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5243.KL$0.30-1.61%
Fair $0.30+0.0%

5243.KL

Velesto Energy Berhad

Energy / Oil & Gas DrillingKuala Lumpur

$0.30

-0.00 (-1.61%)

Fairly Valued+0.0%Fair Value $0.30Fund rank 33/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $266.3M · quality 55.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

51/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 5243.KLLocal privado en este navegador · Velesto Energy Berhad
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$2.5B

P/E

15.3x

↑

EV/EBITDA

5.3x

↓

ROE

8.4%

↑

Gross Margin

70.2%

↑

Debt/Equity

0.05

↓
52-Week Range$0
$0$0

TradingView lightweight chart

5243.KL price, volumen y niveles de valoración

Último $0.305Periodo -89.9%
Fair value: $0.305

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+15.4%

FCF CAGR

—

FCF margin

24.5%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $893.0M · net income $202.2M · FCF $218.6M

2022-FY → 2025-FY

Gross margin

70.2%+20.4% pts

Operating margin

26.0%+33.8% pts

Net margin

22.6%+39.9% pts

FCF margin

24.5%+50.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$893.0M$893.0M$1.36B$1.21B$580.9M
Net Income$202.2M$202.2M$207.7M$99.5M$-100.4M
EBITDA$452.6M$452.6M$546.7M$369.2M$118.0M
EPS0.020.020.030.01-0.01
Gross Margin70.2%70.2%57.4%46.5%49.8%
Operating Margin26.0%26.0%21.4%13.5%-7.7%
Net Margin22.6%22.6%15.3%8.2%-17.3%
Balance Sheet
Debt/Equity0.050.050.070.150.25
Current Ratio1.821.82———
Cash Flow
Free Cash Flow$218.6M$218.6M$364.4M$266.3M$-150.6M
Returns
ROE8.4%8.4%8.1%4.0%-4.4%
Valuation
P/E15.2515.256.5219.83—
EV/EBITDA5.325.322.365.9914.30
P/B1.051.050.530.800.54
Growth & Yield
Revenue Growth-34.4%-34.4%12.1%109.0%—
EPS Growth-2.8%-2.8%109.1%199.2%—
Dividend Yield9.8%9.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$0.03

Spread vs growth

-6.0%

5Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$0.03

Spread vs growth

-8.7%

10Y implied EPS CAGR

7.9%

razonable

EPS terminal req.

$0.05

Spread vs growth

-10.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +89.3%

Total return

+89.3%

Start / end P/E

6.7x → 12.4x

EPS bridge

0.03 → 0.02

Residual

-2.3%

EPS growth-2.8%
Multiple rerating+84.5%
Dividend+9.8%
Residual / FX / buybacks / cross-term-2.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.