FIGURES ARE FROM JANUARY 1 TO JUNE 30, 2019, AND REPRESENT LENDER TO BROKER ACTIVITY ONLY. DELTAS REPRESENT YEAR ON YEAR CHANGE
ASIA
ON LOAN $220 Billion ∆ 2.7%
9.45%
17.73%
49.79%
FEES
300
3
200
2
100
1
3.94%
Loan (billions)
$2.38 Trillion ∆ 0.8%
ON LOAN VS LENDABLE
EQUITY REVENUE BY FEE BAND
REVENUE
0-25 bps
$1.06 Billion ∆ -4.9%
25-50 bps
JJaa n Ja n n Ja Fen Fe b b Fe M M ab a M rr ar A Ap Apprr Apr MMar ay My a JJu y n Ju n Ju n
19.09%
97 bps ∆ -6.6%
50-250 bps
250-500 bps
Lendable (trillions)
LENDABLE
500+ bps
Loan Loan (billions)
Lendable Lendable (trillions)
TOP SECTORS BY REVENUE
TOP EQUITY EARNERS Security
Revenue
MEITUAN DIANPING
$45,398,830
TAKEDA PHARMACEUTICAL CO LTD
$26,531,576
SAMSUNG ELECTRO-MECHANICS CO
$23,080,344
CELLTRION INC
$20,702,004
SILLAJEN INC
$19,319,888
YAGEO CORP
$16,933,642
BYD COMPANY LIMITED 'H'
$16,333,343
CELLTRION HEALTH CARE CO LTD
$14,620,294
WALSIN TECHNOLOGY CORP
$13,786,916
CYBERDYNE INC
$11,746,050
Consumer Discretionary
35B
Loan Value (USD)
30B
Financials $72M
25B
Industrials
IT
$113M
$232M
20B
Communication Services
Health Care $169M
15B 40
$198M
$91M
60
80
100
120
140
160
180
200
Fees (bps)
ONSHORE VS OFFSHORE LOAN BALANCE AUSTRALIA
10B
JaJa nn
Ja n Ja n Ja n Ja FeF n ebb Fe b Fe b Fe MM b aar Mr a Mr ar M ar AAp pr Apr r Ap r Ap r Ap MM r aay My a My a My a JuJ y unn Ju n Ju n Ju n Ju l
5B
KOREA
JAPAN
Ja n Ja n Ja n FFee b Feb b Fe b Fe b MMar Mar a Mr a Mr a Mr a AApr pr Apr r Ap r Ap r M M ay May a My a My a My Juay Jun n Ju n Ju n Ju n
JaJa nn
Ja n Ja n Ja n Ja n Ja FFeen Feb Feb Feb Feb MMab Marr a Mr a Mr a Mr a Mr AA ar ppr Apr Apr Apr A r MMpr aa M yy a My a My a My a My JuJ ay unn Ju n Ju n Ju n Ju n
110B 100B 90B 80B 70B 60B 50B 40B 30B
JaJa nn
ONSHORE
n Ja n Ja n Ja n Ja FFeen b Feb Feb Feb Feb MMab Marr a Mr a Mr a Mr a Mr AA ar pp Aprr Apr Apr Apr MMa r Mayy a My a My a My a My Juay Jun n Ju n Ju n Ju n Ju n
15B
OFFSHORE
JaJan Jan
20B
12B 10B 8B 6B 4B 2B
TAIWAN
7B 6B 5B 4B 3B 2B
MARKET BREAKDOWN
EQUITY
LENDABLE
ON LOAN
FEES
REVENUE
JAPAN
$907B ∆ -2.2%
$108B ∆ 10.3%
75 bps ∆ -7%
$401M ∆ 2.1%
KOREA
$145B ∆ -6.3%
$13B ∆ -11.2%
326 bps ∆ -3.5%
$208M ∆ -15.2%
HONG KONG
$482B ∆ 2.8%
$34B ∆ -3.4%
124 bps ∆ 1.8%
$206M ∆ -2.4%
TAIWAN
$77B ∆ 6%
$8B ∆ -10.2%
317 bps ∆ 9.5%
$125M ∆ -2.3%
AUSTRALIA
$343B ∆ 5.3%
$24B ∆ 8.7%
53 bps ∆ -14%
$62M ∆ -7.5%
THAILAND
$30B ∆ 0.7%
$2B ∆ -2%
230 bps ∆ 6.2%
$19M ∆ 3.2%
SINGAPORE
$49B ∆ -18%
$2B ∆ -9.5%
134 bps ∆ -2.6%
$14M ∆ -14.2%
MALAYSIA
$14B ∆ 4.8%
$516M ∆ -22.1%
344 bps ∆ -5.3%
$9M ∆ -29.1%
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