Alpha JWC, Tybourne Capital Management and Horizons Ventures have all raised their stakes in Kopi Kenangan. This points to continued conviction among its earliest institutional investors.
The company remains cautiously optimistic as global tensions disrupt supply chains, relying on past experience and strategic measures to navigate uncertainty in the current Middle East crisis.
With fuel costs potentially rising 50–60% per month, how Vietnamese airlines and regulators respond in the next 30 days will shape the sector’s trajectory through 2026.