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Cadence88 Veteran	25-Jan-2021 10:03        Cadence88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any exciting news on it ?   Acewind      ( Date: 25-Jan-2021 09:43) Posted: Looks like it is making a comeback.
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Acewind Member	25-Jan-2021 09:43        Acewind About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like it is making a comeback.
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wiltay Master	24-Nov-2020 09:45        wiltay About Contact  Quote this Post!
x 0   x 0  Alert Admin	look good today although not much volume...
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wiltay Master	23-Nov-2020 14:52        wiltay About Contact  Quote this Post!
x 0   x 0  Alert Admin	ya... starting to rocket... chocolate BULL!! iinvestor      ( Date: 23-Nov-2020 14:38) Posted: one of the cheapest emerging market consumer plays............look at the small sell queues.. starting to rocket....... funds are loading up...
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MBULLISH Elite	23-Nov-2020 14:45        MBULLISH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good chocolate  I like  iinvestor      ( Date: 23-Nov-2020 14:38) Posted: one of the cheapest emerging market consumer plays............look at the small sell queues.. starting to rocket....... funds are loading up...
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iinvestor Veteran	23-Nov-2020 14:38        iinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	one of the cheapest emerging market consumer plays............look at the small sell queues.. starting to rocket....... funds are loading up...
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wiltay Master	23-Nov-2020 11:24        wiltay About Contact  Quote this Post!
x 0   x 0  Alert Admin	any possible of V-shape recovery after vaccine is out?  look good.. still giving good dividend although lesser pofit instead of losses during Covid19
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wiltay Master	20-Nov-2020 11:44        wiltay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ayone vested? this two days been up..
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n3wbie Elite	20-Jun-2020 22:35        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	A lot of crossed trades at 77-78c, on average about 1-2m a day. Perhaps Fidelity is still in the midst of clearing their position? Last disclosed, they were down to 3.8% and since they are no longer a substantial shareholder of > 5%, no further disclosures. Interesting to learn who else is absorbing those shares - potentially to trend upwards once the selling is done? Not too familiar on the TA side but one headwind may be that the covid cases in Indonesia are trending up quite substantially, will see if this has any impact on their business.
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Sgvale Supreme	19-Jun-2020 14:30        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good to see 0.88 today?
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Sgvale Supreme	18-Jun-2020 17:00        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Time to move 0.88
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iinvestor Veteran	10-Jun-2020 08:35        iinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reach high of 87cts before broad mkt decline ytd.....expect further upsides well supported...interest is growing and volume oso...!
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SgYuan Supreme	09-Jun-2020 21:15        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	w5 tgt 880 px hit 870 unluncky market turn down w5 likely cut short wabc tgt near w4 760 it also depend on broad market sentiment Acewind      ( Date: 09-Jun-2020 19:59) Posted: Hi master yuan, does today rally considered as w5? If so, the ew had completed for Delfi? What could the direction of this stock thereafter? Many thanks! SgYuan      ( Date: 05-Jun-2020 08:10) Posted: w4 tgt 775 px hit 760 delta 110 dn 49% day mid bollinger 755 support cannot break ew still not break but over corrected cloud baseline support 710 if uturn at 760 then w5 tgt 885
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Acewind Member	09-Jun-2020 19:59        Acewind About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi master yuan, does today rally considered as w5? If so, the ew had completed for Delfi? What could the direction of this stock thereafter? Many thanks! SgYuan      ( Date: 05-Jun-2020 08:10) Posted: w4 tgt 775 px hit 760 delta 110 dn 49% day mid bollinger 755 support cannot break ew still not break but over corrected cloud baseline support 710 if uturn at 760 then w5 tgt 885 Acewind      ( Date: 04-Jun-2020 19:16) Posted: Hi master yuan, is w5 still valid   ? px hit low of 760 today
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n3wbie Elite	09-Jun-2020 15:55        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Looks like a nice upturn - hope the momentum can be sustained
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n3wbie Elite	08-Jun-2020 16:01        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Underperforming the market so far over the last 1-2 weeks even though USD/IDR has fell back to less than 13900, similar to lows seen in 1Q20. Cocoa prices remain depressed while valuation gap with peers continues to widen. Should expect value investors to spot this at some point as traction picks up in the market. iinvestor      ( Date: 08-Jun-2020 15:42) Posted: building up nicely....breaking out 80cts soon......eat chocolate and wait.
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iinvestor Veteran	08-Jun-2020 15:42        iinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	building up nicely....breaking out 80cts soon......eat chocolate and wait.
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n3wbie Elite	06-Jun-2020 15:11        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Volume spiked on Friday with KGI' s latest initiation - third broker to cover after DBS and RHB with TP of 93c. Indonesia sweet darling - Favourable demographic and economic conditions in Indonesia continue to underpin Delfi Limited&rsquo s (Delfi) growth strategies in the long term. Delfi receives more than 70% of its revenues from Indonesia, whose growth is largely supported by a flourishing young middle class who are on the continuous pursuit for elevated lifestyles. - With a renewed in-house distribution model for its key Modern Trade customers, and its recent acquisition of the perpetual and exclusive license to the Van Houten brand  for markets in Asia (excluding India, Korea and the Middle East), Delfi is primed to capitalize on the premiumisation trend among Indonesia&rsquo s youth and the young at heart. - We initiate on Delfi with an OUTPERFORM rating, and a blended 12-month target price (TP) of S$0.93. We believe that Covid-19 disruptions are merely speedbumps on the road to strong sustained growth, as Delfi continues to evolve with the Indonesian consumer, and their changing tastes and preferences. Delfi manufactures and distributes many of Indonesia favourite chocolate confectionery products, holding a strong and unwavering market share of close to 50%. Even global chocolatiers such as Cadbury (owned by Mondelez International Inc), Ferrero and Nestlé combined hold less than 20% of the Indonesian confectionery market. This has been and will continue to be the trend as Indonesian shoppers are not only fiercely loyal to local brands for many of their daily needs, but are also more price sensitive, especially for the value product ranges that cater to the Traditional Trade (mom-and-pop stores) consumers. In catering to the Modern Trade consumers in supermarkets and convenience stores, Delfi is working on the rejuvenation of their newly acquired Van Houten brand, as they have previously done before with the Philippine Goya and Knick Knack brands. This will work towards supporting its growth strategies of capitalising on the up and coming premiumisation trend among Indonesian youths. Delfi has also restructured its distribution model to help reduce costs while improving the quality and timeliness of its deliveries to key customers. Due to the global supply chain and demand disruptions resulting from Covid-19 lockdowns, the International  Monetary Fund (IMF) has reduced Indonesia&rsquo s growth forecasts for 2020 to 0.5%, while projecting for unemployment rates to rise to 7.5% in 2020 (2019: 5.3%). However, we also note that emerging markets such as Indonesia have consistently recovered more quickly than developed markets &ndash Indonesia too particularly as it is much more domestic-demand-oriented. In 2019, domestic consumption contributed almost 60% of Indonesia&rsquo s GDP, a stark difference to Singapore&rsquo s c.36%. As a result, the IMF has also projected for one of the fastest recoveries for Indonesia in the last 25 years, a GDP growth of 8.2% in 2021. We believe that this is consistent with past trends where Indonesia has recovered not only quickly from crises, but emerged even stronger than before. In addition, consumer sentiment has remained relatively buoyant especially in the grocery category, with many expressing the intention and expectation to spend more on snacks and groceries as they continue to stay home. Valuation & Action: We initiate on Delfi with a blended 12- month TP of S$0.93, using a conservative 15.0x P/E as compared to its Indonesian confectionery peers who are currently trading at an average of 25.5x P/E. This represents a total upside of 23.4%, including a blended dividend yield of 2.4% for FY20/21. Risks: Longer than expected recovery from Covid-19 disruptions, foreign exchange risks as Delfi&rsquo s reporting currency is denominated in USD, and further claims associated with the disposal of Delfi Cacau Brazil Ltda.
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Elf2000 Elite	05-Jun-2020 15:12        Elf2000 About Contact  Quote this Post!
x 0   x 0  Alert Admin	👍 iinvestor      ( Date: 05-Jun-2020 11:47) Posted: accumulation at 765/77...patient investors will be rewarded.. This one $3 in 2015...play the long game Elf2000      ( Date: 05-Jun-2020 10:55) Posted: If $0.755 support cannot hold then it will be quite scary...
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iinvestor Veteran	05-Jun-2020 11:47        iinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	accumulation at 765/77...patient investors will be rewarded.. This one $3 in 2015...play the long game Elf2000      ( Date: 05-Jun-2020 10:55) Posted: If $0.755 support cannot hold then it will be quite scary...
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