Tariff policy is shifting from broad rules to targeted country and industry moves, and that can quickly reshape which stocks look comfortable and which look exposed. With the U.S. 10% global universal tariff expiring and new Section 301 actions on the table, investors now face a more fragmented and unpredictable trade backdrop. This article focuses on three stocks from the Tariff Policy Exposure Stocks With Supply Chain Sensitivity screener that appear especially vulnerable to fresh trade frictions, higher import costs and potential supply chain disruptions, to help you decide whether these tariff sensitive stocks still fit your risk tolerance.

Ford Motor (F)

Overview: Ford Motor is a global automaker that designs, manufactures, and sells Ford and Lincoln vehicles, from pickup trucks and SUVs to commercial vans and passenger cars, while also providing financing and leasing through its Ford Credit arm.

Operations: Ford generates most of its revenue from Ford Blue at about US$147.7b and Ford Pro at about US$65.8b, with smaller contributions from Ford Credit at about US$13.5b and Ford Model e at about US$7.1b, partly offset by around US$44.3b of unallocated amounts and eliminations.

Market Cap: US$56.7b

Ford Motor sits in a difficult spot for tariff sensitive investors, combining heavy reliance on complex global supply chains with a business model that still leans on lower margin legacy vehicles just as trade policy becomes more fragmented. Management has highlighted multibillion dollar tariff headwinds, supply chain risk around areas like rare earth materials, and even suspended some guidance because the range of outcomes is so wide, all while the company works through quality issues and recall costs. At the same time, Ford is tying up capital in labor agreements and long term EV and energy storage commitments that need stable cash flows to support them. For anyone worried about how higher trade frictions could squeeze an already thin margin story, Ford deserves a closer and more cautious look.

Ford’s thin margins, tariff exposure, and long term EV commitments could be pulling in different directions, and the real tension only shows up in the detailed risk work. Get the full picture with the 2 warning signs (1 is major!)

LG Electronics (KOSE:A066570)

Overview: LG Electronics is a South Korea based manufacturer of consumer and commercial electronics, producing home appliances, TVs, vehicle components, IT equipment and specialized components such as camera modules and sensors for customers around the world.

Operations: LG Electronics generates most of its revenue from Home Appliance Solution at about ₩26.4t, LG Innotek at about ₩22.4t, Media Entertainment Solution at about ₩19.6t and Vehicle Solutions at about ₩11.4t, with smaller contributions from Eco Solution at about ₩9.1t and Others at about ₩1.3t.

Market Cap: ₩30.2t

LG Electronics may be of interest to tariff focused investors because its strategy is closely tied to U.S. bound appliances, TVs and auto components, at a time when Washington is shifting from broad tariffs to more targeted measures that could put Korean exports under at least a 12.5% rate. Management highlights global production flexibility, but earnings have declined over 5 years, net margins are below 1%, and the stock trades on a P/E described as well above the local consumer durables average, with some analysts flagging overvaluation risk. Expansion into vehicle electronics, HVAC and AI enabled services could influence results over time; however, higher import costs, intense Chinese competition and reliance on external borrowing may increase the sensitivity of the business to tariff changes.

LG Electronics’ thin margins, earnings pressure over 5 years and a P/E flagged as well above peers suggest something in this story is not lining up with expectations. Therefore, it is worth studying the analysis report for LG Electronics

Hana 1Q Hyundai Motor Company Group Bond (A+) & KTB/MSB ETF (KOSE:A492500)

Overview: Hana 1Q Hyundai Motor Company Group Bond (A+) & KTB/MSB ETF is an exchange traded fund that gives investors exposure to Hyundai Motor Group A+ rated bonds alongside Korean Treasury Bonds and Monetary Stabilization Bonds. It combines corporate credit risk with domestic government and quasi government debt.

Market Cap: ₩0

Hana 1Q Hyundai Motor Company Group Bond (A+) & KTB/MSB ETF sits at the intersection of Hyundai Motor Group’s export heavy business and Korea’s bond market at a time when U.S. tariff policy is becoming more targeted and uncertain. Hyundai’s reliance on U.S. auto exports means any move toward a minimum 12.5% tariff on South Korean goods could pressure the underlying A+ bonds. The ETF’s negative 0% Return on Equity and weaker performance than both the broader KR market and capital markets industry indicate that investors have not been compensated for that risk so far. With 100% of liabilities funded by higher risk external borrowing and limited public history, the key question is how much tariff and funding stress this structure can absorb before pricing adjusts further.

Hyundai group credit tied to tariff exposed exports, a negative 0% Return on Equity and 100% external funding suggest stress may be building beneath this ETF’s calm surface. The real story starts in the Hana 1Q Hyundai Motor Company Group Bond (A+) & KTB/MSB ETF financial health report.

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Seeking Alternatives Before The Window Closes?

Fresh tariff sensitive stocks can hit breakout momentum or start dropping before the crowd catches on, so use focused screeners while it matters and aim to act early.

• Spot potential turnarounds early by scanning 48 high quality undervalued stocks that still sit under the radar for now but may not stay mispriced for long.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.