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Kotra’s export diversification across ASEAN and beyond provides a solid buffer against US tariffs, while their 70% domestic exposure helps stabilize earnings. As long as the USD remains manageable for their raw material imports, the business fundamentals look steady for long-term compounding.
Kotra is quite steady because their mix of local sales and export growth gives them enough cushion to ride out any volatility even if raw material costs fluctuate a bit.