Economists Optimistic About NODX Rebound Despite August Contraction
Economists Optimistic About NODX Rebound Despite August Contraction
RHB stated it is not concerned about the MoM decline for three reasons: strong electronics exports, a recovery in pharmaceutical exports, and ongoing global growth.NODX fell 4.7% MoM in August.
8月份NODX環比下降了4.7%。
Economists remain optimistic about the rebound of non-oil domestic exports (NODX) despite sequential contraction in August.
儘管8月份連續下降，但經濟學家對非石油國內出口（NODX）的反彈仍然持樂觀態度。
In August, NODX fell by 4.7% month-on-month (MoM) and posted slower year-on-year growth of 10.7%.
8月份，NODX環比下降了4.7%，同比增長放緩至10.7%。
RHB stated it is not concerned about the MoM decline for three reasons: strong electronics exports, a recovery in pharmaceutical exports, and ongoing global growth.
RHb表示，對於環比下降並不擔心，有三個原因：電子產品出口強勁，藥品出口恢復，全球經濟持續增長。
UOB is also upbeat about NODX's recovery, anticipating a meaningful sequential rebound in Q4 2024.
UOb對於NODX的復甦也持樂觀態度，預計2024年第四季度將出現實質性反彈。
It has also nudged its full-year 2024 NODX growth forecast slightly higher, from 2.5% to 3.0%.
它還將2024年全年NODX增長預測略微上調，從2.5%提高至3.0%。
Nomura reported that NODX growth averaged 13.3% year-on-year in July-August, a sharp rise from -6.5% in Q2, supported by a significant improvement in electronics exports.
野村證券報告稱，7月至8月NODX同比增長平均爲13.3%，大幅上升，而第二季度爲-6.5%，得益於電子產品出口的顯著改善。
