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Siam Cement Community
SET:SCC Community
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Siam Cement
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Siam Cement
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Investments In Petrochemicals And Low-Carbon Products Will Improve Competitiveness
Key Takeaways Debt restructuring and asset divestment strategies aim to reduce costs and improve financial stability, potentially enhancing net margins and earnings. Investment in the petrochemicals sector and low-carbon products targets operational efficiency and long-term revenue growth in key regional markets.
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฿188.63
FV
6.0% overvalued
intrinsic discount
4.89%
Revenue growth p.a.
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2 days ago
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Siam Cement
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Stricter Regulations Will Undermine Legacy Margins As Green Gains Emerge
Key Takeaways Long-term demand and profitability face structural threats from the global shift to low-carbon materials, strict environmental rules, and inability to out-innovate leading competitors. Regional concentration increases exposure to economic and political risks, while aggressive global consolidation and digital disruption threaten market share and earnings stability.
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฿115.00
FV
73.9% overvalued
intrinsic discount
-0.37%
Revenue growth p.a.
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2 days ago
author updated this narrative
Siam Cement
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Rising Urbanization And Green Demand Will Fuel ASEAN Market Expansion
Key Takeaways Sustainability initiatives and product innovation are rapidly expanding margins and market share, positioning the company ahead of peers in growth and profitability improvement. Operational efficiencies and financial discipline are boosting free cash flow, enabling either higher shareholder returns or accelerated future investment opportunities.
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฿332.69
FV
39.9% undervalued
intrinsic discount
12.05%
Revenue growth p.a.
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2 days ago
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Your Valuation for
SCC
SCC
Siam Cement
Your Fair Value
฿
Current Price
฿200.00
38.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
655b
2015
2018
2021
2024
2025
2027
2030
Revenue ฿654.9b
Earnings ฿6.4b
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