ส่องหุ้นส่งออก-นำเข้า เตรียมรับแรงกระแทกจากภาษีสหรัฐ 36% น่ากังวลมากน้อยแค่ไหน!

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -9 ก.ค. 68 10:05 น. ASPS เปิด 9 หุ้นจาก 4 กลุ่มธุรกิจเตรียมรับผลกระทบจากการอัตราภาษีการค้าของสหรัฐ 36% จับตากลุ่มเกษตรอาหาร "ITC-TU" หนักสุด จากมีรายได้เกินครึ่งมาจากสหรัฐฯ รองลงมาเป็นกลุ่มอิเล็กทรอนิกส์ "DELTA-KCE" ฝ่ายวิจัย บล.เอเซีย พลัส (ASPS) เปิดเผยในบทวิเคราะห์ว่า หลังจากที่สหรัฐส่งจดหมายไปยังหลายประเทศถึงอัตราภาษีการค้าที่จะมีผลตั้งแต่ 1 ส.ค.68 ซึ่งประเทศไทยโดนภาษี 36% เท่าเดิม โดยฝ่ายวิจัยฯได้รวบรวมว่ากลุ่มอุตสาหกรรมต่างๆโดนผลกระทบทั้งในมุมส่งออก หรือ นำเข้ามาก น้อยเพียงใด

xxxxxxxxxxxxxxxxxxxxx- -x x.x. xx xx:xx x.

xxxx xxxx x xxxxxxx x xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx% xxxxxxxxxxxxxxxxxxxx "xxx-xx" xxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx "xxxxx-xxx"

xxxxxxxxx xx.xxxxxx xxxx (xxxx) xxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x x.x.xx xxxxxxxxxxxxxxxxxxxx xx% xxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxxxxxxxx xxxxxxxxxxx xxxxxxxxxxxxxxx xxxxxx

xxxxxxxxxxxxxxxx

x) xxxxxx xxxxxxxxxxxxxxxxxxxxxx xx% xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxxxxxxx (xx%) xxxxxxxxxxx (xx%) xxxxxxxxxx (xx%) xxx xxxxxxxx (xx%) xxxxxxx xxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxx xxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxx

x) xxxxx xxxxxxxxxxxxxxxxxxxxxx x% xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxxxxx

x) xxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxx x% xxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxx xxx xxxxxxxxxxxxxxxxx xxxxxxx xxx xxxxxxxxxxx xxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxx xxxxxx xxxxxx xxxx xxx xxxxxxxxxxxxx xxxxxxxxxxxxxx x xxxxxxx xxxxxxxxxxxxxxxxxxx x.x xxxxx xxxxxxx/xx

x) xxxx xxxxxxxxxxxxxxxxxxxxxx xxxxxxx x% xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxx xxxxxxx xxxxxxxxx xxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx xx-xx% xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxx xxxx xxxxxxxx xxxxxxxx xxxxxxxxxxxxxxxxxxxxxxx xxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxx xxxxxxxxxxx xxxxxxxx xxxxxxxxxxxxx xxxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx x-x% xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxx xxx-xxxx xxxxxxx/xx xxxxxxxxxxxxxxx x%

x) xxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x% xxxxxxxxxxxx

xxxxxxxxxxxxxx :

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xx% xxxxxxxxx xxxxxxxxxxx xxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxx xxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx

xxxxxxxxxxxxx :

xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxx x xxxxxxxxxx

x) xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxxxx, xxxx, xxxx xxxxxxx xxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxx

x) xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxx, xxxx, xxxx xxxxxxx xxxxxxxxx xxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

xxxxxxxxxxxxxxx

x) xxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx-xx% xxxxxxxxx xxxxxxxxxxxxxxxxxxxx-xxxxx xxxxxxxxxxx xxxxxxxxxxxxxxxxxx x% xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx% xxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxx xxx xxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxx xxxx xx% xxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx-xx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx, xxxxxxxxxxxxxxx xxxxxxxxx xxxxxxxxx xxxxxxxxxxxxxxxxxxxxxx

x) xx xxxxxxxxxxxxxxxxxxxxxxxxxx xx% xxxxxxxxxxxxx xx% xxxxxxxxxxxxxxxxxx (xxxxxxxxxxxx xxxxxx xxxxxxx – xxxxxxxxxxxxxxxx) xxxxxx xx% xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxx xxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxx xx xxxxxx

xxxxxxxxxxxxxxxxxxx

x) xxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx% xxxxxxxxxxxxxxxxxxxx xxxx xxxxxxxxxxxxxxxxxxxxxxx xxx xx% xxxxxxxxxxxxxxxxxx xxx xxx xx%

x) xxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx% xxxxxxxxxxxxxxxxxxxx xxxx xxxxxxxxxxxxxxxxxxxxxx xx% xxxxxxxxxxxxxxxxxxxxxxxxxxxx xxx

xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x xxxxxx xxxxxxxxxxxxxxxxxx xx% xxxxxxxxxxxxxxxxxxxxx xxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx x xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xx% -xx% xxxxxxx xxxxxxxxxxxxxxxx