とある条件でスクリーニングかけてみると、下記のようになりました。マイクロソフトも資産としてはいいのかもしれないです。

個人的には、ペトロチャイナが面白い気がしていますが。といって、買うかといわれれば・・・コカコーラ、ジョンソン＆ジョンソン当たりか・・・・。

あとは、中国の勢いのいい会社をいくつか選んでおります。この夏は攻めと見ております。

Symbol Company Market Cap  Div/Yld Profit Margin P / E Price/Book Price/Sales More Info MSFT Microsoft Corporation 226.46B 2.10% 29.0% 13.39 5.0 3.8 Quote, Chart, News, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings PTR PetroChina Company Limited Comm 206.11B 3.10% 10.1% 12.02 1.6 1.2 Quote, Chart, Profile, Reports, Research, Msgs, Financials CHL China Mobile Limited Common Sto 204.42B 3.40% 25.5% 12.19 2.7 3.1 Quote, Chart, Profile, Reports, Research, Msgs, Financials BHP BHP Billiton Limited Common Sto 197.24B 2.50% 20.7% 21.09 4.5 4.3 Quote, Chart, Profile, Reports, Research, Msgs, Financials PG Procter & Gamble Company (The) 176.74B 3.20% 16.2% 14.64 2.7 2.2 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings BBL BHP Billiton plc Sponsored ADR 166.64B 2.90% 20.7% 17.82 3.8 3.7 Quote, Chart, News, Profile, Reports, Research, Msgs, Financials JNJ Johnson & Johnson Common Stock 157.26B 3.80% 21.6% 11.78 3.0 2.5 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings KO Coca-Cola Company (The) Common 125.18B 3.30% 22.6% 17.84 5.0 4.0 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings INTC Intel Corporation 121.16B 3.00% 23.1% 13.03 2.6 3.0 Quote, Chart, News, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings PFE Pfizer, Inc. Common Stock 119.46B 5.00% 14.2% 13.78 1.3 2.1 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings NVS Novartis AG Common Stock 113.37B 3.40% 20.0% 11.60 2.0 2.3 Quote, Chart, Profile, Reports, Research, Msgs, Financials STD Banco Santander, S.A. Sponsored 112.44B 4.30% 29.5% 9.65 1.3 2.9 Quote, Chart, Profile, Reports, Research, Msgs, Financials MRK Merck & Company, Inc. Common St 109.70B 4.30% 35.2% 7.59 1.9 3.3 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings PEP Pepsico, Inc. Common Stock 103.55B 3.00% 14.1% 16.32 4.8 2.3 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings TEF Telefonica SA Common Stock 97.07B 6.40% 13.4% 9.77 3.6 1.3 Quote, Chart, Profile, Reports, Research, Msgs, Financials SNY Sanofi-Aventis SA American Depo 80.23B 3.70% 17.4% 11.63 1.3 2.0 Quote, Chart, Profile, Reports, Research, Msgs, Financials GS Goldman Sachs Group, Inc. (The) 79.20B 1.00% 28.0% 7.39 1.1 1.8 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings ABT Abbott Laboratories Common Stoc 75.65B 3.60% 16.7% 14.36 3.6 2.4 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings CEO CNOOC Limited Common Stock 74.69B 2.80% 28.0% 17.24 2.9 4.8 Quote, Chart, Profile, Reports, Research, Msgs, Financials, Analyst Ratings SLB Schlumberger N.V. Common Stock 73.12B 1.40% 12.9% 25.90 3.8 3.3 Quote, Chart, Profile, Reports, Research, SEC, Msgs, Insider, Financials, Analyst Ratings