TTB Wealth Says Weak Baht at 33.68 Supports 9 Export and Tourism Stocks

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3▲8 ▼0Impact / 5
Summary · why it matters

TTB Wealth stated that the widening gap between Thai and US bond yields has pressured the baht to weaken, recently standing at 33.68 THB/USD, causing foreign fund flows to continue flowing out. However, the weaker baht benefits several groups. The electronics export group gains from both the weak baht and strong order volumes; preferred stocks are DELTA, KCE, and HANA. The food export group stands out for high dividends and still-laggard prices; preferred stocks are TU and ITC. The tourism group benefits from entering the high season for tourism; preferred stocks are AOT, ERW, CENTEL, and MINT, making a total of 9 beneficiary stocks.

Impact on assets 10

Consumer Discretionary▲ · 3 stocks
Semiconductors▲ · 2 stocks
Consumer Staples▲ · 2 stocks
Thai Union Group PCL
TU
▲ PositiveMonetaryrelevance

Named as a preferred food exporter benefiting from the weak baht.

Industrials▲ · 1 stocks
Airports Of Thailand PCL
AOT
▲ PositiveDemandrelevance

Named as a tourism beneficiary entering the high season, boosting airport passenger demand.

Electrification & Mobility▲ · 1 stocks
Others▲ · 1 stocks
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