MarketSamsung Quant AnalystRADongYoung Kim, CFA 2020-7839Dong Eun Won 2020-79822018-3-27As 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 World504.13-0.51.0-2.6-2.7-3.8-1.6-1.712.71.41.49.021.8-4.1-5.1-9.9-7.534333612.514.19.314.815.113.815.32.113.99.946,483USDIndex World (DM)2,055.55-0.70.9-2.6-2.9-4.0-2.3-2.311.41.41.49.521.3-4.3-5.3-10.7-8.113513214412.313.99.115.215.614.315.92.114.117.440,798USD N. America2,635.57-1.70.8-3.7-3.5-4.6-2.7-2.511.10.90.910.420.7-4.4-5.5-11.7-7.916115717316.119.210.616.316.815.216.92.817.231.025,885USD Europe1,748.240.80.8-1.1-1.7-2.7-2.1-2.711.20.80.86.522.1-2.5-3.5-8.7-8.91271241348.38.48.413.814.113.014.71.712.2-5.99,446USD EMU209.050.00.0-2.2-2.3-3.1-1.7-1.714.01.11.17.026.0-3.4-4.1-8.1-9.61615178.17.79.213.313.612.414.11.511.4-6.84,841USD Pacific145.071.51.6-0.1-2.5-3.1-0.3-0.513.53.83.810.721.8-6.0-6.6-10.1-6.81111115.65.84.813.513.713.014.31.39.818.05,467USD Emerging Mkt1,185.180.21.1-2.0-0.8-2.23.62.322.71.71.76.523.4-2.5-3.9-4.0-0.5989610613.814.910.612.112.411.211.71.613.0-5.05,684USD EM Asia598.830.61.7-2.4-0.1-1.33.42.025.91.11.14.526.8-1.2-2.4-2.4-0.748475213.414.311.012.412.711.411.81.613.0-6.04,182USD EM LatAm2,996.25-1.3-0.2-0.5-2.3-4.17.15.914.18.08.015.813.6-9.5-11.2-8.50.422922324815.617.511.313.113.412.113.31.813.7-5.9676USD EM EMEA298.23-0.1-0.4-1.7-3.2-5.01.80.715.70.70.79.516.0-3.9-5.6-8.0-0.330293114.116.08.610.110.39.510.01.312.60.0826USD USA2,490.82-1.80.9-3.8-3.6-4.7-2.4-2.111.71.01.010.821.1-4.6-5.6-11.6-7.815114716216.619.910.616.517.015.417.02.917.735.024,537Local France1,852.001.00.5-2.4-3.3-3.7-4.0-3.13.70.60.62.38.1-3.9-4.2-5.3-4.11321291418.58.19.314.014.413.114.41.510.7-3.81,637Local Germany981.291.50.7-2.6-3.7-4.1-8.0-7.0-1.70.70.72.110.0-4.4-4.8-8.9-10.68078847.06.18.912.312.611.613.11.512.4-13.81,404Local UK2,025.981.61.1-0.9-3.3-4.0-8.3-9.1-4.61.11.11.85.2-4.3-5.0-10.7-9.41551531637.78.76.313.013.212.414.51.612.70.02,590Local Australia1,164.220.60.1-1.9-3.6-4.3-4.5-4.5-0.30.40.42.44.0-3.9-4.6-6.8-4.27874796.07.06.715.015.814.815.31.812.1-3.01,004Local Japan1,015.662.73.10.1-3.0-4.3-6.0-5.411.61.31.36.520.8-4.2-5.6-11.1-7.67978824.64.44.312.912.912.414.01.29.622.23,726Local Hong Kong17,319.000.00.6-2.5-1.7-2.01.0-0.417.62.42.45.719.3-4.0-4.3-5.8-1.51,1181,0971,1709.711.96.615.515.814.815.11.38.344.4536Local China93.130.01.6-4.6-0.7-2.25.34.639.91.91.99.134.1-2.6-4.1-4.24.377816.116.315.912.913.311.510.91.713.614.11,748Local India1,208.160.51.70.5-2.8-3.4-3.9-4.511.70.70.72.912.5-3.5-4.1-7.2-0.769698121.421.417.517.417.414.817.22.615.0-23.1461Local Korea743.6290.31.2-1.91.50.30.9-0.718.8-0.2-0.2-1.129.31.70.60.4-8.185838811.614.15.18.88.98.59.61.011.8-26.7856Local Taiwan411.621.61.8-0.32.22.26.44.612.40.70.71.87.81.51.52.84.33029318.18.57.213.814.113.113.11.813.22.5644Local Thailand653.300.10.50.3-1.2-1.25.25.321.30.90.94.312.7-2.1-2.01.07.64241446.96.48.615.616.014.713.82.013.10.0137Local Indonesia7,084.920.0-0.5-1.6-6.9-7.4-4.5-5.810.31.01.04.213.4-7.8-8.3-9.6-2.746545250414.315.411.515.215.714.115.12.516.7-13.8119Local Brazil285,549.700.00.81.1-0.2-2.111.511.029.210.610.616.219.2-9.8-11.5-4.58.423,16922,54425,01517.620.610.912.312.711.411.41.814.20.0398LocalLocalKOSPI2,452.060.61.5-1.31.0-0.20.6-0.613.7IndexKOSPI 200 316.340.51.3-1.71.1-0.2-1.2-2.612.8KOSDAQ858.840.63.5-3.50.2-1.78.47.641.5AC World, for All CountryNIKKEI 22521,317.322.73.4-0.3-3.4-4.8-7.0-6.412.3World (DM), for Advanced MarketTAIEX10,986.791.41.5-0.21.61.64.83.211.2EM, for Emerging MarketShanghai Comp3,166.651.10.4-3.8-2.8-3.8-3.3-4.2-3.1LatAm, Latin AmericaHang Seng30,790.830.81.6-2.4-0.2-1.54.02.927.3EMEA, Europe the Middle East and AfricaH share12,301.550.91.4-2.3-0.7-2.75.95.118.7Fwd, 12month ForwardSET1,802.580.10.50.2-1.5-1.52.82.814.84yr Avg is the monthly average of recent 4-year 12month Forward PERSensex33,174.390.31.80.5-3.0-3.4-2.2-2.613.5ERR(Earnings Revision Ratio), (# of companies revised up - # of companies revised down) / # of total companies. Based on 20D average.Russia RTS1,243.991.1-1.4-1.0-3.2-5.18.37.811.6Market Cap, Market cap is the summation of the companies having 12month forward EPSDAX11,970.831.60.7-2.7-3.7-4.2-8.4-7.3-0.2In case of Japan, 2018 represents period from 2018/04 to 2019/03; 2019 represents period from 2019/04 to 2020/03.CAC 405,115.741.00.4-2.6-3.8-4.3-4.7-3.72.0* Gray Color in Current Index (D col) : as of previous day of base dateEuro Stoxx 503,316.951.20.6-2.8-3.5-4.1-6.6-5.3-3.5Euro Stoxx370.391.20.5-2.4-3.1-3.5-4.9-3.91.0FTSE 1007,000.141.61.1-0.9-3.2-3.9-8.1-8.9-4.0Dow Jones23,857.71-1.41.4-3.5-4.7-6.1-3.7-3.516.1S&P 5002,612.62-1.70.9-3.8-3.7-4.8-2.6-2.311.6NASDAQ7,008.81-2.90.2-4.8-3.6-4.41.01.520.0* There's a difference betwee