Stock Track | Delfi Plummets 3.30% Intraday on Compressed Margins from High Cocoa Price Contracts

Stock Track
06/10

Delfi's stock plummeted 3.30% during intraday trading on Wednesday, reflecting investor concerns over the company's current financial performance.

The Singapore-listed confectionery maker's first-quarter gross margin has narrowed due to its forward-purchasing strategy, which means it is still absorbing contracts executed when cocoa prices peaked in 2024-2025. This has created significant headwinds for the company's profitability in the near term.

Analysts note that the compressed margin reflects these specific cost pressures rather than any decline in Delfi's underlying competitiveness. While the Indonesian rupiah's current weakness is also a factor, it is milder than in 2025. UOB Kay Hian analysts retain a buy rating on the stock with a S$1.68 target price, expecting the gross margin to recover in the second half of the year as these headwinds ease.

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10