We deliver the story of "unusual" people becoming "rich" through "stocks"! | Executive Director Park Se-ik & Chesley Head of Learning [Byeoljubujeon / Sat. 26.08.29]

We deliver the story of "unusual" people becoming "rich" through "stocks"! | Executive Director Park Se-ik & Chesley Head of Learning [Byeoljubujeon / 26.08.29.Sat]

Watch on YouTube ↗ | August 29, 2026 at 11:45 | 3:55:05 | Chesley Investment Advisory (체슬리투자자문)

Speakers

Lim — Director

Burgeon — Analyst

Bok — Semiconductor expert

Seong — Chief, institutional investor

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

Tabend — Analyst

Park Se-ik — CEO, ex-Chief Strategist

Summary

The episode reviews Korean and US markets, focusing on momentum rotation into K-beauty, substrates, nuclear power, and secondary batteries while large-cap semis lag. Panelists provide detailed fundamental work on Simmtech and Tempus AI, with a guest institutional investor arguing semiconductor earnings are not peaking and crypto is entering a cyclical up phase. Statistical work compares Korean momentum behavior with US mean-reversion behavior.

Korean indices remain rangebound, with KOSPI and KOSDAQ needing box breakouts before a trend move.
Korean cosmetics ODM leaders Korean Kolmar, Cosmax, and Cosmecca Korea broke out on heavy volume.
Substrate and nuclear names showed relative strength, with Simmtech, TLB, KEPCO Engineering & Construction, and Doosan Enerbility highlighted.
Burgeon detailed Simmtech's SOCAMM-related PCB and package substrate opportunity, preferring it over TLB.
Claire analyzed Tempus AI as a precision-medicine OS and suggested watching for GAAP operating-profit inflection.
Guest Seong argued Samsung Electronics and SK Hynix are not in a peaked semiconductor cycle and may re-rate on shareholder returns.
Seong also argued crypto's four-year cycle is turning up, favoring Bitcoin, Ethereum, and Solana.
Tabend's Bollinger Band study showed Korea as a momentum market and the US as a mean-reverting market.

Ideas

Lim Director 33:35

Substrate leaders stay strong; chase momentum

Simmtech is a key beneficiary of Nvidia's Vera Rubin SoCAMM/SOCAMM 2 module buildout because it supplies the module PCB and LPDDR package substrate. It is the only Korean substrate maker qualified by all three global memory majors (Micron, Samsung Electronics, SK Hynix), has a turnkey capability, and is funding capacity expansion with internal reserves rather than a rights issue like TLB. Vera Rubin also sharply increases memory and PCB content, supporting a positive scenario toward prior highs.

Lim Director 33:35

Substrate leaders stay strong; chase momentum

Substrate and memory-PCB stocks have been repeatedly stronger than the market: they hold relatively well when the market falls and widen gains when the market rebounds. Simmtech is the clear leader, with TLB and Isu Petasys also showing strength, supported by AI server expansion and Nvidia-related pass-through demand. The price action itself is the market's most direct signal.

Lim Director 34:27

Nuclear leaders show strong two-day momentum

Nuclear power names showed unusual continuity: KEPCO Engineering & Construction rose 20% and then another 13%, while Doosan Enerbility rose 10% and then another 6.3%. In a fast rotational market, consecutive strength is rare and indicates real leadership, with KEPCO Engineering & Construction acting as the stronger sector leader.

Lim Director 39:22

KOSPI, KOSDAQ need box breakouts

KOSPI is trapped in a small box below the 31 July breakout candle and the 60-day moving average, while KOSDAQ is also ranging inside a small box above its 5-week moving average. For a trend move to the upside, these boxes must be broken; otherwise the indices are still digesting supply and likely to remain rangebound.

Lim Director 49:04

Korean cosmetics ODM leaders break out

Korean cosmetics ODM leaders Korean Kolmar, Cosmax, and Cosmecca Korea held up during the July market decline and then broke out to 52-week or historical highs on heavy volume in August. The market is shifting money from lagging large-cap semis into K-beauty, especially ODM names rather than brand names, and the strong-volume highs make the breakout more reliable.

Seong Chief, institutional investor 151:00

Semiconductor cycle not peak; valuations low

The semiconductor cycle is not at a peak: earnings may plateau, but current valuations are low. Samsung Electronics and SK Hynix are transitioning from growth names into value names, and if shareholder return improvements continue sequentially, re-rating should be considered for next year. This is not a dot-com-style collapse setup.

Seong Chief, institutional investor 154:10

Crypto four-year cycle upturn has begun

Treasury buyback signals debt dilution through inflation, which historically drives money into scarce assets. Crypto also has a four-year cycle turning upward from September-October for a two-to-three-year run, while regulatory clarity bills support the blockchain ecosystem. Bitcoin may lead, and Ethereum or Solana can catch rotation.

Clare Pleydell-Bouverie Analyst 164:47

Tempus AI precision-medicine platform; wait

Tempus AI is not a simple diagnostics or biotech company but a precision-medicine operating system: diagnostics creates patient contacts and data, data is sold to pharma, and AI ties the data to treatment decisions. Growth is evident and Google Cloud financing aligns incentives, but it still has GAAP operating losses and large stock-based compensation. The speaker favors phased entry and watching for a GAAP operating-profit inflection similar to Palantir before making it a core long-term holding.

Tabend Analyst 212:21

Korea momentum, US mean reversion framework

Bollinger Band breakout counts show Korea behaves as a momentum market: upper-band breakouts above 25-30 are followed by further gains, while quiet tape is less attractive. The US behaves as a mean-reverting market: buying after heavy lower-band breakouts and trimming after hot upper-band breakouts has worked better. The indicator is a market temperature gauge and should be used with other indicators.

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This Chesley Investment Advisory (체슬리투자자문) video, published August 29, 2026, features Lim, Seong, Clare Pleydell-Bouverie, Tabend discussing 222800.KQ, Isu Petasys, TLB, 034020.KS, KEPCO E&C, KOSDAQ Index, EWY, Korean Kolmar, Cosmecca Korea, Cosmax, 005930.KS, 000660.KS, ETH, SOL, BTC, TEM, KOSPI 200 Index, SPY, KOSDAQ 150 Index, QQQ. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lim, Seong, Clare Pleydell-Bouverie, Tabend · Tickers: 222800.KQ, Isu Petasys, TLB, 034020.KS, KEPCO E&C, KOSDAQ Index, EWY, Korean Kolmar, Cosmecca Korea, Cosmax, 005930.KS, 000660.KS, ETH, SOL, BTC, TEM, KOSPI 200 Index, SPY, KOSDAQ 150 Index, QQQ