จัดพอร์ตหุ้นไทยปันผล 7% ถือลืมได้ มี Upside | Finance Friday [26/12/25]

How to Build a Thai Stock Portfolio in 2026? Thai stocks have been declining for three consecutive years. Are they still worth investing in? Or is it time to switch to a "Dividend + Growth" strategy? Discussion with Pongthorn Thavornthanakul, CFA, CEO and Founder of Leaf Capital Asset Management. In-depth analysis of the Thai stock market in 2026 and portfolio building strategies focusing on both "cash flow" and "growth opportunities." 🔥 Key Highlights in this Video: • Overview of the Thai Stock Market in 2026 How can Thai stocks recover from three years of negative growth? • Positive factors from the upcoming election and Thailand's strong demographics. • Strengths of Thai Stocks: Why do foreign investors consider Thai stocks to be "high-dividend earners"? • Average dividend yield exceeding 6% and potential as a parking asset for funds. • Stock Selection Strategy from SETHD Selecting 30 high-quality dividend stocks with growth potential Based on 3 key criteria. • Top 10 High-Dividend Stocks Screened stocks with high upside potential and large market capitalization. Consistent dividend payments for up to 20 years. • How to properly structure a Thai stock portfolio? General investors: Mixed dividend-paying stocks (~50%) Near-retirement/Post-retirement investors: Dividend-paying stocks (70%+) for increased stability while maintaining growth potential. • Global market outlook for 2026: The market is still looking for growth (AI), but cautious growth. Value, defensive, and dividend stocks may regain prominence. 👉 If you are an investor looking for guidance... Thai Stock Portfolio Management / Dividend Stocks / Investment for 2026 This video may help you develop a clearer investment strategy. 👍 Like and Subscribe 🔔 to follow investment analysis and portfolio management from experts. SET Navigator Program, Finance Friday Segment, December 26, 2025 00:00:00 Intro 00:00:03 Program Opening 00:00:19 Thai Stocks Have Been Down for 3 Years (3 Floors), Hoping for Recovery in 2026 00:01:44 Highlights of Thai Stocks: Average Dividend Yield Over 6% 00:03:36 Selecting Stocks from SETHD: 3 Quality Criteria 00:06:55 Top 10 Outstanding Stocks: Upside and Quality Above Average 00:08:03 Portfolio Allocation: General Public 50% / Retirees 70%+ 00:09:26 Global Market Next Year: Growth with Caution Against AI Bubble #ThaiStocks #ThaiStockPortfolioManagement #DividendStocks #ThaiStocks2026 #Investment2026 #WorthwhileDividendStocks #SETHD #StockAnalysis #StockMarket ––––––––––––––––––––––––––––––––– Subscribe and click the notification bell 🔔    / @setzooomin   and share starting today! ⏰ See you all day from 09:15-18:00.