Y2021 Financial Targets
k
KASIKORNTHAI
ธนาคารกสิกรไทย
开泰银行 KASIKORNBANK
Economic Condition Highlights: May-June 2021
May CCI continued to decline, due to the worst COVID-19 situation,
while Jun BSI increased but was still below the 50-threshold
May PCI was lower MOM, due to new wave of COVID-19, but higher YoY,
due to low base effect
CCI
LAGGOROGORO
90
85
80
75
70
60
46.5
55
50
65
60
55
50
45
45
44.7
40
35
40
30
Jan-16 Jul-16 Jan-17
Jul-17 Jan-18 Jul-18 Jan-19 Jul-19 Jan-20
Consumer Confidence Index (CCI)
Jul-20 Jan-21
Business Sentiment Index (BSI)
50.0
40.0
20.4%
8.9%
9.4% 7.3%
4.2%
BSI
% YOY
60%
28%
35.40%
30.30%
24.30%
0.50%
2.30%
May21 Foreign tourist arrivals stayed low, as international travel
restrictions remained
1020 2020 Oct-20 Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21
Exports in May21 continued to show strong positive growth, due to
improving economic activity in some countries
30.0 -6.5%
20.0
10.0
24.8
Million Person
0.0
29.9
32.5
35.6
38.2\
50%
Export Value
(USD Million)
0%
28,000
24,000
-83.2%
-50%
20,000
-99.5% N.A.
16,000
-100%
12,000
8,000
0
-150%
4,000
2014 2015 2016 2017 2018 2019 2020 5M21 May-21
No of Foreign Tourist Arrival
% Tourist Arrival YoY (RHS)
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
Exports and Imports: 5M21
Exports by Country
Middle East
3.3%
Others
17.4% ASEAN
CLMV 9.6%
Hong Kong
24.1%
4.2%
Australia
China
4.3%
13.7%
EU
8.7%
U.S.A
Japan
9.6%
14.7%
Top 10 Exports by Product (Customs Basis)
Exports
4.30%
-0.60%
PC
PII
Registered Motor Vehides Construction Materials Imports of Capital Goods Consumer's Non Durable
Consumer's Durable
Consumer's Service
% YoY
48.8 60
40
20
0
6 -20
-40
Jan-16 Sep-16 May-17 Jan-18 Sep-18 May-19 Jan-20 Sep-20 May-21
Exports excluding gold
Exports % YoY
ธนาคารกสิกรไทย
开泰银行 KASIKORN BANK
Imports by Country
Others
Taiwan 20.9%
3.8%
Middle East
China
24.2%
7.4%
U.S.A.
5.5%
EU Japan
6.9% 13.6%
ASEAN
17.8%
CLMV 5.5%
Top 10 Imports by Product (Customs Basis)
Total Exports, Custom Basis
USD Millions
5M21
Weight
Import, Custom Basis
% YoY
USD Millions
5M21
Weight
% YoY
Total Exports,
108,635
100.0%
10.8%
Total Imports,
107,141
100.0%
21.5%
Electronic machines
16,741
15.4%
18.6%
Crude oil
9,553
8.9%
22.9%
Motor cars, motor vehicles, parts and
Machinery and parts
8,629
8.1%
12.0%
12,432
11.4%
51.6%
accessories
Chemicals
8,127
7.6%
27.1%
Electrical equipment
11,777
10.8%
27.1%
Electrical machinery and parts
7,749
7.2%
14.4%
Chemical products
3,665
3.4%
35.5%
Electrical, electronic equipment and parts
7,673
7.2%
17.0%
thereof
Precious stones and jewellery
3,549
3.3%
-62.9%
Iron, steel and products
6,266
5.8%
38.6%
Machinery and parts thereof
3,175
2.9%
18.7%
Jewellery including silver bars and gold
5,928
5.5%
109.2%
Refine fuels
3,138
2.9%
25.6%
Other metal ores, metal waste scrap, and
Textiles
2,600
2.4%
8.0%
5,071
4.7%
43.4%
products
Iron and steel and their products
2,588
2.4%
27.3%
Parts and accessories of vehicles
4,787
4.5%
21.6%
Rubber
2,333
2.1%
54.6%
Vegetables and vegetable products
3,849
3.6%
24.7%
Source: Ministry of Commerce
บริการทุกระดับประทับใจ
148
Exports excluding gold % YoY
147View entire presentation