Transcription of 2018年7月号 - bk.mufg.jp
1 Bank of Ayudhya PCL. UFJ mufg Holding (Thailand) Co., Ltd. Bangkok mufg Limited mufg Participation (Thailand) Co., Ltd. 2019 10 1. ---------------------------------------- -------- P 1 2. --------------------------------------- P 3 3. ---------------------------------------- ------------ P 5 4. ---------------------------------------- ---------- P 6 5. ---------------------------------------- ------------ P 7 6. < EC >------------------------------- P 8 7. mufg ------------------- P13 2019 10 11 1/13 1. 20162017201818/10-1219/1-34-67-9 GDP 10 413456505 100 GDP 6,2586,8837,605 GDP ( )( )( )( )( )( ) ( )( )( )( )( )( ) ( )( )( )( )( )( ) 768,788871,6471,041,739295,155263,549260 ,221 ( )( )( )( )( )( ) ( )( )( )( )( )( )( ) FOB 100 214,251235,267253,43162,55959,85260,553 ( )( )( )( )( )( ) FOB 100 177,711201,107229,80858,13453,39354,844 ( )( )( )( )( )( )
2 100 36,53934,16123,6234,4256,4595,710 100 48,20850,21137,7367,11112,7236,667 100 20,840 12,429 21,620 4,782 5,109 3,215 100 10,552 10,586 5,670 1,085 3,758 1,510 100 2,798 2,150 5,431 200 2,5691,198 100 7,794188 10,554 3,663969 4,312 100 12,84525,9577,266 6975,463104 BOI 100 251,723290,699582,558447,55784,10463,065 53,600136,03074,41635,52826,84515,609 BOI 100 358,119230,811255,60549,66974,95138,578 79,62991,80193,67519,12917,69511,487 100 132,158155,225161,014164,495166,791 100 166,157196,121199,296199,296205,792208,8 37 * 1, , , , , , , 19/123456789 GDP 10 100 1 GDP GDP ( )( )( )( )( )( )( )( ) ( )( )( )( )( )( )( )( ) 78,06182,324103,16486,07688,09786,04881, 04480,838 ( )( )( )( )( )( )( )( ) ( )( )( )( )( )( )( )( )( ) FOB 100 19,12719,62221,30718,47220,78221,29921,0 3421,864 ( )( )( )( )( )( )( )( ) FOB 100 19,33716,16817,88818,56619,38016,89819,3 4118,281 ( )( )( )( )( )( )( )( )
3 100 2113,4553,419 941,4034,4011,6923,583 100 2,0126,5055,2701,384 3763,9231,7683,990 100 998 257 4,805 1,708 4 7602,543 100 869 267 4,6052,322 88 222 297 100 1,301738 1,391 969 7432,507 254 100 1,430 7281,191 3,061827 3,0453,094 100 2,2603,344 141 1,193 5771,8744,4951,200 BOI 100 BOI 100 100 100 203,378206,047205,792204,152203,498208,8 37211,373212,650 * 1, , , , , , , , , * CEIC UFJ 2/13 9 9 8 8 1 2 UFJ -15-10-505101520251516171819 UFJ 3/13 2.
4 Source 9 5 9 10 9 12 4/13 9 20
5 9 24 9 30 8 + + 21,864 18,281 +3,583 +1,692 +3,990 +1,768 5/13 3.
6 9 10 9 : 30 9 EU 6 16 12 ECB 3 ECB ECB 13 2013 6 8 18 FOMC FED 25 MPC 100 ISM 3 12 MPC 10 : 10 9 25 MPC THB 29 Reuters USD/THB JPY/THB 6/13
7 4. 9 9 2 5 10 Brexit EU 5 9 10 12 ECB ECB 14 18 FOMC 25bps 10 1 50bps 2 2019 8 25 MPC 25 5 10 10 9 FOMC
8 19 EU 22 9 24 ECB 29 30 FOMC 30 31 9 MPC 11 MPC 9 MPC 2020 MPC 1 FED ECB 9 FOMC 2020 10 12 FOMC FED 1 9 ISM 2 9 ADP FED 10 FOMC FOMC FED Brexit 10 10 11 Reuters 7/13 5.
9 2019/52019/62019/72019/82019/92019/10( ) Reference USD/THB ( ) (6 ) (5 ) 1, , , , , 8/13 6. EC ASEAN 2018 11 ASEAN E EC ASEAN 2 2018 82% EC 2018 3 1,000 EC 2 EC EC ASEAN EC 1 ASEAN EC ASEAN EC 1 2018 ASEAN EC - Gross Merchandise Value GMV EC ASEAN 2018 122 EC 30 ASEAN 2 IT Google ASEAN EC 2025 1,530 GMV 4 EC 130 GMV 1 - GMV EC 5 [ 1 2018 ASEAN EC - GMV ] GMV % GMV % 122 269 64% 18 6 88% 30 69 82% 15 108 73% 28 97 70% 1,636 126 94% 20 32 81% Google TEMASEK GMV Internet World Stats / 2018 - 2018 2019 6 2 2 EC EC PC 2 PC 2010 62% 2018 90% PC 2014 3 2010 1.
10 100 2018 16 2010 8 2018 26 4 2018 EC 43% 27% 10% 7% 9/13 [ 2 PC % ] Thailand National Statistical Office PC 2018 [ 3 1 ] Bank of Thailand [ 4 2018 EC % ] Thailand Electronic Transactions Development Agency ETDA 051015202530352010 2011 2012 2013 2014 2015 2016 2017 2018 QR 10/13 EC 1 EC ASEAN EC EC 5 6 EC EC 2014 2 335 2018 3 1,502 2014 +55% EC 2014 1 2,300 2018 1 7,100 2014 +39% EDI(Electronic Data Interchange)
