Back

Latest Forum Topics / Delfi    Last:0.94    -0.02

Post Reply

Buoyant outlook Post Reply Rate topic
Cadence88 Veteran	02-Aug-2023 10:44        Cadence88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	We all know that hedgeing is a double-edged sword. Do they hedge sugar prices as well? msksmsks      ( Date: 01-Aug-2023 07:28) Posted: Yesterday drop of 6% was overdone and unwarranted, IMHO To put things in perspective: 1) Rising cost of cocoa is a concern to Delfi but more importantly, they hedged forward up to 18 months ahead to buffer the volatility  giving them the flexibility and ability to adjust their  costing of their products. 2) If prolong escalation of cocoa prices persists,  likely the Co may hv to filter and passed the rising cost to the consumer ....this is quite normal for any enterprise to mitigate the pressure 3) Indo economy is expected to do well and that may  translates to higher sales / profit 4) Co also guided a strong FY23 during their Q1 update Let' s wait for their 1st half year result + Dividend announcement on Aug 7 and what' s the  guidance ahead with the backdrop of their rising costs
Useful To Me  Not Useful To Me
msksmsks Supreme	02-Aug-2023 10:18        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I hv vested interest in Delfi too as i opined  it' s still on growth path. They are improving the quality of their products and also able to  generate increasing revenue and giving out generous dividend.   stockist75      ( Date: 02-Aug-2023 10:04) Posted: Earlier on, i have see you active on Nanofilm, are you still holding to it or have jump ship to Delfi? msksmsks      ( Date: 02-Aug-2023 09:45) Posted: Jus to sharing my AEM investment journey. Bght ard 0.9+ couple years bk and every analyst calling for Buy and raising target price . If i had ignored them, my investment return wl not be as high as $4+ when I sold. So, moral of the story is u need to know what u are buying/investing and let time do the talking Cheer
Useful To Me  Not Useful To Me
msksmsks Supreme	02-Aug-2023 10:06        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hv reduced my positions for Nano  but still holding some. Likewise for Riverstone.  I still thinked RS is a good Co and holding even though i' m not active in that thread.   stockist75      ( Date: 02-Aug-2023 09:56) Posted: Earlier on, you are very active on Nanofilm posting but now jump over the Delfi. Are you still holding Nanofilm?
Useful To Me  Not Useful To Me
stockist75 Veteran	02-Aug-2023 10:04        stockist75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Earlier on, i have see you active on Nanofilm, are you still holding to it or have jump ship to Delfi? msksmsks      ( Date: 02-Aug-2023 09:45) Posted: Jus to sharing my AEM investment journey. Bght ard 0.9+ couple years bk and every analyst calling for Buy and raising target price . If i had ignored them, my investment return wl not be as high as $4+ when I sold. So, moral of the story is u need to know what u are buying/investing and let time do the talking Cheers eddyeddy      ( Date: 02-Aug-2023 09:13) Posted: Whenever analysts called to buy and gave a higher TP , it is time for them to unload to those who trust their buy calls.
Useful To Me  Not Useful To Me
msksmsks Supreme	02-Aug-2023 09:45        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Jus to sharing my AEM investment journey. Bght ard 0.9+ couple years bk and every analyst calling for Buy and raising target price . If i had ignored them, my investment return wl not be as high as $4+ when I sold. So, moral of the story is u need to know what u are buying/investing and let time do the talking Cheers eddyeddy      ( Date: 02-Aug-2023 09:13) Posted: Whenever analysts called to buy and gave a higher TP , it is time for them to unload to those who trust their buy calls.
Useful To Me  Not Useful To Me
msksmsks Supreme	02-Aug-2023 09:33        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	As saying goes : Read the analysts rpt with pinch of salt Whether it make sense or any truth in it, boils down to individual experience and discretion. For me, Delfi is still.on growth path amid rising costs.
Useful To Me  Not Useful To Me
eddyeddy Master	02-Aug-2023 09:13        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Whenever analysts called to buy and gave a higher TP , it is time for them to unload to those who trust their buy calls.
Useful To Me  Not Useful To Me
msksmsks Supreme	01-Aug-2023 07:28        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yesterday drop of 6% was overdone and unwarranted, IMHO To put things in perspective: 1) Rising cost of cocoa is a concern to Delfi but more importantly, they hedged forward up to 18 months ahead to buffer the volatility  giving them the flexibility and ability to adjust their  costing of their products. 2) If prolong escalation of cocoa prices persists,  likely the Co may hv to filter and passed the rising cost to the consumer ....this is quite normal for any enterprise to mitigate the pressure 3) Indo economy is expected to do well and that may  translates to higher sales / profit 4) Co also guided a strong FY23 during their Q1 update Let' s wait for their 1st half year result + Dividend announcement on Aug 7 and what' s the  guidance ahead with the backdrop of their rising costs
Useful To Me  Not Useful To Me
VT_Jr888 Member	01-Aug-2023 01:32        VT_Jr888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don' t lao-sai anymore today, please! I have no more bullets to fire anymore.
Useful To Me  Not Useful To Me
chiachiawee Elite	31-Jul-2023 17:00        chiachiawee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Omg. This is bad. Big dump before result announcement. Cui result? Sian
Useful To Me  Not Useful To Me
msksmsks Supreme	31-Jul-2023 16:51        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Opportunity to buy cheap ... Regardless rising or decline in cocoa prices, pple need to consume, wl still buy. Luckily, Delfi do hedging quite early to buffer any volatility Hv we seen any decline in cigarette sales despite high cigarette price... Remained steadfast
Useful To Me  Not Useful To Me
TradingMao Member	31-Jul-2023 16:15        TradingMao About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, always remember that share prices is forward looking. You can't deny the fact that cocoa prices are rising and if it is maintain throughout till end 2024, it is bound to affect delfi profit if cost are not pass to consumer. In any case, Mr market is always right. Mandmx      ( Date: 31-Jul-2023 16:04) Posted: I don't think delfi will be really affected by the soaring cocoa price this year as it puts in effort to hedge it and stock up inventory. Is it shortist at work?
Useful To Me  Not Useful To Me
Cadence88 Veteran	31-Jul-2023 16:14        Cadence88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	More important how the market thinks about it.
Useful To Me  Not Useful To Me
Mandmx Member	31-Jul-2023 16:04        Mandmx About Contact  Quote this Post!
x 0   x 0  Alert Admin	I don't think delfi will be really affected by the soaring cocoa price this year as it puts in effort to hedge it and stock up inventory. Is it shortist at work?
Useful To Me  Not Useful To Me
chiachiawee Elite	29-Jul-2023 15:23        chiachiawee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will the company's sales and/or profit margin be negatively impacted by recent rising cocoa price? ?As part of our processes and strategies for managing volatilities in our strategic raw materials (including cocoa ingredients), on a regular basis our purchasing team will cover our raw materials as far forward as possible as this allows us to lock-in forward costs to a major extent thus providing cost visibility and margin stability. This cost visibility allows us time to plan our mitigation initiatives, which might include in some cases increasing prices, introducing updated products or managing the sizing of our products. It is important to note that although we have the flexibility to manage our margins, we always aim to protect the value-proposition for consumers.? https://links.sgx.com/FileOpen/Delfi%20-%20Announcement%20-%20Questions%20from%20Shareholders%20and%20SIAS%20on%20AR2022.ashx?App=Announcement&FileID=755073 Rising costs have been budgeted for with sound solutions. Let?s see coming half yearly result with management comments. So long they managed to raise price and transfer the cost to consumers, at the same time protect the sales volume, all is good. Cheers.
Useful To Me  Not Useful To Me
TradingMao Member	29-Jul-2023 14:25        TradingMao About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.businesstimes.com.sg/companies-markets/chocolate-cravings-are-going-get-more-expensive-satisfy
Useful To Me  Not Useful To Me
msksmsks Supreme	27-Jul-2023 11:05        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share price been side ways for a wk  Awaits the awakening , shld be soon....
Useful To Me  Not Useful To Me
msksmsks Supreme	25-Jul-2023 14:35        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Once sellers are exhausted @1.35, the bulls wl over run and head higher
Useful To Me  Not Useful To Me
msksmsks Supreme	25-Jul-2023 13:18        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Waiting for this to happen  msksmsks      ( Date: 25-Jul-2023 09:37) Posted: Awaiting for 1.35 to clear and pave way for next higher level
Useful To Me  Not Useful To Me
msksmsks Supreme	25-Jul-2023 11:26        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Co will be releasing their 1st Half 2023 + Dividend announcement after  the trading day of Aug 7,  In their 1Q update, it was stated below: " With our strong balance sheet and effective product and distribution strategies in place, barring unforseen circumstances, we look fwd to a good performance in 2023 Looking fwd to a higher dividend payout for 2023 and higher share price ahead
Useful To Me  Not Useful To Me

                                                         First   < Newer   401-420 of 740   Older>   Last