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1、 2566Krungsri ResearchAugust 2023THAILAND INDUSTRY OUTLOOK 2023-25Subscribe UsAuthorAll material presented in this report,unless specifically indicated otherwise,is under copyright to Krungsri Research.None of the material,nor its content,nor any copy of it,may be altered in anyway,or copied to any

2、other party,without the prior express written permission of Krungsri Research.This document is based on public information believed to be reliable.Nevertheless,Krungsri Research would not affirm the accuracy and completeness of this information.We accept no liability whatsoever for any direct or con

3、sequential loss arising from any use of this document or its content.Information,opinions and estimates contained in this report are our own,which are not necessarily the opinions of Bank of Ayudhya Public Company Limited and its affiliates.It reflects a judgment at its original date of publication

4、by Krungsri Research and are subject to change without notice.DisclaimerFor research subscription,Chaiwat SowcharoensukSenior A+662 296 0000 Ext.50880EXECUTIVE SUMMARYThe rubber industry will benefit from an improving business environment through the period 2023 to 2025 thanks to both rising outputs

5、 and firmer demand.On the supply side,players will enjoy an expansion in the total size of rubber plantations,what is expected to be more favorable climate,and the incentive effects of higher prices on the care and upkeep of rubber stands,all of which will translate into greater output.At the same t

6、ime,supply from Indonesia and Malaysia will struggle to recover fully from problems with labor shortages and the effects of leaf drop disease.Meanwhile,the demand side of the market will benefit from:(i)growth in downstream industries at home and abroad,including the automotive sector(helped further