNA, TSLA