Foreigners Bet KOSPI Above 7,272? | Chesley Investment Advisory Executive Director Park Se-ik

Just Before Bed! Foreigners Bet KOSPI Above 7,272? | Chesley Investment Advisory Executive Director Park Se-ik [Chesley AI / 26.09.19 Sat]
Watch on YouTube ↗  |  September 20, 2026 at 11:00  |  10:47  |  Chesley Investment Advisory (체슬리투자자문)
Speakers
Park Se-ik — CEO, ex-Chief Strategist

Summary

Park Se-ik reviews foreign options positioning that implies a bet on KOSPI above 7,270 by the October 8 expiry. He connects this to an expected US semiconductor rebound that could bring foreign buying back to Samsung Electronics and SK hynix. The update also covers positive technical setups in Nasdaq and several US semiconductor names, while flagging Dow weakness, a possible KOSDAQ move higher, and the importance of falling US 10-year yields.

  • Foreign options positioning suggests a KOSPI upside bet above 7,270 by the October 8 expiry.
  • US semiconductor index rebounded from its September 14 low and broke its five-week moving average.
  • Samsung Electronics and SK hynix may attract foreign buying if US semiconductors recover.
  • Nasdaq broke its five-week moving average and bounced at its 20-week moving average.
  • Dow broke key moving averages and its weekly MACD turned negative.
  • Micron, AMD, Nvidia and TSMC showed relative strength, while Broadcom lagged.
  • KOSDAQ may push higher next week, and a falling US 10-year yield would support the market.
Ideas
Park Se-ik CEO, ex-Chief Strategist 1:40
Foreigners bet KOSPI above 7,270.
Foreign options positioning shows foreigners bought more KOSPI calls and need the index above 7,270/7,272 by the October 8 expiry to profit. With only about 11 trading days left, this is a clear upside bet tied to semiconductor-related foreign buying.
EWY HIGH
Park Se-ik CEO, ex-Chief Strategist 3:04
Foreign buying may lift Samsung, SK hynix.
The speaker argues that foreign option players in Korea are semiconductor specialists and have been selling Samsung Electronics and SK hynix. If US semiconductors rebound as they expect, foreign buying should return to these two Korean chip leaders; strong share buybacks by both companies also support the downside.
005930.KS 000660.KS MED
Park Se-ik CEO, ex-Chief Strategist 3:38
US semiconductor index rebounds from bottom.
The Philadelphia Semiconductor Index fell to a September 14 bottom and has rebounded 7.3% from that low, breaking its five-week moving average. The weekly chart is positive, and the speaker highlights the SOXX ETF as the vehicle tracking this semiconductor recovery.
SOXX MED
Park Se-ik CEO, ex-Chief Strategist 4:27
Nasdaq stabilizes and breaks five-week average.
Nasdaq opened the week weak but closed positive, forming a bullish weekly candle. It broke above its five-week moving average and bounced exactly from its 20-week moving average, with a healthy monthly chart, suggesting the September pullback is stabilizing.
NASDAQ Composite MED
Park Se-ik CEO, ex-Chief Strategist 5:22
Dow breaks key averages, relative weakness.
The Dow broke below its five-week and five-month moving averages and then its 20-week moving average. It has three consecutive weekly declines, only one up week in six, and weekly MACD has turned negative, making it the weak major US index.
^DJI HIGH
Park Se-ik CEO, ex-Chief Strategist 6:20
Micron recovers five-month moving average.
Micron dropped sharply from $1,255 to $737 but has recovered to around $1,000, reclaiming its five-month moving average. It is only about 19% below its high, showing a strong memory-cycle rebound.
MU MED
Park Se-ik CEO, ex-Chief Strategist 6:55
Broadcom remains below five-month average.
Broadcom remains below its five-month moving average and is still about 27.8% below its high. This relative weakness contrasts with other semiconductor names that have recovered key averages.
AVGO MED
Park Se-ik CEO, ex-Chief Strategist 7:08
AMD shows strongest relative semiconductor strength.
AMD is the strongest major semiconductor name in the review, trading only about 4% below its all-time high and pulling up more strongly than peers.
AMD MED
Park Se-ik CEO, ex-Chief Strategist 7:30
Nvidia chart remains technically strong.
Nvidia was strong, recovered its five-week moving average after dipping to the 20-week average, and remains above its five-month moving average. The chart looks good.
NVDA MED
Park Se-ik CEO, ex-Chief Strategist 7:50
TSMC reclaims five-month moving average.
TSMC reclaimed its five-month moving average, adding confirmation to the semiconductor recovery.
TSM LOW
Park Se-ik CEO, ex-Chief Strategist 9:49
KOSDAQ may break higher next week.
KOSDAQ has many positive candles and, after being held back by Japan-related news and the FOMC meeting, the speaker thinks it could push higher from the following week.
KOSDAQ LOW
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This Chesley Investment Advisory (체슬리투자자문) video, published September 20, 2026, features Park Se-ik discussing EWY, 005930.KS, 000660.KS, SOXX, NASDAQ Composite, ^DJI, MU, AVGO, AMD, NVDA, TSM, KOSDAQ. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Se-ik  · Tickers: EWY, 005930.KS, 000660.KS, SOXX, NASDAQ Composite, ^DJI, MU, AVGO, AMD, NVDA, TSM, KOSDAQ