Investor Presentaiton
Wuhan Virus disrupts global tourism and supply chains
Impacts will be much worse than the SARS epidemic
Coronavirus Confirmed Cases
Domestic Value Added Content of Intermediate Exports
to China
2019-nCov cases
17,384.0
% GDP
20
20,000
18,000
16,000
14,000
Peak SARS cases
12,000
10,000
in 6 months
8,465
8,000
6,000
4,000
Peak SARS cases
in 3 months
1,323
2,000
0
1
3 5
7
9
11 13 15 17 19 21 23 25 27 29 31 32
Day of outbreak
0
4
16
12
22
8
Entry refusal for
Travel restrictions
and advisories
Visa issuance
suspension
visitors from
Hubei/China
Border Closure
Person (mn)
200
Australia, Canada,
Egypt, Finland,
France, Japan,
Germany, India,
Mongolia, New
Zealand, UK, US
Hong Kong,
Indonesia,
Myanmar, Russia,
Singapore, South
Korea
Indonesia, Israel,
Hong Kong,
150
Mongolia, North
Korea, Pakistan,
Russia
100
Maldives, New
Zealand, Philippines,
Singapore, South
Korea, Taiwan
Source: CEIC, Capital Economics, Time, South China Morning Post, Bloomberg
50
Taiwan
Malaysia
Chinese Visitors
31.0
Hong Kong
Korea
Thailand
Singapore
Vietnam
Phillippines
34.5
41.0
45.8
47.7
57.4
70.3
83.2
98.2
116,6
127.9
135.1
0
2001
2003
2005
Chinese tourists to Thailand
2007
2009
Indonesia
10.5
142.7
11.0
2011
2013 2015 2017 2019
Chinese outbound tourists
Bangkok Bank
162.0View entire presentation