Charoen Pokphand Foods Public Company LimitedThailand-EU FTA would expand food exports, with CPF named as a beneficiary of the trade agreement.
カシコン銀行証券は、タイがタイ・EU自由貿易協定の交渉を加速しており、すでに3分の2以上が進展、9月28日に最終交渉を予定していると述べた。また、3年以上停滞していたタイ・UAEの包括的経済連携協定も再開する。両協定は輸出の拡大、外国直接投資の誘致、欧州と中東への市場分散を後押しするが、農業、医薬品、規制などの敏感な問題では依然として結論を見出す必要がある。調査部門は、食品輸出、自動車、電子機器、工業団地のセクターにとってセンチメント上プラスと評価しており、CPF、TU、DELTA、KCE、HANA、AMATA、WHAなどが挙げられる。ただし、利益への影響は交渉が終了し協定が発効した後に明確になる。
Charoen Pokphand Foods Public Company LimitedThailand-EU FTA would expand food exports, with CPF named as a beneficiary of the trade agreement.
Thai Union Group PCLThailand-EU FTA and Thailand-UAE CEPA progress would expand export markets for food exporters like Thai Union.
Hana Microelectronics Public Company LimitedThailand-EU FTA would expand electronics exports, with Hana named as a beneficiary of the trade agreement.
KCE Electronics Public Company LimitedThailand-EU FTA would expand electronics exports, with KCE named as a beneficiary of the trade agreement.
Amata Corporation Public Company LimitedThailand-EU FTA and UAE CEPA progress would attract FDI and boost industrial estate demand, with Amata named as a beneficiary.
Delta Electronics (Thailand) Public Company LimitedThailand-EU FTA would expand electronics exports, with Delta named as a beneficiary of the trade agreement.
WHA Corporation Public Company LimitedTrade agreements expected to attract FDI and boost industrial estates, named as a beneficiary alongside AMATA.