KASIKORNBANK Strategic Acquisition
k
KASIKORNTHAI
Economic Condition Highlights April 2022
Apr22 BSI back to below 50-threshold, due to the businesses lack of
confidence caused by a rising cost, and CCI continued to drop
48.2
ธนาคารกสิกรไทย
开泰银行 KASIKORNBANK
Apr22 Private consumption rebounded, and investment, especially in
construction, improved from the previous month
50%
40%
30%
20%
CCI
56
50
40.7
35
%ΥΟΥ
10%-
16.4%
8.1%
1.7%
2.5% 7.6%
2.5%
3.0%
-5.5%
0%
-10%
-20%
-30%
-40%
-50%
PCI
PII
Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 Jan-20 Jul-20 Jan-21 Jul-21 Jan-22
Consumer Confidence Index (CCI)
Business Sentiment Index (BSI)
Foreign tourist arrivals increased, due mainly to
a more relaxation of in-bound traveling measures in April 2022
Registered Con struction Imports of Consumer's Consumer's Consumer's
Motor Materials Capital Non Durable Durable Service
Vehicles
Go ods
-Jan-21-Feb-21-Mar-21 Apr-21-May-21-Jun-21-Ju-21-Aug-21-Sep-21-Oct-21-Nov-21 Dec-21 Jan-22 Feb-22 Mar-22 Apr-22
Apr22 exports increased at a slower rate, caused by supply chain
disruption and Zero-COVID measures in China
50.0
40.0
20.4%
8.9% 9.4% 7.3% 4.2%
50%
Export Value (USD
Million)
32,000
28,000
Million Person
30.0
-93.6%
0%
24,000
20.0
20,000
10.0
0.0
29.9
32.5
35.6
83.2%
0.29
-50%
16,000
12,000
-100%
% YoY
60
50
40
9.9
20
10
8.9 0
-10
8,000
-20
4,000
-30
0
-40
Jan-16 Sep-16
Exports
May-17 Jan-18 Sep-18
Exports excluding gold
May-19 Jan-20
Exports % YoY
Sep-20 May-21 Jan-22
Exports excluding gold % YoY
2014 2015 2016 2017 2018 2019 2020 2021 Apr-22
No of Foreign Tourist Arrival
Sources: Bank of Thailand (BOT), Ministry of Commerce (MOC),
% Tourist Arrival YoY (RHS)
University of the Thai Chamber of Commerce (UTCC), and Office of Industrial Economics (OIE)
บริการทุกระดับประทับใจ
K
KASIKORNTHAI
Exports and Imports:4M22
Exports by Country
ธนาคารกสิกรไทย
开泰银行 KASIKORN BANK
Imports by Country
Others
34.9%
ASEAN
19.8%
CLMV 10.25%
Others
19.7%
Middle East
10.8%
China
23.2%
China
9.4%
Taiwan
4.1%
Middle East
U.S.A.
U.S.A.
2.8%
Hong Kong
12.8%
3.0%
Australia EU
3.0% 7.4%
Japan
6.9%
Japan
5.7% EU 11.7%
ASEAN
18.0%
CLMV 5.5%
6.8%
Top 10 Exports by Product (Customs Basis)
Top 10 Imports by Product (Customs Basis)
4M22
4M22
Total Exports, Custom Basis
Import, Custom Basis
USD Millions
Weight
% YoY
USD Millions Weight
% YoY
Total Exports,
97,122
100.0%
13.7%
Total Imports,
99,975
100.0%
19.1%
Motor cars, parts and accessories
8,917
9.2%
-11%
Crude oil
12,508
12.5%
95.8%
Automatic data processing machines and
Chemicals
7,176
7.2%
11.5%
6,653
6.9%
0.3%
parts thereof
Machinery and parts.
7,010
7.0%
2.6%
Precious stones and jewelry
6,608
6.8%
169%
Electrical machinery and parts
6,741
6.7%
8.4%
Rubber products
4,751
4.9%
-7.5%
Electronic integrated circuits
6,123
6.1%
32.8%
Polymers of ethylene, propylene, etc in
3,993
4.1%
15.5%
primary forms
Iron, steel and products
5,320
5.3%
9.4%
Chemical products
3,452
3.6%
22.2%
Other metal ores, metal waste scrap, and
4,937
5.0%
23.4%
Refine fuels
3,048
3.1%
30.7%
products
Electronic integrated circuits
3,039
3.1%
17.11%
Natural gas
3,973
4.0%
222.3%
Machinery and parts thereof
2,913
3.0%
15.1%
Jewelry including silver bars and gold
3,796
3.8%
-31.5%
Air conditioning machine and parts thereof
2,583
2.7%
2.0%
Computers, parts and accessories
3,399
3.4%
14.9%
Source: Ministry of Commerce
บริการทุกระดับประทับใจ
160
159View entire presentation