---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000909683.md"
description: "$Delfi(P34.SG)Context: The consumer staples sector in Southeast Asia is facing margin compression driven by elevated raw cocoa input costs and softer regional retail demand.My trade: Holding shares of Delfi (P34) at an average cost of 0.793 SGD, managing a drawdown of -11.09% as the market price currently hovers around 0.705 SGD.Takeaway: Next time, I will set pre-defined position limits and re-evaluate cyclical commodity cost pressure on FMCG margins before adding to a value position."
datetime: "2026-09-22T14:20:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000909683.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000909683.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000909683.md)
author: "[ももさん](https://longbridge.com/en/profiles/28996300.md)"
generator: "portal-rs"
---

# $Delfi(P34.SG)Context: The consumer staples sector…


### Related Stocks

- [P34.SG](https://longbridge.com/en/quote/P34.SG.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**