Im Gamdok

After the market crash, Samsung Electro-Mechanics recovered fastest among former leaders as AI server MLCC and high-performance substrate demand expectations returned, and Morgan Stanley switched its top pick from Samsung Electronics to Samsung Electro-Mechanics.

Simmtech (심택) showed the strongest post-panic rebound among AI substrate stocks, rising 80% from its low compared to 51% for Samsung Electro-Mechanics and 42% for Daeduck Electronics, while also experiencing a smaller drawdown from its high. In the current market where KOSDAQ is outperforming KOSPI and money is rotating into growth sectors, the strongest-rising stocks with high relative strength are most likely to lead. Simmtech’s leadership in the substrate sector and its ability to break moving averages with heavy volume indicate it is the sector leader and has the best momentum for further upside.

Historical data since 2000 shows that when the KOSPI circuit breaker triggers (8%+ intraday drop), the next day almost always rebounds, and buying at the panic yields high-probability short-term profits. This is a tactical overlay to buy panic, e.g., via leveraged ETFs like KODEX Leverage.