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2026 DIVIDEND INCOME INVESTMENT STRATEGY

07/04/2026

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2026 DIVIDEND INCOME INVESTMENT STRATEGY

In this report, we present a portfolio of stocks selected under a cash dividend income strategy, targeting investors who prioritize stable and sustainable cash flows. Specifically, the portfolio is constructed based on the following criteria: (i) companies with a consistent track record of cash dividend payments and attractive payout levels over multiple years; (ii) solid fundamentals, including stable cash flow generation, strong operating performance, and a healthy financial structure; and (iii) the potential to sustain or increase dividend payments over the medium to long term.

With this approach, we expect the portfolio not only to provide a recurring source of income, but also to serve as a defensive asset layer, helping investors balance risk and optimize portfolio construction through an appropriate allocation to cash dividend-paying stocks.

Through our screening process, we update the list of stocks offering attractive cash dividend yields for 2026 as follows:

STT

Ticker

Exchange

Actual Cash Dividend Paid

Dvd Yield 2024

Dvd yield 2025

Dvd yield 2026 F

3M volume

PE Mar 15

ROE TTM

 

 

 

2024

2025

2026F

 

 

 

 

 

 

1

D2D

HOSE

8,700

8,400

4,600

52.57%

32.67%

13.07%

58,715

4.62

32.71%

2

VEA

UPCoM

5,035

4,658

4,500

18.67%

13.29%

13.36%

1,058,422

6.16

27.63%

3

SAB

HOSE

3,500

5,000

5,000

6.76%

9.99%

10.64%

1,762,696

12.87

19.91%

4

BMP

HOSE

12,600

11,990

12,000

14.45%

9.93%

6.86%

178,358

9.23

44.05%

5

QNS

UPCoM

4,000

4,000

4,000

10.56%

8.70%

8.73%

150,383

9.11

18.56%

6

IDC

HNX

4,000

3,500

3,500

10.18%

7.78%

9.62%

4,278,947

8.68

32.00%

7

DPM

HOSE

2,000

1,500

1,200

11.45%

7.75%

5.39%

8,686,592

21.02

9.61%

8

CHP

HOSE

2,500

2,200

1,700

12.31%

7.74%

5.95%

76,732

9.77

22.45%

9

VNM

HOSE

3,850

4,350

4,000

6.52%

7.44%

6.54%

10,847,879

14.01

29.89%

10

DHA

HOSE

5,000

3,000

3,000

11.39%

7.41%

4.48%

138,944

7.08

23.97%

11

PPC

HOSE

2,775

700

500

24.06%

6.59%

5.07%

314,015

20.1

3.78%

12

ILB

HOSE

2,107

1,467

1,564

9.86%

5.64%

6.95%

71,286

7.47

14.94%

13

LIX

HOSE

3,000

1,700

1,500

12.64%

5.28%

4.37%

55,337

11.38

20.23%

14

TLG

HOSE

2,500

2,500

3,500

6.75%

4.59%

7.39%

321,286

10.64

18.51%

(*): dividend yield = Cash dividends received during the year / beginning-of-year share price:

 

Our stock selection criteria include:

  • Cash dividend yield / average share price over the most recent two years of above 5% per annum
  • P/E ratio below 25x
  • Average daily trading volume over the most recent three months exceeding 30,000 shares
  • Companies with stable business operations, strong operating cash flow, and low leverage
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