Latest Forum Topics /
Delfi
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Buoyant outlook
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eddyeddy
Master |
13-Nov-2025 10:53
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Cocoa price drop again to 5.7k. | ||
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Alignment
Elite |
12-Nov-2025 11:31
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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. | ||
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Joelton
Supreme |
12-Nov-2025 10:56
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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.
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eddyeddy
Master |
11-Nov-2025 23:25
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3q biz update shown biz has turned around. | ||
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msksmsks
Supreme |
03-Nov-2025 15:28
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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 |
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msksmsks
Supreme |
03-Nov-2025 15:10
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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 |
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msksmsks
Supreme |
03-Nov-2025 14:29
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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   |
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eddyeddy
Master |
07-Oct-2025 13:50
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Looks like turbo charge coming soon | ||
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eddyeddy
Master |
02-Oct-2025 09:34
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BBs are collecting big time now | ||
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tonytony
Veteran |
26-Sep-2025 08:08
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Cocoa price closed 6.9k , first time below7k inany years. | ||
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tonytony
Veteran |
25-Sep-2025 14:36
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Accumulations are on going , volume shoot up | ||
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tonytony
Veteran |
23-Sep-2025 09:30
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Cocoa bean price keep dropping , now dropped below 7k per tonne. | ||
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eddyeddy
Master |
10-Sep-2025 15:05
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What is the strong signal of a family controlled company without succession plan ? | ||
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tonytony
Veteran |
10-Sep-2025 13:17
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No smoke without fire. | ||
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msksmsks
Supreme |
10-Sep-2025 11:30
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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
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eddyeddy
Master |
10-Sep-2025 10:40
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News leaked ? Insiders are accumulating? | ||
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eddyeddy
Master |
08-Sep-2025 11:05
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Added abit at 0.76 ,feel worst is behind | ||
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tonytony
Veteran |
08-Sep-2025 10:23
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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 ! t  |
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eddyeddy
Master |
07-Sep-2025 18:30
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Chatgpt advised silver queen brand name alone worths few hundred millions USD | ||
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tonytony
Veteran |
07-Sep-2025 15:41
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Some selling pressure last few days due to riots in Indo
Now it is over. |
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