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Morning Focus December 22, 2017 KOREA Morning Focus No English report summaries Major Indices Close Chg Chg (%) KOSPI 2,429.83 -42.54 -1.72 KOSPI 200 319.72 -6.07 -1.86 KOSDAQ 740.32 -14.95 -1.98 Turnover ('000 shares, Wbn) Volume Value KOSPI 244,206 5,244 KOSPI 200 85,390 4,418 KOSDAQ 1,193,663 5,913 Market Cap (Wbn) Value KOSPI 1,579,690 KOSDAQ 263,267 KOSPI Turnover (Wbn) Buy Sell Net Foreign 1,288 1,615 -328 Institutional 1,351 1,047 304 Retail 2,551 2,556 -6 KOSDAQ Turnover (Wbn) Buy Sell Net Foreign 423 396 27 Institutional 284 184 100 Retail 5,199 5,321 -122 Program Buy / Sell (Wbn) Buy Sell Net KOSPI 1,415 1,242 173 KOSDAQ 277 191 86 Advances & Declines Advances Declines Unchanged KOSPI 180 627 73 KOSDAQ 202 990 53 KOSPI Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value Samsung Electronics 2,457,000 -87,000 762 HANALL BIOPHARMA 20,550 400 454 Hynix 77,000 -3,100 375 KODEX LEVERAGE 16,840 -680 273 KODEX 200 31,975 -635 223 KOSDAQ Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value Woori Technology 4,010 -90 417 SillaJen 75,600 -3,900 331 Celltrion 197,300 -3,700 279 New Pride 4,445 -485 264 Vidente 22,500 -4,100 240 Note: As of December 21, 2017 Mirae Asset Daewoo Research 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 December 22, 2017 ※All data as of close December 20, 2017, unless otherwise noted. 18F Earnings growth Mkt Cap Price P/E (x) P/B (x) ROE (%) Ticker Company Div Yield OP EPS (Wbn) (W) (%) 18F 19F 18F 19F 18F 19F 18F 19F 18F 19F 005930 Samsung Electronics 317,195 2,457,000 2.8 17.5 -8.6 25.3 -6.4 7.2 7.7 1.4 1.2 21.4 17.1 000660 SK Hynix 56,056 77,000 0.8 11.3 -39.0 6.7 -38.7 4.9 8.1 1.2 1.1 29.0 14.5 005380 Hyundai Motor 33,041 150,000 3.1 17.2 16.4 31.5 15.0 7.5 6.5 0.6 0.5 7.8 8.4 005490 POSCO 29,382 337,000 2.8 8.8 2.5 7.7 2.8 8.9 8.7 0.6 0.6 7.2 7.0 035420 NAVER 27,755 842,000 0.2 26.5 16.8 32.6 16.3 24.9 21.4 3.9 3.3 20.7 19.8 051910 LG Chem 27,602 391,000 1.5 8.0 13.3 14.8 13.8 12.2 10.7 1.6 1.5 14.6 14.7 105560 KB Financial Group 25,881 61,900 11.5 3.7 -0.6 3.7 7.6 7.3 0.7 0.6 9.6 9.2 012330 Hyundai Mobis 25,212 259,000 1.5 18.4 4.5 19.4 3.7 8.6 8.2 0.8 0.7 9.2 8.8 032830 Samsung Life 24,900 124,500 - - - - 0.0 0.0 015760 KEPCO 24,844 38,700 3.1 20.5 3.9 19.1 6.6 6.2 5.8 0.3 0.3 5.5 5.6 068270 Celltrion 24,202 197,300 - - - - 0.0 0.0 055550 Shinhan Financial Group 24,042 50,700 -0.2 6.1 -1.1 6.0 7.2 6.8 0.7 0.6 9.6 9.4 207940 Samsung Biologics 23,092 349,000 1031.1 242.1 - 386.7 535.7 110.1 5.8 5.5 1.1 5.1 017670 SK Telecom 21,963 272,000 3.7 4.9 6.0 8.4 -5.4 7.3 7.7 1.0 0.9 16.1 13.6 034730 SK Holdings 19,595 278,500 1.3 9.6 -0.7 12.3 7.2 8.8 8.2 1.1 1.0 14.5 13.6 096770 SK Innovation 18,724 202,500 4.0 3.0 5.2 0.3 5.1 8.1 7.7 0.9 0.9 12.3 11.8 051900 LG Household & Health Care 18,539 1,187,000 0.8 10.5 10.2 10.2 9.8 28.9 26.3 5.8 4.9 22.3 20.6 090430 AmorePacific 17,567 300,500 0.7 41.3 20.0 49.7 20.6 30.7 25.5 4.4 3.8 15.1 16.0 033780 KT&G 16,544 120,500 3.4 5.4 4.8 12.6 7.1 13.7 12.8 1.9 1.7 15.0 14.7 066570 LG Electronics 16,250 99,300 0.4 38.2 9.9 15.3 8.7 8.0 7.4 1.1 1.0 15.3 14.4 003550 LG Corp. 15,340 88,900 1.5 3.3 0.0 -7.6 0.0 9.2 9.2 0.9 0.9 10.6 9.7 018260 Samsung SDS 15,205 196,500 0.4 10.1 5.7 12.1 5.7 25.7 24.3 2.5 2.3 10.2 9.8 251270 Netmarble Games Corporation 15,177 178,500 16.0 -2.8 17.6 -3.6 36.4 37.7 3.3 3.0 9.5 8.4 086790 Hana Financial Group 15,037 50,800 18.0 7.0 14.3 7.4 7.0 6.5 0.6 0.5 8.6 8.5 010950 S-Oil 13,960 124,000 6.2 39.0 14.2 29.9 14.2 9.5 8.4 1.9 1.7 21.2 21.8 006400 Samsung SDI 13,890 202,000 0.5 366.2 45.6 54.7 11.6 12.4 11.2 1.1 1.0 9.7 9.9 000270 Kia Motors 13,336 32,900 3.6 113.9 6.7 62.5 8.8 5.4 5.0 0.5 0.4 8.8 8.9 000810 Samsung F&M 12,673 267,500 - - - - 0.0 0.0 011170 Lotte Chemical 12,493 364,500 1.6 9.6 8.4 10.7 9.0 4.8 4.4 0.9 0.8 20.4 18.6 091990 Celltrion Healthcare 12,237 89,100 64.5 44.1 29.6 56.9 37.8 24.1 10.2 7.2 31.2 34.9 002790 AmoreG 11,256 136,500 0.4 34.9 11.5 50.2 11.7 36.8 33.0 3.6 3.2 10.5 10.7 034220 LG Display 10,556 29,500 1.7 -49.2 95.4 -51.5 98.6 11.2 5.6 0.7 0.6 6.4 11.7 036570 NCSOFT 9,565 436,000 2.1 52.1 1.6 43.6 1.5 13.2 13.0 2.9 2.5 25.2 21.4 024110 Industrial Bank of Korea 9,408 16,800 7.5 6.4 7.8 7.2 6.8 6.3 0.5 0.5 8.0 8.0 010130 Korea Zinc 9,190 487,000 1.7 8.8 12.5 16.2 12.0 11.6 10.3 1.4 1.3 12.8 12.9 035720 Kakao Corp. 8,759 129,000 0.2 33.5 8.9 12.3 9.8 63.2 57.6 2.1 2.1 3.4 3.6 030200 KT 8,121 31,100 2.6 5.3 1.0 21.2 11.4 9.1 8.2 0.6 0.6 7.2 7.6 004020 Hyundai Steel 7,740 58,000 1.3 9.4 5.8 9.2 6.9 7.8 7.3 0.4 0.4 5.8 5.9 009540 Hyundai Heavy Industries 7,621 134,500 -40.6 65.8 1511.9 74.6 35.0 20.0 0.9 0.8 2.5 4.2 021240 Coway 7,519 100,500 3.7 8.6 7.3 10.9 6.6 19.6 18.4 6.5 5.9 37.0 35.9 009150 Samsung Electro-Mechanics 7,372 98,700 0.7 75.1 13.7 81.2 17.4 25.3 21.5 1.6 1.5 6.7 7.4 018880 Hanon Systems 6,993 13,100 - - - - 0.0 0.0 161390 Hankook Tire 6,627 53,500 0.9 42.8 11.2 40.5 11.8 7.1 6.4 0.9 0.8 13.5 13.3 032640 LG Uplus 6,287 14,400 3.8 9.8 1.3 14.1 0.5 10.4 10.3 1.1 1.1 11.4 10.6 128940 Hanmi Pharmaceutical 6,173 553,000 -11.3 162.5 -9.1 180.9 116.3 41.4 7.9 6.6 7.1 17.6 088350 Hanwha Life 6,123 7,050 - - - - 0.0 0.0 078930 GS Holdings 5,742 61,800 2.4 10.4 9.6 11.8 8.9 6.6 6.1 0.7 0.6 11.2 11.1 086280 Hyundai Glovis 5,250 140,000 2.1 3.4 3.2 3.6 -1.2 8.2 8.3 1.2 1.1 15.5 13.6 005830 DB Insurance 5,013 70,800 - - - - 0.0 0.0 009830 Hanwha Chemical 4,969 30,150 1.2 8.4 4.2 0.8 11.4 5.0 4.5 0.7 0.6 15.1 14.6 Source: Mirae Asset Daewoo Research Mirae Asset Daewoo Research Market Data December 22, 2017 ※All data as of close December 21, 2017, unless otherwise noted.
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