MarketSamsung Quant AnalystRADongYoung Kim, CFA 2020-7839Dong Eun Won 2020-79822018-6-7As 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 World519.900.00.82.22.21.80.51.311.20.0-1.38.616.62.23.1-6.7-4.634333612.215.29.215.315.914.515.42.214.13.345,485USDIndex World (DM)2,137.570.00.92.12.11.91.01.610.90.0-1.29.316.62.13.2-7.0-4.813513014111.915.09.015.916.515.116.02.314.311.040,244USD N. America2,795.88-0.10.82.32.33.61.83.413.80.0-1.312.418.72.34.9-8.0-4.116415717315.521.610.117.017.816.217.03.017.626.625,751USD Europe1,751.160.11.12.02.0-1.7-1.3-2.54.00.0-2.02.711.12.00.3-5.1-6.41221181288.28.48.214.314.813.714.71.812.4-4.09,132USD EMU209.380.21.32.62.6-2.9-2.3-1.55.40.0-3.01.911.52.60.1-3.3-5.51514168.17.19.114.014.513.314.11.611.5-0.44,607USD Pacific146.420.60.91.41.40.81.20.410.30.00.69.218.01.40.2-8.1-6.51110114.63.45.913.914.113.414.31.49.80.65,361USD Emerging Mkt1,149.680.00.52.62.60.9-3.3-0.813.20.0-1.35.016.12.62.2-5.5-2.5979310313.916.110.811.912.411.211.71.613.1-12.15,241USD EM Asia602.230.41.03.53.53.51.42.617.60.0-1.44.419.23.54.9-1.7-1.448465113.515.111.212.513.011.711.91.613.0-16.13,969USD EM LatAm2,449.41-2.7-3.4-4.3-4.3-13.1-20.6-13.4-4.50.0-2.98.76.8-4.3-10.5-20.3-10.621520523015.919.112.411.412.010.713.41.614.3-2.0558USD EM EMEA273.59-0.40.32.62.6-1.0-11.5-7.65.90.00.45.99.92.6-1.4-12.7-3.729283014.419.18.09.69.99.210.01.212.8-4.5715USD USA2,642.67-0.10.82.42.43.71.63.914.00.0-1.412.718.92.45.1-7.9-4.115414716215.822.310.117.218.016.317.13.118.228.724,359Local France1,966.04-0.3-0.40.70.7-1.44.92.94.10.01.16.48.80.7-2.5-3.3-4.21371321459.28.79.614.314.913.614.41.610.92.51,597Local Germany1,022.93-0.20.11.51.5-2.12.0-3.0-1.00.00.02.25.51.5-2.2-5.1-6.18077836.64.48.812.913.412.313.11.612.4-10.01,348Local UK2,224.32-0.10.20.30.31.77.3-0.22.30.01.96.48.90.3-0.2-6.2-6.01631591687.19.15.913.714.013.214.51.712.7-21.82,617Local Australia1,213.440.51.00.70.7-0.42.5-0.56.30.00.15.15.30.7-0.5-5.30.98074806.86.18.715.216.415.115.41.912.23.0996Local Japan1,057.010.70.92.52.51.05.0-1.511.30.00.07.219.42.51.0-8.1-6.77978832.11.45.513.313.512.814.01.39.6-2.53,582Local Hong Kong17,882.890.51.11.41.43.44.22.913.00.0-0.77.016.61.44.1-3.8-3.11,1311,1021,17219.210.86.315.816.215.315.21.38.231.1530Local China96.080.10.74.24.25.93.27.931.80.0-1.011.330.04.27.0-3.11.477816.116.915.713.013.811.911.11.813.6-2.71,671Local India1,254.351.02.10.90.9-0.74.4-0.910.30.0-1.72.811.00.91.0-3.6-0.769678026.228.119.218.118.715.717.32.614.6-22.1447Local Korea741.8390.50.52.02.00.01.7-0.97.50.0-0.20.416.62.00.3-1.3-7.786848911.916.85.98.68.98.49.61.012.0-17.1842Local Taiwan413.850.51.43.83.85.83.15.28.00.0-0.70.14.13.86.55.13.72928306.24.66.614.114.513.613.01.812.90.0605Local Thailand623.34-0.5-0.10.80.8-3.1-3.10.516.60.00.05.110.60.8-3.1-4.45.44241446.86.57.214.815.214.213.91.913.1-18.2126Local Indonesia6,840.270.90.33.13.13.8-6.7-9.00.90.0-1.13.18.33.14.9-11.7-6.846043948911.811.911.514.915.614.015.12.416.3-58.6108Local Brazil247,481.34-2.8-3.3-3.7-3.7-10.6-13.8-3.814.10.03.122.721.8-3.7-13.2-21.6-6.424,47423,29626,04318.124.211.510.110.69.511.51.515.28.2308LocalLocalKOSPI2,470.580.70.72.02.00.42.90.14.7IndexKOSPI 200 317.670.60.62.22.20.32.1-2.23.9KOSDAQ887.911.21.20.90.93.75.611.233.2AC World, for All CountryNIKKEI 22522,823.260.91.32.82.81.67.40.314.2World (DM), for Advanced MarketTAIEX11,251.750.41.43.53.56.14.75.710.2EM, for Emerging MarketShanghai Comp3,109.50-0.2-0.20.50.5-0.9-5.0-6.0-1.0LatAm, Latin AmericaHang Seng31,512.630.81.33.43.45.14.45.321.3EMEA, Europe the Middle East and AfricaH share12,407.801.01.23.63.63.71.96.016.9Fwd, 12month ForwardSET1,733.05-0.30.00.40.4-2.6-2.7-1.210.64yr Avg is the monthly average of recent 4-year 12month Forward PERSensex35,463.080.81.60.40.40.77.44.113.4ERR(Earnings Revision Ratio), (# of companies revised up - # of companies revised down) / # of total companies. Based on 20D average.Russia RTS1,171.22-0.6-0.10.70.71.5-7.81.513.2Market Cap, Market cap is the summation of the companies having 12month forward EPSDAX12,811.05-0.10.21.61.6-1.14.6-0.81.1In case of Japan, 2018 represents period from 2018/04 to 2019/03; 2019 represents period from 2019/04 to 2020/03.CAC 405,448.36-0.2-0.20.90.9-1.55.02.63.5* Gray Color in Current Index (D col) : as of previous day of base dateEuro Stoxx 503,459.770.00.11.61.6-2.92.4-1.3-2.5Euro Stoxx385.83-0.10.01.31.3-2.22.50.10.5FTSE 1007,704.40-0.10.20.30.31.87.60.23.0Dow Jones25,241.410.41.83.43.43.61.82.119.2S&P 5002,770.37-0.10.82.42.43.71.63.613.9NASDAQ7,635.07-0.70.02.62.65.13.210.621.2* 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) = 9.1