MarketSamsung Quant AnalystDongYoung Kim, CFA 2020-78392018-3-15As ofSource:Thomson Reutersdy76.kim@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 World522.49-0.1-0.50.50.90.23.01.816.61.02.48.622.2-0.2-2.1-6.2-4.634333612.313.89.315.415.714.415.32.113.914.145,967USDIndex World (DM)2,133.35-0.1-0.50.40.70.12.31.415.11.02.49.121.6-0.3-2.2-7.0-5.413413114312.213.89.115.916.314.915.92.214.122.940,427USD N. America2,766.27-0.1-0.70.31.30.52.52.314.70.42.49.919.70.8-1.9-6.9-4.216115617216.119.110.617.217.716.116.93.017.241.025,677USD Europe1,780.470.2-0.30.00.2-1.31.3-0.915.90.60.66.324.2-0.5-1.9-6.8-6.61261241348.08.08.414.114.413.314.71.712.2-5.79,374USD EMU215.030.3-0.2-0.10.4-0.52.31.120.81.11.17.028.7-0.7-1.5-5.5-6.11615178.17.69.313.714.012.814.11.611.4-9.34,800USD Pacific147.58-0.1-0.41.6-0.80.83.11.216.04.04.710.924.5-4.6-3.7-8.7-6.81111115.55.74.713.813.913.314.31.49.821.55,377USD Emerging Mkt1,216.24-0.2-0.61.81.81.18.75.028.91.11.95.924.70.7-0.8-0.83.4979510613.314.110.812.512.811.511.61.612.9-3.45,540USD EM Asia616.240.20.12.82.82.67.95.032.60.91.44.328.91.91.20.62.948475213.013.710.812.813.111.811.81.713.0-5.14,039USD EM LatAm3,048.26-1.6-2.4-0.7-0.6-2.012.37.817.82.83.910.39.0-3.3-5.7-2.28.121821124116.016.914.314.014.412.613.31.813.2-2.9678USD EM EMEA303.99-1.1-2.6-1.1-1.4-3.310.22.721.50.73.09.518.2-2.1-6.1-6.32.830293112.814.18.510.310.59.79.91.312.62.6823USD USA2,618.80-0.1-0.70.31.40.62.92.915.30.42.510.219.90.9-1.8-6.6-3.915014616116.619.910.617.418.016.217.03.117.745.824,342Local France1,904.130.60.50.3-0.61.2-0.9-0.37.50.60.72.37.7-1.20.5-2.6-0.21321291418.58.19.314.414.813.514.41.510.7-7.61,617Local Germany1,010.950.80.8-0.2-0.80.0-5.3-4.21.10.70.72.110.1-1.4-0.7-6.1-8.17978846.95.99.012.713.012.013.11.612.4-12.11,396Local UK2,065.730.10.0-1.0-1.4-1.5-4.8-7.3-3.70.80.11.54.3-2.2-1.6-8.7-7.61551531636.67.36.413.313.512.714.51.712.65.02,563Local Australia1,184.28-0.3-1.0-0.5-1.9-0.5-1.9-2.90.80.40.22.54.6-2.4-0.7-5.3-3.67874796.07.16.715.216.015.015.31.812.19.01,025Local Japan1,030.910.0-0.41.9-1.50.8-2.7-3.99.71.32.46.421.3-2.7-1.6-9.7-9.57978824.64.44.213.113.112.614.01.39.622.83,591Local Hong Kong17,828.740.2-0.41.91.23.56.12.523.12.12.25.419.7-0.91.3-2.72.81,1151,0941,1669.311.36.616.016.315.315.11.38.346.7520Local China97.691.01.13.74.13.213.29.749.11.82.79.034.82.30.40.610.677815.815.915.713.514.012.110.81.813.612.81,690Local India1,227.32-0.6-0.71.4-1.3-1.9-0.4-3.012.90.90.83.112.5-2.2-2.7-5.90.369698221.521.517.517.717.715.017.12.615.0-14.1454Local Korea759.5530.1-0.22.73.63.51.51.422.1-0.1-0.2-1.031.23.73.72.5-7.085848810.612.94.79.09.18.79.61.111.9-27.6832Local Taiwan413.21-0.3-1.12.12.66.16.35.014.90.70.81.87.81.95.33.16.63029317.78.16.913.914.213.213.11.813.2-3.8610Local Thailand656.690.0-0.32.1-0.73.18.05.924.50.81.34.212.7-1.51.81.610.54241447.47.08.715.716.114.813.82.113.16.1135Local Indonesia7,289.29-1.5-2.1-2.5-4.2-5.01.3-3.016.81.00.74.213.8-5.1-5.7-6.92.746545150613.714.212.215.716.214.415.02.616.7-10.3120Local Brazil284,879.00-1.4-1.7-0.2-0.40.115.910.725.42.92.98.110.8-3.2-2.72.413.221,55920,76123,99818.519.915.713.213.711.911.41.813.60.0404LocalLocalKOSPI2,492.380.3-0.12.42.72.90.41.016.8IndexKOSPI 200 322.740.2-0.12.53.22.7-1.1-0.616.1KOSDAQ890.430.40.54.33.95.015.411.546.3AC World, for All CountryNIKKEI 22521,803.950.1-0.72.0-1.21.6-3.3-4.211.4World (DM), for Advanced MarketTAIEX11,018.45-0.2-0.71.81.95.75.03.513.1EM, for Emerging MarketShanghai Comp3,291.110.0-0.60.11.02.90.8-0.51.5LatAm, Latin AmericaHang Seng31,541.100.3-0.22.92.31.49.35.432.6EMEA, Europe the Middle East and AfricaH share12,719.840.3-0.23.12.71.511.98.623.8Fwd, 12month ForwardSET1,816.080.10.32.1-0.80.85.73.617.94yr Avg is the monthly average of recent 4-year 12month Forward PERSensex33,685.54-0.4-0.51.0-1.5-1.80.7-1.114.6ERR(Earnings Revision Ratio), (# of companies revised up - # of companies revised down) / # of total companies. Based on 20D average.Russia RTS1,247.28-0.3-3.0-1.8-3.0-1.28.68.017.4Market Cap, Market cap is the summation of the companies having 12month forward EPSDAX12,345.560.91.0-0.1-0.70.0-5.8-4.42.8In case of Japan, 2018 represents period from 2018/04 to 2019/03; 2019 represents period from 2019/04 to 2020/03.CAC 405,267.260.60.50.3-1.00.9-1.5-0.95.7* Gray Color in Current Index (D col) : as of previous day of base dateEuro Stoxx 503,414.130.70.50.0-0.70.7-4.1-2.60.1Euro Stoxx380.370.60.40.0-0.50.8-2.1-1.34.4FTSE 1007,139.760.10.0-0.9-1.3-1.3-4.7-7.1-3.1Dow Jones24,873.660.5-0.5-0.1-0.6-1.30.90.618.7S&P 5002,747.33-0.1-0.70.31.20.62.72.815.2NASDAQ7,481.74-0.2-0.40.72.93.17.98.426.8* 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) = 9.3