Creating the Future of Finance - Breakthrough Innovation slide image

Creating the Future of Finance - Breakthrough Innovation

% YoY K KASIKORNTHAI Export and Import Growth by Key Destinations Export growth by key destinations ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Import growth by key destinations 35% 2017 2018 2019 2020 2021 11M22 25% 6.15% 13.07% 13.85% 15% 5% 35% 2017 2018 2019 2020 2021 11M22 29.21% 16.34% 25% 18.08% 15.28% 15.38% 7.60% 5% 5% 8.56% -5% -0.18% 0.86% -5% -2.40% -6.48% -15% -15% ASEAN-5 CLMV EU China Japan USA Total Export ASEAN-5 CLMV EU China Japan USA Total Imports 2021 11M22 2021 11M22 Value Value Value Value Exports Imports Share Share (Million USD) (Million USD) (Million USD) Share (Million USD) Share ASEAN-5 31,868 11.9% 34,072 12.1% ASEAN-5 37,080 13.67% 38,032 14.3% CLMV 27,935 10.3% 28,875 10.9% 13,916 5.2% 5.2% CLMV 14,620 EU 22,541 8.3% 20,962 7.9% EU 18,711 7.0% 16,808 6.0% China 13.7% 37,204 31,831 12.0% China 66,546 24.9% 65,463 23.3% Japan 9.2% 24,985 22,872 8.6% Japan 35,685 13.3% 32,022 11.4% USA 41,768 15.4% 43,569 16.4% USA 35,685 13.3% 16,549 5.9% Total 271,174 100.00% 265,349 100.00% Total 267,600 100.00% 280,438 100.00% Source: Ministry of Commerce บริการทุกระดับประทับใจ K KASIKORNTHAI Challenges: Exports ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK In 2023, Exports are expected to experience negative growth amid several uncertainties Exports 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 ■ Global economic recession ■ Ongoing geopolitical risks ■Declining commodity prices ■THB volatility ■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 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 privileges granting 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 January 2023) บริการทุกระดับประทับใจ 152 151
View entire presentation