View all companies
Recommendation
Start reading our world-class research today.
Already have an account?
Log in
72 articles for Thai Vegetable Oil PCL
Thailand: Agro & Food - Record 2023/24 production for US, Brazil and worldwide
USDA’s May report—a jump in 2023/24 production and stocks. 2023/24 US crop—massively ahead of last year and its 5-year mean. El Niño upgrade and stronger El Niño in 2H23—negative for SB price.
Prasit Sujiravorakul @ Bualuang Securities 24 May 2023
Thailand: Agro & Food - A 55% chance of “strong El Niño”
Further El Niño probability upgrade; 55% chance of “strong El Niño. Heavier precipitation in US in mid-May on stronger El Niño. Some correlation between “strong El Niño” and the raw tuna price.
Prasit Sujiravorakul @ Bualuang Securities 23 May 2023
Thai Vegetable Oil PCL: Missed estimates by a long shot; weaker 2Q23 earnings ahead
Disappointing results; core operations reversed to a loss. TVO posted a 1Q23 net profit of Bt128m. We model a Bt250m 2Q23 core profit, down 67% YoY.
Prasit Sujiravorakul @ Bualuang Securities 15 May 2023
Thailand: Agro & Food - ENSO alert status: El Niño Watch
Upgraded El Niño probability; “El Niño Watch” alert status. Hotter and drier weather in countries around the Pacific Ocean. Bullish on “sugar” but bearish on “soybean” on El Niño theme.
Prasit Sujiravorakul @ Bualuang Securities 26 April 2023
Thailand: Agro & Food - Transiting to El Niño—heavy rain in Argentina in 2H23
Moderate-to-heavy rain in Argentina during Mar 19-25. Higher El Niño—heavier rainfall in US and South America in 2H23. USDA’s Mar report—further Argentine output cut from La Niña.
Prasit Sujiravorakul @ Bualuang Securities 31 March 2023
Thailand:Agro&Food - Argentine drought grabs the spotlight—but only short-term
Argentina’s persisting drought during Oct-Jan despite some rain. A bad call for soybean due to higher El Niño probability in 2H23. USDA’s Jan report—slightly negative on a modest global stock rise.
Prasit Sujiravorakul @ Bualuang Securities 31 January 2023
Details
Thailand
Asia
Consumer Durables & Apparel
About
Thai Vegetable Oil Public Company Limited produces and markets soybean cooking oil under its A-ngoon brand name. Additionally, the Company produced other soybean products including soymeal, full-fat soy, cooked and un-extracted soybeanseed, and lecithin. Its products are also used in industrial applications such as the production of paint or canned food.
