アジア太平洋地域に進出する日系企業の業績業績見通し 23年下期「減収減益』予測が拡大
Outlook for Japanese Companies Operating in the Asia-Pacific Region. Forecasts for “Decrease in Sales and Profit” for the 2nd half of 2023 are expanding.
●中国、韓国、マレーシア苦戦。減収減益予測の企業が全体の50％以上
China, South Korea, and Malaysia are struggling. More than 50% of companies are forecasting declines in sales and profits.
・中国は不動産市況の低迷がコロナ禍からの景気回復につながらず。
・韓国は電気、電子、半導体の世界的な大幅な需要減少が響いている。
・マレーシアは自動車、二輪関係のコロナ明け特需が終わり落ち込みが大きい。
・ベトナムは輸出国であり輸出額の減少が雇用や消費の冷え込みに繋がっている。
In China, the sluggish real estate market has not led to an economic recovery from the Corona disaster.
In South Korea, a sharp decline in global demand for electrical, electronics, and semiconductors is having a negative impact.
In Malaysia, special demand for automobiles and motorcycles after the Corona disaster has ended, and the decline has been significant.
Vietnam is an exporting country, and the decline in exports has led to a cooling of employment and consumption.
●フィリピン、インドは他国より好調。増収増益予測の企業の割合が高い
The Philippines and India are doing better than other countries. The Philippines and India are performing better than other countries, with a high percentage of companies forecasting increases in both sales and profits.
・フィリピンは建機関連、製油/給油関連製品、自動車の国内市場での売れ行きが好調。
・インドも同じで、輸出入でなく国内市場での売れ行きが上向いてる国とそうでない国で明暗が分かれている。
In the Philippines, sales of construction machinery, oil refining and refueling-related products, and automobiles are strong in the domestic market.
There is a clear divide between countries where sales in the domestic market, not imports and exports, are improving and those where they are not.
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