タイランド版ダウの犬を考えてみる
こんにちは!夢見る駐在員おじさんの積立野郎!です。
ブログ初回ではありますが今後実行してみようと考えている投資を備忘録的にメモっていきたいと思います。
「ダウの犬」についてはネット上にいくらでも優秀な記述ありますのでこちらでは割愛します。
ここではタイランド版ダウの犬を抽出していきます。
まずはタイランド版ダウの犬を定義しますと
①SET50銘柄であること
หลักทรัพย์ | เปิด | สูงสุด | ต่ำสุด | ล่าสุด | เปลี่ยนแปลง | %เปลี่ยนแปลง | เสนอซื้อ | เสนอขาย | ปริมาณ (หุ้น) |
มูลค่า ('000 บาท) |
ADVANC | 201 | 202 | 200 | 201 | -1 | -0.5 | 200 | 201 | 2510692 | 504640.19 |
AOT | 66.25 | 66.5 | 66 | 66.25 | -0.25 | -0.38 | 66.25 | 66.5 | 3970423 | 263151.73 |
BANPU | 19.6 | 19.8 | 19.5 | 19.7 | 0.1 | 0.51 | 19.6 | 19.7 | 21028236 | 413514.73 |
BBL | 208 | 211 | 208 | 211 | 3 | 1.44 | 210 | 211 | 1623856 | 340506.2 |
BDMS | 25.25 | 25.5 | 25 | 25.25 | - | - | 25 | 25.25 | 12746929 | 321955.04 |
BEAUTY | 11.8 | 11.9 | 11.7 | 11.8 | - | - | 11.7 | 11.8 | 16020768 | 188944.17 |
BEM | 9 | 9 | 8.8 | 8.85 | -0.2 | -2.21 | 8.85 | 8.9 | 64320133 | 573840.38 |
BGRIM | 27.5 | 27.75 | 27.5 | 27.5 | -0.25 | -0.9 | 27.5 | 27.75 | 715706 | 19683.04 |
BH | 181.5 | 183.5 | 181.5 | 183.5 | 1.5 | 0.82 | 183 | 183.5 | 1490255 | 272079.18 |
BJC | 60 | 60.25 | 59.5 | 60 | -0.5 | -0.83 | 59.75 | 60 | 1317775 | 78905.13 |
BPP | 25.75 | 26 | 25.5 | 25.5 | -0.25 | -0.97 | 25.5 | 25.75 | 887037 | 22891.68 |
BTS | 9.35 | 9.35 | 9.3 | 9.35 | - | - | 9.3 | 9.35 | 1808374 | 16901.14 |
CBG | 53.25 | 54.25 | 53 | 53.75 | - | - | 53.5 | 53.75 | 769721 | 41272.4 |
CENTEL | 41.25 | 41.5 | 40.5 | 41 | -0.75 | -1.8 | 40.75 | 41 | 2260098 | 92971.66 |
CPALL | 69.25 | 69.75 | 69 | 69 | -0.5 | -0.72 | 69 | 69.25 | 8958588 | 620616.63 |
CPF | 25.5 | 25.5 | 25.25 | 25.5 | - | - | 25.25 | 25.5 | 9673342 | 246534.2 |
CPN | 82.75 | 83.25 | 82.25 | 83 | -0.5 | -0.6 | 82.75 | 83 | 1643847 | 135963.41 |
DELTA | 69.25 | 69.5 | 69.25 | 69.5 | - | - | 69.25 | 69.5 | 112117 | 7779.11 |
DTAC | 45.75 | 46.5 | 45.75 | 46.5 | 0.25 | 0.54 | 46.25 | 46.5 | 404325 | 18626.18 |
EA | 47 | 48.25 | 46.75 | 48 | 0.75 | 1.59 | 47.75 | 48 | 9383473 | 446707.89 |
EGCO | 237 | 238 | 236 | 238 | - | - | 237 | 238 | 96832 | 22953.65 |
GLOBAL | 20.3 | 20.6 | 20.3 | 20.4 | -0.2 | -0.97 | 20.3 | 20.4 | 2949205 | 60162.87 |
GLOW | 88 | 90 | 88 | 89.75 | 1.25 | 1.41 | 89.5 | 89.75 | 786160 | 70046.7 |
GPSC | 68 | 68.75 | 68 | 68.25 | -0.25 | -0.36 | 68 | 68.25 | 319833 | 21831.22 |
HMPRO | 15.7 | 15.8 | 15.6 | 15.7 | -0.1 | -0.63 | 15.6 | 15.7 | 3194309 | 50075.16 |
INTUCH | 55.5 | 55.75 | 55.5 | 55.5 | - | - | 55.5 | 55.75 | 560073 | 31125.65 |
IRPC | 6.95 | 7.05 | 6.9 | 7 | 0.05 | 0.72 | 7 | 7.05 | 29366875 | 204674.15 |
IVL | 59 | 59.75 | 58.75 | 59.25 | -0.25 | -0.42 | 59 | 59.25 | 5606046 | 331844.23 |
KBANK | 216 | 217 | 215 | 216 | -1 | -0.46 | 216 | 217 | 814767 | 175991.28 |
KKP | 75 | 75.5 | 75 | 75.25 | 0.25 | 0.33 | 75 | 75.25 | 629800 | 47377.72 |
KTB | 20.2 | 20.3 | 20.1 | 20.1 | -0.2 | -0.99 | 20.1 | 20.2 | 4387359 | 88561 |
KTC | 35.25 | 35.75 | 34.5 | 35 | -0.5 | -1.41 | 34.75 | 35 | 5989122 | 210801.36 |
LH | 11.3 | 11.4 | 11.3 | 11.3 | - | - | 11.3 | 11.4 | 4042560 | 45816.6 |
MINT | 39.75 | 40.25 | 39.5 | 40 | 0.25 | 0.63 | 40 | 40.25 | 3529427 | 140792.92 |
MTC | 43.5 | 43.75 | 43.25 | 43.5 | - | - | 43.25 | 43.5 | 649035 | 28232.75 |
PTT | 53.5 | 53.75 | 53.25 | 53.5 | -0.25 | -0.47 | 53.5 | 53.75 | 12873598 | 689214.2 |
PTTEP | 153 | 154.5 | 153 | 154 | 0.5 | 0.33 | 153.5 | 154 | 1820843 | 279909.66 |
PTTGC | 81 | 81.25 | 80.25 | 80.5 | -0.75 | -0.92 | 80.25 | 80.5 | 7776146 | 627196.59 |
RATCH | 51.75 | 51.75 | 51.25 | 51.25 | -0.5 | -0.97 | 51.25 | 51.5 | 335900 | 17321.2 |
ROBINS | 69.5 | 70.5 | 69.5 | 70.5 | 0.25 | 0.36 | 70.25 | 70.5 | 299422 | 20971.84 |
SCB | 148.5 | 149 | 148 | 149 | - | - | 148.5 | 149 | 1964580 | 291795.67 |
SCC | 454 | 456 | 452 | 454 | -4 | -0.87 | 452 | 454 | 501867 | 227737.42 |
SPRC | 15.1 | 15.2 | 14.9 | 15 | -0.2 | -1.32 | 15 | 15.1 | 6044306 | 91046.01 |
TCAP | 53 | 53.25 | 53 | 53.25 | 0.25 | 0.47 | 53 | 53.25 | 171337 | 9084.56 |
TISCO | 84 | 84.25 | 83.25 | 83.75 | -0.25 | -0.3 | 83.75 | 84 | 781626 | 65471.88 |
TMB | 2.38 | 2.42 | 2.36 | 2.4 | 0.02 | 0.84 | 2.4 | 2.42 | 100302828 | 240858.01 |
TOA | 38 | 38.75 | 38 | 38 | - | - | 38 | 38.25 | 1413200 | 54207.72 |
TOP | 86.75 | 87.75 | 86.5 | 87.75 | 0.25 | 0.29 | 87.5 | 87.75 | 772210 | 67343.06 |
TRUE | 6.05 | 6.2 | 6.05 | 6.15 | 0.1 | 1.65 | 6.1 | 6.15 | 110336009 | 676029.12 |
TU | 17.7 | 17.9 | 17.7 | 17.8 | - | - | 17.7 | 17.8 | 866427 | 15408.89 |
➁配当利回りの高い銘柄であること
Full Thailand Dividend stocks list | |||
Company | Dividend | Payout | Sector |
Land & Houses | 7% | 85% | Real Estate Investment and Services |
Thai Oil | 6% | 43% | Oil and Gas Producers |
PTT Global Chemical | 5% | 48% | Oil and Gas Producers |
Intouch Holdings | 5% | 70% | Technology Hardware and Equip. |
Ratchaburi Electrici | 5% | 54% | Electricity |
Siam Cement | 4% | 40% | Construction and Materials |
IRPC | 4% | 51% | Chemicals |
Glow Energy | 4% | 61% | Electricity |
PTT | 4% | 42% | Oil and Gas Producers |
BTS Group Holdings P | 4% | 90% | Real Estate Investment and Services |
Siam Commercial Bank | 4% | 42% | Banks |
Advanced Info Serv | 4% | 56% | Mobile Telecommunications |
Siam City Cement | 3% | 109% | Construction and Materials |
Thai Union Group | 3% | 45% | Food Producers |
BEC World | 3% | 0% | Media |
Banpu PCL | 3% | 34% | Mining |
PTT Exploration & Pr | 3% | 93% | Oil and Gas Producers |
Delta Electronics | 3% | 55% | Electronic and Electrical Equipment |
Krung Thai Bank | 3% | 37% | Banks |
Bangkok Bank F | 3% | 38% | Banks |
Electricity Generati | 3% | 30% | Electricity |
TMB Bank | 3% | 29% | Banks |
Total Access Communi | 3% | 98% | Mobile Telecommunications |
Charoen Pokphnd Food | 2% | 31% | Food Producers |
Home Product Center | 2% | 82% | General Retailers |
Indorama Ventures PC | 2% | 32% | Chemicals |
Kasikornbank F | 2% | 26% | Banks |
Central Pattana | 2% | 46% | Real Estate Investment and Services |
Bangkok Life Assuran | 2% | 25% | Life Insurance |
CP ALL | 2% | 48% | Food and Drug Retailers |
Bangkok Expressway a | 2% | 59% | Industrial Transportation |
Bumrungrad Hospital | 2% | 52% | Health Care Equipment and Services |
Bangkok Dusit Medica | 1% | 54% | Health Care Equipment and Services |
Airports of Thailand | 1% | 59% | Industrial Transportation |
Berli Jucker | 1% | 44% | General Industrials |
MINOR INTERNATIONAL | 1% | 33% | Travel and Leisure |
Gulf Energy Development | 1% | 25% | Support Services |
Energy Absolute | 1% | 19% | Electricity |
True | 0% | 6% | Mobile Telecommunications |
Siam Cement F | 4% | 41% | Construction and Materials |
BIG C SUPERCENTER | 1% | 31% | Food and Drug Retailers |
この2条件から10銘柄を抽出します。
本日(現在取引時間中ですが)の株価から抽出すると負け犬君たちはこのようになります。
銘柄 | 株価 | 配当 |
SPRC | 15.1 | 7.52 |
INTUCH | 55.5 | 7.44 |
KKP | 75.5 | 6.67 |
LH | 11.3 | 6.64 |
GLOW | 89.5 | 6.5 |
TOP | 87.75 | 6 |
TISCO | 84 | 5.95 |
PTTGC | 80.25 | 5.21 |
RATCH | 51.5 | 4.64 |
IRPC | 6.95 | 4.17 |
これをタイ株には一桁バーツ台の株価の銘柄も多い中さすがにそうそうたる犬たちです。
彼らを均等買いすると(難しいですが)
銘柄 | 株価 | 配当 | 購入数 | 購入金額 |
SPRC | 15.1 | 7.52 | 600 | 9060 |
INTUCH | 55.5 | 7.44 | 200 | 11100 |
KKP | 75.5 | 6.67 | 100 | 7550 |
LH | 11.3 | 6.64 | 800 | 9040 |
GLOW | 89.5 | 6.5 | 100 | 8950 |
TOP | 87.75 | 6 | 100 | 8775 |
TISCO | 84 | 5.95 | 100 | 8400 |
PTTGC | 80.25 | 5.21 | 100 | 8025 |
RATCH | 51.5 | 4.64 | 200 | 10300 |
IRPC | 6.95 | 4.17 | 1400 | 9730 |
90930 |
ざっと9万バーツ、約31万円ほど必要です。
今後これに準じて購入資金を確保していきます。