德银-亚洲-信贷行业-亚洲信贷：定期价值快讯-20171031-deutsche_bank-asia_creditrave,regular_asia_valuation_express

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1、DeutscheBankMarketsResearchAsiaCreditDate31October2017ViacheslavShilin,MBAResearchAnalystAsiaCredit:RAVE(+65)64235726viacheslav.shilin@db.comRegularAsiaValuationExpressFrancoLamResearchAnalyst(+852)22036226franco.lam@db.comTableofcontentsVikashAgarwalla,CFAResearchAnalystPa

2、ge(+65)642357181.Out/underperformers………………………………………………2vikash.agarwalla@db.com2.Fundamentalsvs.valuationcharts………………………………3-6KarenKwan,MBA3.Relativevaluecharts–Sovereigns&Quasis…………………7ResearchAnalyst4.Relativevaluecharts-IG……………………………………………8-13(+65)642353875.Relativevaluec

3、harts-HY…………………………………………14karen.kwan@db.com6.USDBondsIndexperformance……………………………………15-167.USD&EURBondsNewissuesperformancemonitor…………17-188.Earningscalendar…………………………………………199.Researchcatalogue……………………………………………………20___________________________________________________________

4、_____________________________________________________DeutscheBankAG/HongKongDistributedon:30/10/201718:20:00GMTDistributedon:30/10/201717:52:00GMTDistributedon:30/10/201717:53:00GMTDISCLOSURESANDANALYSTCERTIFICATIONSARELOCATEDINAPPENDIX1.MCI(P)083/04/2017.0bed7b6cf11cPageCr

5、edit31October2017Figure1:Top15out/underperformers(Basedon1-monthtotalreturn)2InvestmentgradeBanksHighYieldAIA4.50'462.7%TDBM9.38'202.3%VEDLN8.25'2112.4%PETMK4.50'452.6%IDBI4.25'201.9%HONGSL7.88'202.9%RILIN4.88'452.5%IDBI4.13'201.7%EVERRE8.75'252.8%SINOPE4.88'422.1%WOORIB4.7

6、5'240.9%EVERRE9.50'242.8%MINCAP5.63'372.1%ICBCAS4.88'250.8%APLNIJ5.95'242.7%DALWAN7.25'241.8%BCHINA5.00'240.8%SUNAC7.95'222.5%BHARTI5.35'241.8%CINDBK6.00'240.7%MDLNIJ6.95'242.5%SINOPE4.25'471.8%ICICI4.00'260.7%MEDCIJ8.50'222.2%CCAMCL4.25'251.8%SBIIN4.88'240.6%YUHUNG6.63'202

7、.2%PLBIIJ5.38'451.8%KTB5.20'240.6%YIDCHL6.95'202.1%BHARTI5.13'231.8%SHNHAN3.88'260.6%EVERRE8.25'222.1%PERTIJ6.45'441.8%RCBPM3.45'210.5%RUYIGR6.95'222.0%SINOPE4.00'471.7%ICICI7.00'200.5%EVERRE7.50'232.0%PERTIJ6.00'421.6%BCHINA2.88'200.5%EVERRE6.25'211.9%BHARTI4.38'251.6%SBII

8、N3.25'220.5%SUNAC6.88'201.8%KOROIL4.00'24-0.3%KDB3.38'25-0.2%VEDLN6.00'190.2%PTTTB