Creating the Future of Finance - Breakthrough Innovation slide image

Creating the Future of Finance - Breakthrough Innovation

% YoY of MPI %MOM K KASIKORNTHAI Economic Condition Highlights: January 2023 Jan 23 MPI and CAPU improved from previous month, especially in petroleum, food and electrical appliance categories ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK 4Q22 construction area permission continued to decline, which impacted investment in construction 30.0 20.0 10.0 0.0 w -10.0 -20.0 75.0 60.4 65.0 -4.4 55.0 45.0 35.0 -30.0 Jan-16 Oct-16 Jul-17 Apr-18 Jan-19 Oct-19 Jul-20 Apr-21 Jan-22 -MPI (Ihs) -%Capacity Utilization (rhs) %Capacity Utilization Rate лол % 400% 300% 200% 100% 0% -100% 0.67 0.17 -200% 1Q09 1010 1011 1012 1Q13 1Q14 1Q15 1Q16 1Q17 1Q18 1Q19 1Q20 1Q21 1Q22 -0.07 Construction areas permitted Nationwide Condominium Registration Nationwide New Housing registered in BKK and Vidnity Jan23 Headline inflation slightly declined from previous month, but remained at high level 4Q22 prices of all categories increased QoQ, but land price dropped from the same quarter in the previous year 20.0 5.02 20 -0.5 -1.0 -1.5 -20 050505050 9.88 3.04 $88 10.0 7.88 0.0 4.9 4.4 1.8 3.88 €88 -10.0 Jan- May. See May- Sep 18 Jan- May- Sep-Jan- 18 18 19 19 19 20 Hedhe CPI MbMhs) May- Sop- Jan- M1 21 22 22 22 23 May- Sep-Jan- 1009 4009 3010 2011 1012 4012 3013 2014 1015 4Q15 3016 2017 1018 4018 3019 2020 1021 4Q21 3022 Hedhe CPI Moths Coe CPI MMs) Coe CP Y-hs Singe House (Wth Lard) Townhouse (WithLand) Land Sources: Bank of Thailand (BOT), Ministry of Commerce (MOC), University of the Thai Chamber of Commerce (UTCC), and Office of Industrial Economics (OIE) บริการทุกระดับประทับใจ K KASIKORNTHAI Economic Condition Highlights: January 2023 Jan23 CCI hit a record high in 26 months, while BSI improved in line with the Thai economic recovery ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Jan23 Private consumption consistently increased, due to spending in service sector, while private investment improved เวว 90 60% 80 40% 55 51.7 49.8 BSI %YOY 20% 4.1% 22.7% 2.8% 0.4% 0%- -1.5% -1.5% -20%- 50 PCI PPI Register 4.7% Construction Import of -8.2% -40% Motor Vehicles Materials Capital Goods Consumer's Consumer's Consumer's Non Durable Durable Service 35 -60% 30 30 Jan-16 Ju-16 Jan-17 Ju-17 Jan-18 Ju-18 Jan-19 Ju-19 Jan-20 Ju-20 Jan-21 Ju-21 Jan-22 Ju-22 Jan-23 1Q22 2Q22 3Q22 ■4Q22 ■■■Dec-22 Jan-23 ConsumerConfidenceIndex (CC) Business Sertiment Index (B SI) Jan23 Foreign tourist arrivals showed strong rebound, although the number was slightly less than previous month Jan23 Exports were still in negative territory, amid global economic slowdown, while China's re-opening was not evident yet 50.0 65.0% 100% Export Value (USD Million Person = 40.0 20.4% Million) 8.9% 9.4% 7.3% 4.2% 50% 32,000 30.0 20.0 10.0 0.0 -83.2% 1,501% 1,501% 0% 28,000 24,000 -93.6%, -50% 20,000 -100% 16.000 12,000 -150% 8,000 2015 2016 2017 2018 2019 2020 2021 2022 1M23 Jan 23 No of Foreign Tourist Arrival % Tourist Arrival YoY (RHS) 4,000 0 Jan-16 Sep-16 Exports May-17 Jan-18 Sep-18. Exports excluding gold Sources: Bank of Thailand (BOT), Ministry of Commerce (MOC), University of the Thai Chamber of Commerce (UTCC), and Office of Industrial Economics (OIE) บริการทุกระดับประทับใจ % YoY 60 50 May-19 Jan-20 Sep-20 Exports % YoY May-21 Jan-22 Sep-22 Exports excluding gold % YoY 30 20 10 0 -10 -20 -30 148 147
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