A kopitiam brand turning into a billion-ringgit empire? Sounds like a dream. But what happens when the hype cools off and insiders start selling?
Let’s break down one of Malaysia’s most talked-about stocks right now 👇
🚀 From Small Kopitiam to RM2.24 Billion Giant
It all started with a humble beginning.
At just 13 years old, Kelvin Chan was helping his aunt run a small kopitiam in Johor. Fast forward to 2020, he launched Oriental Kopi in Johor Jaya — and within just 5 years, the company went public on the ACE Market.
Today?
- Market cap: RM2.24 billion
- Share price: Around RM1.12
- Early investors: Up 150%+ gains
- IPO: Oversubscribed 60x (huge demand 🔥)
💰 How Does Oriental Kopi Actually Make Money?
This isn’t just about coffee.
- 90% revenue → Café dining experience
- 9% revenue → Packaged FMCG (kaya, sambal, white coffee)
- Export markets: Singapore, Hong Kong, Canada, Australia 🌍
📊 FY2025 Revenue: RM450.9 million
📊 Q1 FY2026: RM139.2 million (record-breaking)
From 5 staff to 2,000 employees in just 5 years — that’s insane growth.
⚔️ Kopi vs Zus vs Gigi — Different Game
While brands like Zus Coffee and Gigi Coffee focus on grab-and-go under RM10, Oriental Kopi dominates:
👉 Sit-down dining
👉 Higher spending per customer
👉 Different target market
This positioning gives them a unique edge.
🔥 3 Key Strengths Investors Love
- Strong Brand Power
- Halal-certified menu (game changer in Malaysia)
- Clean balance sheet
- Cash: RM250.9 million
- Debt: Only RM3.3 million
📈 3 Catalysts That Could Push the Stock Higher
- New Central Kitchen in Puchong
- Visit Malaysia 2026 tourism boom ✈️
- Expansion of FMCG exports globally
If margins improve to 20%+? This stock could fly again 🚀
⚠️ But Here’s the Red Flag…
On 6 February 2026, insiders sold a massive chunk:
- Kelvin Chan: 10 million shares
- Kelly (sister): 10 million
- Sean Koe (brother-in-law): 10 million
- United Gomx: 10 million
👉 Total: 40 MILLION shares sold in ONE day
That’s not small.
At the same time:
- Gross margin dropped from 29.9% → 27.7%
- Analysts’ fair value estimates range between RM0.75 – RM1.28
🤔 So… Cheap Opportunity or Bull Trap?
Right now, the stock is ~30% below its peak.
Everything depends on TWO things:
- Can the Central Kitchen deliver on time?
- Can overseas expansion succeed (where many Malaysian kopitiams failed)?
If both succeed → upside potential 📈
If not → price could drop further 📉
⚡ Final Thoughts
This isn’t a “sure win” stock.
It’s a high-growth, high-risk story — exactly the kind that creates viral gains… or painful losses.
👉 Smart investors don’t chase hype.
👉 They watch execution.
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