Vriddhi Consulting

Punit Khanna

Focused on Asian Small-mid cap market space with long term investment horizon.

Delfi : Consumer Company with Reasonable Valuations

Delfi: 3rd Quarter Update Shows Positive Momentum

55 SGX Stocks Up >15% in a Month – EQDP Attracting Investor Attention

Independent Insight Provider

Equity Bottom-Up

<ul>
<li>Delfi stock has rallied  , unlike Indonesian stocks which have been weak</li>
<li>Cocoa prices continue to fall. They have fallen to US $4180 per tonne falling 30% in January.</li>
<li>We think margins may not improve in near term, however the impact of margin improvement will happen next year 2nd Half.</li>
</ul>
    <div class="content-highlight">
    <h2>Raising Money for Persons with Disabilities in Singapore</h2>
    <p><strong><em>For your kind consideration</em></strong></p>
    <p><em>This report has been prepared by Vriddhi Consulting, founded by Punit and Debjani Khanna. A portion of the research was contributed by Shubham Khanna, an individual on the autism spectrum.  We are grateful to Smartkarma for providing a platform to share this research and amplify its impact.</em></p>
    <p><em>All proceeds from the publication of this report will be donated to support people with disabilities in Singapore. If you find this report valuable, we invite you to support our campaign, “Raising Money for Persons with Disabilities in Singapore.” Every contribution directly benefits the Goh Chok Tong Enable Fund and qualifies for a 250% tax deduction for Singapore tax residents.</em></p>
    <p data-start="635" data-end="669">To contribute, <a href="https://www.giving.sg/donate/campaign/raising-money-for-person-with-disabilities-empowering-visions-shaping-future" target="_blank" rel="noopener">please visit this URL.</a> </p>
    </div>
    


Delfi stock has rallied  , unlike Indonesian stocks which have been weak
Cocoa prices continue to fall. They have fallen to US $4180 per tonne falling 30% in January.
We think margins may not improve in near term, however the impact of margin improvement will happen next year 2nd Half.

    
    Raising Money for Persons with Disabilities in Singapore
    For your kind consideration
    This report has been prepared by Vriddhi Consulting, founded by Punit and Debjani Khanna. A portion of the research was contributed by Shubham Khanna, an individual on the autism spectrum.  We are grateful to Smartkarma for providing a platform to share this research and amplify its impact.
    All proceeds from the publication of this report will be donated to support people with disabilities in Singapore. If you find this report valuable, we invite you to support our campaign, “Raising Money for Persons with Disabilities in Singapore.” Every contribution directly benefits the Goh Chok Tong Enable Fund and qualifies for a 250% tax deduction for Singapore tax residents.
    To contribute, please visit this URL. 
    
    

Delfi

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