I just noticed that the stock market is paying more attention to food export stocks, especially during a time when global food demand continues to rise. From a long-term investment perspective, this is definitely worth keeping an eye on.

What’s interesting is that the food sector isn’t just ordinary commodities. It’s a sector with special characteristics—no matter what the economy is like, people still have to eat. As a result, consumers keep coming back to buy food repeatedly, so companies in this sector have relatively stable revenue bases, unlike other industries that are more volatile.

Speaking of Thai food export stocks, I can see four standouts. Charoen Pokphand Foods (CPF) is the leader in a full-spectrum business, operating in more than 17 countries and exporting to over 40 countries. The current price is 22 baht, with a P/E of 11.9 times. Thai Union (TU) is also interesting. Since it was founded in 1977, it has focused on seafood products for export, and it is now a global market leader in this industry. The current price is 12.40 baht.

Then there are ASIAN ซี and MINT as well, both of which have considerable potential. ASIAN, which has been operating since 1983 up to today, remains Thailand’s largest producer of processed seafood. The current price is 7.85 baht. As for MINT, it has expanded its business from restaurants into global branded products. The current price is 22 baht.

Now if we look at the global market, there are several major players. Nestlé (NESN), founded in 1866, has grown into the world’s largest food and beverage company today, operating in more than 190 countries. The current price is 74.04 Swiss francs.

Coca-Cola (KO) is another that needs no introduction. From 1886 until today, it has remained the most famous beverage. With more than 200 brands in its portfolio, the current price is 25.37 dollars.

Pepsi (PEP) is a company with a variety of products—it’s not just beverages. It combined with Frito-Lay starting in 1965. Today it has popular brands such as Lay’s, Gatorade, and Tropicana. The current price is 142.64 dollars.

Unilever (UL) was formed through the merger between companies that produce margarine and soap. It now operates in more than 190 countries, offering a wide range of products from food to personal care. The current price is 55.13 dollars.

As for healthy food export stocks, the market is growing very rapidly. Beyond Meat (BYND) leads in plant-based protein. Oatly (OTLY) stands out in plant-based milk. Tattooed Chef (TTCF) focuses on plant-based ready-to-eat foods. The Hain Celestial (HAIN) offers organic products. Danone (DANOY) has milk and yogurt. Nomad Foods (NOMD) is in frozen foods. Sprouts Farmers Market (SFM) is a food retailer focused on healthy eating. Ingredion (INGR) specializes in food ingredients.

The risks to watch are an economic slowdown, because it will affect consumer spending. In addition, there is intense competition, higher costs, and changes in consumer preferences—which can shift overnight.

But if I look at the positive side, food export stocks have clear advantages. First is the continuity of the industry: food is something people need all the time. Second is stability: people place importance on spending on necessities. Third is population growth. With the world’s population increasing, demand for food will rise as well.

Another interesting point is dividend income. Many food companies offer stable and reliable dividends. For investors looking to invest to generate income, this is a very good option. On top of that, there is continuous innovation—companies that can adapt to new trends such as plant-based meat or health-focused products are also likely to have high growth potential.

As for investment methods, I see three options. First is buying stocks directly through a broker. The advantages are real ownership and the right to receive dividends. Second is investing through mutual funds, which provide diversification and have experienced fund managers. Third is CFDs, which are more flexible—you can trade both on the upside and the downside.

In summary, I believe food export stocks can be a well-balanced part of a portfolio, especially for investors seeking stability and dividend income, while still having opportunities for long-term growth. Therefore, further study into each company’s business profile, fundamentals, and financial ratios is something that shouldn’t be overlooked.