Oriental Kopi

[winston]

not vested

Oriental Kopi files for ACE Market IPO to raise funds for expansion

By Jason Ng

We propose to set up a total of 15 new owned-operated cafes progressively between 2024 and 2026 in various states.

Oriental Kopi currently has about 14 cafes under the Oriental Kopi brand

Oriental Kopi wants to add four specialty retail stores between 2025 and 2026. The company currently only has one retail store in Johor.

Last year, Oriental Kopi’s net profit more than doubled to RM20.03 million from RM9.56 million in 2022, as revenue nearly tripled to RM133.01 million from RM48.64 million.

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/715489

[behappyalways]

Oriental Kopi apologises after some outlets were temporarily closed, will reopen on 14 July
https://mustsharenews.com/oriental-kopi-closed/

[winston]

not vested

ACE Market-bound Oriental Kopi to raise RM184 mil, sets IPO price at 44 sen

By Justin Lim

Set its initial public offering (IPO) price at 44 sen apiece in a share sale that would raise RM183.96 million ahead of its listing on the ACE Market.

At the IPO price, Oriental Kopi is expected to have a market capitalisation of RM880 million upon listing and value the company at about 20 times its earnings for the financial year ended Sept 30, 2024 (FY2024).

Established in December 2020, the company has rapidly expanded its footprint with 20 cafes across Malaysia and one in Singapore.

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/739927

[behappyalways]

Oriental Kopi IPO oversubscribed by 59.96 times, set for Jan 23 listing
https://www.malaymail.com/news/money/20 ... e_vignette

[winston]

not vested

Rising To The Top, One Pastry At A Time

Oriental Kopi’s fully-owned cafes ensure unmatched quality that is backed by award winning product offerings.

As the company is listing at an early-stage life-cycle and has only 20 outlets nationwide, it offers explosive multiyear growth opportunities with its true regional potential still untapped.

Increased scale, a planned central kitchen and inroads into a rising proportion of FMCG sales could enhance profitability as well.

Initiate coverage with BUY and target price of RM0.88.

Initiate coverage with a BUY call and a target price of RM0.88 pegged to 25.9x 2025F PE.

Despite its smaller market cap, Oriental Kopi's three-year earnings CAGR of 33.1% far exceeds peers’ 11.4-13.7%.

With only 20 outlets vs OldTown’s peak of 200, the company’s early-stage growth potential justifies a premium valuation.

Trading near the market cap weighted average of 25.9x 2025F PE, Oriental Kopi offers a compelling investment opportunity given its robust expansion plans and superior growth trajectory.

Source: UOBKH

https://research.uobkayhian.com/content ... e=hs_email

[behappyalways]

Here’s the story of Oriental Kopi, the public-listed chain that made RM43mil profits last yr
https://vulcanpost.com/880421/oriental- ... e_vignette

[winston]

not vested

1QFY25: Maiden Quarter Meets Expectations

Oriental Kopi’s 1QFY25 sales were robust but earnings came in within expectations as margins were a shade softer than expected.

The bulk of its new store openings have yet to come to fruition, which should contribute to sequential earnings strength throughout the year.

Despite initiating with a 100% upside previously, current valuations have largely priced in its prospects, leaving us no choice but to downgrade Oriental Kopi to a HOLD with an unchanged target price of RM0.88.

Source: UOBKH

https://39646150.fs1.hubspotusercontent ... (KOPI%20MK).pdf?utm_medium=email&_hsenc=p2ANqtz-8Tut5FCduVJXninAVspaGvUgfS9eNf_akUj466jaAI_wsCSBVRWVhgi7Q7HLzYNz4_lq8kzhIUNTTs5mzCfOckBsGkPA&_hsmi=348563881&utm_content=348563881&utm_source=hs_email

[winston]

not vested

Oriental Kopi reports RM13.8 mil net profit in second quarterly report post-listing

By Emir Zainul

Net profit of RM13.82 million for the second quarter ended March 31, 2025 (2QFY2025). Earnings per share stood at 0.69 sen for the quarter.

Revenue came in at RM103.18 million.

Compared with the immediate preceding quarter (1QFY2025), revenue rose 5.47% from RM97.83 million, while profit after tax increased 5.55% from RM13.09 million.

Expand its outlet footprint to more states including Melaka and Penang.

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/756517

[winston]

not vested

Oriental Kopi Holdings (KOPI MK) 2QFY25:

Results Meet Expectations; Upgrade To BUY Following Valuation Dip

Oriental Kopi posted a decent 2QFY25 showing with sequential sales despite the fasting month falling in the quarter.

Store expansion is on track, which should support sequential strength going forward.

Valuations have tapered, carving out an opportune entry backed by exciting earnings growth and an eventual regional rollout that could catalyse valuations.

Upgrade to BUY with an unchanged target price of RM0.88.

Source: UOBKH

https://research.uobkayhian.com/content ... e=hs_email

[behappyalways]

Exclusive Interview | Why did Huayang's founder decline the offer to join?
专访 | 坦言有加盟邀约诱惑 华阳创办人为何婉拒？
https://m.youtube.com/watch?v=2abCovaniFo