Delfi
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Buoyant outlook
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📉 Cocoa futures keep dropping (2025&ndash 2026)
1) Demand destruction &ndash chocolate makers buying less
High cocoa prices in 2024&ndash 2025 made chocolate expensive.
Consumers bought less &rarr factories processed less cocoa (&ldquo grindings&rdquo fell globally).
Lower demand = prices fall.
➡ ️ Europe grindings &minus 7.2%, Asia &minus 16% YoY in 2025
When demand slows, futures traders expect weaker consumption &rarr they sell futures &rarr price drops.
2) Supply outlook improving (weather + harvest recovery)
Earlier prices surged because crops failed in West Africa.
Now conditions improved:
Better rainfall and harvest expectations in West Africa
New production from Ecuador
Crop recovery after disease/drought
All these increase supply expectations &rarr bearish for price.
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foodingredientsfirst.com +1
3) Market moving from deficit &rarr possible surplus
After years of shortage, analysts now see the market rebalancing:
Rising output + weaker demand &rarr potential surplus seasons
Surplus outlook pushes futures lower
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ING THINK +1
4) Prices correcting from crazy 2024 bubble highs
Important point: cocoa was at record extreme highs before.
Prices doubled in 2024 due to crop disease & weather shocks
Current fall is a normal correction, not a collapse
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ABC News +1
So futures look &ldquo crashing&rdquo mainly because they&rsquo re falling from abnormal peaks.
5) Real-world signals confirm weak market
Recent news shows:
Global futures nearly 50% down
Unsold cocoa piling up in Ivory Coast warehouses
More to go , 1.29 minimum .
World biggest chocolate manufacturer released earnings.
If not for mass market selling down, could have gone higher.
Turnaround story for Delfi , $1.20 target :)
Hershey Co
NYSE: HSY
USD+18.59 (9.03%)today
Key Takeaways
- Hershey&rsquo s Q4 2025 EPS of $1.71 beat expectations by 22.14%.
- Revenue for the quarter was $3.09 billion, exceeding forecasts by 4.04%.
- The stock surged 3.02% in pre-market trading to $212.01.
Delfi only had limited cocoa hedges on so we' ll be seeing the benefits of the big fall in prices in their results soon.
Coffee and Cocoa are different ley
muifan ( Date: 05-Feb-2026 09:26) Posted:
Last:0.91  +0.03
Read the report on food empire by DBS and you will know why this is moving today.
$1.10 is consider cheap LOL
Alignment ( Date: 27-Jan-2026 18:57) Posted:
| Anyone could be buying. When the cocoa price was last at current levels the Delfi share price was over S$1.10 |
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After yesterday cocao price crash 6%, at this price level ,
Delfi was trading at $1.40 , the bbs know this and have been whaling in since morning ? of cos helped by the re rating of food empire make this look ridiculously cheap
muifan ( Date: 05-Feb-2026 09:26) Posted:
Last:0.91 +0.03
Read the report on food empire by DBS and you will know why this is moving today.
$1.10 is consider cheap LOL
Alignment ( Date: 27-Jan-2026 18:57) Posted:
| Anyone could be buying. When the cocoa price was last at current levels the Delfi share price was over S$1.10 |
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Silver Queen very tasty .
Last:0.91 +0.03
Read the report on food empire by DBS and you will know why this is moving today.
$1.10 is consider cheap LOL
Alignment ( Date: 27-Jan-2026 18:57) Posted:
| Anyone could be buying. When the cocoa price was last at current levels the Delfi share price was over S$1.10 |
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Anyone could be buying. When the cocoa price was last at current levels the Delfi share price was over S$1.10
Accumulation by BB ?
Fairly strong buying today!
Yes if it stays at this level then 2026 financials going to be much better.
Cocoa price drop to 4435 now , new low in last 2 years. Delfi should benefit low cocoa price
This company has a good fundamental with strong quick and current ratios and little debt. Technical charts showed neutral. The company has a good accrual ratio based on cash flow, indicating that it generates more cash than profits, which is a positive sign. Should be able to shoulder the coming economic storm without much difficulties.
With this shaffaling, it is paving the path for the Chuangs to sell out and retired. Non of the younger Chuangs are interested to take over the business
Offer price should be more than 1.20
The Chuang sold away their 51.99 % as expected , who is the new controlling shareholder ?
Buyers have good appetites
Costs will fall as cocoa prices keep dropping further.
BBS show hands now
