recent developments and outlook
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March 2011. Supavud Saicheua Economist Phatra Securities. Recent developments and outlook. - PowerPoint PPT PresentationTRANSCRIPT
1
March 2011
Refer to important disclosures at the end of this report.
Recent developments and outlook
March 2011
Supavud Saicheua
Economist
Phatra Securities
Phatra Securities does and seeks to do business with the companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report.
2
March 2011
Refer to important disclosures at the end of this report.
Output and wage by sector
3
March 2011
Refer to important disclosures at the end of this report.
Financials vs Construction
4
March 2011
Refer to important disclosures at the end of this report.
Manufacturing vs Healthcare
5
March 2011
Refer to important disclosures at the end of this report.
Exports
6
March 2011
Refer to important disclosures at the end of this report.
Major Thai commodities
Source: Datastream
0200400600800
1,0001,200
01/0
1/07
07/0
1/07
01/0
1/08
07/0
1/08
01/0
1/09
07/0
1/09
01/0
1/10
07/0
1/10
01/0
1/11
Rice ($US/tons
0
500
1,000
1,500
2,000
01/0
1/07
07/0
1/07
01/0
1/08
07/0
1/08
01/0
1/09
07/0
1/09
01/0
1/10
07/0
1/10
01/0
1/11
Rubber (MY cent/kg)
05
101520253035
01/0
1/07
07/0
1/07
01/0
1/08
07/0
1/08
01/0
1/09
07/0
1/09
01/0
1/10
07/0
1/10
01/0
1/11
Sugar (US cent/lb)
050
100150200250300350
01/0
1/07
07/0
1/07
01/0
1/08
07/0
1/08
01/0
1/09
07/0
1/09
01/0
1/10
07/0
1/10
01/0
1/11
Tapioca (US $/ton)
7
March 2011
Refer to important disclosures at the end of this report.
Tourism