MarketSamsung Quant AnalystRADongYoung Kim, CFA 2020-7839Dong Eun Won 2020-79822018-11-16As ofSource:Thomson Reutersdy76.kim@samsung.comde.won@samsung.comIndexRegion/CountryCurrentIndex change % (a=b+c)Fwd EPS change % (b)Fwd PER change % (c)EPS (P)EPS Growth (% y-y)PER (x)PBRROEERRMarketCurrencyIndex(P)1D2D1WMTD1M3MYTD1YMTD1MYTD1YMTD1MYTD1YFwd18E19EFwd18E19EFwd18E19E4yAvgFwd(x)Fwd (%)%Cap($bn)MSCIAC World488.340.30.9-1.20.8-2.5-4.5-4.8-1.7-2.9-2.811.413.23.70.3-14.6-13.23532359.315.88.914.015.213.915.42.014.4-21.944,411USDIndex World (DM)2,031.760.30.8-1.50.5-2.8-4.7-3.4-0.2-3.2-3.213.014.53.80.3-14.5-12.81391291409.116.28.614.615.814.516.02.114.7-17.439,525USD N. America2,742.240.21.3-1.50.8-2.8-4.11.54.9-4.7-4.717.818.75.82.0-13.8-11.717215817310.223.49.415.917.415.917.02.918.1-7.926,216USD Europe1,571.480.5-0.4-1.6-0.4-3.3-5.7-12.5-9.80.1-0.15.67.5-0.5-3.2-17.1-16.11261161269.17.49.412.513.612.414.71.612.6-30.18,476USD EMU184.190.50.0-1.00.3-3.9-6.4-13.4-12.2-0.2-0.73.65.30.4-3.3-16.3-16.61514159.84.810.212.113.212.014.01.411.6-27.74,203USD Pacific130.910.00.6-1.30.2-2.3-5.8-10.2-7.2-0.5-0.18.110.90.7-2.3-17.0-16.31010114.65.34.412.513.012.414.21.29.8-20.14,833USD Emerging Mkt986.300.61.91.03.20.2-3.5-14.9-12.4-0.5-0.21.95.33.70.4-16.4-16.894869510.713.510.610.511.510.411.71.312.8-28.24,885USD EM Asia494.960.11.71.23.50.9-5.6-15.7-14.4-1.0-1.1-0.82.14.62.1-15.0-16.24642469.911.69.910.811.710.711.91.412.5-32.53,572USD EM LatAm2,666.743.23.31.60.1-3.95.1-5.7-2.6-0.3-0.514.511.90.4-3.4-17.7-13.022619222919.115.719.311.813.911.713.31.714.7-9.7616USD EM EMEA243.920.61.7-0.14.10.01.2-17.6-9.31.43.75.814.62.7-3.5-22.1-20.82926299.220.38.68.59.28.510.01.113.0-17.8698USD USA2,600.570.21.3-1.60.8-2.7-4.02.25.6-4.8-4.918.018.95.92.2-13.4-11.216114816110.224.29.216.217.616.117.23.018.7-8.024,904Local France1,825.10-0.1-1.0-1.7-1.2-2.7-6.1-4.5-4.80.30.012.713.3-1.5-2.7-15.2-15.914513314610.19.510.112.613.712.514.41.411.2-15.41,461Local Germany913.48-0.1-0.7-1.4-0.9-3.2-7.2-13.4-13.90.1-0.81.63.0-1.0-2.4-14.7-16.479718010.7-2.511.811.612.811.513.11.412.0-56.51,197Local UK2,031.86-0.4-0.3-1.2-1.5-0.6-6.9-8.8-5.00.11.113.013.8-1.6-1.6-19.3-16.51731611747.510.37.811.812.611.714.51.613.2-35.42,301Local Australia1,150.76-0.1-0.2-3.5-2.0-2.4-9.9-5.6-3.8-0.4-0.78.710.1-1.7-1.8-13.2-12.68375815.46.77.613.915.414.315.51.712.5-22.7924Local Japan972.14-0.6-0.8-2.4-1.0-3.4-3.2-9.4-6.90.0-0.210.113.0-1.0-3.2-17.7-17.68179823.63.83.511.912.211.813.91.19.6-16.63,253Local Hong Kong15,481.830.22.03.36.23.3-5.0-11.0-8.3-0.1-0.39.210.66.33.6-18.4-17.01,1541,0731,1599.510.58.013.414.413.415.11.18.1-31.1460Local China74.140.02.32.85.12.9-4.9-16.7-16.4-1.3-0.77.611.06.53.6-22.6-24.676715.113.415.410.411.810.211.31.413.3-30.61,496Local India1,246.740.60.80.52.60.9-6.7-1.52.60.0-0.76.06.92.61.6-7.0-4.071617622.719.424.017.520.316.317.52.614.6-34.6425Local Korea630.4770.00.9-0.32.4-2.2-5.7-15.8-18.3-3.3-4.0-4.8-4.25.81.8-11.5-14.78180823.211.62.57.77.97.79.40.911.1-40.0689Local Taiwan363.52-0.7-0.2-0.8-1.4-2.8-8.5-7.6-9.1-0.9-1.41.01.1-0.5-1.4-8.6-10.03029303.06.52.612.312.512.313.01.512.6-32.9551Local Thailand591.810.0-0.7-1.8-1.5-2.6-2.9-4.61.00.3-0.17.610.1-1.7-2.6-11.3-8.34341436.66.26.713.714.613.714.11.812.9-21.2119Local Indonesia6,992.561.74.13.55.77.89.5-7.0-0.40.90.68.29.64.77.2-14.0-9.148243448712.010.612.114.516.114.415.02.316.2-31.0104Local Brazil293,650.202.92.93.21.22.814.614.119.20.1-0.632.028.01.13.4-13.5-6.826,16721,96026,55020.819.720.911.213.411.111.51.815.90.0367LocalLocalKOSPI2,092.400.21.20.33.1-2.5-6.6-15.2-17.5IndexKOSPI 200 271.650.01.00.12.9-1.9-5.8-16.3-18.8KOSDAQ690.181.32.80.46.4-5.6-9.3-13.6-11.5AC World, for All CountryNIKKEI 22521,680.34-0.6-0.8-2.6-1.1-3.9-2.3-4.8-3.0World (DM), for Advanced MarketTAIEX9,797.09-0.30.1-0.3-0.1-1.8-8.3-7.9-7.8EM, for Emerging MarketShanghai Comp2,679.110.41.83.12.95.2-1.0-19.0-21.2LatAm, Latin AmericaHang Seng26,183.530.32.12.34.82.8-3.4-12.5-9.8EMEA, Europe the Middle East and AfricaH share10,583.770.31.71.54.43.81.0-9.6-8.2Fwd, 12month ForwardSET1,635.00-0.2-1.0-2.0-2.0-3.7-2.7-6.8-3.34yr Avg is the monthly average of recent 4-year 12month Forward PERSensex35,457.160.60.90.82.90.8-5.94.17.1ERR(Earnings Revision Ratio), (# of companies revised up - # of companies revised down) / # of total companies. Based on 20D average.Russia RTS1,134.930.31.61.20.8-2.76.4-1.70.7Market Cap, Market cap is the summation of the companies having 12month forward EPSDAX11,341.00-0.1-0.6-1.6-0.9-3.7-7.3-12.2-13.1In case of Japan, 2018 represents period from 2018/04 to 2019/03; 2019 represents period from 2019/04 to 2020/03.CAC 405,025.20-0.2-0.9-1.6-1.3-2.9-6.1-5.4-5.8* Gray Color in Current Index (D col) : as of previous day of base dateEuro Stoxx 503,180.74-0.3-0.8-1.5-0.5-2.4-5.8-9.2-10.8Euro Stoxx350.93-0.1-0.8-1.6-0.6-2.7-6.8-9.0-9.6FTSE 1007,013.88-0.3-0.3-1.3-1.6-0.6-7.2-8.8-5.1Dow Jones25,413.220.51.3-2.21.2-1.5-0.62.88.3S&P 5002,736.270.21.3-1.60.9-2.6-3.