さて、本日はASEAN諸国の通信株を紹介したいと思います。コロナ禍の収束はまだ見通せませんが、人間が家の中に居ようが外に出ようが、「通信」の無い生活は今は想像出来ません。株式投資をするうえで、「通信株」は持っていて損はないものでは無いかと考えています。

Today, I would like to introduce the telecommunication stocks of ASEAN countries. It is hard to foresee the end of the Covid19 pandemic. I cannot imagine life without communications now, whether we are inside or outside the house. Therefore when investing in stocks, I think telecommunication stocks are worth owning.

ASEANは10か国からなりますが、今回は以下の通り、６か国の時価総額の一番大きい通信会社を取り上げてみました。通信会社と言っても「固定電話」「携帯電話」「インターネット」「その他金融ビジネス」などビジネスモデルは様々でしょうし、規制や競争環境も様々だと思うのですが、各国通信会社はそれなりの地位を築いているように思います。

ASEAN is made up of 10 countries, and this time I have chosen to focus on the telecom companies with the largest market capitalization in 6 countries as shown below. The telecommunication companies may have various business models such as “fixed-line”, “mobile”, “Internet”, “other financial business”, etc., and the regulatory and competitive environment may also vary, generally speaking, it seems that telecommunication companies in each country have established high position in their own way.

CountryCompany NameMarket Cap.
（USD B）		Market cap Ranking
SingaporeSingtel30.624
IndonesiaTelecom Indonesia23.233
ThailandAdvanced Info Service16.554
MalaysiaAxiata8.329
PhilippinesPLDT5.4711
VietnamFPT Corp.3.7216

フィリピンのPLDTはアヤラ財閥のGlobeとともに、フィリピン通信会社の両巨頭です。ほぼ全ての人が携帯電話を持っていて業種としての成長性が期待できると思います。NTTも２名の取締役を送り込んでいます。配当利回りも高く、魅力的な株だと思って保有しています。ぐんぐん上がって欲しいです。

PLDT in the Philippines, along with Globe of the Ayala conglomerate, are two of the biggest telecom companies in the Philippines. Nearly everyone has a cell phone, and I think the company has good growth potential as an industry. NTT, a Japanese Telecom giant dispatched two directors to PLDT. The dividend yield is high, and I think it is an attractive stock to own. I hope the stock will rise steadily.

さて、本日はASEAN諸国の通信株を紹介したいと思います。コロナ禍の収束はまだ見通せませんが、人間が家の中に居ようが外に出ようが、「通信」の無い生活は今は想像出来ません。株式投資をするうえで、「通信株」は持っていて損はないものでは無いかと考えています。

Today, I would like to introduce the telecommunication stocks of ASEAN countries. It is hard to foresee the end of the Covid19 pandemic. I cannot imagine life without communications now, whether we are inside or outside the house. Therefore when investing in stocks, I think telecommunication stocks are worth owning.

ASEANは10か国からなりますが、今回は以下の通り、６か国の時価総額の一番大きい通信会社を取り上げてみました。通信会社と言っても「固定電話」「携帯電話」「インターネット」「その他金融ビジネス」などビジネスモデルは様々でしょうし、規制や競争環境も様々だと思うのですが、各国通信会社はそれなりの地位を築いているように思います。

ASEAN is made up of 10 countries, and this time I have chosen to focus on the telecom companies with the largest market capitalization in 6 countries as shown below. The telecommunication companies may have various business models such as “fixed-line”, “mobile”, “Internet”, “other financial business”, etc., and the regulatory and competitive environment may also vary, generally speaking, it seems that telecommunication companies in each country have established high position in their own way.

CountryCompany NameMarket Cap.
（USD B）		Market cap Ranking
SingaporeSingtel30.624
IndonesiaTelecom Indonesia23.233
ThailandAdvanced Info Service16.554
MalaysiaAxiata8.329
PhilippinesPLDT5.4711
VietnamFPT Corp.3.7216

フィリピンのPLDTはアヤラ財閥のGlobeとともに、フィリピン通信会社の両巨頭です。ほぼ全ての人が携帯電話を持っていて業種としての成長性が期待できると思います。NTTも２名の取締役を送り込んでいます。配当利回りも高く、魅力的な株だと思って保有しています。ぐんぐん上がって欲しいです。

PLDT in the Philippines, along with Globe of the Ayala conglomerate, are two of the biggest telecom companies in the Philippines. Nearly everyone has a cell phone, and I think the company has good growth potential as an industry. NTT, a Japanese Telecom giant dispatched two directors to PLDT. The dividend yield is high, and I think it is an attractive stock to own. I hope the stock will rise steadily.