Thai exports surge 20.8% in June, brokers highlight five stock groups set to benefit

Macro
โดย Kaohoon·Read original
Summary · why it matters

The Trade Policy and Strategy Office of the Ministry of Commerce reported that Thai exports in June 2026 reached 34.66 billion dollars, up 20.8 percent from the same month last year, extending growth for a 24th consecutive month and exceeding market expectations of 13.7 to 15.2 percent. Meanwhile, imports totaled 41.19 billion dollars, rising 50.3 percent, resulting in a June trade deficit of 6.53 billion dollars. For the first half of the year, exports amounted to 196.74 billion dollars, up 17.6 percent, and imports reached 228.49 billion dollars, up 38.0 percent, leading to a cumulative trade deficit of 31.74 billion dollars. Analysts at Yuanta Securities noted that the stronger-than-expected exports and the deficit are factors weighing on the currency, and highlighted five stock groups poised to benefit: rubber, which returned to growth of 12.5 percent after 14 months, supporting STA, NER, and TEGH; processed chicken, supporting GFPT, TFG, and CPF; pet food, which continued to grow 22.3 percent for a tenth straight month, supporting ITC and AAI; canned seafood, which resumed expansion at 17.5 percent, supporting TU; and electronic components, which accelerated growth, supporting SMT, CCET, KCE, and HANA.

Impact on stocks 13

Consumer Staples▲ · 5 stocks
Asian Alliance International PCL
AAI
▲ PositiveDemandrelevance

Pet food exports continued to grow 22.3% for a tenth straight month, supporting AAI (Asian Alliance International PCL).

i-Tail Corp. PCL
ITC
▲ PositiveDemandrelevance

Pet food exports continued to grow 22.3% for a tenth straight month, supporting i-Tail Corp.

Semiconductors▲ · 3 stocks
Synthetic Biology (non-pharma)▲ · 2 stocks
Materials▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Energy Transition & Power Demand▲ · 1 stocks
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