Thai Electronics Exports Likely Shrugged Off U.S. Tariffs -- Market Talk

Dow Jones

Oct 17

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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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) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 16, 2025 22:53 ET (02:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Thai Electronics Exports Likely Shrugged Off U.S. Tariffs -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThai Electronics Exports Likely Shrugged Off U.S. Tariffs -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-17 10:53</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     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) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 16, 2025 22:53 ET (02:53 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0738912210.USD","symbol_name":"Blackrock Asia Pacific Equity Income A6 USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2576370926","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2576370926","pubTimestamp":1760669580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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%. 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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) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 16, 2025 22:53 ET (02:53 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}