THAILAND SET: TVO THAI VEGETABLE OIL - SPECULATIVE BUYSpeculative BUY: TVO - Thai Vegetable Oil - Q2/21 Est. +113% QOQ, +92%YOY
> Weak Thai Baht - better export sales exchange rate
> Future Soy Bean rebounded as a positive factor for animal food supply profit contribution.
> Expect dividend 1.50 baht/share mid year (almost 5%, total year payout 8%)
Risk:
> SET declining due to COVID lockdown 3.0 w/ +25K cases /day
