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November 21, 2019 Korea Morning Focus Major Indices Close Chg Chg (%) No English report Summaries this morning. KOSPI 2,125.32 -27.92 -1.30 KOSPI 200 282.21 -4.02 -1.40 KOSDAQ 649.87 -12.66 -1.91 Turnover ('000 shares, Wbn) Volume Value KOSPI 573,689 5,583 KOSPI 200 71,997 3,237 KOSDAQ 1,274,282 5,929 Market Cap (Wbn) Value KOSPI 1,427,360 KOSDAQ 230,847 KOSPI Turnover (Wbn) Buy Sell Net Foreign 1,424 1,758 -334 Institutional 1,066 1,165 -98 Retail 3,001 2,640 361 KOSDAQ Turnover (Wbn) Buy Sell Net Foreign 532 552 -20 Institutional 168 250 -82 Retail 5,203 5,096 107 Program Buy / Sell (Wbn) Buy Sell Net KOSPI 1,336 1,498 -162 KOSDAQ 494 529 -35 Advances & Declines Advances Declines Unchanged KOSPI 134 717 54 KOSDAQ 212 1,057 58 KOSPI Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value Samsung Electronics 52,000 -1,500 620 Hynix 82,700 -2,600 277 AirBusan 6,920 50 240 Asiana IDT 25,700 3,400 223 KODEX 200 Futures 6,840 165 200 Inverse 2X KOSDAQ Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value Kukil Paper 6,980 -1,230 387 OSUNG Advanced 3,180 370 295 Materials Lumi MIcro 3,300 585 291 Cellivery 63,800 6,600 248 HLB 136,500 200 180 Note: As of November 20, 2019 This document is a summary of a report prepared by Mirae Asset Daewoo Co., Ltd. (“Mirae Asset Daewoo”) and published on our website. Please review the compliance notices contained in the original report. 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 opinions 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. Mirae Asset Daewoo Research Key Universe Valuations November 21, 2019 ※All data as of close November 19, 2019, unless otherwise noted. 19F Earnings growth Mkt Cap Price P/E (x) P/B (x) ROE (%) Ticker Company Div Yield OP EPS (Wbn) (W) (%) 19F 20F 19F 20F 19F 20F 19F 20F 19F 20F 005930 Samsung Electronics 310,429 52,000 2.7 -54.3 40.3 -47.7 35.9 16.5 12.1 1.4 1.3 8.6 10.8 000660 SK Hynix 60,206 82,700 1.8 -85.8 150.5 -85.5 140.0 26.6 11.1 1.2 1.1 4.7 10.7 035420 NAVER 27,936 169,500 0.2 -16.6 76.2 -46.2 130.5 80.1 34.7 4.1 3.7 6.5 13.6 005380 Hyundai Motor 26,602 124,500 3.2 45.9 22.7 116.0 32.0 10.8 8.2 0.5 0.5 4.6 5.8 012330 Hyundai Mobis 24,399 256,000 1.6 10.3 7.8 25.4 8.8 10.5 9.7 0.7 0.7 7.4 7.4 068270 Celltrion 23,678 184,500 - - - - 0.0 0.0 051910 LG Chem 21,848 309,500 1.3 -47.5 54.5 -63.7 118.3 45.4 20.8 1.4 1.3 3.1 6.6 055550 Shinhan Financial Group 20,960 44,200 12.3 3.9 10.0 -0.2 6.0 6.0 0.5 0.5 9.1 8.4 017670 SK Telecom 19,742 244,500 4.1 7.3 -3.5 -60.6 68.2 16.0 9.5 0.8 0.7 5.4 8.8 028260 Samsung C&T 19,443 102,500 2.0 -27.7 39.8 -42.8 17.9 20.0 17.0 0.6 0.6 4.0 3.9 005490 POSCO 19,399 222,500 4.9 -23.9 -9.2 37.8 -0.3 8.3 8.4 0.4 0.4 5.3 5.1 105560 KB Financial Group 19,212 45,950 9.3 2.3 12.6 0.5 5.6 5.5 0.5 0.5 9.2 8.5 034730 SK Holdings 19,138 272,000 1.8 -2.8 21.5 -36.6 11.0 13.5 12.2 1.0 0.9 8.2 8.3 051900 LG H&H 18,945 1,213,000 0.9 12.8 9.7 16.5 10.7 23.8 21.5 5.2 4.4 20.3 19.1 015760 KEPCO 18,071 28,150 - - - - - 147.4 0.3 0.3 - 0.2 000270 Kia Motors 17,735 43,750 2.1 82.2 7.7 95.5 11.5 7.8 7.0 0.6 0.6 8.0 8.3 006400 Samsung SDI 16,228 236,000 0.4 -33.0 108.9 -38.3 99.8 38.4 19.2 1.3 1.2 3.5 6.7 018260 Samsung SDS 15,553 201,000 1.2 10.4 12.3 10.3 11.8 22.4 20.0 2.4 2.2 11.1 11.3 032830 Samsung Life 14,700 73,500 - - - - 0.0 0.0 096770 SK Innovation 14,332 155,000 5.2 -37.5 28.9 -60.6 85.6 22.3 12.0 0.7 0.7 3.6 6.5 033780 KT&G 13,578 98,900 4.2 12.8 5.6 17.5 5.1 12.8 12.2 1.5 1.4 12.7 12.6 035720 Kakao 13,471 156,500 0.1 184.6 138.3 226.0 114.7 78.3 36.5 2.5 2.4 3.2 6.7 003550 LG Corp. 12,683 73,500 3.4 -28.0 45.0 -18.4 16.8 8.5 7.3 0.7 0.6 8.1 8.9 036570 NCsoft 12,206 556,000 1.1 6.0 76.9 33.5 52.9 21.9 14.3 3.8 3.1 21.6 27.0 066570 LG Electronics 11,603 70,900 1.1 -4.2 15.6 -39.2 107.1 17.0 8.2 0.8 0.8 5.1 9.9 000810 Samsung F&M 11,228 237,000 - - - - 0.0 0.0 086790 Hana Financial Group 10,974 36,550 4.6 2.7 14.8 -6.2 4.2 4.5 0.4 0.4 9.2 8.1 010950 S-Oil 10,662 94,700 1.4 18.3 161.1 0.4 471.9 42.6 7.5 1.6 1.4 3.9 20.1 090430 AmorePacific 10,581 181,000 0.6 -15.7 30.9 -9.8 31.4 35.3 26.9 2.7 2.5 6.6 8.1 009150 Samsung Electro-Mechanics 8,216 110,000 1.0 -32.8 17.4 -5.4 -2.9 13.8 14.2 1.5 1.4 12.1 10.5 009540 KSOE 8,210 116,000 - 88.1 - -39.1 33.4 54.9 0.7 0.7 2.1 1.3 010130 Korea Zinc 7,840 415,500 2.6 12.2 15.7 25.4 9.3 11.9 10.8 1.1 1.1 10.2 10.3 011170 Lotte Chemical 7,592 221,500 4.7 -35.3 21.0 -39.4 30.8 7.9 6.1 0.6 0.5 7.3 9.0 251270 Netmarble 7,528 87,800 1.8 57.7 14.5 36.9 34.4 25.2 1.6 1.5 4.9 6.3 091990 Celltrion Healthcare 7,412 51,500 - 144.5 435.7 165.0 120.9 45.6 4.1 3.9 3.7 9.3 030200 KT 7,141 27,350 4.0 -2.4 -1.1 -7.8 21.0 11.3 9.3 0.5 0.5 4.7 5.5 024110 Industrial Bank of Korea 6,984 12,100 0.6 -0.8 -1.0 -2.3 4.6 4.7 0.4 0.3 8.0 7.3 032640 LG Uplus 6,091 13,950 4.7 -11.8 10.9 -16.7 15.0 15.2 13.2 0.9 0.8 5.8 6.4 018880 Hanon Systems 5,792 10,850 - - - - 0.0 0.0 086280 Hyundai Glovis 5,700 152,000 2.2 22.7 2.0 3.3 34.0 12.6 9.4 1.2 1.1 10.1 12.2 Hyundai Heavy Industries 267250 5,456 335,000 5.5 -1.6 92.1 74.3 199.2 11.7 3.9 0.6 0.6 6.0 16.5 Holdings 034220 LG Display 5,063 14,150 - - - - - - 0.4 0.4 - - 000720 Hyundai E&C 4,822 43,300 1.2 20.6 14.3 32.0 12.8 9.6 8.5 0.7 0.7 7.8 8.2 271560 Orion 4,309 109,000 0.6 14.2 7.7 56.5 9.1 19.7 18.1 2.6 2.3 14.4 13.7 029780 Samsung Card 4,287 37,000 11.7 -28.6 1.7 6.8 12.2 11.4 0.6 0.6 1.5 1.6 010140 Samsung Heavy Industries 4,271 6,780 - - - - - 43.3 0.6 0.6 - 1.7 004020 Hyundai Steel 4,184 31,350 2.4 -45.2 39.1 -75.8 289.4 43.4 11.2 0.2 0.2 0.6 2.1 071050 Korea Investment Holdings 3,945 70,800 - - - - 0.0 0.0 128940 Hanmi Pharmaceutical 3,890 335,000 0.1 8.5 0.6 83.4 -22.3 85.2 109.7 5.1 4.9 6.3 4.7 004990 LOTTE Corporation 3,819 36,400 2.2 91.0 11.9 198.2 20.3 7.0 5.8 0.4 0.4 7.5 8.3 Source: Mirae Asset Daewoo Research Mirae Asset Daewoo Research Market Data November 21, 2019 ※All data as of close November 20, 2019, unless otherwise noted.
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    Samsung Electronics Co., Ltd. and its Subsidiaries NOTES TO THE INTERIM CONSOLIDATED FINANCIAL STATEMENTS 1. General Information 1.1 Company Overview Samsung Electronics Co., Ltd. (“SEC”) was incorporated under the laws of the Republic of Korea in 1969 and listed its shares on the Korea Stock Exchange in 1975. SEC and its subsidiaries (collectively referred to as the “Company”) operate four business divisions: Consumer Electronics (“CE”), Information technology & Mobile communications (“IM”), Device Solutions (“DS”) and Harman. The CE division includes digital TVs, monitors, air conditioners and refrigerators and the IM division includes mobile phones, communication systems, and computers. The DS division includes products such as Memory, Foundry and System LSI in the semiconductor business (“Semiconductor”), and LCD and OLED panels in the display business (“DP”). The Harman division includes connected car systems, audio and visual products, enterprise automation solutions and connected services. The Company is domiciled in the Republic of Korea and the address of its registered office is Suwon, the Republic of Korea. These interim consolidated financial statements have been prepared in accordance with Korean International Financial Reporting Standards (“Korean IFRS”) 1110, Consolidated Financial Statements. SEC, as the controlling company, consolidates its 252 subsidiaries including Samsung Display and Samsung Electronics America. The Company also applies the equity method of accounting for its 46 associates and joint ventures, including
  • Corporate Sustainable Management and Capital Market: Evidence from Data on Korean Firms

    Corporate Sustainable Management and Capital Market: Evidence from Data on Korean Firms

    August 2016;1(1):56-66 http://dx.doi.org/10.20522/APJBR.2016.1.1.56 Corporate Sustainable Management and Capital Market: Evidence from Data on Korean Firms Young Sik Kim School of Management, Kyung Hee University Ki Bum Park* Department of music education, Chuncheon National University of Education Abstract This paper analyzes the impact of CSR on the capital market in Korea. Using listed firm data, we found that the creation of a sustainability report that indirectly measures the level of CSR can bring the stock rate of return difference of the capital markets representative market index. First, when a firm that publishes a sustainability report was compared in terms of its market rate of return, it showed a return increase of about 2%. We found that higher returns were gained through the competitive advantage of related business when the firm was actively involved in social responsibility. Second, subdivided by industry, firms belonging to the capital goods industry were found to reach a rate of return higher than that of industry. These firms were noticeable in that they were mainly industries that caused environmental pollution. Third, in an additional analysis, foreign investors were given the sustainability report of financial businesses, which was interpreted as a result of industrial properties. A sustainability report is a comprehensive report on the economic, environmental, and social activities of a firm. Firms must learn that they can gain trust through publishing trustworthy reports while achieving the lasting power of growth from the stakeholders. Keywords Sustainability report, CSR, Capital market, GRI, Stock return 1) 1.