Asian Alliance International PCLPet food exports continued to grow 22.3% for a tenth straight month, supporting AAI (Asian Alliance International PCL).
商務省貿易政策戦略室の報告によると、2026年6月のタイの輸出額は346億5,590万ドルで、前年同月比20.8%増加し、24か月連続の拡大となり、市場予想の13.7~15.2%を上回った。一方、輸入額は411億9,060万ドルで50.3%増加し、6月の貿易赤字は65億3,470万ドルとなった。上半期の輸出額は1,967億4,180万ドルで17.6%増、輸入額は2,284億8,580万ドルで38.0%増となり、貿易赤字は合計317億4,400万ドルとなった。ユアンタ証券のアナリストは、予想を上回る輸出と赤字が通貨安の要因になると指摘し、恩恵を受ける5業種として、14か月ぶりに12.5%成長した天然ゴム(STA、NER、TEGHに追い風)、加工鶏肉(GFPT、TFG、CPFに追い風)、10か月連続で22.3%成長が続くペットフード(ITC、AAIに追い風)、17.5%拡大に転じた缶詰シーフード(TUに追い風)、加速する成長を見せる電子部品(SMT、CCET、KCE、HANAに追い風)を挙げた。
Asian Alliance International PCLPet food exports continued to grow 22.3% for a tenth straight month, supporting AAI (Asian Alliance International PCL).
Charoen Pokphand Foods Public Company LimitedProcessed chicken exports are highlighted as a beneficiary, supporting CPF.
GFPT Public Company LimitedProcessed chicken exports are highlighted as a beneficiary, supporting GFPT.
i-Tail Corp. PCLPet food exports continued to grow 22.3% for a tenth straight month, supporting i-Tail Corp.
Thai Union Group PCLCanned seafood exports resuming expansion, benefiting TU.
Hana Microelectronics Public Company LimitedElectronic components exports accelerated growth, supporting Hana Microelectronics.
KCE Electronics Public Company LimitedElectronic components export growth accelerates, benefiting KCE as a manufacturer.
Stars Microelectronics (Thailand) PCLElectronic components export growth accelerates, benefiting SMT as a manufacturer.
Sri Trang Agro-Industry Public Company LimitedRubber exports returned to growth, supporting STA as a rubber producer.
Thai Eastern Group Holdings PCLRubber exports returned to growth, supporting TEGH as a rubber producer.
North East Rubbers Public Company LimitedRubber exports returned to growth, supporting NER as a rubber producer.
Cal-Comp Electronics (Thailand) Public Company LimitedElectronic components exports accelerating, benefiting SMT, CCET, KCE, HANA; CCET is mentioned as a beneficiary.
Thaifoods Group Public Company LimitedProcessed chicken exports growing, benefiting GFPT, TFG, CPF; TFG is mentioned as a beneficiary.