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Morning Focus June 25, 2018 Korea Morning Focus No English report summaries this morning. Major Indices Close Chg Chg (%) KOSPI 2,357.22 19.39 0.83 KOSPI 200 303.69 2.67 0.89 KOSDAQ 830.27 4.05 0.49 Turnover ('000 shares, Wbn) Volume Value KOSPI 531,047 6,517 KOSPI 200 91,988 4,480 KOSDAQ 823,069 4,357 Market Cap (Wbn) Value KOSPI 1,574,320 KOSDAQ 271,265 KOSPI Turnover (Wbn) Buy Sell Net Foreign 1,730 1,724 6 Institutional 1,414 1,438 -24 Retail 3,330 3,339 -9 KOSDAQ Turnover (Wbn) Buy Sell Net Foreign 448 464 -16 Institutional 278 230 48 Retail 3,630 3,662 -32 Program Buy / Sell (Wbn) Buy Sell Net KOSPI 1,501 1,621 -120 KOSDAQ 204 173 31 Advances & Declines Advances Declines Unchanged KOSPI 316 516 55 KOSDAQ 473 691 74 KOSPI Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value Samsung Electronics 47,250 200 480 KODEX LEVERAGE 15,180 225 283 Hynix 89,500 1,000 227 Maniker 1,625 375 218 KODEX KOSDAQ150 18,300 450 198 LEVERAGE KOSDAQ Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value Daea TI 9,110 -350 223 KT Submarine 5,490 725 101 NEPES 15,500 200 100 Nexen Tech 12,050 -1,450 94 Celltrion Healthcare 111,400 2,600 91 Note: As of June 22, 2018 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 June 25, 2018 ※All data as of close June 21, 2018, 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 303,313 47,250 149.8 26.6 1.4 36.7 5.8 0.1 0.1 0.0 0.0 23.4 20.5 000660 SK Hynix 65,156 89,500 1.7 55.3 11.6 49.6 12.6 4.1 3.6 1.3 1.0 38.6 31.3 068270 Celltrion, Inc. 37,054 295,500 - - - - 0.0 0.0 005490 POSCO 29,949 343,500 2.3 23.4 3.5 35.2 3.4 7.9 7.7 0.6 0.6 8.3 8.1 207940 Samsung Biologics 28,947 437,500 4.5 277.0 - 375.1 559.0 117.7 7.2 6.8 1.3 5.9 005380 Hyundai Motor 28,636 130,000 3.1 -13.8 10.4 -8.7 15.8 10.1 8.7 0.5 0.5 5.2 5.6 051910 LG Chem 24,213 343,000 1.7 -3.0 17.1 10.1 18.1 12.5 10.6 1.5 1.3 12.7 13.6 035420 NAVER 23,832 723,000 0.2 -1.3 35.7 0.7 34.6 30.6 22.8 3.6 3.1 15.2 17.4 051900 LG Household & Health Care 23,115 1,480,000 0.7 9.0 10.1 13.1 10.5 38.2 34.6 7.2 6.2 20.9 19.7 015760 KEPCO 22,405 34,900 -80.1 280.7 - - - 15.0 0.3 0.3 - 2.1 028260 Samsung C&T Corporation 22,383 118,000 1.7 14.5 11.3 66.5 6.1 21.2 20.0 0.9 0.9 4.6 4.7 105560 KB Financial Group 22,118 52,900 19.0 5.7 6.6 3.7 6.2 6.0 0.6 0.6 10.2 9.9 012330 Hyundai Mobis 21,124 217,000 1.6 -0.5 10.4 33.0 11.3 10.1 9.1 0.7 0.6 6.9 7.2 055550 Shinhan Financial Group 20,770 43,800 19.1 4.4 14.4 4.2 6.2 6.0 0.6 0.6 10.0 9.8 032830 Samsung Life 20,100 100,500 - - - - 0.0 0.0 017670 SK Telecom 19,540 242,000 4.1 -17.7 3.5 -5.2 -7.3 7.9 8.6 0.9 0.8 13.2 11.2 096770 SK Innovation 18,678 202,000 4.0 -13.7 0.1 -6.0 4.3 9.6 9.2 1.0 0.9 10.7 10.5 090430 AmorePacific 18,210 311,500 0.6 16.7 20.7 23.6 19.5 44.2 36.9 4.7 4.3 11.2 12.2 034730 SK Holdings 18,083 257,000 1.6 4.6 7.0 26.5 6.1 8.6 8.1 1.1 1.0 14.5 13.6 091990 Celltrion Healthcare 15,654 111,400 79.4 45.2 65.7 17.5 53.6 45.6 7.8 6.9 15.7 16.1 006400 Samsung SDI 15,610 227,000 0.4 321.8 65.3 12.8 41.6 21.5 15.2 1.3 1.2 6.4 8.6 018260 Samsung SDS 15,553 201,000 1.2 17.9 13.1 22.7 10.7 23.9 21.6 2.5 2.3 11.1 11.2 033780 KT&G 14,278 104,000 4.4 -6.2 1.4 -12.1 0.0 14.0 14.0 1.6 1.6 12.7 11.9 066570 LG Electronics 13,468 82,300 0.9 52.4 18.3 49.5 18.1 5.8 4.9 0.9 0.8 17.8 17.7 251270 Netmarble 13,248 155,500 0.2 -18.2 7.0 -6.3 6.7 45.5 42.7 2.9 2.7 6.5 6.6 086790 Hana Financial Group 12,985 43,250 23.5 8.1 17.5 7.2 5.3 5.0 0.5 0.5 9.6 9.4 000270 Kia Motors 12,688 31,300 3.5 99.2 11.8 65.4 15.6 7.9 6.9 0.4 0.4 5.8 6.4 000810 Samsung F&M 12,554 265,000 - - - - 0.0 0.0 003550 LG Corp. 12,407 71,900 1.8 0.8 6.8 -21.5 7.1 6.7 6.3 0.7 0.6 11.1 10.8 010950 S-Oil 12,384 110,000 5.2 9.6 38.7 -9.6 39.0 11.4 8.2 1.9 1.7 16.6 21.9 011170 Lotte Chemical 11,928 348,000 3.0 -7.1 7.6 -0.7 11.8 5.4 4.8 0.9 0.8 18.1 17.5 009150 Samsung Electro-Mechanics 11,279 151,000 0.5 142.3 16.9 193.3 14.5 24.7 21.6 2.4 2.2 10.6 11.0 002790 AmoreG 9,977 121,000 0.4 24.5 12.2 30.3 7.7 40.7 37.8 3.2 3.0 8.5 8.5 024110 Industrial Bank of Korea 8,792 15,700 21.1 8.2 18.0 7.7 5.8 5.4 0.5 0.5 8.8 8.9 035720 Kakao Corp. 8,697 114,000 0.1 -39.5 76.0 -19.1 46.6 87.9 60.0 2.1 2.0 2.4 3.5 036570 NCSOFT 8,172 372,500 2.2 19.0 70.1 14.5 70.3 16.2 9.5 2.5 2.1 17.2 24.6 004020 Hyundai Steel 7,353 55,100 1.4 -7.8 2.2 0.5 1.2 10.2 10.1 0.4 0.4 4.2 4.1 030200 KT 7,233 27,700 3.6 -10.3 -0.3 30.1 18.3 11.7 9.9 0.6 0.5 5.2 5.9 010130 Korea Zinc 7,133 378,000 2.6 -2.6 2.9 7.8 4.8 10.5 10.0 1.1 1.0 10.9 10.5 000720 Hyundai E&C 6,826 61,300 0.8 -3.2 11.0 10.6 14.2 14.3 12.6 1.0 0.9 7.0 7.6 034220 LG Display 6,798 19,000 2.6 - - - - - 11.8 0.5 0.5 - 4.1 139480 Emart 6,662 239,000 0.7 6.3 12.8 -27.1 18.6 14.8 12.5 0.8 0.7 5.4 6.1 021240 Coway 6,450 87,400 4.7 10.9 5.4 13.2 4.2 17.8 17.1 5.3 5.0 35.6 34.8 032640 LG Uplus 6,309 14,450 3.8 -2.2 1.9 -7.7 0.9 12.5 12.4 0.9 0.9 8.5 7.4 271560 Orion 6,088 154,000 0.5 172.8 13.3 54.9 16.9 30.5 26.1 4.1 3.6 14.3 14.6 018880 Hanon Systems 5,792 10,850 - - - - 0.0 0.0 023530 Lotte Shopping 5,709 203,000 2.6 35.9 16.3 - 124.1 26.0 11.6 0.5 0.4 1.7 3.8 036460 KOGAS 5,696 61,700 1.6 29.8 4.9 - 6.8 8.2 7.6 0.7 0.6 8.6 8.4 097950 CJ CheilJedang 5,276 350,500 0.9 6.4 13.2 112.6 -59.9 6.5 16.1 1.3 1.2 23.1 8.2 078930 GS Holdings 5,082 54,700 3.3 -8.0 4.8 -2.6 5.3 5.4 5.1 0.6 0.6 11.8 11.3 Source: Mirae Asset Daewoo Research Mirae Asset Daewoo Research Market Data June 25, 2018 ※All data as of close June 22, 2018, unless otherwise noted.
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