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 2018年12月3日、ESG調査大手のVigeoeirisは 「新興国市場ESGランキング(Best EM performers)」を更新し、社会的責任の取組みに優れた企業、上位100社を公表した。Vigeoeirisは新興国31か国の約800社を対象に、半年に一度、独自に開発した専用評価メソドロジーであるEquitics*を使用した分析結果をもとに「ベスト・イン・クラス」手法を用いて企業を選定し、ランキングを公表している。
 今回ランキングに選定された100社は17か国22業界に渡る。前回公表されたランキング(2018年6月公表)からの主な変更点は以下の通りである。

  • 国別では、インド、台湾、南アフリカ、コロンビア、モロッコから新たに1社ずつ加わった一方、スペイン1社、ポルトガル3社、マレーシア1社が外れ、これら国々からの選定企業がなくなった
  • 業種別では建築材料、リテールおよび特殊銀行(Specialised banks)、電力・ガス、観光業が1社ずつ増加し、ランキング全体の15%を占めている。一方、物流企業1社がランクインされなかったため、選定業種からも外れた

ランキングに選定された企業のセクター構成では、リテールおよび特殊銀行がランキング全体の15%、電力・ガスが11%、ハードウェア技術が10%と上位を占めている。

 図1 ランキングに選定された企業のセクター構成

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出所:Vigeoeiris「Vigeo Eiris Best Emerging Market Performers Ranking」 をもとにQUICK ESG研究所 作成

表1 新興国市場ESGランキング(Best EM performers)

ISSUER COUNTRY SECTOR
ACC India Building Materials Emerging Market
Advanced Semiconductor Engineering Taiwan Technology-Hardware Emerging Market
Aguas Andinas Chile Waste & Water Utilities Emerging Market
Anglo American Platinum South Africa Mining & Metals Emerging Market
AU Optronics Taiwan Technology-Hardware Emerging Market
Banco Bradesco Brazil Diversified Banks Emerging Market
Banco de Credito e Inversiones Chile Retail & Specialised Banks EmergingMarket
Banco do Brasil Brazil Diversified Banks Emerging Market
Banco Santander Brasil Brazil Retail & Specialised Banks EmergingMarket
Banco Santander Chile Chile Retail & Specialised Banks Emerging Market
BanColombia Colombia Retail & Specialised Banks Emerging Market
Bank Negara Indonesia Persero Indonesia Retail & Specialised Banks Emerging Market
Banpu Public Thailand Mining & Metals Emerging Market
BCP Morocco Retail & Specialised Banks Emerging Market
BMCE Bank of Africa Morocco Retail & Specialised Banks Emerging Market
BMCI Morocco Retail & Specialised Banks Emerging Market
Cairn India India Energy Emerging Market
Cathay Financial Holding Taiwan Insurance Emerging Market
Celsia Colombia Electric & Gas Utilities Emerging Market
Cementos Argos Colombia Building Materials Emerging Market
CEMEX Mexico Building Materials Emerging Market
Central Pattana Public Company Thailand Financial Services - Real Estate Emerging Market
China Airlines Taiwan Travel & Tourism Emerging Market
Chunghwa Telecom Taiwan Telecommunications Emerging Market
Coca-Cola Femsa Mexico Beverage Emerging Market
Coca-Cola Icecek Uretim Turkey Beverage Emerging Market
Compal Electronics Taiwan Technology-Hardware Emerging Market
CTBC Financial Holding Taiwan Retail & Specialised Banks Emerging Market
EDP-Energias do Brasil Brazil Electric & Gas Utilities Emerging Market
Embotelladora Andina Chile Beverage Emerging Market
Enel Americas Chile Electric & Gas Utilities Emerging Market
Enel Chile Chile Electric & Gas Utilities Emerging Market
Enel Distribucion Peru Peru Electric & Gas Utilities Emerging Market
Enel Generacion Chile Chile Electric & Gas Utilities Emerging Market
Energy Development Corporation Philippines Electric & Gas Utilities Emerging Market
Engie Brasil Energia Brazil Electric & Gas Utilities Emerging Market
Exxaro Resources South Africa Mining & Metals Emerging Market
Far EasTone Telecommunications Taiwan Telecommunications Emerging Market
Fibria Brazil Forest Products & Paper Emerging Market
First Financial Holdings Taiwan Retail & Specialised Banks Emerging Market
Garanti Bank Turkey Retail & Specialised Banks Emerging Market
Glow Energy Thailand Electric & Gas Utilities Emerging Market
Gold Fields South Africa Mining & Metals Emerging Market
Grana Y Montero Peru Heavy Construction Emerging Market
Growthpoint Properties South Africa Financial Services - Real Estate Emerging Market
Grupo de Inversiones Suramericana Colombia Financial Services - General Emerging Market
Grupo Financiero Banorte Mexico Retail & Specialised Banks Emerging Market
Grupo Nutresa SA Colombia Food Emerging Market
Hindalco India Mining & Metals Emerging Market
Impala Platinum Holdings South Africa Mining & Metals Emerging Market
Indocement Indonesia Building Materials Emerging Market
Indorama Ventures Thailand Chemicals Emerging Market
Infosys India Software & IT Services Emerging Market
Interconexion Electrica SA ESP Colombia Electric & Gas Utilities Emerging Market
Itau Unibanco Holdings Brazil Diversified Banks Emerging Market
Itissalat Al-Maghrib Morocco Telecommunications Emerging Market
Kasikornbank Thailand Diversified Banks Emerging Market
Klabin Brazil Forest Products & Paper Emerging Market
Latam Airlines Chile Travel & Tourism Emerging Market
LG Chem South Korea Chemicals Emerging Market
LG Display South Korea Technology-Hardware Emerging Market
Lite-On Technology Taiwan Technology-Hardware Emerging Market
Lydec Morocco Electric & Gas Utilities Emerging Market
Managem Morocco Mining & Metals Emerging Market
Masisa Chile Forest Products & Paper Emerging Market
MOL Hungary Energy Emerging Market
Natura Cosmeticos Brazil Luxury Goods & Cosmetics Emerging Market
Nedbank Group South Africa Retail & Specialised Banks Emerging Market
Norilsk Nickel Russia Mining & Metals Emerging Market
Oil & Natural Gas Corporation India Energy Emerging Market
OTE - Hellenic Telecommunications Greece Telecommunications Emerging Market
Pick N Pay Stores South Africa Supermarkets Emerging Market
Powertech Technology Taiwan Technology-Hardware Emerging Market
Reliance Industries India Energy Emerging Market
Samsung Fire & Marine Insurance South Korea Insurance Emerging Market
Sanlam South Africa Insurance Emerging Market
Sappi South Africa Forest Products & Paper Emerging Market
Sasol South Africa Energy Emerging Market
Shinhan Financial Group South Korea Retail & Specialised Banks Emerging Market
Shree Cement India Building Materials Emerging Market
Siliconware Precision Industries Taiwan Technology-Hardware Emerging Market
SK hynix South Korea Technology-Hardware Emerging Market
SMI Morocco Mining & Metals Emerging Market
T Sise Ve Cam Fabrikalari Turkey Building Materials Emerging Market
Taiwan Mobile Taiwan Telecommunications Emerging Market
Taiwan Semiconductor Manufacturing Taiwan Technology-Hardware Emerging Market
Tatneft Russia Energy Emerging Market
Tech Mahindra India Software & IT Services Emerging Market
Telefonica Brasil Brazil Telecommunications Emerging Market
Thai Oil Thailand Energy Emerging Market
The Foschini Group South Africa Specialised Retail Emerging Market
TIM Participacoes Brazil Telecommunications Emerging Market
Tupras Turkey Energy Emerging Market
Turk Hava Yollari Turkey Travel & Tourism Emerging Market
Unilever Indonesia Indonesia Luxury Goods & Cosmetics Emerging Market
United Company Rusal Russia Mining & Metals Emerging Market
United Microelectronics Taiwan Technology-Hardware Emerging Market
Wipro India Software & IT Services Emerging Market
Woolworths Holdings South Africa Specialised Retail Emerging Market
Yes Bank India Retail & Specialised Banks Emerging Market

 

出所:Vigeoeiris「Vigeo Eiris Best Emerging Market Performers Ranking

 

【関連サイト】

Vigeoeiris「Update of the Vigeo Eiris Best Emerging Market Performers Ranking」2018年12月3日(2018年12月7日情報取得)

Vigeoeiris Press release「Update of the Vigeo Eiris Best Emerging Market Performers Ranking」2018年12月3日(2018年12月7日情報取得)

【関連記事】

QUICK ESG研究所「Vigeoeirisが新興国市場ランキングを更新(2018年6月1日)」2018年6月13日
QUICK ESG研究所 「【国際】Vigeo EIRISが新興国市場ランキング70を更新 」2017年6月13日
QUICK ESG研究所 「【国際】Vigeo Eiris、新興国31ヶ国800社対象に「新興国市場ESGランキング70」を発表」2016年7月29日


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