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One-Asia Morning Focus January 18, 2021 One-Asia Morning Focus Today’s reports Media/Entertainment (Overweight) – Webtoons and dramas: Strengthening growth profile Medtech (Overweight) – Customs export data and 4Q20 preview Korea Aerospace Industries (047810 KS/Buy/TP: W36,000) Raise TP – Watch for earnings recovery BGF Retail (282330 KS/Buy/TP: W195,000) – Strong downside support Global performance monitor: Two-day change (%) Asia xJPN World EM World DM Korea Japan China Taiwan HK India Indonesia Singapore Thailand Index -0.33 -0.44 -0.91 -2.93 -0.23 0.97 -0.91 0.25 -1.05 -1.42 0.49 -1.82 Growth -0.09 0.17 -1.67 -3.42 -0.55 2.43 -1.12 0.85 -0.74 -1.34 0.47 -2.26 Value -0.43 -1.02 -0.52 -2.43 0.12 -0.56 -0.59 -0.42 -1.32 -1.49 0.51 -1.38 Semicon. & equip. -1.63 -1.69 -0.96 -4.51 0.94 -3.62 -1.23 9.60 N/A N/A N/A N/A Tech hardware & equip. -2.18 -2.19 -1.94 -2.18 0.32 -3.51 1.48 -2.24 2.12 N/A -0.24 N/A Comm. & prof. services -1.92 -1.92 -1.24 -0.96 0.70 -0.19 -0.22 N/A -0.25 0.29 N/A N/A Software & services -0.76 -0.81 -1.69 -1.41 0.42 -0.61 -0.56 1.43 -1.92 N/A -3.62 N/A Media & entertainment 4.91 4.54 -0.02 -2.92 0.55 -1.53 -2.81 1.16 -3.40 N/A N/A N/A Consumer goods -1.08 -1.06 -1.67 -0.94 -0.83 -1.38 -2.08 N/A -1.79 0.63 N/A 2.39 Consumer services -1.69 -1.17 -1.00 0.81 -0.93 -3.43 -1.30 -3.77 -2.16 -2.21 0.85 -2.18 F&B & tobacco -1.98 -1.78 -0.58 -0.49 1.25 -4.92 -1.65 -2.32 0.07 1.28 3.06 1.10 Food & staples retailing -0.42 0.22 -0.56 -3.07 0.43 -4.16 -1.22 N/A -3.48 N/A -0.93 3.20 Retailing 2.06 2.29 -0.33 -2.40 0.15 -6.03 -0.87 0.20 -3.62 -0.85 N/A 0.36 HH & personal products -0.34 -0.63 -0.83 0.32 0.67 -4.77 -1.41 N/A -0.45 -0.79 N/A N/A Pharma & life sciences -1.04 -1.00 0.91 -9.00 -0.26 -2.63 -2.05 N/A -0.79 5.41 N/A N/A Autos & parts -5.23 -5.22 -2.63 -5.36 -1.52 -4.90 -0.68 12.47 -0.18 -2.68 N/A N/A Transportation -1.73 -1.49 -0.89 -0.02 1.25 -3.43 -5.49 -0.56 -1.07 N/A 0.62 -1.22 Capital goods -1.34 -0.97 -1.28 1.15 -0.90 -3.38 0.34 -2.90 -0.37 N/A -0.28 -0.43 Materials -1.71 -1.50 -1.73 -2.05 -2.12 -1.78 -2.68 N/A -1.98 -0.11 N/A -0.62 Real estate -0.26 -0.75 1.07 -1.03 0.05 0.51 -1.48 -0.15 -0.24 N/A 1.21 -1.21 Energy -0.61 -0.88 -0.86 -5.93 0.09 -0.27 -2.94 N/A -0.15 -1.03 2.43 -2.36 Banks -0.16 -0.52 -0.95 -4.01 0.10 2.36 -1.12 -0.17 -1.58 -2.87 0.29 -2.12 Diversified financials -0.52 -1.61 -1.09 -1.87 -0.31 -3.11 -1.61 1.10 -0.11 N/A -1.79 -0.62 Telecom services 0.12 -0.42 0.28 -1.81 1.59 N/A -0.82 -0.47 4.06 0.17 0.11 -0.46 Utilities -1.07 -0.85 -0.33 -1.46 -1.46 -1.27 -0.88 -0.51 -0.71 10.22 N/A -4.63 Key thematic ETFs: Change (%) Market movers Mkt cap US dollar total returns (%) Robotics & AI (Global X) Name Ctry Sector (US$mn) 1D 1M 3M 6M 1Y 3Y Cloud Computing (Global X) Top seven performers Lithium & Battery (Global X) Guangzhou Auto. HK Consumer disc. 17,770 19.5 13.0 32.2 54.5 3.0 -16.3 Internet of Things (Global X) Postal Savings Bank HK Financials 114,988 10.0 23.1 44.3 16.3 4.2 31.3 Digitalisation (iShares) ASM Pacific Technology HK Information tech. 5,807 8.9 9.6 25.1 19.4 -4.6 6.8 FinTech (Global X) Smoore International HK Consumer staples 55,219 8.1 41.0 90.5 135.1 NA NA Genomics & Biotech (Global X) China Youzan HK Information tech. 7,880 7.3 60.1 64.6 115.9 522.2 749.9 Health & Wellness (Global X) China Merchants Bank HK Financials 199,002 6.6 26.7 48.6 61.3 53.5 90.2 Ageing Population (iShares) Tata Motors IN Consumer disc. 11,715 6.2 44.4 104.7 151.3 28.4 -46.2 EM Consum Growth (iShares) Bottom seven performers Clean Energy (iShares) Kingsoft ADR CN Information tech. 9,268 -6.9 -14.1 36.2 19.0 NA NA Water Resources (Invesco) NIO ADR A CN Consumer disc. 88,294 -7.6 22.3 97.6 407.4 1,105 NA Agribusiness (iShares) Delta Electronics Thai TH Information tech. 24,082 -8.1 61.9 227.1 684.9 1,053 788.5 Global Infrastructure (iShares) Celltrion Healthcare KR Healthcare 20,196 -8.1 -8.4 73.9 50.5 181.0 16.7 ESG US Leaders (iShares) Celltrion Pharm KR Healthcare 6,226 -9.6 -18.8 84.2 56.4 367.2 94.2 2D 10D Evergreen Marine TW Industrials 5,891 -10.0 16.7 99.4 232.6 181.8 115.7 (9) (6) (3) 0 3 6 9 12 15 Xiaomi B HK Information tech. 95,178 -10.3 0.0 26.5 89.0 121.7 NA This publication contains summaries of reports prepared by Mirae Asset Daewoo Co., Ltd. and/or its non-US affiliates (“Mirae Asset Daewoo”). Please review the compliance notices contained in the original reports. Information and opinions contained herein have been compiled in good faith from sources deemed to be reliable. However, the information has not been independently verified. Mirae Asset Daewoo makes no guarantee, representation, or warranty, express or implied, as to the fairness, accuracy, or completeness of the information and opinions contained in this document. Mirae Asset Daewoo accepts no responsibility or liability whatsoever for any loss arising from the use of this document or its contents or otherwise arising in connection therewith. Information and opinion s contained herein are subject to change without notice. This document is for informational purposes only. It is not and should not be construed as an offer or solicitation of an offer to purchase or sell any securities or other financial instruments. This document may not be reproduced, further distributed, or published in whole or in part for any purpose. January 18, 2021 One-Asia Morning Focus MSCI valuations (DM, EM, Asia ex-JP) 18 12M forward P/E (x) 25 2.4 12M trailing P/B (x) 3.4 24 17 3.2 23 2.2 16 22 3.0 21 2.0 15 20 2.8 14 19 1.8 2.6 18 13 17 1.6 2.4 16 12 2.2 15 1.4 11 14 2.0 13 1.2 10 1.8 12 9 11 1.0 1.6 01/20 04/20 07/20 10/20 01/20 04/20 07/20 10/20 MSCI Asia ex-JP (L) MSCI World EM (L) MSCI World DM (R) MSCI Asia ex-JP (L) MSCI World EM (L) MSCI World DM (R) MSCI 12M forward P/E (x) Currencies (vs. USD) Value Change (%) Korea Vietnam 1D 3M YTD 13 19 KRW 1,099.5 0.13 -4.17 -4.93 CNY 6.5 0.10 -3.34 -7.05 11 16 JPY 103.9 0.05 -1.46 -4.42 IDR 14,020.0 -0.25 -4.63 0.99 9 13 HKD 7.8 0.00 0.05 -0.49 TWD 28.0 0.06 -2.67 -6.66 7 10 01/20 04/20 07/20 10/20 01/20 04/20 07/20 10/20 SGD 1.3 0.33 -2.08 -1.07 THB 30.0 0.15 -3.63 0.30 Indonesia India 19 24 INR 73.1 0.03 -0.38 2.37 22 PHP 48.1 0.02 -1.17 -5.10 17 20 MYR 4.0 0.01 -2.72 -1.32 15 18 VND 23,066.0 0.01 -0.48 -0.46 13 16 Commodities 11 14 Latest Change (%) 9 12 01/20 04/20 07/20 10/20 01/20 04/20 07/20 10/20 close 1D 3M YTD Crude oil (US$/bbl) 55.1 -2.3 43.0 -18.7 Hong Kong China Thermal coal (US$/tonne) 83.0 0.0 65.6 23.9 19 16 Iron ore (US$/tonne) 170.0 0.1 32.8 85.7 15 17 Copper (US$/tonne) 7,979.5 -0.3 17.9 29.6 14 Nickel (US$/tonne) 17,970.0 0.1 19.1 28.4 15 13 Tin (US$/tonne) 21,495.0 0.9 18.0 27.6 12 Gold (US$/ozt) 1,829.3 -1.1 -5.4 20.4 13 11 Palm oil (INR/tonne) 1,075.0 0.0 28.5 23.5 11 10 Soybean oil (c/lb) 43.0 -2.8 27.3 25.2 01/20 04/20 07/20 10/20 01/20 04/20 07/20 10/20 Corn (US$/bu) 5.4 0.0 51.4 35.9 Wheat (US$/bu) 6.8 0.8 26.7 20.9 Source: FactSet, Mirae Asset Daewoo Research (updated on 1/18/21 at 06:00 KST) [Korea] January 18, 2021 Media/Entertainment (Overweight/Maintain) Webtoons and dramas: Strengthening growth profile INDUSTRY ANALYSIS INDUSTRY Mirae Asset Daewoo Co., Ltd.
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