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Investor Presentaiton

Nevertheless, increasing exports from Thailand to China helped soften some of the impacts from the global slowdown on the Thai economy and export sector Export value Export performance = Apr 2023 21.5 Bn USD (-4.9% YoY) Ex Gold Thai Export to Major Destinations May 2023 24.1 Bn USD (-5.9% YoY) Index sa, 3mma (Jan 2019-100) Ex.gold = 20.7 Bn USD (-6.6% YoY) Ex Gold = 23.8 Bn USD (-5.9% YoY) 200 2022 2023 175 Share % YoY 2022 150 2022 H1 H2 12 May Q3 Q4 Q1 Apr May (%MoMsa) 125 Agriculture Fishery 6.7 -1.7 8.1 -11.7 -13.2 -10.0 6.9 36.4 0.6 -2.1 2.8 -6.3 1.1 -13.5 -13.2 Manufacturing 89.0 4.8 10.4 -0.5 7.9 -8.3 -3.3 -30.6 -31.4 -5.0 10.1 4.6 -13.4 100 75 -1.5 4.1 50 Agro-manufacturing 13.9 8.6 12.0 5.1 13.5 -2.9 -0.1 -12.5 -4.0 5.1 Jan Jul 2019 Jan 2020 Jul Jan 2021 Jul Jan 2022 Jul Jan-23 Electronics 11.9 3.8 9.3 -1.2 5.1 -7.2 -8.0 -4.6 -5.5 2.3 ex. Munitions Electrical Appliances 9.2 2.8 3.3 2.2 7.4 -2.8 4.6 6.0 13.5 4.7 Index sa, 3mma (Jan 2019-100) Asian Export Performance Automotive 14.3 -1.6 -4.8 1.7 8.4 -4.1 2.1 -2.9 7.2 4.3 190 Machinery & 8.2 5.2 6.3 4. 10.3 -1.7 -0.1 -6.7 -0.2 1.6 16 Equipment 160 Petroleum Related 12.2 Total (BOP Basis) 100.0 5.5 11.9 GE 1.4 19.5 -14.1 -3.6 -24.2 -15.5 -23.8 -23.9 -5.8 -0.6 6.7 -7.5 -4.6 -4.9 -5.9 -1.9 130 Ex. Gold 4.4 9.6 -0.6 6.4 -7.3 -2.4 -6.6 -5.9 0.6 100 Ex. Gold & 4.8 8.2 1.5 8.0 -4.6 -0.5 -3.6 -3.0 1.4 Petroleum Related 70 %MoM calculated from seasonally adjusted data, using data since 2007 (subject to revision). P = Preliminary data. Note: Data above are recorded by custom basis, except total export value which is recorded by BOP basis. Custom basis considers recording as goods pass through Customs, while BOP basis considers changes in ownership between residents and non-residents. Source: Compiled from Customs Department's data 8 Source: www.bot.or.th 70 Jan Jul 2019 Jan 2020 Jul Jan 2021 Jul Jan 2022 Jul Jan 2023 US* ME ASEAN5 EU China CLMV Japan* CN ID VN MY TW TH KR PH SG Bangkok Bank
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