Home
Login Register
Delfi    Last:0.98   -

Buoyant outlook

 Post Reply 61-80 of 740
 
eddyeddy
    13-Nov-2025 10:53  
Contact    Quote!
Cocoa price drop again to 5.7k.
 
 
Alignment
    12-Nov-2025 11:31  
Contact    Quote!
Cocoa prices are now back down at levels they were at beginning of 2024. If they just stay at current levels, looking at the share price chart the share price then was $1.10. If the cocoa price keeps falling to 2023 levels then the share price consistent with this is $1.40.
 
 
Joelton
    12-Nov-2025 10:56  
Contact    Quote!
Delfi reports ebitda of US$10.2 mil for 3QFY2025
The group&rsquo s net sales for the 3QFY2025 came in 6.1% y-o-y to US$124.8 million. This is despite ongoing challenges in the global chocolate industry and continued macroeconomic uncertainty.
 
This 3QFY2025 net sales performance lifted 9MFY2025 net sales to US$384.4 million, a 1.6% y-o-y growth.
 
The top-line improvement was driven primarily by a favourable mix of pricing and volume gains, which supported key brands in Indonesia, and was complemented by growth in regional markets.
 
Delfi says that Indonesia delivered &ldquo strong momentum in 3QFY2025&rdquo , with a 5.2% y-o-y increase in net sales, while regional markets showed consistent growth across both reporting periods. Net sales for 3QFY2025 grew 7.3% y-o-y driven by performance in Malaysia and the Philippines.
 

 
eddyeddy
    11-Nov-2025 23:25  
Contact    Quote!
3q biz update shown biz has turned around.
 
 
msksmsks
    03-Nov-2025 15:28  
Contact    Quote!
Forgot to mention.

Christmas, , New Year , CNY
and Valentines Day is coming

There'll be a surge in demand for
chocolates traditionally. ..

Bottomline wl be strongest during
these period of time.

Opined result wl improve n lead to
share price recovery

PDYODD n happy investing
 
 
msksmsks
    03-Nov-2025 15:10  
Contact    Quote!
Lower cocoa prices only agurs well
for Delfi.

Apparently, mkt seems hvnt pricing in for
recovery in earnings...

Opined shld see better days ahead if
history being repeated.

Cheers

 

 
msksmsks
    03-Nov-2025 14:29  
Contact    Quote!
This one being neglected and shld gain
some traction after Cocoa prices had fallend
fm 12K  to slightly abv 6K

Technically seems to be flattening and bottomish

Opined their forthcoming result shld reflect a 
better bottomline 

PDYODD and happy investing
 
 
 
eddyeddy
    07-Oct-2025 13:50  
Contact    Quote!
Looks like turbo charge coming soon
 
 
eddyeddy
    02-Oct-2025 09:34  
Contact    Quote!
BBs are collecting big time now
 
 
tonytony
    26-Sep-2025 08:08  
Contact    Quote!
Cocoa price closed 6.9k , first time below7k inany years.
 

 
tonytony
    25-Sep-2025 14:36  
Contact    Quote!
Accumulations are on going , volume shoot up
 
 
tonytony
    23-Sep-2025 09:30  
Contact    Quote!
Cocoa bean price keep dropping , now dropped below 7k per tonne.
 
 
eddyeddy
    10-Sep-2025 15:05  
Contact    Quote!
What is the strong signal of a family controlled company without succession plan ?
 
 
tonytony
    10-Sep-2025 13:17  
Contact    Quote!
No smoke without fire.
 
 
msksmsks
    10-Sep-2025 11:30  
Contact    Quote!
Well done, Bro

Used to own this but cocoa shot up skyrocketting 
thus hv left the scene. 

Now cocoa prices had retreated to ard 7K+ ,
hopefully the fortunes wl turn too 

Still monitoring and may join u 

Cheers

eddyeddy      ( Date: 08-Sep-2025 11:05) Posted:

Added abit at 0.76 ,feel worst is behind

 

 
eddyeddy
    10-Sep-2025 10:40  
Contact    Quote!
News leaked ? Insiders are accumulating?
 
 
eddyeddy
    08-Sep-2025 11:05  
Contact    Quote!
Added abit at 0.76 ,feel worst is behind
 
 
tonytony
    08-Sep-2025 10:23  
Contact    Quote!
Till today , no succession plan , the same old 3 Cheung brothers . How long can this last ? They should sell their 52% with a high premium and call it a day soon !
 
 
eddyeddy
    07-Sep-2025 18:30  
Contact    Quote!
Chatgpt advised silver queen brand name alone worths few hundred millions USD
 
 
tonytony
    07-Sep-2025 15:41  
Contact    Quote!
Some selling pressure last few days due to riots in Indo
Now it is over.
 
Important: Please read our Terms and Conditions and Privacy Policy .