Distinctive Dividend Stocks: A Golden Opportunity for Investors in 2025
The Thai stock market is poised for a promising dividend season in early 2025, with analysts predicting a surge in high-yield opportunities. According to Yuan Ta Securities (Thailand) Co., Ltd.,the dividend Play strategy is expected to outperform the market between February and March 2025,driven by several key factors.
Why Dividend Stocks Are Shining Luminous
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- Historical Performance: The SETHD, a consistent high-dividend stock, has historically outperformed the SET Index in February, with a 70% probability of delivering returns 1.1% higher than the index. This trend underscores the reliability of dividend stocks during this period.
- Attractive Dividend Yields: The stock prices of large companies have declined, pushing their dividend Yield above 4% annually. This makes them notably appealing to investors seeking stable returns amidst global market volatility caused by the US Trade War policy.
- Bloomberg Consensus Insights: The Dividend Yield for the SET Index in 2025 is projected at 3.85%, substantially higher than the 10-year average of 3.09%. This figure also surpasses the yields of MSCI Asia Ex. Japan (2.76%) and MSCI Emerging Markets (2.99%), highlighting the strength of the thai market.
Domestic vs. Global Play: Where to Focus
The Dividend Season is expected to see over 63 companies, or 35% of those covered by research departments, offering rewards from dividends. Thes include payouts from the second half of 2024 and full-year dividends, many exceeding 4%.
- Domestic Play: Sectors like commercial banks, real estate, and beverages are leading the charge, with companies such as SCB, KTB, KBANK, and TTB expected to deliver strong performance.
- global Play: While energy groups and agricultural products also offer attractive dividends, they are more vulnerable to the risks of the Trade War, making Domestic Play a safer bet.
Key Stocks to Watch
The following table summarizes the top dividend stocks expected to outperform the market in 2025:
| Stock | Sector | Expected Performance |
|———–|——————–|————————–|
| SCB | Commercial Banking | High Dividend Yield |
| KTB | Commercial Banking | Consistent Growth |
| KBANK | commercial Banking | Strong Returns |
| TTB | Commercial Banking | Outperform Market |
| TLI | Real Estate | High Yield |
| SIRI | Real Estate | Stable Returns |
| SC | Beverages | Attractive Dividends |
| OSP | beverages | Consistent Payouts |
| ILM | Energy | Global Play Potential |
| KJL | Agricultural | high Dividend yield |
A Strategic Opportunity for Investors
With the Dividend Season approaching, the Thai stock market offers a unique opportunity for both domestic and international investors. The combination of high yields, historical performance, and sector-specific strengths makes Dividend Play a compelling strategy for 2025.
As Yuan ta securities notes, ”The weight of the speculation to the Dividend & Domestic Play, the performance and dividends in 2025 are still growing. And maintaining a close-up return or higher than last year.”
For investors looking to capitalize on this trend, focusing on Domestic Play sectors like banking and real estate, while cautiously exploring Global Play opportunities, could yield significant returns. The time to act is now—before the market fully realizes the potential of this dividend-driven rally.
Distinctive Dividend Stocks: A Golden Chance for Investors in 2025
As the Thai stock market prepares for a promising dividend season in early 2025, investors are eyeing high-yield opportunities amid global economic shifts. In this exclusive interview, Senior Editor of world-today-news.com sits down with renowned financial analyst Dr. Arun Suthiwan to discuss the potential of Dividend Play strategies, the appeal of Domestic Play sectors, and the risks and rewards of Global play investments.
Why Dividend Stocks Are shining Bright in 2025
Senior Editor: Dr. Arun,thank you for joining us. To start, why are dividend stocks particularly attractive in 2025?
Dr. Arun Suthiwan: Thank you for having me. Dividend stocks are shining for several reasons. Historically, the SETHD—a high-dividend index—has outperformed the broader SET Index in February, with a 70% chance of delivering returns 1.1% higher. This consistency makes them a reliable choice.Additionally, large companies have seen their stock prices decline, pushing their Dividend Yield above 4%, wich is highly appealing in a volatile global market. The Bloomberg Consensus also projects a Dividend Yield of 3.85% for the SET Index in 2025, considerably higher than its 10-year average and comparable indices like MSCI asia Ex. Japan and MSCI Emerging Markets.
Domestic vs. Global Play: Where Should Investors Focus?
Senior Editor: With over 63 companies expected to offer rewards from dividends, where should investors concentrate their efforts?
Dr.Arun suthiwan: Investors should prioritize Domestic Play sectors such as commercial banking,real estate,and beverages. Companies like SCB, KTB, KBANK, and TTB are expected to deliver strong performance, thanks to their high yields and consistent growth. While Global Play sectors like energy and agricultural products also offer attractive dividends, they are more vulnerable to risks like the US Trade War, making Domestic Play a safer bet.
key Stocks to Watch in 2025
Senior Editor: could you highlight some specific stocks that investors should keep an eye on?
Dr. Arun Suthiwan: Absolutely. In the commercial banking sector, SCB, KTB, and KBANK stand out for their high yields and consistent growth. In real estate, TLI and SIRI are expected to offer stable returns. The beverages sector also shows promise, with companies like SC and OSP providing attractive dividends.for those considering Global Play, ILM in the energy sector and KJL in agricultural products are worth monitoring, tho they come with higher risks.
Strategic Insights for Investors
Senior Editor: What’s your final piece of advice for investors looking to capitalize on this dividend-driven rally?
Dr. Arun Suthiwan: The key is to act now. The Dividend Season in early 2025 offers a unique opportunity to benefit from high yields,historical performance,and sector-specific strengths. Focus on Domestic Play sectors while cautiously exploring Global play opportunities. As Yuan Ta Securities aptly noted, “The weight of the speculation to the Dividend & Domestic Play is still growing, maintaining a close-up return or higher than last year.” Timing is critical—don’t wait until the market fully realizes this potential.
Conclusion
the Thai stock market’s Dividend Season in 2025 presents a golden opportunity for investors. By focusing on high-yield Domestic Play sectors and carefully navigating Global Play risks, investors can position themselves for notable returns. As Dr. Arun Suthiwan emphasized, the time to act is now—before the market fully realizes the potential of this dividend-driven rally.
