GFPT Public Company LimitedProcessed chicken exports grew, directly benefiting GFPT.
The Ministry of Commerce reported that Thailand's export value in July 2026 stood at 34.8 billion US dollars, expanding 21.6% year-on-year, higher than the market's expectation of 17.8%. Meanwhile, imports for the same month were 38.4 billion US dollars, up 37.8%, lower than expected, resulting in a trade deficit of 3.61 billion US dollars, less than forecast. Products with good growth include rubber, processed chicken, pet food, processed canned seafood, and electronic goods. Stocks in these sectors, such as STA, GFPT, ITC, TU, DELTA, HANA, and KCE, benefit accordingly. In the first seven months of the year, exports totaled 232 billion US dollars, up 18.2%, while imports were 267 billion US dollars, up 37.8%, with a trade deficit of 35.4 billion US dollars. The Ministry of Commerce sees support from global demand for technology products and digital infrastructure, as well as accelerated imports to prepare for US trade policies. Meanwhile, brokers like Krungsri Securities and Phillip Securities view positively on export-related stocks and recommend top picks such as DELTA, HANA, KCE, AMATA, GULF, GPSC, KBANK, and KTB.
GFPT Public Company LimitedProcessed chicken exports grew, directly benefiting GFPT.
i-Tail Corp. PCLPet food exports grew well, directly benefiting i-Tail Corp which specializes in pet food.
Thai Union Group PCLThai July exports of processed canned seafood and pet food grew, benefiting TU's product lines.
Hana Microelectronics Public Company LimitedJuly exports of electronic goods grew strongly, benefiting HANA as a major electronics exporter.
KCE Electronics Public Company LimitedElectronic goods exports grew, benefiting KCE Electronics as a key exporter in that sector.
Kasikornbank Public Company LimitedBrokers recommend KBANK as a top pick due to positive export outlook boosting economic activity.
Krung Thai Bank Public Company LimitedBrokers recommend KTB as a top pick due to positive export outlook boosting economic activity.
Global Power Synergy PCLBroker recommendations include GPSC as a top pick, though no specific export link.
Gulf Energy Development Public Company LimitedBroker recommendations include GULF as a top pick, though no specific export link.
Delta Electronics (Thailand) Public Company LimitedStrong export growth in electronic goods and broker top pick DELTA benefit from global tech demand.
Sri Trang Agro-Industry Public Company LimitedThai July exports of rubber grew strongly, benefiting STA as a major rubber producer.
Amata Corporation Public Company LimitedExport growth and broker recommendations on export-related stocks, including AMATA, suggest positive demand for industrial estates.