MarketSamsung Quant AnalystRADongYoung Kim, CFA 2020-7839Dong Eun Won 2020-79822018-3-29As 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 World505.440.80.3-0.6-2.4-2.4-1.5-1.512.31.01.08.621.3-3.4-3.4-9.3-7.434333612.413.99.414.915.213.915.32.113.98.245,982USDIndex World (DM)2,065.530.90.5-0.4-2.5-2.5-1.8-1.811.20.90.99.020.8-3.4-3.4-9.9-7.913413114312.113.79.115.415.814.415.92.214.115.240,357USD N. America2,663.091.41.0-0.2-2.5-2.5-1.5-1.511.30.50.510.020.2-3.0-3.0-10.4-7.416115617316.119.110.616.617.115.416.92.817.227.725,565USD Europe1,750.540.00.10.4-1.5-1.5-2.6-2.611.60.20.25.821.3-1.7-1.7-7.9-8.01261231347.97.98.313.914.213.114.71.712.2-5.99,416USD EMU211.150.30.20.2-1.4-1.4-0.7-0.715.30.00.05.924.7-1.4-1.4-6.2-7.51615177.87.29.313.513.912.714.11.511.4-6.44,838USD Pacific142.970.1-1.4-2.5-3.9-3.9-2.0-2.010.63.73.710.621.7-7.3-7.3-11.3-9.11111115.45.64.813.413.512.914.31.39.815.65,375USD Emerging Mkt1,169.270.6-1.3-2.3-2.2-2.20.90.920.31.51.56.323.1-3.6-3.6-5.0-2.3989610613.714.710.711.912.211.011.71.513.0-5.75,626USD EM Asia589.370.4-1.6-2.5-1.7-1.70.40.423.11.31.34.827.1-3.0-3.0-4.1-3.248475313.414.211.112.212.511.211.81.613.0-6.84,159USD EM LatAm3,032.911.51.20.1-1.1-1.17.27.213.86.06.013.711.5-6.7-6.7-5.72.122521924415.116.611.513.513.912.413.31.813.6-5.9659USD EM EMEA291.420.6-2.3-3.2-5.4-5.4-1.6-1.613.1-0.4-0.48.314.8-5.1-5.1-9.1-1.529293114.316.09.010.010.29.410.01.312.6-2.0808USD USA2,516.931.41.0-0.2-2.6-2.6-1.1-1.111.90.70.710.420.7-3.2-3.2-10.4-7.315114616216.619.810.716.717.215.617.03.017.731.324,210Local France1,869.200.60.90.1-2.4-2.4-2.2-2.23.70.70.72.48.2-3.1-3.1-4.5-4.21321291418.07.59.314.114.513.214.41.510.7-3.81,641Local Germany991.151.31.00.1-2.7-2.7-6.1-6.1-2.30.40.41.79.6-3.0-3.0-7.7-10.97977846.55.39.212.512.811.813.11.512.4-13.81,416Local UK2,042.630.20.81.5-2.5-2.5-8.3-8.3-4.90.90.91.75.0-3.4-3.4-9.8-9.51551531636.87.66.113.213.312.614.51.712.7-4.02,550Local Australia1,152.51-0.4-1.0-2.9-4.6-4.6-5.5-5.5-3.50.90.93.04.6-5.4-5.4-8.3-7.87874796.17.06.814.715.514.515.31.812.1-6.0992Local Japan1,006.210.2-0.9-1.5-3.9-3.9-6.2-6.29.31.41.46.621.0-5.2-5.2-12.1-9.67979824.44.34.312.812.812.314.01.29.619.33,625Local Hong Kong17,136.760.5-1.5-2.2-2.7-2.7-1.4-1.415.32.72.76.019.7-5.3-5.3-7.0-3.61,1211,1001,1759.411.36.915.315.614.615.11.38.242.2531Local China90.930.6-2.3-3.6-3.1-3.12.12.135.42.62.69.935.1-5.6-5.6-7.10.377814.914.516.012.512.911.110.91.713.614.81,773Local India1,198.230.0-0.8-0.2-3.6-3.6-5.3-5.39.40.60.62.812.4-4.2-4.2-7.9-2.669698121.321.317.617.317.314.717.22.615.0-26.9450Local Korea737.2260.6-0.9-3.20.60.6-1.5-1.516.9-0.3-0.3-1.229.20.80.8-0.4-9.584838813.016.15.08.78.88.49.61.011.9-26.7862Local Taiwan404.40-0.4-1.8-2.00.40.42.82.810.80.70.71.87.9-0.3-0.30.92.73029318.28.67.213.613.912.913.11.813.23.8638Local Thailand638.80-1.1-2.2-1.7-3.4-3.43.03.018.31.31.34.713.2-4.6-4.6-1.64.64241447.26.98.315.215.514.413.82.013.1-3.0136Local Indonesia7,058.931.0-0.4-1.6-7.2-7.2-6.1-6.18.60.30.33.512.7-7.5-7.5-9.3-3.646244950013.514.311.515.315.714.115.12.516.6-13.8115Local Brazil286,676.861.71.90.80.20.211.411.427.39.59.515.118.0-8.5-8.5-3.27.922,94522,31524,83716.618.911.312.512.811.511.41.814.0-4.1385LocalLocalKOSPI2,436.370.7-0.6-2.40.40.4-1.3-1.312.4IndexKOSPI 200 313.820.6-0.8-2.90.30.3-3.4-3.411.3KOSDAQ865.991.80.8-0.61.01.08.58.541.1AC World, for All CountryNIKKEI 22521,159.080.6-0.7-2.0-4.1-4.1-7.1-7.110.1World (DM), for Advanced MarketTAIEX10,845.92-0.2-1.3-1.50.30.31.91.910.0EM, for Emerging MarketShanghai Comp3,160.531.2-0.2-3.2-3.0-3.0-4.4-4.4-2.5LatAm, Latin AmericaHang Seng30,093.380.2-2.3-3.1-2.4-2.40.60.623.4EMEA, Europe the Middle East and AfricaH share11,998.340.0-2.5-3.5-3.1-3.12.52.515.0Fwd, 12month ForwardSET1,766.92-1.0-2.0-1.8-3.5-3.50.80.812.24yr Avg is the monthly average of recent 4-year 12month Forward PERSensex32,968.680.0-0.6-0.1-3.6-3.6-3.2-3.211.6ERR(Earnings Revision Ratio), (# of companies revised up - # of companies revised down) / # of total companies. Based on 20D average.Russia RTS1,246.981.60.2-0.9-3.0-3.08.08.010.9Market Cap, Market cap is the summation of the companies having 12month forward EPSDAX12,096.731.31.10.0-2.7-2.7-6.4-6.4-0.9In case of Japan, 2018 represents period from 2018/04 to 2019/03; 2019 represents period from 2019/04 to 2020/03.CAC 405,167.300.71.00.0-2.9-2.9-2.7-2.71.9* Gray Color in Current Index (D col) : as of previous day of base dateEuro Stoxx 503,361.500.91.30.4-2.3-2.3-4.1-4.1-3.3Euro Stoxx373.990.71.00.2-2.2-2.2-3.0-3.00.9FTSE 1007,056.610.20.81.5-2.4-2.4-8.2-8.2-4.3Dow Jones24,103.111.11.00.6-3.7-3.7-2.5-2.516.7S&P 5002,640.871.41.1-0.1-2.7-2.7-1.2-1.211.8NASDAQ7,063.451.60.8-1.4-2.9-2.92.32.319.8* There's a difference b