Korea Morning Focus

Total Page:16

File Type:pdf, Size:1020Kb

Korea Morning Focus 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.
Recommended publications
  • Annual Report and Financial Statements
    Annual Report and Financial Statements for the year ended 31 December 2018 Dimensional Funds ICVC Authorised by the Financial Conduct Authority No marketing notification has been submitted in Germany for the following Funds of Dimensional Funds ICVC: Global Short-Dated Bond Fund International Core Equity Fund International Value Fund United Kingdom Core Equity Fund United Kingdom Small Companies Fund United Kingdom Value Fund Accordingly, these Funds must not be publicly marketed in Germany. Table of Contents Dimensional Funds ICVC General Information* 2 Investment Objectives and Policies* 3 Authorised Corporate Directors’ Investment Report* 6 Incorporation and Share Capital* 10 The Funds 10 Fund Cross-Holdings 10 Authorised Status* 10 Regulatory Disclosure* 10 Potential Implications of Brexit* 10 Responsibilities of the Authorised Corporate Director 11 Responsibilities of the Depositary 11 Report of the Depositary to the Shareholders 11 Directors' Statement 11 Independent Auditors’ Report to the Shareholders of Dimensional Funds ICVC 12 The Annual Report and Financial Statements for each of the below sub-funds (the “Funds”); Emerging Markets Core Equity Fund Global Short-Dated Bond Fund International Core Equity Fund International Value Fund United Kingdom Core Equity Fund United Kingdom Small Companies Fund United Kingdom Value Fund are set out in the following order: Fund Information 14 Portfolio Statement* 31 Statement of Total Return 149 Statement of Change in Net Assets Attributable to Shareholders 149 Balance Sheet 150 Notes to the Financial Statements 151 Distribution Tables 168 Remuneration Disclosures (unaudited)* 177 Supplemental Information (unaudited) 178 * These collectively comprise the Authorised Corporate Directors’ (“ACD”) Report. Dimensional Fund Advisors Ltd. Annual Report and Financial Statements, 31 December 2018 1 Dimensional Funds ICVC General Information Authorised Corporate Director (the “ACD”): Dimensional Fund Advisors Ltd.
    [Show full text]
  • FTSE Korea 30/18 Capped
    2 FTSE Russell Publications 19 August 2021 FTSE Korea 30/18 Capped Indicative Index Weight Data as at Closing on 30 June 2021 Index weight Index weight Index weight Constituent Country Constituent Country Constituent Country (%) (%) (%) Alteogen 0.19 KOREA Hyundai Engineering & Construction 0.35 KOREA NH Investment & Securities 0.14 KOREA AmoreG 0.15 KOREA Hyundai Glovis 0.32 KOREA NHN 0.07 KOREA Amorepacific Corp 0.65 KOREA Hyundai Heavy Industries 0.29 KOREA Nong Shim 0.08 KOREA Amorepacific Pfd. 0.08 KOREA Hyundai Marine & Fire Insurance 0.13 KOREA OCI 0.17 KOREA BGF Retail 0.09 KOREA Hyundai Merchant Marine 1.02 KOREA Orion 0.21 KOREA BNK Financial Group 0.18 KOREA Hyundai Mipo Dockyard 0.15 KOREA Ottogi 0.06 KOREA Celltrion Healthcare 0.68 KOREA Hyundai Mobis 1.53 KOREA Paradise 0.07 KOREA Celltrion Inc 2.29 KOREA Hyundai Motor 2.74 KOREA Posco 1.85 KOREA Celltrion Pharm 0.24 KOREA Hyundai Motor 2nd Pfd. 0.33 KOREA Posco Chemical 0.32 KOREA Cheil Worldwide 0.14 KOREA Hyundai Motor Pfd. 0.21 KOREA Posco International 0.09 KOREA CJ Cheiljedang 0.3 KOREA Hyundai Steel 0.33 KOREA S1 Corporation 0.13 KOREA CJ CheilJedang Pfd. 0.02 KOREA Hyundai Wia 0.13 KOREA Samsung Biologics 0.92 KOREA CJ Corp 0.11 KOREA Industrial Bank of Korea 0.22 KOREA Samsung C&T 0.94 KOREA CJ ENM 0.15 KOREA Kakao 3.65 KOREA Samsung Card 0.08 KOREA CJ Logistics 0.12 KOREA Kangwon Land 0.23 KOREA Samsung Electro-Mechanics 0.81 KOREA Coway 0.36 KOREA KB Financial Group 1.78 KOREA Samsung Electronics 25.36 KOREA Daewoo Engineering & Construction 0.12 KOREA KCC Corp 0.12 KOREA Samsung Electronics Pfd.
    [Show full text]
  • Retirement Strategy Fund 2060 Description Plan 3S DCP & JRA
    Retirement Strategy Fund 2060 June 30, 2020 Note: Numbers may not always add up due to rounding. % Invested For Each Plan Description Plan 3s DCP & JRA ACTIVIA PROPERTIES INC REIT 0.0137% 0.0137% AEON REIT INVESTMENT CORP REIT 0.0195% 0.0195% ALEXANDER + BALDWIN INC REIT 0.0118% 0.0118% ALEXANDRIA REAL ESTATE EQUIT REIT USD.01 0.0585% 0.0585% ALLIANCEBERNSTEIN GOVT STIF SSC FUND 64BA AGIS 587 0.0329% 0.0329% ALLIED PROPERTIES REAL ESTAT REIT 0.0219% 0.0219% AMERICAN CAMPUS COMMUNITIES REIT USD.01 0.0277% 0.0277% AMERICAN HOMES 4 RENT A REIT USD.01 0.0396% 0.0396% AMERICOLD REALTY TRUST REIT USD.01 0.0427% 0.0427% ARMADA HOFFLER PROPERTIES IN REIT USD.01 0.0124% 0.0124% AROUNDTOWN SA COMMON STOCK EUR.01 0.0248% 0.0248% ASSURA PLC REIT GBP.1 0.0319% 0.0319% AUSTRALIAN DOLLAR 0.0061% 0.0061% AZRIELI GROUP LTD COMMON STOCK ILS.1 0.0101% 0.0101% BLUEROCK RESIDENTIAL GROWTH REIT USD.01 0.0102% 0.0102% BOSTON PROPERTIES INC REIT USD.01 0.0580% 0.0580% BRAZILIAN REAL 0.0000% 0.0000% BRIXMOR PROPERTY GROUP INC REIT USD.01 0.0418% 0.0418% CA IMMOBILIEN ANLAGEN AG COMMON STOCK 0.0191% 0.0191% CAMDEN PROPERTY TRUST REIT USD.01 0.0394% 0.0394% CANADIAN DOLLAR 0.0005% 0.0005% CAPITALAND COMMERCIAL TRUST REIT 0.0228% 0.0228% CIFI HOLDINGS GROUP CO LTD COMMON STOCK HKD.1 0.0105% 0.0105% CITY DEVELOPMENTS LTD COMMON STOCK 0.0129% 0.0129% CK ASSET HOLDINGS LTD COMMON STOCK HKD1.0 0.0378% 0.0378% COMFORIA RESIDENTIAL REIT IN REIT 0.0328% 0.0328% COUSINS PROPERTIES INC REIT USD1.0 0.0403% 0.0403% CUBESMART REIT USD.01 0.0359% 0.0359% DAIWA OFFICE INVESTMENT
    [Show full text]
  • FTSE World Asia Pacific
    2 FTSE Russell Publications 19 August 2021 FTSE World Asia Pacific Indicative Index Weight Data as at Closing on 30 June 2021 Index weight Index weight Index weight Constituent Country Constituent Country Constituent Country (%) (%) (%) a2 Milk 0.04 NEW Asustek Computer Inc 0.1 TAIWAN Cheil Worldwide 0.02 KOREA ZEALAND ASX 0.12 AUSTRALIA Cheng Shin Rubber Industry 0.03 TAIWAN AAC Technologies Holdings 0.05 HONG KONG Atlas Arteria 0.05 AUSTRALIA Chiba Bank 0.04 JAPAN ABC-Mart 0.02 JAPAN AU Optronics 0.08 TAIWAN Chicony Electronics 0.02 TAIWAN Accton Technology 0.07 TAIWAN Auckland International Airport 0.06 NEW China Airlines 0.02 TAIWAN Acer 0.03 TAIWAN ZEALAND China Development Financial Holdings 0.07 TAIWAN Acom 0.02 JAPAN Aurizon Holdings 0.05 AUSTRALIA China Life Insurance 0.02 TAIWAN Activia Properties 0.03 JAPAN Ausnet Services 0.03 AUSTRALIA China Motor 0.01 TAIWAN ADBRI 0.01 AUSTRALIA Australia & New Zealand Banking Group 0.64 AUSTRALIA China Steel 0.19 TAIWAN Advance Residence Investment 0.05 JAPAN Axiata Group Bhd 0.04 MALAYSIA China Travel International Investment <0.005 HONG KONG ADVANCED INFO SERVICE 0.06 THAILAND Azbil Corp. 0.06 JAPAN Hong Kong Advantech 0.05 TAIWAN B.Grimm Power 0.01 THAILAND Chow Tai Fook Jewellery Group 0.04 HONG KONG Advantest Corp 0.19 JAPAN Bandai Namco Holdings 0.14 JAPAN Chubu Elec Power 0.09 JAPAN Aeon 0.2 JAPAN Bangkok Bank (F) 0.02 THAILAND Chugai Seiyaku 0.27 JAPAN AEON Financial Service 0.01 JAPAN Bangkok Bank PCL (NVDR) 0.01 THAILAND Chugoku Bank 0.01 JAPAN Aeon Mall 0.02 JAPAN Bangkok Dusit Medical Services PCL 0.07 THAILAND Chugoku Electric Power 0.03 JAPAN Afterpay Touch Group 0.21 AUSTRALIA Bangkok Expressway and Metro 0.02 THAILAND Chunghwa Telecom 0.17 TAIWAN AGC 0.08 JAPAN Bangkok Life Assurance PCL 0.01 THAILAND CIMB Group Holdings 0.08 MALAYSIA AGL Energy 0.04 AUSTRALIA Bank of East Asia 0.03 HONG KONG CIMIC Group 0.01 AUSTRALIA AIA Group Ltd.
    [Show full text]
  • Votebyvote Disclosure
    ID on ISIN Item Date Type Ballot Name Count Voting Voting Voting Voting Action Agenda Agenda Vote By Vote By Country Meeting Meeting Meeting Numbers Investme Explanati Company Company nt Region Exception 1496011 HK0000065869 Guotai Junan International Holdings Limited Asia Hong Kong 20/01/2021 Special All For 1 1498193 HK0992009065 Lenovo Group Limited Asia Hong Kong 04/02/2021 Special All For 1 1502595 HK1208013172 MMG Ltd. Asia Hong Kong 04/03/2021 Special Against 1 Apparent failure to link pay and appropriate performance 1 1497186 JP3291200008 Kobe Bussan Co., Ltd. Asia Japan 28/01/2021 Annual All For 1 1497172 JP3780100008 Park24 Co., Ltd. Asia Japan 28/01/2021 Annual Against 1.6,1.7 Concerns about overall board structure 2 1499755 JP3229500008 Kansai Mirai Financial Group, Inc. Asia Japan 19/02/2021 Special All For 1 1499367 JP3170800001 OSG Corp. (6136) Asia Japan 20/02/2021 Annual Against 2.1 Concerns related to approach to board diversity 1 1501078 JP3244800003 Kewpie Corp. Asia Japan 25/02/2021 Annual All For 1 1501619 JP3786600001 Hitachi Capital Corp. Asia Japan 26/02/2021 Special Against 1 Concerns to protect shareholder value 1 1501608 JP3499800005 Mitsubishi UFJ Lease & Finance Co., Ltd. Asia Japan 26/02/2021 Special All For 1 1502471 JP3027670003 Nippon Building Fund, Inc. Asia Japan 09/03/2021 Special All For 1 1507489 JP3592200004 Toshiba Corp. Asia Japan 18/03/2021 Special Against 1 SH: For shareholder resolution, against management recommendation / Shareholder proposal promotes 1 transparency 1504139 JP3635500006 Trusco Nakayama Corp. Asia Japan 18/03/2021 Annual Against 1.7,3 Concerns about overall board structure 1 1506815 JP3266400005 Kubota Corp.
    [Show full text]
  • Holdings-Report.Pdf
    The Fund is a closed-end exchange traded management Investment company. This material is presented only to provide information and is not intended for trading purposes. Closed-end funds, unlike open-end funds are not continuously offered. After the initial public offering, shares are sold on the open market through a stock exchange. Changes to investment policies, current management fees, and other matters of interest to investors may be found in each closed-end fund's most recent report to shareholders. Holdings are subject to change daily. PORTFOLIO HOLDINGS FOR THE KOREA FUND as of July 31, 2021 *Note: Cash (including for these purposes cash equivalents) is not included. Security Description Shares/Par Value Base Market Value (USD) Percent of Base Market Value SAMSUNG ELECTRONICS CO 793,950 54,183,938.27 20.99 SK HYNIX INC COMMON 197,500 19,316,452.95 7.48 NAVER CORP COMMON STOCK 37,800 14,245,859.60 5.52 LG CHEM LTD COMMON STOCK 15,450 11,309,628.34 4.38 HANA FINANCIAL GROUP INC 225,900 8,533,236.25 3.31 SK INNOVATION CO LTD 38,200 8,402,173.44 3.26 KIA CORP COMMON STOCK 107,000 7,776,744.19 3.01 HYUNDAI MOBIS CO LTD 26,450 6,128,167.79 2.37 HYUNDAI MOTOR CO 66,700 6,030,688.98 2.34 NCSOFT CORP COMMON STOCK 8,100 5,802,564.66 2.25 SAMSUNG BIOLOGICS CO LTD 7,230 5,594,175.18 2.17 KB FINANCIAL GROUP INC 123,000 5,485,677.03 2.13 KAKAO CORP COMMON STOCK 42,700 5,456,987.61 2.11 HUGEL INC COMMON STOCK 24,900 5,169,415.34 2.00 SAMSUNG 29,900 4,990,915.02 1.93 SK TELECOM CO LTD COMMON 17,500 4,579,439.25 1.77 KOREA INVESTMENT 53,100 4,427,115.84
    [Show full text]
  • Samsung Electronics Co., Ltd. and Its Subsidiaries NOTES to INTERIM
    Samsung Electronics Co., Ltd. and its Subsidiaries NOTES TO 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 256 subsidiaries including Samsung Display and Samsung Electronics America. The Company also applies the equity method of accounting for its 41 associates, including Samsung Electro-Mechanics.
    [Show full text]
  • Morning Focus
    January 3, 2018 KOREA Morning Focus Company News & Analysis Major Indices Close Chg Chg (%) POSCO (005490/Buy/TP: W450,000) KOSPI 2,479.65 12.16 0.49 Earnings to continue to climb higher KOSPI 200 326.00 1.26 0.39 KOSDAQ 812.45 14.03 1.76 Sector News & Analysis Turnover ('000 shares, Wbn) Volume Value Auto (Overweight) KOSPI 230,256 4,601 Auto sales end 2017 on a disappointing note KOSPI 200 70,198 3,653 KOSDAQ 977,967 6,567 Market Cap (Wbn) Value KOSPI 1,613,508 KOSDAQ 287,930 KOSPI Turnover (Wbn) Buy Sell Net Foreign 1,149 1,019 130 Institutional 937 1,080 -143 Retail 2,448 2,475 -27 KOSDAQ Turnover (Wbn) Buy Sell Net Foreign 448 361 87 Institutional 262 355 -93 Retail 5,861 5,840 21 Program Buy / Sell (Wbn) Buy Sell Net KOSPI 1,051 956 96 KOSDAQ 198 203 -5 Advances & Declines Advances Declines Unchanged KOSPI 498 305 76 KOSDAQ 834 337 80 KOSPI Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value Samsung Electronics 2,551,000 3,000 432 KODEX KOSDAQ150 20,440 640 264 LEVERAGE Daum Communications 146,500 9,500 193 SAMSUNG BIOLOGICS 389,500 18,500 156 Hynix 76,600 100 154 KOSDAQ Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value SillaJen 102,500 9,000 670 Diostech 29,250 6,750 356 Celltrion Healthcare 106,700 -1,900 295 Sky Newpharm 7,580 1,340 269 Celltrion 225,900 4,800 261 Note: As of January 2, 2018 Mirae Asset Daewoo Research POSCO (005490 KS) Earnings to continue to climb higher Steel 4Q17 preview: Earnings improvement to continue Earnings Preview For 4Q17, we see POSCO’s non-consolidated operating profit coming in at W853bn January 3, 2018 (+18.1% QoQ, +74.7% YoY).
    [Show full text]
  • Voting Disclosure
    Notices: LGPS Central Limited is committed to disclosing its voting record on a vote-by-vote basis, including where practicable the provision of a rationale for votes cast against management. The data presented here relate to voting decisions for securities held in portfolios held within the company’s Authorised Contractual Scheme (ACS). Meeting Company Name Meeting Type Voting Action Agenda Item Numbers Voting Explanation 20/01/2021 Guotai Junan International Holdings Limited Special All For 04/02/2021 Lenovo Group Limited Special All For 04/03/2021 MMG Ltd. Special Against 1 Apparent failure to link pay and appropriate performance 05/03/2021 CSPC Pharmaceutical Group Ltd. Special Against 11.1 Concerns related to board gender diversity 12 Concerns related to shareholder rights 29/03/2021 China Resources Beer (Holdings) Co. Ltd. Special Against 2 Concerns related to board gender diversity 28/01/2021 Kobe Bussan Co., Ltd. Annual All For 28/01/2021 Park24 Co., Ltd. Annual Against 1.6,1.7 Concerns about overall board structure 19/02/2021 Kansai Mirai Financial Group, Inc. Special All For 20/02/2021 OSG Corp. (6136) Annual Against 2.1 Concerns related to approach to board diversity 25/02/2021 Kewpie Corp. Annual All For 26/02/2021 Hitachi Capital Corp. Special Against 1 Concerns to protect shareholder value 26/02/2021 Mitsubishi HC Capital, Inc. Special All For 09/03/2021 Nippon Building Fund, Inc. Special All For 18/03/2021 Toshiba Corp. Special Against 1 SH: For shareholder resolution, against management recommendation / Shareholder proposal promotes transparency 19/03/2021 Kubota Corp.
    [Show full text]
  • 2020 Korea Innovative PHAR
    2020 This brochure illustrates a project promoted by Korean pharmaceutical companies and with support from the Korean government, to enter global markets. You’ll meet the Korean pharmaceutical industry as a reliable partner for global collaboration. Contents 02 Current Status of Korean Pharmaceutical Market 08 Introduction of Korean Innovative Pharmaceutical Company Certification System 10 Information of Korean Innovative Pharmaceutical Company 55 Supplement Current Status of Korean Pharmaceutical Market Current Status of (Market size) Korean pharmaceutical market passed the $21 billion mark in 2018. Its Korean Pharmaceutical Market growth has been driven by leading Korean companies, which have been releasing new global drugs and achieving technology exports. Pharmaceuticals exports have increased at a CAGR of 17.9% for the past five years (2014-2018), fueled especially by increases in Korean drugs entering into global markets. Current status of Korean pharmaceutical market (unit: million dollar, %) Year-on-year CAGR Category 2014 2015 2016 2017 2018 growth rate (’14~’18) Market size 18,396 16,963 18,712 19,508 21,004 7.70% 3.40% Production 15,593 14,991 16,198 18,000 19,176 6.50% 5.30% Exports 2,416 2,946 3,119 4,069 4,673 14.80% 17.90% Imports 5,219 4,918 5,633 5,577 6,501 16.60% 5.60% Trade balance △2,803 △1,972 △2,514 △1,508 △1,828 △21.2% △10.1% * Source: Press release by the Ministry of Food and Drug Safety (July 29 2019) • ‌The 2018 sales revenue of the listed drug companies (125) is $18,172 million in total (7.5% up from the previous year), with Top 10’s revenue at $7,814 million (8.6%↑).
    [Show full text]
  • Samsung Electronics Co., Ltd. and Its Subsidiaries NOTES
    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
    [Show full text]
  • 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.
    [Show full text]