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