KASIKORNBANK Strategic Acquisition
K
ธนาคารกสิกรไทย
开泰银行 KASIKORNBANK
KASIKORNTHAI
Challenges: Exports
Export is expected to mediocre in 2022 amid global trade uncertainties and transitions to structural changes
Short-term Challenges
Key Structural Problems
Key Affected Products
Short-term Measures from Authorities
and Related Parties
Long-term Measures from Authorities
and Related Parties
■Faltering global demand
■THB volatility
Exports
■■US trade policy, e.g. measures to reduce trade deficit from 16 major countries
■Trade uncertainties
■High dependence on China's market
■Changing demand in electronic products and loss of competitiveness in some areas
(e.g. HDD)
High crop surplus among competitors
■Electronics and Electrical Appliances (Structural Challenge)
■Fishery and Agriculture Products (US SIMP)
■Steel and Aluminum, Washing machine (US tariffs)
■Plastic, ICs, Machinery and Electrical Equipment (US-China's trade dispute)
■ Extending products to catch up with changing consumer trends
■ Enhancing practices to comply with international standards
■Setting up export promotion board
■ Providing supports to help individuals gain skills and qualifications relevant to the needs
of the labour market
■Negotiating FTA and regional trade agreements
■Relocating factories to GSP eligible countries
■Promoting BOI's privileges which grant merit based on competitiveness enhancements
■ Enhancing productivity
Note: HDD Hard Disk Drive; IUU fishing = Illegal Unreported and Unregulated fishing; FTA = Free Trade Area; GSP = Generalized System of Preferences; BOI = the Board of Investment of Thailand
Source: KResearch (as of April 2019)
บริการทุกระดับประทับใจ
163
K
KASIKORNTHAI
ธนาคารกสิกรไทย
开泰银行 KASIKORNBANK
Economic Condition Highlights: CAPEX and Investment Cycle
Capacity Utilization by Key Industries
Investment value of BOI-approved applications (Total)*
Other manufacturing
motor vehicles, trailers and semi-trailers
47.0
49.5
basic metals
rubber and plastics products
50.8
76.4
Investment
Value
(Bt Bn)
1400.0
867.5
900.0
631.1
511.9
459.5
447.4
361.4
400.0
-100.0
2016
2017
2018
2019
2020
2021
paper and paper products
40.8
textiles
tobacco
beverages
food
50.7
60.7
62.0
74.8
0.0 10.0 20.0 30.0 40.0
50.0 60.0 70.0 80.0 90.0
2021
2020
1Q2022
Source: The Bank of Thailand (BOT), The Ministry of Commerce (MOC), and Office of Industrial
Economics (OIE)
(Data as of Jun 2021)
Investment Valu
Investment value of BOI-approved applications (by Industry)*
(Bt bn)
500
400
300
200
100
0
Agriculture
Minerals & Ceramics
Light Industry
10.17
20.21 4.01
21.14
636178
17.67
0
Metal Processing
Electronics & Electrical
Chemical Plastic Paper
Service & Infrastructure
■ 2018
2019
■ 2020
■2021
■ 3M2022
Technology and Innovation
2017
Source: The Board of Investment of Thailand (BOI)
Note: *Figures above indicate investments of approved projects requesting investment promotion
benefits from BOI
บริการทุกระดับประทับใจ
164View entire presentation