Baht Weakens to 14-Month Low, Boosting Exports and Tourism; GFPT, TU, CPF Among Beneficiaries

MacroDigital Finance
โดย Thunhoon·Read original
Summary · why it matters

Academics point out that the baht has weakened to a 14-month low of 33.60 per US dollar, benefiting the Thai economy which relies heavily on the external sector accounting for 72% of GDP. The depreciation makes export goods cheaper and stimulates tourism for the remainder of 2026. GFPT reveals that the second half of the year enters the high season, supporting export revenue which accounts for 25% of total revenue. Meanwhile, Asia Plus Securities recommends food and electronics stocks that benefit from the weaker baht, highlighting Thai Union, Charoen Pokphand Foods, GFPT, Delta Electronics, Hana Microelectronics, and KCE Electronics as standout stocks worth accumulating.

Impact on stocks 6

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

Baht weakens to 14-month low, boosting export competitiveness for Thai Union, a major exporter.

Semiconductors▲ · 2 stocks
Electrification & Mobility▲ · 1 stocks
© 2026 MarketDXNews