タイのバンコクに移住した経営コンサルタントの日記

タイのバンコクに移住した経営コンサルタントが、「タイ移住」「タイの生活」「タイのビジネス」について語る

■REITとは
REITは、投資家から集めた資金で不動産への投資を行います。
そこから得られる賃貸料収入や不動産の売買益を原資とし、
投資家に配当を出します。

■REITカテゴリー

■上場しているREIT
タイには20の上場REITがあります。
1. AIMIRT
AIM INDUSTRIAL GROWTH FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST
2. AMATAR
AMATA SUMMIT GROWTH FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST
3. BOFFICE
BHIRAJ OFFICE LEASEHOLD REAL ESTATE INVESTMENT TRUST
4. B-WORK
BUALUANG OFFICE LEASEHOLD REAL ESTATE INVESTMENT TRUST
5. DREIT
DUSIT THANI FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST
6. GAHREIT
GRANDE HOSPITALITY REAL ESTATE INVESTMENT TRUST
7. GLANDRT
GLAND OFFICE LEASEHOLD REAL ESTATE INVESTMENT TRUST
8. GVREIT
GOLDEN VENTURES LEASEHOLD REAL ESTATE INVESTMENT TRUST
9. HREIT
HEMARAJ LEASEHOLD REAL ESTATE INVESTMENT TRUST
10. IMPACT
IMPACT GROWTH REAL ESTATE INVESTMENT TRUST
11. LHHOTEL
LH HOTEL LEASEHOLD REAL ESTATE INVESTMENT TRUST
12. LHSC
LH SHOPPING CENTERS LEASEHOLD REAL ESTATE INVESTMENT TRUST
13. MIT
MFC INDUSTRIAL REAL ESTATE INVESTMENT TRUST
14. SHREIT
STRATEGIC HOSPITALITY EXTENDABLE FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST
15. SRIPANWA
SRI PANWA HOSPITALITY REAL ESTATE INVESTMENT TRUST
16. SSTRT
SUB SRI THAI REAL ESTATE INVESTMENT TRUST
17. TPRIME
THAILAND PRIME PROPERTY FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST
18. TREIT
TICON FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST
19. WHABT
WHA BUSINESS COMPLEX FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST
20. WHART
WHA PREMIUM GROWTH FREEHOLD AND LEASEHOLD REAL ESTATE INVESTMENT TRUST


■各REITの配当(2017年)
・8番GVREIT
 オフィスビルPark Ventures Ecoplexを保有
 5.11 %
・10番IMPACT
 イベントがよく開催されているIMPACTを保有
 4.62%
・11番LHHOTEL
 Grande Centre Point Hotel Terminal 21を保有
 3.62 %
・17番TPRIME
 Mercury Tower 、Exchange Towerを保有
 0.64%

17番のTPRIMEが不調ですね。
大型テナント失ったりしたのでしょうか。
調べてみようと思います。

■参考URL
https://www.set.or.th/en/products/listing2/set_pfundreits_p1.html


タイのスタートアップエコシステムについて簡単にまとめてみました。

【目次】
 ・タイのスタートアップエコシステムの変遷
・現在のタイのスタートアップエコシステム
ー概要
ー主なスタートアップ
ー主なVC


【タイのスタートアップエコシステムの変遷】
■2012年
・資金調達したスタートアップ数
3
・資金調達額
$2.1 million
・最大の資金調達額
$2 million
・ベンチャーキャピタルのファンド調達額
$7 million ;
・スタートアップに投資したVC、企業数
1
・スタートアップに投資したエンジェル投資家の数
2
・スタートアップアクセレレーターの数
1

■2015
・資金調達したスタートアップ数
60+
・資金調達額
$88.728 million+
・最大の資金調達額
$10.7 million
・ベンチャーキャピタルのファンド調達額
$95 million+
・スタートアップに投資したVC、企業数
56+
・スタートアップに投資したエンジェル投資家の数
30+
・スタートアップアクセレレーターの数
5

■2017
・資金調達したスタートアップ数
90+
・資金調達額
$280.298 million+
・最大の資金調達額
$65 million+
・ベンチャーキャピタルのファンド調達額
$305 million+
・スタートアップに投資したVC、企業数
96+
・スタートアップに投資したエンジェル投資家の数
44+
・スタートアップアクセレレーターの数
8


【現在のタイのスタートアップエコシステム】
■概要
・タイのスタートアップ数
1,500

・本社の登記場所
タイ: 67%
シンガポール: 23%
米国: 7%

・業界
ライフスタイル: 33%
Eコマース: 23%
フィンテック: 17%

・学歴
修士 50%
学士 47%

・年齢
<26歳 3%
26-29歳 30%
30-39歳 60%
40歳< 7%

・性別
男性 93%
女性 7%

・スタートアップの経験
なし 20%
失敗経験あり 17%
成功経験あり 23%
失敗、成功経験あり 37%

■主なスタートアップ
・Amazonのコピー
Lazada
Orami

・Paypal, Stripeのコピー
Omise
2C2P

・Uberのコピー
Grab

・Fiverrのコピー
Fastwork

・Yelpのコピー
Wongnai

・Priceineのコピー
Agoda

・TechCrunchのコピー
Techsauce

・Seamless, GrubHubのコピー
Foodpanda
LINEMan

■主なベンチャーキャピタル(VC)
InVent
ARDENT CAPITAL
GALAXY VENTURES
INSPIRE VENTURES
DTAC ACCELERATE
TRUE INCUBE
N-VEST
CYBERAGENT VENTURES
CENTRAL ONLINE

タイSETの食品セクターに上場している企業の概要は下記の通り。

●会社数:
38社あります。

●企業概要:
※時価総額
単位はmillion thai baht
2018年6月29日時点のもの
※売上
単位はmillion thai baht
2017年度のもの

証券コード
APURE
企業名
AGRIPURE HOLDINGS PUBLIC COMPANY LIMITED
時価総額 1,331.99
売上 1,594.61
事業概要
The Company is the holding company and operated via the subsidiary companies in Thailand which the main businesses are manufacturing and distribution of agro products i.e. canned sweet corn, fresh vegetable and fruit and commercial seed.

証券コード
ASIAN
企業名 ASIAN SEAFOODS COLDSTORAGE PUBLIC COMPANY LIMITED
時価総額 2,713.64
売上 9,740.17
事業概要
The Company produces processed frozen seafood under the company brands : TCC, ASS, SAKURA, ASIAN SEAFOODS BRAND and provides coldstorage services

証券コード BR
企業名
BANGKOK RANCH PUBLIC COMPANY LIMITED
時価総額 5,160.97
売上 8,829.45
事業概要
Bangkok Ranch Plc (the "Company", the "Group", or "BR") is a leading integrated duck meat producer with core business in integrated agro-industrial and food business. The Company is an integrated producer of premium duck meat products with 5 business lines including 1) feed, 2) parent stock farming, 3) hatchery, 4) commercial duck farming, and 5) slaughterhouse and food processing for duck meat products, with end products as raw duck meat, cooked duck meat including byproducts. The Company distributes products in Thailand and overseas including Asia and Europe. The Group has operational bases in both Thailand and Netherlands.

証券コード BRR
企業名 BURIRAM SUGAR PUBLIC COMPANY LIMITED
時価総額 5,522.28
売上 5,740.44
事業概要
BRR is a holding company that invests in business relating to sugar producing and downstream businesses, which are 1) production and sale of sugar business is operated by Buriram Sugar Factory Co., Ltd. (BSF) 2) production and sale of electricity is operated by Buriram Energy Co., Ltd. (BEC) and Buriram Power Co., Ltd. (BPC) 3) production and sale of fertilizer is operated by Key Brand Fertilizer Co., Ltd. (KBF) and 4) support business is operated by Buriram Cane Research and Development Co., Ltd.

証券コード CBG
企業名 CARABAO GROUP PUBLIC COMPANY LIMITED
時価総額 47,000.00
売上 12,904.24
事業概要
Engage as a holding company to hold and invest in companies that operate vertically integrated business activities of manufacturing, marketing, selling and managing distribution of energy drinks and other beverages
証券コード CFRESH
企業名 SEAFRESH INDUSTRY PUBLIC COMPANY LIMITED
時価総額 2,030.35
売上 7,494.72
事業概要
The Company is principally engaged in manufacture and distribution of frozen shrimp including cooked shrimp, raw, shrimp, breaded shrimp, and sushi. Seafresh has exported the majority of products under its own brands (Seafresh, Sea AngelI, Phoenix ,Thai Chia, Go-Go) with the remainder under customers' brands.

証券コード CM
企業名
CHIANGMAI FROZEN FOODS PUBLIC COMPANY LIMITED
時価総額 1,532.21
売上 1,357.89
事業概要
Manufacturer and Exporter of Frozen Vegetables Such as Frozen Green Beans, Frozen Soy Beans, Frozen Sweet Corns, Frozen Baby Corns and Frozen Mixed Vegetables

証券コード CPF
企業名
CHAROEN POKPHAND FOODS PUBLIC COMPANY LIMITED
時価総額 208,392.07
売上 501,507.50
事業概要
The Company engages in agro-industrial and food conglomerate with 3 product catagories : 1) Feed business involving in production and sale of anminal feed, 2) Farm business involving in breeding, farming and basic meat processing, 3) Food business involving in production of semi-cooked and cooked meet as well as ready-meal products including food retail and food outlets.

証券コード CPI
企業名
CHUMPORN PALM OIL INDUSTRY PUBLIC COMPANY LIMITED
時価総額 1,025.06
売上 4,974.37
事業概要
CPI is one of the leading manufactures for various kinds of palm oil products such as crude palm oil, crude palm kernel oil, RBD palm oil, RBD palm kernel oil and RBD palm olein for numerous applications in the food and non-food industry. CPI also supply RBD palm olein contained in the bottle, pouch and tin under ?LEELA? brand for household consumes market. By products of commercial value include RBD palm stearin, palm fatty acid distillate and kernel meal which are sold to the animal food industry.

証券コード F&D
企業名
FOOD AND DRINKS PUBLIC COMPANY LIMITED
時価総額 296.09
売上 770.82
事業概要
The company is in the main business of manufacture and sales of food products both for export and local markets. The food products include processed fruits, vegetables, and meat products . The type of products depends on customers? requirement. The products of the company include: fruits, vegetables, spices and food in sealed containers, meat products include beef sauce, ready-to-eat, frozen fruits and vegetables, juices and drinks

証券コード HTC
企業名
HAAD THIP PUBLIC COMPANY LIMITED
時価総額 3,844.91
売上 5,670.99
事業概要
The Company operates a soft drinks manufacturing business, which have been granting a franchise by The Coca-Cola Company (U.S.A.), Atlanta, Georgia, as an exclusive bottler of Coca-Cola, Fanta, Sprite and other Coca-Cola's products (i.e. group of "Minute Maid" juices, Aquarius and Namthip, Drinking Water) for the 14 southern provinces of Thailand.

証券コード ICHI
企業名
ICHITAN GROUP PUBLIC COMPANY LIMITED
時価総額 6,058.00
売上 5,687.51
事業概要
Ichitan Group Public Company Limited operates beverage business, and manufactures and sells ready-to drink green tea beverage, herbal drink, and low-sugar ready-to-drink tea beverage, under the brands of Ichitan Green Tea, Yen Yen by Ichitan and Juice Drinks, Non-Carbonated ?Bireley?s?, respectively.In 2014, the Company entered into a joint venture agreement with PT Atri Pasifik (?AP?), a company incorporated in Indonesia, in order to invest in PT ichi Tan Indonesia, a new joint venture established in Indonesia. The purposes of the joint venture are to produce and sell ready-to-drink beverage branded ?Ichitan? in Indonesia. The Company and AP will equally invest in the joint venture (50% of the issued and paid-up share capital of the joint venture)

証券コード KBS
企業名
KHONBURI SUGAR PUBLIC COMPANY LIMITED
時価総額 2,628.00
売上 7,820.21
事業概要
The Company is fully integrated sugar company. The Company produces and sells sugar, by-products from sugar production process including molasses and electricity.

証券コード KSL
企業名
KHON KAEN SUGAR INDUSTRY PUBLIC COMPANY LIMITED
時価総額 13,142.49
売上 15,623.35
事業概要
The Company and its subsidiaries are sugar producers and distributors, and also have sugar-related products such as electricity, ethanol and organic fertilizer

証券コード KTIS
企業名 KASET THAI INTERNATIONAL SUGAR CORPORATION PUBLIC COMPANY LIMITED
時価総額 22,774.00
売上 17,524.64
事業概要
The Company and its subsidiaries are a fully integrated sugar business, as well as the business related to by-products from sugar production process include an ethanol factory, a bleached paper pulp factory, and a biomass power plant, and a bio soil conditioner factory.

証券コード LST
企業名
LAM SOON (THAILAND) PUBLIC COMPANY LIMITED
時価総額 3,624.40
売上 8,551.13
事業概要
The company is the manufacturing and distributor of palm oil and vegetable oil products, margarine and shortening, packed and frozen tropical fruits and vegetables, fruit juices and juice drinks, coffee and miscellaneous beverage, sauces and seasonings.

証券コード M
企業名
MK RESTAURANT GROUP PUBLIC COMPANY LIMITED
時価総額 67,684.54
売上 16,072.82
事業概要
operates the restaurant business "MK Suki" and Japanese restaurant "Yayoi" which obtained a franchise right from Japan. It also operates other restaurants such has 2 Japanese restaurants - "Hakata" and "Miyazaki", Thai restaurant "Na Siam" and "Le Siam", the coffee and bakery shop "Le Petite".

証券コード MALEE
企業名
MALEE GROUP PUBLIC COMPANY LIMITED
時価総額 3,444.00
売上 5,915.56
事業概要
The Company manufacturs and distributes canned fruit and fruit juices under trademark Malee. The distributions are both of local and oversea.

証券コード MINT
企業名
MINOR INTERNATIONAL PUBLIC COMPANY LIMITED
時価総額 150,114.71
売上 55,001.02
事業概要
Food and Beverages, Hotel and Mixed-use including Residential Development, Point-Based Vacation Club and Plaza and Entertainment Business, together with Retail Trading.

証券コード OISHI
企業名 OISHI GROUP PUBLIC COMPANY LIMITED
時価総額 17,671.88
売上 13,550.81
事業概要
The Company is a manufacturer and distributor various types of Japanese food and beverages

証券コード PB
企業名
PRESIDENT BAKERY PUBLIC COMPANY LIMITED
時価総額 27,562.50
売上 7,448.96
事業概要
The Company mainly produces and distributes bakery products under the brand name Farmhouse with the following lines of business : 1. Wholesale bakery business 2. Retail business 3. Fast food and catering business and 4. The export business.

証券コード PM
企業名
PREMIER MARKETING PUBLIC COMPANY LIMITED
時価総額 6,042.28
売上 4,186.20
事業概要
The Company is the distributor of consumer products, divided into 5 groups of products including foods and beverages, confectionery, nutritional foods and pastille, personal care and household products, which has covered a network of more than 30,000 stores nationwide. The Company has 4 Subsidiaries: 1. P.M. Food Co., Ltd. manufactures and distributes fish snack products under ?Taro? brand. 2. Premier Canning Industry Co., Ltd. manufactures and sells tuna and other seafood products for human and pet food under the customer brand, all products are exported to overseas, and manufactures and distributes tomato ketchup, chili sauce and other seasoning sauce under ?King?s Kitchen? brand. 3. Premier Frozen Products Co., Ltd. provides cold storage 4. PM SE CO., Ltd. invests in social enterprise businesses and distributes social enterprise products and organic coffee products under the brand ?MiVana?

証券コード PRG
企業名
PATUM RICE MILL AND GRANARY PUBLIC COMPANY LIMTED
時価総額 7,920.00
売上 1,586.47
事業概要
Patum Rice Mill and Granary Public Company Limited (PRG) is the producer and distributor of milled rice for the local and the international market. PRG's products are milled rice packed in plastic bag of 2 kgs. and 5 kgs. and in polypropylene bag of 15 kgs., 48 kgs., 49 kgs., and 50 kgs. PRG brands are 'Mah Boonkrong' , ' Mah Boonkrong Plus', and 'Jasmine Gold' PRG is also doing business of restaurant and food court.

証券コード SAPPE
企業名
SAPPE PUBLIC COMPANY LIMITED
時価総額 7,426.58
売上 2,687.32
事業概要
The Company is a manufacturer and distributor of beverage products aimed to satisfy health-and-beauty-conscious consumers. Its products are divided into 4 main categories, under 14 brands marketed both domestically and overseas, as follows:1) Functional Beverage Segment consists of Sappe Beauti Drink, Sappe Beauti Shot, and St. Anna. 2) Fruit Juice/Juice Drink Segment includes Sappe Aloe Vera, Sappe For One day, Mogu Mogu, Gumi Gumi by Mogu Mogu and Sappe Juice Me. 3) Functional Powder Segment comprises Preaw Coffee and Srimfit Coffee, a weight-control coffee drink for health and beauty; Preaw Chlorophyll, helping to flush out toxins from the body and Sappe Beauti Powder, powder dietary supplement .4) RTD Segment features canned Preaw Coffee.

証券コード SAUCE
企業名
THAITHEPAROS PUBLIC COMPANY LIMITED
時価総額 7,632.00
売上 2,734.66
事業概要
The Company is the manufacturer and distributor of seasoning food products under Golden Mountain brand consisting of seasoning sauce, chilli sauce (Sriraja Panich brand), distrilled vinegar, tomato ketchup, chilli & tomato sauce, fermented soy sauce and powdering sauce as well as Japanese soy sauce (Kinzan Shoyu brand.)

証券コード SFP
企業名
SIAM FOOD PRODUCTS PUBLIC COMPANY LIMITED
時価総額 4,578.00
売上 3,510.53
事業概要 The Company produces and exports such products as canned pineapple, pineapple juice and juice concentrate and other processed tropical fruits under our customers? own brand and under the Company?s trade mark ?SIAM FOOD?

証券コード SNP
企業名
S & P SYNDICATE PUBLIC COMPANY LIMITED
時価総額 9,612.00
売上 7,785.60
事業概要
The Company operates a restaurant and bakery business categorised as follows: 1) Domestic restaurants and bakeries the operation of restaurant branches and bakery shops nationwide 2) Overseas restaurants the operation of Thai restaurants abroad 3) The production and distribution of bakery products, frozen prepared foods, 4) The provision of other related services, such as home delivery of foods and outside catering.

証券コード SORKON
企業名 S. KHONKAEN FOODS PUBLIC COMPANY LIMITED
時価総額 2,118.27
売上 2,733.84
事業概要
The company is a manufacturer and distributor of food with 6 business units : 1) Traditional Thai food, 2) Seafood products, 3) Meat-Base snack, 4) Frozen food, 5) Quick Service Restaurant (QSR) operates under brand ?Zaap Express? and pork leg stew with rice, ?Yunnan? and 6) Swine Farm

証券コード SSC
企業名
SERMSUK PUBLIC COMPANY LIMITED
時価総額 11,234.30
売上 10,623.06
事業概要
The Company operates as a beverage manufacturer and distributor of both soft drinks and non carbonated soft drinks under "est" brand, 100Plus, green tea "Oishi", tea "Lipton", drinking water "Crystal", sport drink "PowerPlus", energy drink "Wrangyer", soda "Rock Mountain" and herbal drink "Jubjai".

証券コード SSF
企業名 SURAPON FOODS PUBLIC COMPANY LIMITED
時価総額 2,308.49
売上 5,556.19
事業概要
The Company produces and distributes various frozen foods including ready-to-cook and ready-to-eat. Its production processes have been granted quality standards from several international organizations such as GMP, BRC, HACCP and ISO 22000. This gives confidence in safety and traceability of the Company's food products.

証券コード SST
企業名 SUB SRI THAI PUBLIC COMPANY LIMITED
時価総額 2,689.27
売上 3,159.07
事業概要
Providing document and property storage, rental service and space management, stock management, port and terminal service, and invest in a holding company investing in food and beverage businesses and fashion.

証券コード TC
企業名
TROPICAL CANNING (THAILAND) PUBLIC COMPANY LIMITED
時価総額 943.8
売上 4,472.65
事業概要
The Company engages in the manufacturing and export of canned and pouched seafood products which can be categorized into three main groups:1. Canned and Pouched Tuna which key product include Tuna in Spring Water, Tuna in Brine, Tuna in Oil2. Canned and Pouched Ready to Serve food which key product include sardine in tomato sauce, mackerel in tomato sauce, ready to serve tuna and salmon.3. Canned and pouched pet food which key raw material include sardines, tuna and animal entrails

証券コード TFG
企業名 THAIFOODS GROUP PUBLIC COMPANY LIMITED
時価総額 19,633.56
売上 25,789.40
事業概要
The principal business operations of the Company are producing and distributing frozen and chilled chicken products, producing and distributing swine and producing and distributing feed mill.

証券コード TFMAMA
企業名
THAI PRESIDENT FOODS PUBLIC COMPANY LIMITED
時価総額 49,950.16
売上 21,630.95
事業概要
The Company is principally engaged in the manufacture and distribution of instant noodles, semi-instant foods and biscuit products.

証券コード
TIPCO 企業名
TIPCO FOODS PUBLIC COMPANY LIMITED
時価総額 4,126.06
売上 4,869.66
事業概要
The Company manufactures and distributes canned pineapple, pineapple concentratexed, mixed fruit juice, and ready-to-drink beverage; for example, herbal drink, mineral water for both domestic and export markets under TIPCO brand.

証券コード TKN
企業名
TAOKAENOI FOOD & MARKETING PUBLIC COMPANY LIMITED
時価総額 20,286.00
売上 5,263.61
事業概要
The Company engages in the business of manufacturing and distributing processed seaweed both domestically and internationally under brand "Tao Kae Noi", including other snack and healthy product. The main products of the company are processed seaweed which is 1.) Crispy seaweed 2.) Grilled seaweed 3.) Tempura seaweed and 4.) Roasted seaweed.

証券コード TU
企業名
THAI UNION GROUP PUBLIC COMPANY LIMITED
時価総額 75,394.68
売上 136,535.16
事業概要
The Company engages in the manufacture and export of frozen and canned seafood. Its comprehensive business is completed with snack foods such as canned food, frozen food and snacks of various types especially seafood. Also, its businesses include packaging and publishing business, domestic market business, animal feed and development of shrimp species for sale business and commercial shrimp hatchery and nursery.

証券コード TVO
企業名 THAI VEGETABLE OIL PUBLIC COMPANY LIMITED
時価総額 21,428.19
売上 24,568.14
事業概要
Manufacture and distribution of soybean oil under the brand A-Ngoon, and raw material of animal feed such as soybean meal, dehulled soy meal, full fat soy, dehulled full fat soy. There are also lecithin, Soy Hull, Corn Oil, Sunflower oil, Canola oil and Anfora oil.




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