Upharmacia January 2018 | Page 4

ECONOMY

MACROECONOMIC INDICATORS 2017

Reporting period : December 2017
Macroeconomic indicators
2016
2016
2017
2017
Dec
FY
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
FY
Q4
Q1
Q2
Q3
Q4
GDP ($ bn )
27.930
98.822
21.577
24.826
31.704
growth , y-o-y (%)
9.16 %
2.8
22.2 %
17.9 %
21.1 %
Export ($ bn )
3.63
36.37
3.03
3.20
4.11
3.34
3.48
3.35
3.21
3.67
3.77
3.86
4.30
3.92
43.23
growth , y-o-y (%)
8 %
-3.9
48 %
20 %
37 %
8 %
21 %
14 %
10 %
15 %
19 %
19 %
19 %
8 %
19 %
Import ($ bn )
4.13
38.93
3.10
3.67
4.37
3.73
3.83
3.96
4.01
4.25
4.32
4.58
4.74
4.91
49.45
growth , y-o-y (%)
32 %
5.8
32 %
18 %
35 %
22 %
27 %
47 %
30 %
23 %
25 %
28 %
24 %
19 %
27 %
Industrial Prod . Sales
($ bn )
7.64 69.08 6.34 6.44 6.91 5.92 6.25 6.27 6.31 6.62 6.66 7.24 7.69 8.20 80.9 growth , y-o-y (%) 20 % 0.2 28 % 30 % 27 % 14 % 16 % 16 % 12 % 19 % 19 % 13 % 11 % 8 % 17 %
Retail Turnover ($ bn )
2.09
21.38
1.40
1.37
1.62
1.66
1.93
1.78
1.96
2.09
1.93
1.98
1.99
2.40
22.1
growth , y-o-y (%)
4 %
-2.7
-12%
-8%
-2%
-6%
21 %
3 %
4 %
9 %
10 %
6 %
-3%
15 %
3.4 %
Unemployment Rate (%) 1.5 1.5 1.6 1.7 1.5 1.4 1.3 1.3 1.2 1.2 1.2 1.1 1.2 1.4 1.3
Average Salary ($)
247
203
221
230
250
248
259
272
283
278
257
277
276
319
266
CPI ( Consumer Prices Index )
112.4
114.9
112.6
114.2
115.1
112.2
113.5
115.6
115.9
116.2
116.4
114.6
113.6
113.7
114.5
GfK Consumer Sentiment Ind . 57.1 51.4 53.7 56.2 55.5 54.9 58.0 59.4 58.5 58.2 59.0 62.6 62.3 60.3 58.3
Official currency exchange rate
UAH / USD 26.2 25.6 27.2 27.0 27.0 26.9 26.4 26.1 26.0 25.6 26.1 26.7 26.7 27.5 26.6 UAH / EUR 27.6 28.29 28.8 28.8 28.8 28.8 29.2 29.3 29.8 30.2 31.1 31.4 31.3 32.6 30.0
Sources : State Statistics Service of Ukraine , UPharma Consulting , National Bank of Ukraine , ICU
INDUSTRIAL PRODUCTION & RETAILS SALES
Industrial Production Sales ( USD , Bn )
Industrial Production Sales Retail Turnover of Enterprises
10 5
9
8.20
7.60 7.69
8
7.24
4
6.91 6.62 6.66
7
6.34 6.44 5.92
6.25 6.27 6.31
6
3
5 4
2.40 2
2.09 1.93 1.96 2.09
1.62 1.66
1.78 1.93 1.98 1.99
3 2
1.40 1.37
1
1 0
0
Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2016 2017
TOTAL CPI VS PHARMA PRODUCTS CPI
Total CPI , % y-o-y Pharma products CPI , % y-o-y
120
114.2 115.1
115.6 115.9 116.2 116.4 114.6
112.4 112.6
113.5 113.6 113.7
115
112.2
110
10 6.40 1 0 5 . 40 10 6 . 10 10 4 . 20
1 0 3 . 20 10 2.80 1 0 3 . 00 1 0 3 . 20 103 . 90 10 4 . 10 103 . 90 10 4 . 50 10 5 . 10
105
100 Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2016 2017
OFFICIAL CURRENCY EXCHANGE RATES
UAH / USD
UAH / EUR
27.6
28.8
28.8
28.8
28.8
29.2
29.26
29 . 8
30 . 2
31.1
31.4
31.3
32.6
26.2
27.2
27.0
27.0
26.9
26.4
26.1
26.0
25.6
26.1
26.7
26.7
27.5
Retail Turnover of Enterprises ( USD , Bn )
Ukrainian Economy At The Year End
- According to the NBU the estimated yearly GDP of Ukraine in 2017 grew by + 2.1 % vs 2016 .
- Labour market indicators such as the unemployment rate and the ratio of economically active people has deteriorated . As of the end of the 3Q17 , these ratios were 9.4 % and 62.2 %, respectively , while at the end of 2015 , they were 7.2 % and 65 %. Due to the loss of control of Crimea and parts of Donbas , the total number of economically active people dropped from nearly 22m to 17.9m over the four-year period of 2014 – 17 .
- The UAH devaluation ( in trade-weighted terms ) has been sizable ; in nominal terms , it was larger than in the 2008-09 and 1998-2000 crises , while in real terms , it was at a similar level as in 2008 – 09 crisis .
- Households ’ consumption increased significantly in 2017 , being encouraged by a strong increase of both nominal and real wages . The latest data shows that real wages increased 18.9 % YoY in Dec , while nominal wages ascended by 35.5 % in the same period .
- Consumer Prices Index in the country was pushed by the increased domestic demand on the back of increased real wages , however , the CPI on pharmaceutical products was a subject to traditional seasonal fluctuations and remained rather low during the 2017 and reached 4.1 % in yearly terms .
- We expect the CPI will remain in double-digits by the end of 2018 .
Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2016 2017
Issue 29 Jan 2018 page 02