Analysts Lift SCB X Price Target as Profit Margin Outlook Improves Amid Leadership Change

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

19 Nov 24

Updated

05 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

13.1%

7D

0.4%

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1Y

13.1%

7D

0.4%

You can edit this narrative until Dec 6 1:05 PM. Then, changes will post as Updates.

Author's Valuation

฿136.782.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Dec 25

SCB: Stable Margins And Risk Profile Will Shape A Measured Outlook

Analysts have nudged their price target for SCB X higher to THB 136.78. This represents a modest upward revision that reflects slightly lower perceived risk and steady expectations for revenue growth, profit margins, and future valuation multiples.

Shared on 21 Nov 25

SCB: Leadership Transition And Margin Trends Will Guide Measured Outlook

Narrative Update on SCB X Analysts have slightly raised their price target for SCB X to $136.78. This reflects a modest increase supported by updated assumptions regarding discount rates and future profitability.

Shared on 05 Nov 25

Fair value Increased 1.03%

SCB: Leadership Transition And Margin Trends Will Guide Measured Outlook

Analysts have increased their price target for SCB X by approximately 1 percent, from 135.39 to 136.78. This change is due to minor adjustments to future earnings expectations and profitability margins.

Shared on 22 Oct 25

Fair value Increased 2.59%

Analysts have modestly raised their price target for SCB X from $131.97 to $135.39, citing a slightly improved profit margin outlook, even though revenue growth projections are marginally lower. What's in the News SCB X Public Company Limited has announced the termination of Mr. Manop Sangiambut as Chief Finance & Strategy Officer, effective September 16, 2025.

Shared on 08 Oct 25

Fair value Increased 1.56%

Analysts have raised their price target for SCB X from $129.95 to $131.97, citing modest improvements in the discount rate, projected revenue growth, and profit margins. What's in the News SCB X announced the termination of Mr. Manop Sangiambut as Chief Finance & Strategy Officer, effective September 16, 2025 (Key Developments).

Shared on 17 Sep 25

Fair value Increased 1.48%

The consensus analyst price target for SCB X has remained largely unchanged as a lower discount rate offset a slight decline in net profit margin, resulting in only a marginal increase in fair value. What's in the News SCB X terminated Mr. Manop Sangiambut as Chief Finance & Strategy Officer and appointed Mr. Arak Sutivong as Chief Financial Officer effective September 16, 2025.

Shared on 01 May 25

Fair value Increased 1.63%

Shared on 23 Apr 25

Fair value Decreased 1.45%

AnalystConsensusTarget has increased revenue growth from 11.5% to 13.0%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 2.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 2.84%

Shared on 12 Mar 25

Fair value Increased 1.36%

AnalystConsensusTarget has increased discount rate from 7.1% to 9.1%.

AnalystConsensusTarget Fair Value

฿136.78

2.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.73%

Banks revenue growth rate

0.26%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.20%

Calculation

฿47.25b

Earnings '28

x

12.70x

PE Ratio '28

=

฿599.92b

Market Cap '28

฿599.92b

Market Cap '28

/

3.37b

No. shares '28

=

฿178.17

Share Price '28

฿178.17 Share Price '28

Discounted to 2025 @ 9.21% p.a.

=

฿136.77

Fair Value '25