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Korea Morning Focus September 20, 2019 Korea Morning Focus No English report summaries this morning Major Indices Close Chg Chg (%) KOSPI 2,080.35 9.62 0.46 KOSPI 200 274.92 1.86 0.68 KOSDAQ 645.71 0.59 0.09 Turnover ('000 shares, Wbn) Volume Value KOSPI 483,575 4,797 KOSPI 200 68,123 3,095 KOSDAQ 850,737 4,009 Market Cap (Wbn) Value KOSPI 1,390,938 KOSDAQ 226,266 KOSPI Turnover (Wbn) Buy Sell Net Foreign 1,460 1,242 218 Institutional 966 1,065 -99 Retail 2,338 2,439 -101 KOSDAQ Turnover (Wbn) Buy Sell Net Foreign 412 380 32 Institutional 151 161 -10 Retail 3,419 3,441 -22 Program Buy / Sell (Wbn) Buy Sell Net KOSPI 1,013 947 66 KOSDAQ 353 353 0 Advances & Declines Advances Declines Unchanged KOSPI 340 473 81 KOSDAQ 684 510 112 KOSPI Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value Samsung Electronics 49,150 1,450 741 Hynix 82,700 2,500 235 KODEX Leverage 12,350 155 232 KODEX Kosdaq150 7,500 -10 203 Leverage KODEX KOSDAQ150 8,505 5 178 INVERSE KOSDAQ Top 5 Most Active Stocks by Value (Wbn) Price (W) Chg (W) Value RANIX 9,330 1,240 170 Eagle Vet 9,400 -1,200 142 Kukil Paper 5,210 170 142 Mega MD 3,230 515 118 KRTNet Corporation 4,425 255 87 Note: As of September 19, 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 September 20, 2019 ※All data as of close September 18, 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 293,415 49,150 2.9 -53.4 23.9 -46.6 21.4 15.3 12.6 1.3 1.2 8.8 10.0 000660 SK Hynix 60,206 82,700 1.8 -85.3 102.4 -84.1 94.0 24.4 12.6 1.2 1.1 5.2 9.5 005380 Hyundai Motor 27,563 129,000 3.1 67.7 4.7 142.3 10.8 9.9 9.0 0.5 0.5 5.2 5.5 035420 NAVER 25,958 157,500 0.2 -23.3 105.7 -50.8 169.4 81.4 30.2 3.8 3.4 5.9 14.5 012330 Hyundai Mobis 23,398 245,500 1.6 10.3 7.8 25.4 8.8 10.1 9.3 0.7 0.7 7.4 7.4 051910 LG Chem 23,119 327,500 1.8 -35.9 64.2 -45.2 95.2 31.7 16.3 1.4 1.3 4.7 8.7 068270 Celltrion 21,625 168,500 - - - - 0.0 0.0 005490 POSCO 20,358 233,500 4.3 -21.1 -1.8 55.3 -0.7 7.8 7.8 0.4 0.4 5.9 5.7 055550 Shinhan Financial Group 20,035 42,250 14.3 5.4 11.3 0.9 5.7 5.7 0.5 0.5 9.3 8.6 051900 LG H&H 19,632 1,257,000 0.9 12.8 9.7 16.5 10.7 24.7 22.3 5.4 4.6 20.3 19.1 017670 SK Telecom 19,217 238,000 4.2 11.4 3.3 -58.6 71.4 14.8 8.7 0.8 0.7 5.7 9.3 105560 KB Financial Group 17,937 42,900 10.3 4.1 12.6 3.2 5.2 5.0 0.5 0.4 9.3 8.9 000270 Kia Motors 17,654 43,550 1.8 20.5 19.7 54.5 16.7 9.9 8.5 0.6 0.6 6.3 7.0 028260 Samsung C&T 17,300 91,200 2.2 -16.8 41.4 -39.5 16.8 16.8 14.4 0.6 0.6 4.2 4.1 015760 KEPCO 16,306 25,400 - 305.3 - - - 26.6 0.2 0.2 - 0.9 006400 Samsung SDI 16,263 236,500 0.4 22.3 40.8 14.1 34.5 20.8 15.5 1.3 1.2 6.4 8.0 096770 SK Innovation 15,627 169,000 4.7 -37.5 28.9 -60.6 85.6 24.4 13.1 0.8 0.8 3.6 6.5 018260 Samsung SDS 15,398 199,000 1.3 13.6 15.8 13.2 15.8 21.6 18.7 2.3 2.1 11.3 12.0 034730 SK Holdings 14,776 210,000 2.4 3.5 23.6 -50.2 14.0 13.3 11.6 0.8 0.8 6.5 6.9 032830 Samsung Life 14,380 71,900 - - - - 0.0 0.0 033780 KT&G 14,072 102,500 4.1 12.8 5.6 17.5 5.1 13.3 12.6 1.6 1.5 12.7 12.6 003550 LG Corp. 12,252 71,000 3.2 17.2 15.4 5.5 15.6 6.3 5.5 0.6 0.6 10.5 11.1 036570 NCsoft 11,526 525,000 1.2 4.9 73.6 31.4 51.5 21.0 13.8 3.6 2.9 21.3 26.5 035720 Kakao 11,355 135,500 0.1 184.9 132.6 205.6 127.5 72.3 31.8 2.1 2.0 3.0 6.5 010950 S-Oil 11,225 99,700 1.3 10.0 148.5 39.0 265.3 32.4 8.9 1.7 1.5 5.4 17.7 000810 Samsung F&M 10,896 230,000 - - - - 0.0 0.0 066570 LG Electronics 10,670 65,200 1.2 -11.8 30.9 -20.9 81.5 12.0 6.6 0.8 0.7 6.6 11.1 086790 Hana Financial Group 10,644 35,450 11.5 6.2 9.6 8.5 4.3 4.0 0.4 0.3 9.0 8.9 009540 KSOE 8,599 121,500 - 215.7 - 27.2 210.7 165.6 0.7 0.7 0.3 0.4 011170 Lotte Chemical 8,535 249,000 4.2 -35.3 21.0 -39.4 30.8 8.9 6.8 0.6 0.6 7.3 9.0 010130 Korea Zinc 8,208 435,000 2.5 14.1 2.3 26.3 -2.0 12.3 12.6 1.2 1.1 10.2 9.3 251270 Netmarble 8,204 95,700 16.8 50.4 24.2 35.1 34.6 25.6 1.7 1.6 5.3 6.7 090430 AmorePacific 8,097 138,500 0.8 -15.7 30.9 -9.8 31.4 27.0 20.6 2.1 1.9 6.6 8.1 024110 Industrial Bank of Korea 7,589 13,200 6.0 3.0 3.9 2.0 4.8 4.7 0.4 0.4 8.5 8.1 009150 Samsung Electro-Mechanics 7,544 101,000 1.1 -39.9 36.8 -3.0 -7.6 12.3 13.3 1.4 1.3 12.4 10.3 091990 Celltrion Healthcare 7,268 50,500 - 214.5 745.0 180.7 75.2 26.8 4.0 3.6 5.7 14.8 030200 KT 7,194 27,550 4.0 9.5 1.0 18.2 5.3 8.8 8.4 0.5 0.5 6.0 6.0 018880 Hanon Systems 6,512 12,200 - - - - 0.0 0.0 032640 LG Uplus 5,872 13,450 4.8 -13.0 8.7 -18.0 12.3 14.9 13.2 0.8 0.8 5.7 6.2 Hyundai Heavy Industries 267250 5,798 356,000 5.2 78.7 2.1 154.0 4.5 8.5 8.1 0.7 0.6 8.6 8.5 Holdings 086280 Hyundai Glovis 5,606 149,500 2.2 13.5 4.6 23.2 21.9 10.4 8.5 1.2 1.1 11.9 13.1 004020 Hyundai Steel 5,351 40,100 1.9 6.1 22.5 53.1 31.9 8.8 6.6 0.3 0.3 3.5 4.3 034220 LG Display 5,260 14,700 - - - - - 28.3 0.4 0.4 - 1.4 000720 Hyundai E&C 5,217 46,850 1.1 22.4 10.8 49.0 7.3 9.2 8.6 0.8 0.7 8.9 8.9 010140 Samsung Heavy Industries 5,185 8,230 - - - - - 33.1 0.7 0.7 - 2.4 071050 Korea Investment Holdings 4,296 77,100 - - - - 0.0 0.0 047810 Korea Aerospace 4,011 41,150 0.5 72.1 -6.3 265.3 -18.9 19.2 23.7 3.3 3.0 18.9 13.3 271560 Orion 3,918 99,100 0.6 5.1 9.8 42.5 12.5 19.7 17.5 2.4 2.2 13.2 13.1 029780 Samsung Card 3,916 33,800 -16.3 3.1 2.8 4.1 11.0 10.6 0.6 0.5 1.5 1.5 004990 LOTTE Corporation 3,882 37,000 2.2 91.0 11.9 198.2 20.3 7.1 5.9 0.4 0.4 7.5 8.3 Source: Mirae Asset Daewoo Research Mirae Asset Daewoo Research Market Data September 20, 2019 ※All data as of close September 19, 2019, unless otherwise noted.
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