Speculative 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
> 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
交易結束：目標達成
Target speculative buy position reached 5% before XD date! Now stock price continued to decline following Soy Bean future price. > No sign of turnaround price in the near future.
> Strong support price position at 31.00 while overall Thailand SET market down trend.
> Expected better stock price rebounded in few weeks as Thailand reopening and COVID recovery in November. Foodshop and restaurants reopening, expect sales improvement again.
> Stop loss price at 30.00.
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