MarketSamsung Quant AnalystRADongYoung Kim, CFA 2020-7839Dong Eun Won 2020-79822018-7-27As 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 World520.73-0.2-0.20.93.13.81.81.58.90.00.810.516.73.13.0-8.1-6.735333611.715.69.615.015.914.515.42.214.3-2.745,940USDIndex World (DM)2,156.11-0.3-0.30.83.23.82.92.59.80.01.011.717.23.22.9-8.2-6.313813014211.415.69.315.716.615.116.02.314.52.640,774USD N. America2,841.36-0.7-0.90.53.54.25.55.113.40.11.315.821.43.42.9-9.2-6.616915917514.022.110.316.817.916.217.03.017.75.226,494USD Europe1,752.540.31.01.12.93.6-2.0-2.52.30.61.35.09.82.32.3-7.1-6.81251191298.98.69.114.014.813.614.71.812.50.59,173USD EMU208.780.41.21.13.44.0-3.4-1.82.90.71.64.09.02.72.3-5.6-5.61514168.76.89.813.614.413.114.11.611.6-1.34,668USD Pacific144.210.70.81.72.32.3-0.9-1.16.8-1.3-1.07.614.43.63.3-8.1-6.61010115.54.65.613.814.313.514.31.49.90.65,107USD Emerging Mkt1,092.360.30.32.12.13.8-5.5-5.72.2-0.1-0.33.212.42.34.1-8.7-9.1958910013.415.711.511.512.211.011.71.513.2-10.55,166USD EM Asia556.620.10.21.80.82.0-4.7-5.13.2-1.0-1.42.313.61.83.5-7.3-9.247455013.014.911.511.812.511.211.91.513.0-11.63,858USD EM LatAm2,730.340.80.03.110.213.1-9.3-3.5-0.21.41.78.75.58.611.3-11.2-5.421519822716.319.014.612.713.812.013.31.914.9-1.0582USD EM EMEA266.520.71.52.72.86.3-6.1-10.0-0.62.02.84.112.20.83.4-13.5-11.528272913.217.19.99.510.19.110.01.313.2-11.1725USD USA2,686.92-0.7-1.00.53.64.35.65.613.9-0.11.216.222.03.73.1-9.1-6.615814916414.222.710.317.018.016.417.13.118.34.425,088Local France1,994.050.51.41.93.53.41.04.47.30.80.98.511.82.72.5-3.8-4.01401321459.89.010.214.215.113.714.41.611.12.61,605Local Germany1,027.610.32.02.34.54.00.7-2.63.20.40.22.05.14.13.9-4.5-1.87975837.62.810.612.913.812.413.11.612.3-4.81,352Local UK2,224.400.60.60.30.81.12.5-0.12.81.41.510.414.6-0.6-0.4-9.5-10.41691621738.211.37.113.213.712.814.51.713.06.02,569Local Australia1,269.501.00.80.21.81.96.34.18.41.00.97.310.70.81.0-2.9-2.18275816.76.49.115.617.015.615.41.912.49.1989Local Japan1,051.170.61.11.42.72.70.2-2.09.00.50.98.619.02.21.8-9.8-8.48079833.72.94.913.113.312.714.01.39.7-1.93,463Local Hong Kong16,973.540.2-0.21.51.62.6-2.0-2.45.10.20.48.215.91.32.2-9.8-9.31,1441,0961,17815.610.67.514.815.514.415.21.28.313.3498Local China85.90-0.4-1.41.6-1.31.1-4.3-3.59.7-1.6-1.910.526.80.33.0-12.7-13.577816.216.815.911.712.711.011.21.613.5-9.61,650Local India1,312.920.91.22.85.45.93.23.810.71.91.95.010.73.43.9-1.10.071667924.728.019.518.619.816.617.42.814.9-10.3460Local Korea692.2650.31.0-0.2-1.0-1.9-8.3-7.5-4.7-0.6-0.6-0.58.8-0.5-1.3-7.1-12.48582879.815.85.88.18.48.09.61.011.9-13.2761Local Taiwan410.690.71.11.44.05.55.14.43.40.80.82.46.13.24.62.0-2.53029316.66.16.613.714.213.413.01.812.9-2.5584Local Thailand620.790.00.92.38.17.2-3.50.113.90.20.15.910.87.87.0-5.52.84241446.96.27.414.615.314.214.01.913.1-18.2115Local Indonesia6,636.340.91.22.54.95.8-0.7-11.7-3.70.31.45.610.14.64.3-16.4-12.647144449111.613.310.614.115.013.515.12.316.2-33.3101Local Brazil266,998.600.6-0.41.79.913.1-7.83.819.32.02.025.126.27.710.9-17.0-5.524,94223,05726,28817.724.114.010.711.610.211.51.715.92.0325LocalLocalKOSPI2,294.990.31.00.3-1.3-2.0-7.9-7.0-6.1IndexKOSPI 200 297.780.31.00.3-0.6-1.5-7.2-8.3-7.1KOSDAQ773.981.23.4-2.2-5.4-6.4-12.7-3.116.1AC World, for All CountryNIKKEI 22522,712.750.60.40.11.82.01.1-0.213.1World (DM), for Advanced MarketTAIEX11,075.780.61.01.32.23.54.94.15.4EM, for Emerging MarketShanghai Comp2,873.59-0.3-1.01.60.92.1-6.8-13.1-11.6LatAm, Latin AmericaHang Seng28,804.280.1-0.42.1-0.51.6-4.9-3.76.2EMEA, Europe the Middle East and AfricaH share11,047.420.2-0.23.4-0.21.5-8.4-5.71.7Fwd, 12month ForwardSET1,701.870.00.71.86.75.1-4.3-3.07.64yr Avg is the monthly average of recent 4-year 12month Forward PERSensex37,336.851.01.32.35.46.06.89.615.3ERR(Earnings Revision Ratio), (# of companies revised up - # of companies revised down) / # of total companies. Based on 20D average.Russia RTS1,151.740.30.93.3-0.22.4-1.3-0.211.7Market Cap, Market cap is the summation of the companies having 12month forward EPSDAX12,860.400.42.22.44.54.12.2-0.45.3In case of Japan, 2018 represents period from 2018/04 to 2019/03; 2019 represents period from 2019/04 to 2020/03.CAC 405,511.760.61.62.13.53.50.53.76.3* Gray Color in Current Index (D col) : as of previous day of base dateEuro Stoxx 503,527.180.51.71.93.93.80.20.71.0Euro Stoxx390.670.51.51.73.73.50.41.33.1FTSE 1007,701.310.50.60.30.81.02.70.23.5Dow Jones25,451.06-0.30.11.64.95.54.73.016.8S&P 5002,818.82-0.7-1.00.63.74.45.65.413.9NASDAQ7,737.42-1.5-2.5-1.13.03.98.712.121.2* There's a difference between MSCI Korea P/E in Market sheet and Kospi P/E in Sector sheet* KOSPI fwd P/E (based on WISEfn) = 8.6