THOMSON REUTERS PRESENTATION TEMPLATE

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1 Welcome to the Thomson Reuters Markets Academy SDC IBES & Ownership Database

2 AGENDA SDC IBES Database 추정치 Ownership Database Support 2

3 SDC 3

4 What is SDC Platinum? SDC Platinum is a financial transactions database, providing the most detailed financial transaction information on new issues, M&A, syndicated loans, Private equity, project finance, poison pills and many more. 4

5 SDC M&A Tracks M & A activity from Rumour to Completion Global coverage - split into US and non US Coverage: US to 1979, non US to 1985 Deals with transaction value >US$ 1 million OR >5% change in ownership 5

6 Sources of M&A Data Over 200 English language and Foreign News sources SEC Filings and foreign equivalents Direct Surveys to Advisor Institutions Trade Press publications Company Press Releases 6

7 SDC New Issues Globally covers Domestic and International primary issues of Equity and Debt Equity Bonds (incl. Conv.) Syndicated Loans Eurobonds Int. Bonds Domestic Bonds Comprehensive data from

8 Sources of New Issues SEC filings International Stock Exchange filings Over 200 English language and Foreign News sources Direct Surveys to Advisor Institutions Company Press Releases 8

9 SDC Platinum Output Formats Reports : League Tables : Analysis :, /, 9

10 IBES database 10

11 IBES / IBES Global Aggregates 소개 IBES Mean Average ) 2009 IBES Global Aggregates (IGA), Aggregate Global Coverage ) IBES S&P 500 Index 12 PER 11

12 IBES 개요 & 데이타 구성 What is I/B/E/S ( )? The Institutional Brokers Estimate System (I/B/E/S) provides investment professionals with a global database of analysts forecast earnings per share, cash flow per share, dividends per share, and net profits per share plus additional measures such as sales, EBIT, EBITDA and recommendations for publicly traded corporations worldwide. Introduced in 1971 as a tool for investors in U.S. markets, I/B/E/S has expanded to 22,000 companies in more than 67 countries. I/B/E/S collects earnings estimates from analysts associated with 1,200 research firms globally. 12

13 IBES 개요 & 데이타 구성 cont d What is available? (24 ) EPS Mean Estimate (FY1) Earnings Before Goodwill (Mean) FY1 Mean Gross Margin for FY1 IBES Price Target Mean Book Value Per Share (Mean) FY1 Cash Earnings Per Share (Mean) FY1 Capital Expenditure Mean for FY1 Cash Flow Per Share (Mean) FY1 Dividend Per Share (Mean) For FY1 EBIT (Mean) FY1 Net Asset Value (Mean) FY1 Return On Assets (Mean) FY1 EBITDA (Mean) FY1 Net Debt Mean For FY1 Return on Equity Mean FY1 Enterprise Value Mean Estimate for FY1 Funds From Operations (Mean) FY1 GPS Mean Value (FY1) Net Income (Mean) FY1 Operating Profit (Mean) FY1 Pre-Tax Profits (mean) FY1 Sales (Mean) FY1 Recommendation Consensus Recommendation Number Text Field Translation 13

14 IBES 개요 & 데이타 구성 cont d FY0 : Latest Reported Annual Data FY1 : FY1 (Present Year) (, & ) INT0 : Latest Reported Interim INT1 : Interim 1 12 Month Forward/Trailing : / daily / weekly Monthly Update overwrite (Per Share Item ) : Million Local Currency : Billion Local Currency :,,,,, 14

15 IGA 개요 & 데이타 구성 What are I/B/E/S Global Aggregates (, )? I/B/E/S Global Aggregates provide bottom-up earnings forecasts and related data for countries and major international indices rather than for individual stocks. The earnings expectations of all stocks in an index or country are taken to create weighted forecast earnings, growth rates and P/E estimates for each market. Additionally, historical data is provided to identify trends and reflect changes in market sentiment. 15

16 IGA 개요 & 데이타 구성 cont d What is available? - (4 ) 1. IBES ) IBES KOREA SE KOSPI 2. FTSE ) IBES FTSE KOREA 3. MSCI ) IBES MSCI KOREA 4. LOCAL INDEX ) IBES KOREA SE KOSPI - EBG, EPS 16

17 IGA 개요 & 데이타 구성 cont d FY0 : Latest Reported Annual Data FY1 : FY1 (Present Year) ( 12 Month Forward/Trailing : / 12 Weekly Update :, Monthly Update : 14-20, 17

18 Ownership database 18

19 What is Ownership & Profiles? The identification of institutional, portfolio, strategic and insider shareholdings in global securities. The who owns what for public equities. Intelligence on investment managers and their key decision makers 19

20 Ownership Coverage Global Share Ownership, Profiles and Contacts data sourced from 70+ countries Holdings worth $27 trillion identified in more than 50,000 securities Detailed global history from 1997; US 13F history from 1978 and US Insider history from 1986 Intelligence on 17,000+ institutional investors Detailed info on more than 145,000 buy- and sell-side contacts 20

21 Sources and Methodologies What sources are used for Ownership & Profiles? Stock Exchanges, Regulatory bodies, Mutual Fund portfolios, UK Share Registers, Corporate web sites, direct company contact Third party data vendors where appropriate Long-standing relationships with institutional investors Value-add research applied investment styles, mapped funds, affiliations etc. How is content quality ensured? Approximately 250 monthly metrics are used to measure accuracy, timeliness, freshness and coverage >14,000 fields verified per day All daily trade announcements processed within 24 hours 300 analysts focused on Ownership & Profiles content More users than any other in the world 21

22 SUPPORT CUSTOMER SUPPORT :

표 1. YG의 목표주가 변경 구분 변경 전 변경 후 16년 지배주주 순이익 32. 26.8 주식 수 16,41,892 16,41,892 EPS 1,952 1,631 Target PER 29. 3. 56,597 48,945 목표 주가 56, 49, 현재주가(2/25일)

표 1. YG의 목표주가 변경 구분 변경 전 변경 후 16년 지배주주 순이익 32. 26.8 주식 수 16,41,892 16,41,892 EPS 1,952 1,631 Target PER 29. 3. 56,597 48,945 목표 주가 56, 49, 현재주가(2/25일) 216년 2월 26일 I Equity Research 와이지엔터테인먼트 (12287) YG의 방향성은 2분기에 결정 된다 목표주가 하향 YG에 대한 목표주가를 49,(-13%)으로 하향한다. YG 엔터의 실적 모멘텀은 빅뱅/아이콘/위너의 매니지먼트 매출 확대로 사상 최대 실적이 예상되지만, 자회사 YG플러스의 예상 영업손실은 63억으로( 16년 YG의 예상