$Delfi(P34.SG)
Context: The FMCG and consumer staples market in Southeast Asia continues to navigate margin pressures stemming from elevated raw cocoa prices and cautious retail spending.
My trade: Holding shares of Delfi (P34) at an average cost of 0.793 SGD, tracking a drawdown of -11.09% as the market price stabilizes around 0.705 SGD.
Takeaway: Next time, I will set pre-planned valuation thresholds and limit single-stock exposure during periods of sector-wide raw material cost inflation.
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