德意志银行-亚洲信贷-asia credit rave regular asia valuation express-20170706-deutschebank

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1、DeutscheBankMarketsResearchAsiaCreditDate6July2017ViacheslavShilin,MBAResearchAnalystAsiaCredit:RAVE(+65)64235726viacheslav.shilin@db.comRegularAsiaValuationExpressKarenKwan,MBAResearchAnalyst(+65)64235387karen.kwan@db.comTableofcontentsVikashAgarwalla,CFAResearchAnal

2、ystPage(+65)642357181.Out/underperformers…………………………………………………2vikash.agarwalla@db.com2.Fundamentalsvs.valuationcharts………………………………3-6FrancoLam3.Relativevaluecharts–Sovereigns&Quasis…………………7ResearchAnalyst4.Relativevaluecharts-IG……………………………………………8-13(+852)220362265.Relat

3、ivevaluecharts-HY……………………………………………14franco.lam@db.com6.USDBondsIndexperformance……………………………………15-167.USD&EURBondsNewissuesperformancemonitor…………17-188.Earningscalendar…………………………………………199.Researchcatalogue……………………………………………………20___________________________________________

4、_____________________________________________________________________DeutscheBankAG/HongKongDistributedon:06/07/201701:27:29GMTDISCLOSURESANDANALYSTCERTIFICATIONSARELOCATEDINAPPENDIX1.MCI(P)083/04/2017.0bed7b6cf11cPageCredit6July2017Figure1:Top15out/underperformers(Ba

5、sedon1-monthtotalreturn)2InvestmentgradeBanksHighYieldRILIN6.25'401.2%WOORIB4.75'240.6%MIEHOL7.50'1910.2%RILIN4.88'451.2%IDBI4.13'200.6%NOBLSP6.75'205.0%CHIOLI5.35'420.7%ICBCAS2.63'200.5%NOBLSP8.75'224.3%KORREI4.50'440.6%RCBPM4.25'200.4%GATSP10.00'193.7%CHJMAO6.75'210

6、.6%BDOPM2.63'210.4%RCOMIN6.50'203.5%PETMK4.50'450.5%RCBPM3.45'210.3%LODHA12.00'203.1%CNOOC5.50'330.5%AXSBIN3.25'200.3%GCX7.00'191.6%TNBMK7.50'250.5%BNKEA4.25'240.3%INDYIJ6.38'231.6%CNPCCH5.95'410.4%SECBPM3.95'200.3%TTMTIN5.75'241.6%CNOOC2.63'200.4%KDB2.25'200.3%VEDLN6

7、.00'191.5%SINOCE4.45'200.4%WOORIB2.63'200.3%MSSIN4.88'211.4%SINOCH6.30'400.4%ICBCAS4.50'230.3%TATAIN5.95'241.3%QDCCIZ4.75'200.3%NACF2.88'200.2%EVERRE8.00'191.2%PETMK2.71'200.3%STANLN5.88'200.2%STDCTY7.25'211.0%PERTIJ5.25'210.3%ICBCAS3.88'240.2%JUBPSG4.88'210.8%KORGAS3

8、.50'26-1.2%OCBCSP4.25'24-0.7%DALWAN4.88'18-1.8%CHGDNU4.00'25-1.2%TDBM9.38'20-0.7%CSCHCN6.75'21-1.8%JD3.88'26-1.2%MIZUHO3.66'