Global Indices ( 단위 : pt, 10억현지통화 ) KOSPI Close 시가총액 1D 1W 1M 3M YTD 3Y 3,280 KOSPI 3, ,185, % 1.5% 1.7% 7.5% 13.2% 32.7% 3,260 KOSDAQ 9

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1 Global Indices ( 단위 : pt, 10억현지통화 ) KOSPI Close 시가총액 1D 1W 1M 3M YTD 3Y 3,280 KOSPI 3, ,185, % 1.5% 1.7% 7.5% 13.2% 32.7% 3,260 KOSDAQ , % 0.4% 0.8% 6.8% 1.8% 12.2% Dow Jones 34, , % 0.3% -0.4% 10.0% 13.1% 36.8% 3,240 Nasdaq 13, , % 1.0% 0.9% 7.4% 7.7% 81.6% 3,220 S&P 500 4, , % 0.5% -0.1% 10.0% 12.5% 52.1% UK 7, , % 0.8% -0.7% 6.7% 9.5% -7.9% 3,200 Germany 15, , % 1.7% 1.8% 12.6% 14.3% 22.8% Global P/E Ratio France 6, , % 1.5% 2.5% 13.2% 17.9% 20.1% Japan 29, , % 0.6% -1.2% 0.5% 5.7% 27.9% China 3, , % -0.4% 5.3% 2.8% 3.6% 17.4% Brazil 130, , % 3.6% 7.2% 13.5% 9.9% 79.3% Vietnam 1, ,096, % 2.3% 9.4% 16.3% 23.1% 30.8% India 52, , % 0.8% 6.3% 3.8% 9.3% 47.6% Russia 3, , % 2.7% 3.8% 12.0% 16.2% 68.5% Global Market 미국증시 - 뉴욕증시, 투자자들의관망속에혼조 다우 0.36% 마감ㆍ美 ) 4 월무역수지ㆍ에코마케팅추가상장 ( 유상증자 ) ㆍ차익실현압박이커지며 5 월 CPI 를발표를앞두고관망세, S&P %, 나스닥 0.49% ㆍ세계은행세계경제전망보고서ㆍ에프앤리퍼블릭거래정지 ( 감자 ) ㆍ옐런장관 " 확장적재정정책으로인플레이션유발, 이로인한금리인상은미국에이로울것 " ㆍ제주항공, 인천 ~ 사이판노선운항재개ㆍ좋은사람들추가상장 ( 유상증자 ) 유럽증시 - 경제회복낙관론 인플레우려속혼조세ㆍ美 ) 4 월건설지출ㆍ라온테크공모청약 ㆍ EURO Stoxx 50 지수는 0.20% 상승, DAX 30 지수는 0.1% 하락마감ㆍ 4 월국제수지 ( 잠정 ) ㆍ큐로컴추가상장 ( 유상증자 ) ㆍ경제회복에대한낙관론과인플레우려가교차하는가운데, 증시상승의주요동력이없는상태ㆍ美 ) 4 월구인및이직 (JOLTs) 보고서ㆍ제일제강추가상장 (BW 행사 ) 중국증시 - 中무역지표가발표된가운데혼조세.. 상하이종합 0.21% ㆍ美 ) 5 월 NFIB 소기업낙관지수ㆍ솔루에타추가상장 (CB 전환 ) ㆍ 5 월수출은전년대비 27.9% 증가하며예상치를하회, 심천종합지수 0.06% 하락 ㆍ유로존 ) 1 분기국내총생산 (GDP) 3 차추정치 ㆍ미중갈등이증시에부정적요소로작용, 업종별로는정보기술, 통신주강세ㆍ독일 ) 4 월산업생산 ( 현지시간 ) 국내증시 - 코스피 3, 마감 한달만에사상최고치경신 ㆍ백신접종가속화로우호적환경조성, 美고용지표의기대하회로조기긴축우려가완화된영향 ㆍ네이버와카카오가각각 1% 이상상승. 기관과개인이각각 1,174 억원, 678 억원순매수 S&P 500 Sector 에너지 소재 산업재 경기소비재 필수소비재 의료 금융 IT 통신서비스 유틸리티 1.0% 0.5% 0.0% -0.5% -1.0% -1.5% KP KQ Dow NQ JPN CHN GBR FRA GER Today's Event Korea Sector KOSDAQ ( 최근 3년 ) 투자자별순매수대금 ( 단위 : 억원 ) 1D 1W 1M 3M YTD 2Y 3Y 1D 1W 1M 3M YTD 2Y 3Y -0.4% 6.3% 2.4% 4.5% 44.8% -7.9% -26.7% 에너지 -0.3% 4.8% -0.3% 12.3% 43.1% 47.0% 13.3% -1.2% -0.6% -1.4% 15.3% 19.3% 51.4% 43.3% 소재 -0.4% -1.6% -11.5% -3.2% 8.4% 70.7% 27.8% -0.7% -0.5% -0.9% 11.9% 17.7% 38.8% 37.7% 산업재 0.8% 2.8% 0.3% 19.1% 20.1% 18.9% 3.5% -0.1% -1.0% -3.8% 8.6% 4.8% 49.5% 56.3% 경기소비재 0.4% 2.4% 6.4% 4.6% 21.9% 48.0% 39.0% -0.2% 0.8% 0.9% 10.6% 5.0% 22.0% 40.6% 필수소비재 0.0% -1.4% 0.4% 5.1% 7.4% 13.1% -12.8% 0.3% -0.8% -1.3% 8.4% 7.7% 35.7% 45.1% 의료 -0.7% -2.9% -0.3% -5.6% -24.1% 26.4% -6.3% -0.6% 0.6% 1.0% 13.4% 29.2% 41.3% 36.2% 금융 0.5% 0.8% 1.3% 20.6% 26.2% 5.8% -9.7% 0.0% 1.2% 0.6% 8.5% 7.2% 84.1% 95.5% IT -0.2% 1.7% -0.3% -1.5% 1.9% 88.7% 66.1% 0.5% 1.0% 0.9% 9.4% 17.2% 63.6% 73.2% 통신서비스 1.3% 0.6% 4.3% 9.9% 28.3% 167.4% 206.1% 0.2% 0.4% -1.2% 9.8% 3.7% 9.4% 35.1% 유틸리티 5.2% 5.2% 10.6% 15.8% 0.2% 2.1% -24.7% 에너지소재산업재경기소비재필수소비재의료금융 IT 통신서비스유틸리티 6.0% 5.0% 4.0% 3.0% 2.0% 1.0% 0.0% -1.0% 1, ,000 30,000 20,000 10, ,000-20,000-30,000 외국인기관개인외국인기관개인 < 코스피 > < 코스닥 > 에너지소재산업재경기소비재필수소비재의료금융 IT 통신서비스유틸리티 Fixed Income 국고채 3년국고채 10년미국채 2년미국채 10년일본국채 10년중국국채 10년독일국채 10년 ( 단위 : %, bp) Commodity ( 단위 : $, pt) Currency Close 1D 1M YTD Close 1D 1M YTD Close 1D 1M YTD 국제유가 (WTI) % 6.7% 42.7% 달러인덱스 (pt) % -0.3% 0.0% VIX Index % -1.6% -27.8% 원 / 달러 ( 원 ) 1, % -0.8% 2.4% 천연가스 % 3.8% 20.9% 엔 / 달러 ( 엔 ) % 0.6% 5.9% CRB상품지수 % 1.2% 24.9% 달러 / 유로 ( 달러 ) % 0.2% -0.2% 금 (Comex) 1, % 3.6% 0.1% 원 / 홍콩달러 ( 원 ) % -0.7% 2.4% BDI(Baltic Dry) 2, % -23.4% 78.5% 원 / 위안 ( 원 ) % 0.2% 4.2% 구리 % -5.0% 28.6% 달러 / 파운드 ( 달러 ) % 1.4% 3.7%

일일상승률상위종목 종목명피제이메탈동양에스텍바이오리더스조일알미늄조광페인트포스코강판삼아알미늄금호타이어네이처셀세아베스틸아시아경제 KG동부제철세아제강이즈미디어풀무원대아티아이오르비텍한솔홈데코대한제강 DSR제강 ( 단위 : 억원 ) 일일하락률상위종목 ( 단위 : 억원 ) 시가총액 수익률종목명 시가총액 수익률 1,157 29.9% 동운아나텍 1,197-15.

2 일일상승률상위종목 종목명피제이메탈동양에스텍바이오리더스조일알미늄조광페인트포스코강판삼아알미늄금호타이어네이처셀세아베스틸아시아경제 KG동부제철세아제강이즈미디어풀무원대아티아이오르비텍한솔홈데코대한제강 DSR제강 ( 단위 : 억원 ) 일일하락률상위종목 ( 단위 : 억원 ) 시가총액 수익률종목명 시가총액 수익률 1, % 동운아나텍 1, % 1, % 한올바이오파마 11, % 2, % 에이스토리 3, % 1, % 케이엔제이 1, % 1, % 엔지켐생명과학 9, % 4, % SK머티리얼즈 34, % 1, % GST 2, % 14, % NEW 2, % 7, % 이트론 4, % 12, % 애경유화 4, % 1, % 롯데쇼핑 34, % 23, % 디아이 2, % 3, % SH에너지화학 1, % 2, % 이수앱지스 5, % 8, % 대한유화 18, % 4, % 텔레칩스 2, % 2, % 키네마스터 5, % 1, % 신풍제약 37, % 5, % 파인테크닉스 2, % 1, % 어보브반도체 2, % 주요투자자별순매수 / 순매도상위종목 ( 단위 : 억원 ) 종목명 LG 화학 SK 텔레콤 현대로템 고려아연 LG 유플러스 현대글로비스 아프리카 TV 현대제철 < 외국인순매수상위 > < 외국인순매도상위 > < 기관순매수상위 > < 기관순매도상위 > < 개인순매수상위 > < 개인순매도상위 > 삼성엔지니어링 아프리카 TV 한국전력 휴젤 KT&G 호텔신라 신세계 삼성화재 CJ ENM 세아베스틸 SKC 후강퉁 (Shanghai-Hongkong Link) 월간거래량최다 코드 C1 Equity C1 Equity C1 Equity C1 Equity C1 Equity C1 Equity C1 Equity C1 Equity C1 Equity C1 Equity 매수대금종목명매도대금종목명매수대금종목명매도대금종목명매수대금종목명매도대금 종목명 삼성전자 -7,888.5 CJ제일제당 삼성전자 -4,942.7 삼성전자 12,689.6 CJ제일제당 SK하이닉스 -4,121.9 S-Oil SK하이닉스 -2,152.4 SK하이닉스 6,231.5 KT HMM 대한항공 NAVER NAVER 3,012.5 삼성엔지니어링 삼성전기 KT 삼성전기 삼성전기 1,166.7 고려아연 금호석유 GS LG전자 LG전자 대한항공 신풍제약 신세계인터내셔날 삼성SDI LG디스플레이 S-Oil NAVER CJ 카카오 HMM LG화학 SK이노베이션 KCC LG화학 카카오 현대로템 LG디스플레이 휠라홀딩스 96.9 LG디스플레이 금호석유 휴젤 기아 경동나비엔 89.3 셀트리온 삼성SDI LG유플러스 현대모비스 아모레퍼시픽 79.2 SK이노베이션 SK이노베이션 호텔신라 롯데쇼핑 고려아연 78.7 이마트 셀트리온 신세계인터내셔날 DB하이텍 삼성바이오로직스 77.6 기아 기아 아모레퍼시픽 SK케미칼 LG유플러스 74.1 금호석유 신풍제약 경동나비엔 POSCO 농심 66.9 한화솔루션 현대모비스 한국전력 한화솔루션 풀무원 66.7 현대모비스 롯데쇼핑 KCC 씨젠 현대백화점 66.7 HMM 한화솔루션 CJ 휠라홀딩스 LS 63.6 대한유화 POSCO GS LG전자 풍산 63.2 SK DB하이텍 농심 KWEICHOW MOUTAI CO LTD-A PING AN INSURANCE GROUP CO- CHINA TOURISM GROUP DUTY F-A CHINA MERCHANTS BANK-A 시가총액 (M) 2,852, ,262, ,437,206.2 Close 수익률코드종목명시가총액 (M) Close 수익률 2, % C2 Equity CONTEMPORARY AMPEREX TEC 949, % % C2 Equity WULIANGYE YIBIN CO LTD-A 1,214, % % C2 Equity EAST MONEY INFORMATION CO 322, % % C2 Equity MIDEA GROUP CO LTD-A 540, % SANY HEAVY INDUSTRY CO LTD-A 255, % C2 Equity SUNGROW POWER SUPPLY CO 120, % JIANGSU HENGRUI MEDICINE C-A LONGI GREEN ENERGY TECHNOL-A INNER MONGOLIA YILI INDUS-A WUXI APPTEC CO LTD-A INDUSTRIAL BANK CO LTD -A 618, ,506.7 ( 단위 : CNY, %) 선강퉁 (Shenzhen-Hongkong Link) 월간거래량최다 % C2 Equity BYD CO LTD -A 509, % 362, % C2 Equity BOE TECHNOLOGY GROUP CO L 209, % 229, , , % C2 Equity LUZHOU LAOJIAO CO LTD-A 414, % % C2 Equity GREE ELECTRIC APPLIANCES I-A 333, % % C2 Equity GOERTEK INC -A 128, % ( 단위 : CNY, %)

3 코스피 & 코스닥섹터별시가총액상위종목수익률 ( 국내 ) 섹터 에너지 Energy 소재 Materials 산업재 Industrials 자유소비재 Consumer Discretionary 필수소비재 Consumer Staples 의료 Health Care IT Information Technology 통신서비스 Telecommunication Services 금융 Financials 유틸리티 Utilities 코드종목명시가총액 Close 1D 1W YTD 코드종목명시가총액 Close 1D 1W YTD A SK이노베이션 248, , % -1.7% 41.6% A 한화솔루션 87,606 45, % 1.0% -1.4% A S-Oil 110,444 98, % 7.0% 41.8% A KCC 32, , % 21.2% 86.6% A GS 46,458 50, % 16.3% 33.2% A 금호석유 80, , % -2.2% 82.1% A SK가스 9, , % 1.9% 0.5% A 포스코인터내셔널 28,376 23, % 5.8% 58.1% A 한국쉘석유 3, , % 3.9% 8.1% A OCI 27, , % -2.9% 25.3% A E1 3,385 49, % 6.6% 10.5% A SKC 53, , % 2.9% 48.9% A LG화학 643, , % -1.0% 10.6% A SK머티리얼즈 34, , % -5.0% -8.5% A POSCO 357, , % 8.8% 50.6% A 솔브레인홀딩스 8,480 40, % -0.5% -10.3% A 고려아연 90, , % 8.6% 19.9% A PI첨단소재 13,920 47, % -2.2% 28.1% A 롯데케미칼 102, , % 4.2% 8.9% A 동진쎄미켐 15,553 30, % -0.5% -17.1% A 현대제철 82,603 61, % 11.9% 56.3% A 천보 16, , % -2.2% -7.9% A 쌍용C&E 39,402 7, % 3.7% 17.1% A 국일제지 8,169 6, % 3.4% 23.3% A 삼성물산 252, , % 1.9% -2.2% A 삼성중공업 37,989 6, % -15.8% -14.4% A SK 197, , % 0.7% 16.8% A 현대건설 60,243 54, % 7.1% 44.5% A LG 218, , % 0.0% 44.6% A 롯데지주 40,915 39, % 11.4% 10.5% A 한국조선해양 113, , % 7.0% 47.9% A 한국항공우주 31,192 32, % 0.2% 24.0% A 현대글로비스 74, , % 2.1% 7.6% A 에스원 31,083 81, % 1.6% -3.8% A 현대중공업지주 61,299 77, % 11.7% 36.9% A CJ대한통운 38, , % 1.2% 3.0% A 현대차 483, , % 1.3% 18.0% A 에이치엘비 34,898 32, % -0.9% -29.0% A 현대모비스 263, , % 0.4% 8.6% A CJ ENM 33, , % 2.3% 9.7% A 기아 329,966 81, % 0.6% 30.5% A 파라다이스 16,733 18, % 6.4% 20.3% A LG전자 243, , % -3.6% 10.4% A GS홈쇼핑 9, , % 5.0% 8.6% A 강원랜드 55,732 26, % 4.0% 10.9% A 아난티 7,317 8, % 7.4% 6.4% A 코웨이 51,512 69, % 3.4% -4.0% A 코웰패션 6,009 6, % 1.8% 19.8% A LG생활건강 243,800 1,561, % -0.6% -3.6% A BGF리테일 30, , % 12.9% 32.1% A KT&G 115,875 84, % 1.9% 1.6% A 이마트 44, , % -2.1% 5.6% A 아모레퍼시픽 170, , % 8.0% 41.5% A GS리테일 29,029 37, % 8.0% 9.4% A 아모레G 63,410 76, % 7.7% 40.1% A 오뚜기 20, , % 2.8% -4.5% A 오리온 48, , % 7.9% -0.4% A 하이트진로 25,318 36, % 4.9% 13.3% A CJ제일제당 68, , % 11.6% 19.2% A 동서 31,206 31, % 4.0% -7.8% A 삼성바이오로직스 540, , % 6.9% -1.1% A 셀트리온헬스케어 176, , % 3.5% -30.0% A 셀트리온 372, , % 4.0% -24.7% A 헬릭스미스 10,657 31, % 8.4% -5.8% A 한미약품 41, , % 4.2% -5.5% A 휴젤 24, , % 8.6% 5.2% A 한미사이언스 47,382 70, % 6.2% -7.5% A 메디톡스 11, , % 4.7% 3.3% A 유한양행 44,573 63, % 1.8% -15.2% A 메지온 14, , % 11.2% -4.5% A 대웅제약 17, , % 14.2% -7.3% A 에이치엘비생명과학 9,606 10, % -3.3% -25.0% A 삼성전자 4,847,463 81, % -1.7% 0.3% A 케이엠더블유 20,787 52, % 0.4% -35.3% A SK하이닉스 895, , % -6.8% 3.8% A 원익IPS 24,517 49, % 0.4% 12.9% A 삼성에스디에스 139, , % -0.6% 0.8% A 에스에프에이 14,920 41, % 1.8% 7.6% A 삼성SDI 440, , % -1.4% 2.1% A 고영 17,644 25, % -9.5% 22.4% A LG디스플레이 83,550 23, % -2.5% 25.9% A 이오테크닉스 13, , % -3.2% -5.4% A LG이노텍 46, , % 0.8% 8.0% A RFHIC 8,645 36, % -2.6% -18.8% A 더존비즈온 25,243 83, % -4.7% -20.0% A 리노공업 24, , % 1.1% 19.5% A 일진머티리얼즈 31,125 67, % -2.0% 32.6% A 서울반도체 12,128 20, % 10.9% 1.2% A 현대오토에버 30, , % 4.8% -11.3% A 인스코비 3,410 3, % -3.5% 56.2% A SK텔레콤 257, , % 3.9% 34.2% A 세종텔레콤 4, % -5.3% 47.4% A KT 79,639 30, % 4.8% 27.1% A 와이어블 2,339 4, % 0.8% -1.5% A LG유플러스 64,182 14, % 5.4% 25.1% A 삼성화재 99, , % 5.3% 11.7% A 신한지주 220,071 42, % 8.5% 32.9% A 하나금융지주 140,513 46, % 7.0% 35.7% A KB금융 248,237 59, % 12.0% 37.6% A 우리금융지주 81,616 11, % 7.6% 16.1% A 삼성생명 172,000 86, % 2.9% 8.7% A 부산가스 7,788 70, % 10.3% 38.8% A 한국전력 157,281 24, % 4.9% -10.6% A 삼천리 3,609 89, % 5.1% 9.3% A 한국가스공사 30,648 33, % 5.6% 7.4% A 서울가스 5, , % 2.0% 13.3% A 지역난방공사 5,019 43, % 3.0% 7.4% A 경동도시가스 1,433 24, % 1.5% 30.7% ( 단위 : 억원 / 원 )

5 섹터별시가총액상위종목수익률 ( 해외 ) Dow Jones Industrial Average Memebers Apple American Express Boeing Caterpillar Cisco Systems Chevron Walt Disney Dow Inc USA % 1.0% -3.3% -5.1% BHP Billiton AUS % 2.1% -2.5% 15.1% USA % 3.6% 4.4% 37.2% BASF DEU % 2.2% -2.3% 6.0% USA % 2.3% 7.3% 18.0% Rio Tinto AUS % 1.3% -1.4% 10.1% USA % -0.5% -0.5% 31.7% SABIC SAU % 2.2% 4.1% 24.3% USA % 1.9% 0.9% 20.5% Glencore GBR % 0.7% 0.3% 38.9% USA % 3.8% -2.1% 27.6% Vale S.A. BRA % -2.6% -3.2% 27.8% USA % -0.9% -4.2% -2.3% Air Liquide S.A. FRA % 1.4% -1.6% 5.0% USA % 1.2% 0.3% - Nutrien CAN % 4.8% 4.5% 12.9% Walgreens Boots Alliance USA % 3.6% 0.1% 36.8% Shin-Etsu Chemical JAP 19, % 2.8% 5.3% 7.4% Goldman Sachs Group Home Depot IBM Intel USA % 4.3% 4.7% 47.2% LyondellBasell USA % 0.0% -1.2% 22.9% USA % -2.8% -8.6% 16.7% Air Products & Chemicals USA % 0.7% 3.9% 10.5% USA % 3.0% 1.8% 17.6% Southern Copper USA % -2.2% -11.2% 4.8% USA % -0.1% -1.0% 14.6% Linde PLC USA % -3.0% -2.5% 10.7% Johnson & Johnson USA % -2.6% -2.2% 4.7% Alcoa USA % -4.9% -8.4% 63.7% JPMorgan Chase & Co Coca-Cola McDonald's 3M Merck & Co Microsoft NIKE Pfizer Procter & Gamble Travelers UnitedHealth Group United Technologies Visa Verizon Walmart Exxon Mobil Energy Royal Dutch Shell Petro China Total BP China Petroleum Schlumberger Petrobras Reliance Industries Equinor Shenhua Energy Conocophillips CNOOC ENI S.P.A. EOG Resources Inc Rosneft Oil Co. Gazprom Lukoil Suncor Energy Enterprise Products Partners Enbridge Occidental Petroleum Materials USA % 0.9% 2.7% 30.4% Industrials USA % 1.4% 2.8% 2.2% USA % -0.9% -1.3% 8.0% Honeywell Int'l USA % -1.2% -0.3% 7.3% USA % 0.3% 0.3% 16.6% Siemens DEU % 2.2% -5.5% 15.8% USA % 0.6% -2.6% -6.7% Union Pacific USA % -0.8% -2.8% 7.1% USA % 1.7% 0.5% 14.1% Lockheed Martin USA % 2.4% 0.3% 10.3% USA % -1.8% -2.8% -5.3% UPS USA % -0.8% -2.1% 26.4% USA % 0.7% -1.5% 5.9% Airbus FRA % 4.4% 13.2% 24.0% USA % 1.2% 0.9% -2.0% Fedex USA % -3.6% -3.6% 16.8% USA % -1.2% -1.9% 12.4% General Dynamics USA % 1.0% -1.6% 28.9% USA % -2.8% -4.2% 14.1% Raytheon USA % 0.0% 0.0% 0.0% USA % 0.3% 3.8% 24.4% Northrop Grumman USA % 1.6% 0.3% 22.0% USA % 1.8% -0.3% 5.8% Vinci FRA % 1.1% -1.9% 15.4% USA % 1.3% -2.6% -2.6% Illinois Tool Works USA % 0.7% -2.0% 14.5% USA % -0.8% 0.5% -2.3% Deutsche Post DEU % 2.8% 13.0% 41.8% USA % 4.6% -2.2% 48.1% Canadian National Railway CAN % -0.3% -1.7% -4.2% Consumer Discretionary GBR 1, % 3.5% -2.6% 7.3% Amazon USA 3, % -0.8% -2.8% -1.8% HKG % 6.0% 9.1% 40.0% Toyota Motor JAP 9, % 8.8% 18.6% 23.7% FRA #N/A N/A #VALUE! #VALUE! #VALUE! #VALUE! Comcast USA % -0.7% -2.0% 8.6% GBR % 4.3% 1.8% 25.3% LVMH FRA % 0.8% 4.1% 28.7% HKG % 3.9% 3.1% 23.6% Netflix USA % -1.6% -1.8% -8.5% USA % 14.4% 12.4% 64.1% Naspers ZAF 299, % -1.9% -10.3% -0.9% BRA % 5.3% 16.0% -0.2% Booking Holdings USA 2, % -2.7% -1.2% 3.2% IND 2, % 3.1% 15.3% 12.1% Inditex ESP % 2.2% 5.2% 24.3% NOR % 7.0% 7.9% 32.6% Volkswagen DEU % 6.8% 18.4% 83.4% HKG % -0.7% 1.5% 19.6% Daimler DEU % 5.2% 9.4% 38.5% USA % 7.3% 4.7% 49.6% Charter Comm. USA % -2.0% -1.9% 2.9% HKG % 3.4% 0.0% 21.4% Starbucks USA % -2.2% -2.6% 4.1% ITA % 4.0% 1.3% 22.3% Adidas DEU % -0.7% 6.3% -0.2% USA % 8.3% 4.7% 74.5% Lowe's USA % -2.4% -8.7% 18.5% RUS % 4.0% 2.9% 26.6% Tesla USA % -3.2% -10.0% -14.2% RUS % 5.7% 14.0% 29.5% TJX USA % -3.3% -11.5% -4.3% RUS 6, % 9.7% 7.9% 27.2% Marriott International USA % -0.8% -2.9% 8.0% CHN % 9.4% 7.0% 43.7% Gree Electric Appliances CHN % -1.7% -7.1% -10.6% USA % 4.6% 6.2% 26.1% Carnival USA % 4.5% 15.4% 42.6% CHN % 4.0% -0.7% 17.3% Sands China HKG % -2.5% -2.5% -1.0% USA % 12.3% 6.5% 68.5% Nissan Motor JAP % 3.5% 0.0% -0.3%

6 Consumer Staples Nestle AB Inbev Unilever Pepsico Philip Morris Kweichow Moutai BAT L'oreal Altria Group AmBev Diageo Costco Wholesale Kraft Heinz CVS Health Mondelez International Health Care Novartis Roche Holding AbbVie Amgen Novo Nordisk Abbott Laboratories Medtronic Bristol Myers Squibb Sanofi Gilead Sciences Bayer GlaxoSmithKline Astrazeneca Thermo Fisher Eli Lilly & Co. Celgene Information Technology Alphabet Tencent Alibaba Facebook Taiwan Semicon Oracle Nvidia SAP Adobe Systems Texas Instruments Broadcom Paypal ASML Baidu Qualcomm Micron Technology Tokyo Electron Nintendo Applied Materials Telecommunication Services CHE % 1.9% 3.4% 8.2% AT&T USA % -1.2% -9.6% 1.1% BEL % 4.0% 4.5% 12.3% China Mobile HKG % 0.5% -2.7% 10.1% NLD % 1.7% 0.7% 0.0% NTT Docomo JAP 3, % 0.0% 0.0% 0.0% USA % -0.1% 1.5% -0.4% Nippon Telegraph JAP 2, % 0.6% 3.6% 11.5% USA % 2.2% 1.2% 19.0% Softbank JAP 8, % -1.2% -18.5% 1.2% CHN 2, % 2.4% 19.3% 13.7% Deutsche Telekom DEU % 2.6% 6.0% 17.0% GBR 2, % 2.2% -2.3% 2.4% Vodafone GBR % 0.7% -8.9% 6.8% FRA % 2.8% 8.2% 21.9% KDDI JAP 3, % 0.2% 10.3% 21.5% USA % 2.6% 1.1% 23.1% America Movil SAB MEX % 2.6% 8.4% 10.4% BRA % 9.2% 20.9% 25.2% T-Mobile USA % 1.5% 3.2% 6.4% GBR 3, % 0.3% 4.0% 18.7% Telefonica ESP % -3.1% -0.4% 20.0% USA % 0.6% -1.0% 1.0% Orange FRA % 1.1% 0.4% 8.1% USA % 0.7% 0.9% 26.6% Singapore Telecom SGP % -1.7% -3.3% 2.6% USA % -0.1% 1.4% 26.4% Emirates Telecom ARE % 1.6% 2.5% 30.2% USA % 0.2% 2.9% 8.9% Saudi Telecom SAU % 5.9% 9.3% 24.5% Bell Canada Enterprises CAN % 2.5% 3.8% 12.7% Utilities CHE % 2.4% 1.6% -3.4% CHE % 4.8% 8.0% 6.0% Nextera Energy USA % -1.0% -2.8% -6.1% USA % -0.2% -2.4% 5.5% Enel S.P.A ITA % -0.7% -3.2% -3.3% USA % -0.3% -6.7% 3.2% Yangtze Power CHN % -0.6% -0.1% 3.0% DNK % 3.4% 7.3% 16.6% Duke Energy USA % 1.6% 1.0% 11.2% USA % -5.7% -7.5% 0.5% Iberdrola ESP % -3.2% -7.6% -9.1% USA % -2.1% -2.2% 5.8% Southern Co/the USA % 1.2% -2.4% 5.3% USA % -1.4% 0.5% 4.4% Dominion Energy USA % 0.4% -2.6% 1.6% FRA % -0.9% 0.9% 9.5% EDF FRA % 1.8% -1.4% -9.8% USA % 2.0% 1.3% 15.7% Engie FRA % 2.0% -1.8% -1.0% DEU % 2.4% -2.1% 9.9% Exelon USA % 1.6% 2.6% 8.6% GBR 1, % 0.6% -0.2% 0.8% National Grid GBR % -2.5% -1.7% 5.9% GBR 8, % -0.5% 3.5% 9.3% AEP USA % -0.4% -1.7% 2.9% USA % -5.3% -5.1% -4.6% HK & China Gas HKG % -6.0% -4.6% 9.5% USA % 11.4% 13.9% 31.8% Sempra Energy USA % 0.5% -1.2% 6.8% USA % 0.0% 0.0% 0.0% Financials Berkshire Hathaway USA 434, % -0.3% -0.6% 25.0% USA 2, % 1.9% 2.1% 37.1% Ind&Comm BOC CHN % -0.8% -1.0% 3.6% HKG % -3.0% 0.1% 6.5% Bank of America USA % 1.7% 2.2% 42.3% USA % 1.4% -3.7% -6.8% Construction BOC HKG % -2.8% -0.8% 5.3% USA % 2.4% 5.5% 23.2% Wells Fargo USA % 0.8% 1.2% 56.1% TWN % -0.8% -1.2% 11.7% PingAn Insurance HKG % -3.4% -0.1% -14.2% USA % 6.6% 4.4% 29.8% Agricultural Bank HKG % -1.6% 1.6% 9.2% USA % 8.5% 18.9% 35.0% HSBC Holdings GBR % -2.2% -1.3% 17.6% DEU % 0.9% -1.3% 7.4% Citi Group USA % 0.8% 5.6% 28.6% USA % 1.0% 4.2% 1.9% Bank of China HKG % -2.7% -9.9% 6.8% USA % -0.7% 0.4% 14.9% Real Estate USA % -1.8% 2.5% 5.9% USA % 0.2% 2.9% 11.3% Ameican Tower USA % 5.2% 8.5% 19.7% NLD % 2.0% 2.6% 40.3% China Vanke HKG % -4.3% -4.6% -3.9% USA % -3.7% -1.4% -12.6% Simon Property USA % 4.3% 7.3% 57.1% USA % -0.9% -3.3% -12.5% SHKP Ltd HKG % -0.2% 0.3% 19.0% USA % -0.1% -2.3% 11.8% Country Garden HKG % -4.9% -1.6% -12.8% JAP 48, % -0.2% -2.7% 26.4% Crown Castle Int'l USA % 4.5% 8.0% 24.4% JAP 68, % 1.3% 13.5% 4.2% China Evergrande HKG % 1.2% -10.6% -20.9% USA % 0.6% 4.5% 61.0% Overseas land&invest HKG % -1.4% -6.3% 8.5%

Market Review 국내시장 1일 KOSPI 분봉 추이 자료: KRX 외국인 프로그램 매매 추이 1일 KOSPI 업종별 등락률 (억원) 1, 비차익거래 차익거래 -1, 1 -, -1 -, - -, - -5, /1 /15 /18 /19 / /1 의료정밀 화 학 유

Market Review 국내시장 1일 KOSPI 분봉 추이 자료: KRX 외국인 프로그램 매매 추이 1일 KOSPI 업종별 등락률 (억원) 1, 비차익거래 차익거래 -1, 1 -, -1 -, - -, - -5, /1 /15 /18 /19 / /1 의료정밀 화 학 유 1.. 투자전략 Economist/Strategist 전지원 ) 787-51 jiwon@kiwoom.com 중국 경기 회복 시그널 수급부담이 존재하지만, 대외 여건은 개선 중 KOSPI 업종별 등락률 1-1 - - 자료: KRX 의료정밀 화 학 유 통 업 보험 음 식 료 종이목재 건 설 업 전기전자 기 계 철강금속 섬유의복 운수장비 금 융 업 증권 은행 의