KASIKORNBANK Economic and Subsidiaries Performance Overview slide image

KASIKORNBANK Economic and Subsidiaries Performance Overview

% 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% 2018 2019 2020 2021 2022 6M23 35% 2018 2019 2020 2021 2022 6M23 25% 15% 5% 25% 5% 12.6% -5% -7.5% -15% 5% -2.4% -1.3% 3.7% -3.6% -5.4% -5% -13.3% -25% -15% וויור -0.1% -2.0% -8.6% י זיו -3.5% ASEAN-5 CLMV EU China Japan USA Total Export ASEAN-5 CLMV EU China Japan USA Total Imports 2022 6M23 2022 6M23 Value Value Value Value Exports Imports (Million USD) Share Share (Million (Million Share (Million Share USD) USD) USD) ASEAN-5 40,743 14.19% 19,939 14.1% ASEAN-5 37,046 12.2% 17,431 11.8% CLMV 31,147 10.9% 13,662 9.6% CLMV 15,954 5.3% 8,109 5.5% EU 22,794 7.9% 11,203 7.9% EU 18,244 6.0% 10,224 6.9% China 34,390 12.0% 17,765 12.6% China 71,014 23.4% 35,075 23.8% Japan 24,669 8.6% 12,516 8.9% Japan 34,584 11.4% 16,193 10.9% USA 47,527 16.6% 23,128 16.4% USA 18,026 5.9% 9,787 6.6% Total 287,068 100.00% 141,170 100.00% Total 303,191 100.00% 147,478 100.00% 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 ■ Unfavorable weather condition ■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 (US tariffs and CBAM), 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 156 155
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