Investor Presentaiton

Domestic demand has softened with spillovers from weak exports, headwinds against consumption and investment Private consumption Index sa (Jan 2018 = 100) 110 Household debt % of GDP 81 105 100 80 79 79.1 78.7 78.7 78.6 78.3 95 77.9 77.8 78 77.7 90 PCI Non-Durables index 77 55 85 Semi-Durables Index Services Index Durables Index 80 76 Jan-18 Apr-18 Jul-18 Oct-18 Jan-19 Apr-19 Jul-19 Oct-19 Private investment index and capacity utilization rate HI HH Sep-17 Dec-17 Mar-18 Jun-18 Sep-18 Dec-18 Mar-19 Jun-19 Sep-19 Manufacturing production index 77.9 Index sa 2010 = 100 150 do % %YoY 72 15 70 145 10 68 140 5 65.0 66 66 135 0 64 130 -5 62 Private Investment Index 128.7 125 -10 Capacity Utilization Rate (RHS) 60 120 58 -15 May-18 Aug-18 Nov-18 Feb-19 May-19 Aug-19 Nov-19 6 Source: Bank of Thailand, CEIC, Office of Industrial Economics Export-oriented Others MPI May-18 Jul-18 Sep-18 Nov-18 Jan-19 Mar-19 May-19 Jul-19 Sep-19 Nov-19 Bangkok Bank

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