Thai exports in June 2026 grow 20.8%, beating forecasts, boosting ITC, AAI, GFPT, STA, DELTA

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โดย Kaohoon·Read original
Summary · why it matters

Thailand's exports in June 2026 expanded 20.8 percent from a year earlier, exceeding market expectations of around 15 percent, with a value of 34.6 billion dollars. Meanwhile, imports rose 50.3 percent to 41.1 billion dollars, resulting in a trade deficit of approximately 6.53 to 6.57 billion dollars. Key export growth drivers included pet food, which expanded for the tenth consecutive month, rising 22 percent, supporting ITC and AAI. Processed chicken grew for the seventh straight month, up 8.2 percent, boosting GFPT. Computers and components expanded for the 27th consecutive month, rising 57.4 percent, while phones, equipment, and components grew for the 13th straight month, surging 186 percent, benefiting electronic component stocks such as DELTA, HANA, and CCET. Rubber returned to growth for the first time in 14 months, supporting STA. On the risk side, new US tariff measures under Section 301 could affect some export stocks in the second half of the year.

Impact on stocks 7

Consumer Staples▲ · 3 stocks
i-Tail Corp. PCL
ITC
▲ PositiveDemandrelevance

Pet food exports rose 22%, boosting i-Tail's product demand.

Synthetic Biology (non-pharma)▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Semiconductors▲ · 1 stocks
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