0253 GMT - Thailand's electronics sector likely experienced little impact from U.S. tariffs in 3Q, UOB Kay Hian analysts write in a note. Although U.S. tariffs on Thailand took effect in August, data showed that the value of Thai electronics component exports during the month didn't decline significantly from July. "Managements of companies under our coverage indicated that a 19% tariff rate still allows Thailand to remain competitive [against] other electronics exporters," they add. But continuing negotiations with the U.S. on its local-content requirements pose headwinds, the brokerage says. The U.S. is pushing for 50%-60% local content, while Thailand is seeking to lower the threshold to 40%. (amanda.lee@wsj.com)

(END) Dow Jones Newswires

October 16, 2025 22:53 ET (02:53 GMT)

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