德银-亚洲-信贷行业-亚洲信贷：定期亚洲估值快报-20170926-deutschebank-asiacreditrave,regularasiavaluationexpress

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1、DeutscheBankMarketsResearchAsiaCreditDate26September2017FrancoLamResearchAnalystAsiaCredit:RAVE(+852)22036226franco.lam@db.comRegularAsiaValuationExpressVikashAgarwalla,CFAResearchAnalyst(+65)64235718vikash.agarwalla@db.comTableofcontentsViacheslavShilin,MBAResearchAnalystPa

2、ge(+65)642357261.Out/underperformers…………………………………………………2viacheslav.shilin@db.com2.Fundamentalsvs.valuationcharts………………………………3-6KarenKwan,MBA3.Relativevaluecharts–Sovereigns&Quasis…………………7ResearchAnalyst4.Relativevaluecharts-IG……………………………………………8-13(+65)642353875.Relativevalue

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

4、______________________________________________________DeutscheBankAG/HongKongDistributedon:26/09/201716:00:00GMTDistributedon:26/09/201713:59:00GMTDISCLOSURESANDANALYSTCERTIFICATIONSARELOCATEDINAPPENDIX1.MCI(P)083/04/2017.0bed7b6cf11cPageCredit26September2017Figure1:Top15out

5、/underperformers(Basedon1-monthtotalreturn)2InvestmentgradeBanksHighYieldPERTIJ6.00'422.2%RCBPM4.25'200.6%NOBLSP6.75'208.8%MINCAP5.63'371.9%TDBM9.38'200.6%NOBLSP8.75'228.7%PERTIJ6.45'441.7%CHOHIN6.00'200.5%ANTOIL7.50'187.6%CHIOLI5.35'421.6%ICICI7.00'200.5%RWINTL7.25'206.4%PL

6、BIIJ5.38'451.6%BNKEA4.25'240.4%RUYIGR6.95'225.8%PERTIJ6.50'411.3%DAHSIN5.25'240.4%INDYIJ6.38'235.5%SINOCE6.00'241.2%BDOPM2.63'210.4%MIEHOL7.50'195.4%MINCAP4.63'301.0%KTB5.20'240.3%MEDCIJ8.50'225.1%PLBIIJ4.25'250.9%CINDBK6.88'200.3%INDYIJ6.88'225.0%PERTIJ4.30'230.8%OCBCSP4.00

7、'240.2%GUANGH7.88'203.7%CHGRID2.88'260.8%UOBSP3.75'240.2%ABMMIJ7.13'223.5%RILIN4.88'450.8%MAYMK3.25'220.2%EVERRE7.50'233.5%TELMAL7.88'250.8%STANLN5.88'200.2%EVERRE8.75'253.2%CHIOLI6.38'430.8%SBIIN2.25'200.2%YUHUNG6.63'203.2%HTGLOB7.00'210.7%BOCOM2.20'220.2%RUYIGR7.50'193.2%H

8、YUCAP3.00'22-0.5%KEBHNB2.50'21-0.4%PLNIJ7.75'200.2%HYNMTR3.10'22-0.5%KEBHNB