1 75 85 95 105 115 125 Jan 2015 Jul Jan 2016 Jul Jan 2017 Jul Jan 2018 Jul Jan 2019 Jul Thai Export to Major Destinations 60 70 80 90 100 110 120 130 140 Jan 2015 Jul Jan 2016 Jul Jan 2017 Jul Jan 2018 Jul Jan 2019 Jul Asian Export Performance Index sa, 3mma (Jan 2015=100) Ex.gold Index sa, 3mma (Jan 2015=100) EU Japan* China ASEAN5 ME * ex. aircraft, other vehicles and other manufacturing goods ** ex other manufacturing products US** Aug 2019 = 21.9 Bn USD Ex. gold = 20.0 Bn USD Ex.Gold = 15.8 Bn USD %MoM calculated from seasonally adjusted data. P = Preliminary data. Note: Data above are recorded by custom basis, except total export value which is recorded by BOP basis. Custom basis considers recording as goods pass through Customs, while BOP basis considers changes in ownership between residents and non-residents. Source: Compiled from Customs Department’s data %YoY Share 2018 2018 P 2018P 2019P H1 H2 Q1 Q2 Q3 Aug Sep Sep (%MoM) Agriculture 7.2 0.4 3.4 -2.5 -2.1 -4.9 -8.9 -10.0 -19.5 -16.7 Fishery 0.8 -6.5 -1.4 -11.0 -14.9 -9.2 -2.9 -2.2 -6.7 -3.6 Manufacturing 88.9 8.6 13.2 4.4 -1.9 -5.4 -4.9 -10.6 -2.1 0.7 Agro-manufacturing 12.4 7.6 10.2 5.2 0.7 -5.7 -0.7 -3.8 5.3 0.3 Electronics 14.8 5.0 12.4 -1.5 -11.3 -9.5 -6.0 -9.5 -3.3 4.4 Electrical Appliances 5.3 1.6 6.6 -3.6 -4.6 2.2 2.8 -4.6 8.4 3.1 Automotive 15.2 7.9 15.3 1.4 -3.8 -3.5 -0.5 -8.1 6.8 -1.4 Machinery & Equipment 8.7 6.7 10.3 3.4 -2.9 -6.2 -7.2 -7.0 -9.5 -6.4 Petroleum Related 13.1 21.8 26.5 17.8 -7.2 -13.4 -17.9 -24.5 -16.2 3.0 Total (BOP Basis) 100.0 7.5 12.4 2.9 -4.0 -4.2 0.0 -2.1 -1.5 -6.4 Ex. Gold - 8.2 12.9 3.9 -4.2 -5.8 -4.8 -8.9 -3.3 -0.8 Ex. Gold & Petroleum Related - 6.4 11.1 2.0 -3.8 -4.6 -2.7 -6.5 -1.4 -1.2 Export Value Sep 2019 = 20.4 Bn USD Ex. gold = 19.8 Bn USD 1) ( ) represents export share in 2018 2) Firm size is classified by their export share in 2013-2018; Large Exporter (> 0.1%), Medium (0.01% - 0.1%), Small (< 0.01%) 3) Data include only firms that registered to the Department of Business Development Export by Firm Size Index sa, 3mma (2015=100) CLMV Note: Thai export excludes gold. Indonesian export excludes oil&gas. Source: CEIC, Customs Department, calculated by Bank of Thailand PH INDO MY TH TW CN SG KR 90 95 100 105 110 115 120 125 130 Jan-15 Jun-15 Nov-15 Apr-16 Sep-16 Feb-17 Jul-17 Dec-17 May-18 Oct-18 Mar-19 Aug-19 Total Large Exporter (52%) Medium Exporter (32%) Small Exporter (16%) Sep 19
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Export Value Thai Export to Major Destinations Asian ... · Jan 2017 Apr Jul 2017 Oct Jan 2018 Apr Jul 2018 Oct Jan 2019 Apr Jul 2019 Paddy Rice Sugarcane Cassava Rubber Fruit Oil
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1
75
85
95
105
115
125
Jan2015
Jul Jan2016
Jul Jan2017
Jul Jan2018
Jul Jan2019
Jul
Thai Export to Major Destinations
60
70
80
90
100
110
120
130
140
Jan2015
Jul Jan2016
Jul Jan2017
Jul Jan2018
Jul Jan2019
Jul
Asian Export PerformanceIndex sa, 3mma (Jan 2015=100) Ex.gold
Index sa, 3mma (Jan 2015=100)
EU
Japan*China
ASEAN5
ME
* ex. aircraft, other vehicles and other manufacturing goods** ex other manufacturing products
US**
Aug 2019 = 21.9 Bn USD
Ex. gold = 20.0 Bn USD
Ex.Gold = 15.8 Bn USD
%MoM calculated from seasonally adjusted data. P = Preliminary data.Note: Data above are recorded by custom basis, except total export value which is recorded by BOP basis. Custom basis considers recording as goods pass through Customs, while BOP basis considers changes in ownership between residents and non-residents.Source: Compiled from Customs Department’s data
%MoM calculated from seasonally adjusted data. P = Preliminary data.Note: 1/ Data above are recorded by custom basis, except total import value which is recorded by BOP basis. Custom basis considers recording as goods pass through Customs, while BOP basis considers changes in ownership between residents and non-residents. 2/ Import of consumer goods In July includes temporarily imported jewellery for exhibition but is excluded in the total import value in BOP basis due to no changes in ownership.Source: Compiled from Customs Department’s data
Note: * Comprises of the VAT on hotel and restaurant sector and the sale of transportation sector** Expenditure of non-resident in Thailand subtracted by expenditure of resident abroad
Source: Bank of Thailand
Nielsen’s FMCG Index & Fuel Index
Durable and Semi-durable Indices
Jan 2014 = 100 Jan 2014 = 100
60
80
100
120
140
160
180
80
90
100
110
120
130
140
Jan2014
Jul Jan2015
Jul Jan2016
Jul Jan2017
Jul Jan2018
Jul Jan2019
Jul
Service Index sa, 3mma
Net tourist spending Index sa, 3mma (RHS)
Jan 2014 = 100Jan 2014 = 100
Service Index* & Net Tourist Spending Index**
90
100
110
120
130
140
150
160
90
95
100
105
110
115
120
Jan2014
Jul Jan2015
Jul Jan2016
Jul Jan2017
Jul Jan2018
Jul Jan2019
Jul
Nielsen’s FMCG Index sa, 3mmaFuel Index, sa (RHS)Fuel Index sa, 3mma (RHS)
Source: The Nielsen company and Department of Energy Business, calculated by Bank of Thailand
Source: Bank of Thailand Note: %MoM is calculated from seasonally adjusted data P = Preliminary DataSource: Bank of Thailand
4
Farm Income
Contribution to Growth: Farm Income%YoY
(%YoY) 20182018 2019
H1 H2 Q1 Q2 Q3 Aug Sep
Nominal farm
incomeP1.6 0.8 3.1 0.2 -0.4 3.4 4.1 4.0
Agricultural
productionP7.7 10.7 5.4 0.8 -2.4 1.1 1.4 1.3
Agricultural
price-5.7 -8.9 -2.1 -0.6 2.1 2.4 2.7 2.6
Nominal Farm Income
Note: Farm income does not include government subsidies and transfers. P = Preliminary dataSource: Office of Agricultural Economics and calculated by Bank of Thailand
Source: Office of Agricultural Economics and calculated by Bank of Thailand
4.0
-20
-10
0
10
20
30
40
50
Jan2017
Apr Jul2017
Oct Jan2018
Apr Jul2018
Oct Jan2019
Apr Jul2019
Paddy Rice Sugarcane CassavaRubber Fruit Oil PalmLivestock Shrimp OthersTotal Farm Income
Source: NSO, Office of Agricultural Economics and calculated by Bank of Thailand
Source: The University of the Thai Chamber of Commerce, calculated by Bank of Thailand
5
Manufacturing Production Index (MPI)
Note: the new MPI series as adjusted by the OIE (coverage and base year at 2016)R = 2019 Revision P = Preliminary dataSource: Office of Industrial Economics and seasonally adjusted by Bank of Thailand
Note: All data is in real terms.Source: Department of Land Transport, Customs Department, Revenue Department, calculated by Bank of Thailand
Note: All data is in real terms.Source: NSO and Bank of Thailand
Note: %MoM is calculated from seasonally adjusted data P = Preliminary DataSource: Bank of Thailand
Note: Business credits and debt refer to change in outstanding (par); equity refers to new issuance at par value.
Source: Bank of Thailand, ThaiBMA, SET
Sources of Corporate Financing Billion baht
-50
0
50
100
150
200
Jan Jul Jan Jul Jan Jul
Business Credits (SA) Equity Debt 3MMA
2017 2018 2019
7
60
80
100
120
140
160
180
Oct Dec Feb Apr Jun Aug
avg. FY2016-18 FY2018 FY2019
0
10
20
30
40
50
60
Oct Dec Feb Apr Jun Aug
avg. FY2016-18 FY2018 FY2019
Sep
-3.0%
Sep
14.0%
Billion baht Central Government Current Expenditure(Excl. Subsidies/Grants and Other)
Central Government Capital Expenditure(Ex. Subsidies/Grants and Other)
Billion baht
Note: P = Preliminary data 1/ Includes cash payments for operating and purchase of non-financial assets, except loan repayments 2/ Excludes loan principal and interest payment
Sources: Ministry of Commerce calculated by Bank of Thailand
EmploymentThousand persons sa, 3mma
10,000
12,000
14,000
16,000
18,000
20,000
20,000
22,000
24,000
26,000
28,000
30,000
Jan2014
Jul Jan2015
Jul Jan2016
Jul Jan2017
Jul Jan2018
Jul Jan2019
Jul
Non-Agriculture (sa, 3mma) Non-Agriculture (sa)Agriculture (sa, 3mma) (RHS) Agriculture (sa) (RHS)Not in Labor Force (sa, 3mma) (RHS) Not in Labor Force (sa) (RHS)
Source: Labor Force Survey (NSO), calculated by BOT
Thousand persons sa, 3mma
Labor Market Indicators
Source: Labor Force Survey (NSO), calculated by BOT