Delfi (formerly: Petra Foods)

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#34
Hi karlmarx,

Delfi has always been trying to position their brands across various segments of the market, from low to high end. SilverQueen has been a well-received premium brand in the Indonesia market. They have also innovated to come out with products that attract the younger generation with the brand. Growth had been seen in their Premium brand market. So, it is not the case whereby they only go for numbers, but rather also a stable profit margin via pricing of their products across different segments.

As to your concern on SilverQueen and its position in the global market, it is for this reason that they have acquired the Van Houten brand. SilverQueen chocolates taste is more suited for local Indonesians but Van Houten should be able to appeal to the global taste in Asia.

Your last point on their distribution system is on the spot. Because of their wide distribution network in Indonesia (across traditional and modern trade), it is very difficult for a new player to set up shop and enjoy their wide coverage. This allows Delfi to distribute not only their own brand products, but also agency brand ones efficiently.

Finally, the investment merits for Delfi should not be only about growth and nothing else. They have managed their cash flow prudently throughout the years and even during a Covid disrupted year like FY20, they have managed to generate a higher free cash flow. Their dividend track record since listing had also been decent.
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Messages In This Thread
Delfi (formerly: Petra Foods) - by shanrui_91 - 13-12-2012, 08:36 AM
RE: Petra Food - by CityFarmer - 13-12-2012, 09:32 AM
RE: Petra Foods - by Musicwhiz - 24-04-2013, 07:51 AM
RE: Petra Foods - by CityFarmer - 22-10-2013, 04:31 PM
RE: Petra Foods - by greengiraffe - 14-08-2014, 09:02 AM
RE: Petra Foods - by greengiraffe - 12-11-2014, 07:34 AM
RE: Petra Foods - by cyclone - 21-04-2017, 08:52 PM
RE: Delfi (formerly: Petra Foods) - by cyclone - 13-04-2018, 05:14 PM
RE: Delfi (formerly: Petra Foods) - by Contrarian - 14-04-2018, 07:01 PM
RE: Delfi (formerly: Petra Foods) - by cyclone - 02-08-2018, 08:28 PM
RE: Delfi (formerly: Petra Foods) - by cyclone - 02-08-2018, 08:31 PM
RE: Delfi (formerly: Petra Foods) - by karlmarx - 22-07-2019, 08:02 PM
RE: Delfi (formerly: Petra Foods) - by cyclone - 14-01-2020, 07:15 PM
RE: Delfi (formerly: Petra Foods) - by pianist - 27-04-2020, 09:10 PM
RE: Delfi (formerly: Petra Foods) - by karlmarx - 28-04-2020, 06:36 AM
Delfi (formerly: Petra Foods) - by ksir - 28-04-2020, 12:20 PM
RE: Delfi (formerly: Petra Foods) - by karlmarx - 28-04-2020, 06:57 PM
Delfi (formerly: Petra Foods) - by ksir - 28-04-2020, 08:23 PM
RE: Delfi (formerly: Petra Foods) - by Shiyi - 28-04-2020, 09:22 PM
RE: Delfi (formerly: Petra Foods) - by BlackCat - 29-04-2020, 06:08 AM
RE: Delfi (formerly: Petra Foods) - by weijian - 29-04-2020, 08:42 AM
RE: Delfi (formerly: Petra Foods) - by jfc18 - 29-04-2020, 04:10 AM
RE: Delfi (formerly: Petra Foods) - by holymage - 29-04-2020, 10:38 PM
RE: Delfi (formerly: Petra Foods) - by karlmarx - 29-04-2020, 01:27 PM
RE: Delfi (formerly: Petra Foods) - by BlackCat - 21-07-2020, 08:22 PM
RE: Delfi (formerly: Petra Foods) - by BlackCat - 19-11-2020, 07:40 AM
RE: Delfi (formerly: Petra Foods) - by fritz - 23-04-2021, 02:34 PM
RE: Delfi (formerly: Petra Foods) - by karlmarx - 24-04-2021, 11:08 AM
RE: Delfi (formerly: Petra Foods) - by ghchua - 24-04-2021, 05:02 PM
RE: Delfi (formerly: Petra Foods) - by karlmarx - 30-04-2021, 09:26 PM
RE: Delfi (formerly: Petra Foods) - by mslee888 - 26-04-2021, 11:56 AM
RE: Delfi (formerly: Petra Foods) - by ghchua - 26-04-2021, 03:07 PM
RE: Delfi (formerly: Petra Foods) - by ghchua - 30-04-2021, 11:44 PM
RE: Delfi (formerly: Petra Foods) - by weijian - 04-03-2023, 11:59 AM
RE: Delfi (formerly: Petra Foods) - by dreamybear - 19-04-2023, 10:55 PM
RE: Delfi (formerly: Petra Foods) - by weijian - 20-04-2023, 10:54 AM
RE: Delfi (formerly: Petra Foods) - by weijian - 15-02-2024, 02:50 PM
RE: Delfi (formerly: Petra Foods) - by dreamybear - 17-02-2024, 04:14 PM
RE: Delfi (formerly: Petra Foods) - by ghchua - 17-02-2024, 09:35 PM
RE: Delfi (formerly: Petra Foods) - by weijian - 18-02-2024, 12:00 PM
RE: Delfi (formerly: Petra Foods) - by dreamybear - 18-02-2024, 03:03 PM
RE: Delfi (formerly: Petra Foods) - by ghchua - 18-02-2024, 04:05 PM
RE: Delfi (formerly: Petra Foods) - by weijian - 19-02-2024, 09:25 AM
RE: Delfi (formerly: Petra Foods) - by gzbkel - 29-02-2024, 08:00 AM
RE: Delfi (formerly: Petra Foods) - by weijian - 01-03-2024, 08:05 AM
RE: Delfi (formerly: Petra Foods) - by gzbkel - 01-03-2024, 04:37 PM

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