KASIKORNBANK Strategic Acquisition slide image

KASIKORNBANK Strategic Acquisition

k KASIKORNTHAI ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK KR Household Economic Condition Index (KR-ECI) ■ The protracted Russia and Ukraine conflict has substantially driven up energy and commodity prices because the two countries are major producers and exporters of these products. Rising product costs, therefore, caused the KR-ECI for March to decline to 33.4, against the 33.9 reported for February while the 3-month Expected KR-ECI remained at a low level of 36.1, versus the 36.0 percent recorded for February. KR Household Economic Condition Index (KR-ECI) Components of 3-month Expected KR-ECI KR-ECI 50.0 KR Household Economic Condition Index (KR-ECI) --3-month Expected KR-ECI 48.0 46.0 44.0 42.0 40.0 38.0 36.0 36.0 36.1 34.0 32.0 33.4 33.9 30.0 Source: KResearch SINGIN 3-month Expected KR-ECI 37.1 36.6 48.8 46.2 46.3 46.1 20.1 21.2 26.5 27.9 ■Mar-22 Feb-22 0 10 20 30 40 50 60 Notes: The KR Household Economic Condition Index (KR-ECI) has been devised by KResearch to monitor household sentiment towards economic conditions at the current level and over the next three months. Any reading above 50 reflects positive sentiment and below 50 negative sentiment. Research sample includes households in Bangkok and Metropolitan Area (BMA). - KR-ECI consists of household savings, household income, household debt, household expenses excluding debt and prices of consumer goods. บริการทุกระดับประทับใจ % YoY of MPI K KASIKORNTHAI Economic Condition Highlights: April 2022 Apr22 MPI and CAPU continued to drop MoM, due mainly to concerns on Russia-Ukraine war ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK 1Q22 Activities in real estate market still in negative territory WOW% 30 20 0 -10 -20 ླ ༅ • ྣ ེ༷ ༞ 35 55 45 0.6 55 75 63.7 65 %Capacity Utilization Rate -30 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 Jan-20 Jul-20 Jan-21 July-21 Jan-22 MPI (Ihs) %Capacity Utilization (rhs) Apr22 Headline inflation remained at high level, due mainly to the increase of energy, electricity and raw food prices лол % 400% 300% 200% 100% 0% -100% -200% -0.1 -0.16 -0.27 1Q09 1Q10 1Q11 1Q12 1Q13 1Q14 1Q15 1Q16 1Q17 1Q18 1Q19 1Q20 1Q21 1Q22 Con struct on areas permitted Nationwide Con domin ium Re gistration Nationwide New Ho using registered in BKK and Vicinity Prices of single house, townhouse continued to increase, while land price growth was slow in 1Q22 20.0 4.6588 5.00 4.00 10.0 1.00 2 20.0 -200 -3.00 -10.0 20 1.5 1.0 0.5 0.0 -0.5 -1.0 -1.5 -20 Jan47 May-17 Sep-1 Jan48 May-18 Sep-8 Jan49 May-19 Sep-9 Jan 20 May-20 Sep-Jan21 May-21 Sep-2 Jan22 Headl neCPI (MM-hs) CoreCPI (MDM hs) Headl neCPI (YoY hs) Cor eCPI (YoY hs) Mayy 1Q09 4009 3010 2011 1012 4012 3013 2014 1015 4Q15 3016 2017 1018 4018 3019 2020 1021 4Q21 Singe House (Wth Lard) Sources: Bank of Thailand (BOT), Ministry of Commerce (MOC), University of the Thai Chamber of Commerce (UTCC), and Office of Industrial Economics (OIE) บริการทุกระดับประทับใจ Townhouse (WithLand) 157 4.6 4.2 3.5 625 Land 158
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