KBank's Strategic Acquisition in Muang Thai Group Holding
Million Person
CCI
90
85
80
75
70
65
60
55
50
50
45
40
35
30
%MoM
% YoY of MPI
K
KASIKORNTHAI
Economic Condition Highlights: March 2023
30.0
20.0
10.0
0.0
-10.0
-20.0
-30.0
Mar23 MPI and CAPU declined in almost all categories, due to
weaker demand in global market
ธนาคารกสิกรไทย
开泰银行 KASIKORNBANK
4Q22 Construction area permissions continued to decline, which
impacted investment in construction
ཁཁུངས་བ་པའི་རིག་མིང་གཅིག་གཟང་དམིག་པར་ བྱ་
Jan-17 Oct-17 Jul-18 Apr-19 Jan-20 Oct-20 Jul-20 Apr-22 Jan-23
35.0
1Q09 1010 1011 1Q12 1Q13 1Q14 1Q15 1Q16 1Q17 1Q18 1Q19 1Q20 1Q21 1Q22
0.67
0.17
-0.07
▬▬▬▬▬▬▬▬▬MPI (Ihs)
▬▬▬▬▬▬▬▬▬▬▬%Capacity Utilization (rhs)
Construction areas permitted Nationwide
Condominium Registration Nationwide
Mar23 Headline and core inflation decreased, with high base last
year and decelerated domestic retail diesel price
1Q23 Price of housing categories is close to the previous quarter,
whereas land prices continue to drop
2.0
1.5
1.0
0.5
0.0
-0.5
-1.0
-1.5
-20
2.83
1.75
Jan-May- Sep- Jan May- Sep- Jan May- Sep- Jan May- Sep- Jan- May- Sep- Jan-May- Sep-Jan-
17 17 17 18 18
18 19 19 19
20
20
20
21
21 21 22 22
Head in CA MM-
Head in eCR Y rh
22 23
CareCPIM M
CareCPI Y
20.0
10.0
0.00
0.0
-3.00
-4.00
-5.00
-10.0
Sources: Bank of Thailand (BOT), Ministry of Commerce (MOC),
University of the Thai Chamber of Commerce (UTCC), and Office of Industrial Economics (OIE)
บริการทุกระดับประทับใจ
New Housing registered in BKK and Vicinity
May
1Q09 4Q09 3Q10 2011 1012 4Q12 3Q13 2014 1Q15 4Q15 3016 2017 1Q18 4Q18 3019 2020 1021 4021 3Q22
Single House (With Land)
Town house (With Land)
Land
K
KASIKORNTHAI
Economic Condition Highlights: March 2023
Mar23 BSI and CCI continued to improve, in line with consistent
recovery of Thailand's economic activities
ธนาคารกสิกรไทย
开泰银行 KASIKORNBANK
Mar23 Public investment declined MoM along with manufacturing
production, due to decreasing global demand
-וווווו
70
53.8 55
Jan-17 Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 Jan-20 Jul-20 Jan-21 Jul-21 Jan-22 Jul-22 Jan-23
50.0
20.4%
40.0
8.9%
9.1%
30.0
Consumer Confidence Index (CCI)
Business Sentiment Index (BSI)
PREROGOR
45
52.9 40
90
BSI
% YoY
60%
28.2%
40%
20%
6.0%
2.6%
3.0%
0%
-20%
-40%
-1.5%
-0.7% -2.6%
-17.7%
-60%
PCI
PPI
Registered Construction Import of
Motor
Materials Capital
Vehicles
Consumer's Consumer's Consumer's
Non Durable Durable
Service
Goods
Mar23, Foreign tourist arrivals showed strong rebound, especially in
Chinese tourists
Mar23 Exports contracted for the sixth consecutive month, but at a
rate lower than expected as some key shipments improved
20.0
29.9
32.5
35.6
10.0
0.0
2015 2016 2017
No of Foreign Tourist Arrival
■2Q22
3Q22
4Q22
■1Q23
■Feb-23
Mar-23
2507%
100%
Export Value (USD
Million)
1282%
50%
32,000
28,000
953%
0%
-83.2%
24,000
38.2
-93.6%
-50%
20,000
39.8
5
-100%
16,000
12,000
6
-150%
8,000
2018 2019 2020 2021 2022 3M23 Mar23
% Tourist Arrival YoY (RHS)
4,000
Sources: Bank of Thailand (BOT), Ministry of Commerce (MOC),
University of the Thai Chamber of Commerce (UTCC), and Office of Industrial Economics (OIE)
บริการทุกระดับประทับใจ
0
Jan-17 Sep-17 May-18
Exports
Jan-19 Sep-19
Exports excluding gold
May-20
Exports % YoY
Jan-21
% YoY
60
50
40
30
20
-4.2%
10
0
-10
-20
-0.4%
-30
-40
Sep-21
May-22 Jan-23
Exports excluding gold % YoY
150
4.8
4.5
-2.1
149View entire presentation