Siam Cement (SCC) Resumen de Acciones
Siam Cement Public Company Limited, junto con sus filiales, opera en los sectores del cemento y los materiales de construcción, los productos químicos y los envases en Tailandia y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 2/6 |
| Dividendos | 2/6 |
Recompensas
Análisis de riesgos
SCC Community Fair Values
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Analyst Price Targets
Competidores de The Siam Cement Public Company Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | ฿240.00 |
| Máximo en las últimas 52 semanas | ฿253.00 |
| Mínimo de 52 semanas | ฿163.00 |
| Beta | 0.62 |
| Cambio en 1 mes | 4.80% |
| Variación en 3 meses | 18.23% |
| Cambio de 1 año | 44.14% |
| Variación en 3 años | -25.47% |
| Variación en 5 años | -43.93% |
| Variación desde la OPV | 318.12% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 22
SCC: AI Partnership And Business Restructuring Will Support Long Term Upside
Analysts have maintained their Siam Cement fair value estimate at THB 290.00, making only modest adjustments to underlying assumptions on discount rate, revenue growth, profit margin and future P/E, which feed into the updated price target view. What's in the News Siam Cement and FPT Corporation signed a Memorandum of Understanding to explore next generation AI and digital transformation initiatives across Siam Cement’s business ecosystems, focusing on AI driven operations, intelligent enterprise platforms and advanced ERP transformation.
Actualización de narrativa • Jun 06
SCC: LSP Suspension And Cash Burn Will Pressure Stretched Share Price
Analysts have raised their price target for Siam Cement from THB132 to THB150, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E, which they see as better reflecting the stock's risk and earnings profile. What's in the News FPT Corporation and SCG signed an MOU to explore next-generation AI and digital transformation across SCG’s business ecosystem, covering AI driven industrial transformation, digital platforms, enterprise process changes, infrastructure, and security.Actualización de narrativa • May 22
SCC: Higher Fair Value Will Offset Temporary Petrochemical Plant Shutdowns
Analysts have lifted their price target on Siam Cement to THB 290 from THB 270, reflecting updated assumptions that include a slightly higher revenue growth outlook, a modestly stronger profit margin, a marginally lower discount rate, and a higher future P/E multiple. What's in the News Siam Cement temporarily suspended operations at subsidiary Long Son Petrochemicals in Vietnam in or around mid May 2026, citing prolonged uncertainty around feedstock supply linked to the situation in the Middle East, after previously shutting the Rayong Olefins olefins plant in Thailand (company disclosure).
Actualización de narrativa • May 07
SCC: Temporary Petrochemical Suspension And Asset Sale Will Support Balanced Outlook
Analysts have slightly reduced their price target for Siam Cement from THB218.78 to THB217.78 to reflect updated assumptions on discount rates, revenue growth, profit margins and future P/E. What's in the News Operations at Long Son Petrochemicals Co. Ltd.Recent updates
Actualización de narrativa • Jun 22
SCC: AI Partnership And Business Restructuring Will Support Long Term Upside
Analysts have maintained their Siam Cement fair value estimate at THB 290.00, making only modest adjustments to underlying assumptions on discount rate, revenue growth, profit margin and future P/E, which feed into the updated price target view. What's in the News Siam Cement and FPT Corporation signed a Memorandum of Understanding to explore next generation AI and digital transformation initiatives across Siam Cement’s business ecosystems, focusing on AI driven operations, intelligent enterprise platforms and advanced ERP transformation.Actualización de narrativa • Jun 06
SCC: LSP Suspension And Cash Burn Will Pressure Stretched Share Price
Analysts have raised their price target for Siam Cement from THB132 to THB150, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E, which they see as better reflecting the stock's risk and earnings profile. What's in the News FPT Corporation and SCG signed an MOU to explore next-generation AI and digital transformation across SCG’s business ecosystem, covering AI driven industrial transformation, digital platforms, enterprise process changes, infrastructure, and security.Actualización de narrativa • May 22
SCC: Higher Fair Value Will Offset Temporary Petrochemical Plant Shutdowns
Analysts have lifted their price target on Siam Cement to THB 290 from THB 270, reflecting updated assumptions that include a slightly higher revenue growth outlook, a modestly stronger profit margin, a marginally lower discount rate, and a higher future P/E multiple. What's in the News Siam Cement temporarily suspended operations at subsidiary Long Son Petrochemicals in Vietnam in or around mid May 2026, citing prolonged uncertainty around feedstock supply linked to the situation in the Middle East, after previously shutting the Rayong Olefins olefins plant in Thailand (company disclosure).Actualización de narrativa • May 07
SCC: Temporary Petrochemical Suspension And Asset Sale Will Support Balanced Outlook
Analysts have slightly reduced their price target for Siam Cement from THB218.78 to THB217.78 to reflect updated assumptions on discount rates, revenue growth, profit margins and future P/E. What's in the News Operations at Long Son Petrochemicals Co. Ltd.Actualización de narrativa • Apr 22
SCC: Upcoming THB 5 Dividend And 2026 AGM Timeline Will Support Upside Potential
Analysts have revised their price target for Siam Cement from THB351.12 to THB270.00, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The board plans to meet on March 25, 2026 to approve the sale of all shares held by SCG Marketplace Holding Co., Ltd.Actualización de narrativa • Apr 07
SCC: Planned Dividend And Asset Sale Will Pressure Stretched Share Price
Analysts have reduced their price target for Siam Cement slightly, from THB133 to THB132. This reflects updated assumptions that combine a lower revenue growth outlook with a modestly higher profit margin and a small adjustment to the assumed future P/E multiple.Actualización de narrativa • Mar 23
SCC: Future Dividend Plans Will Pressure Already Stretched Share Price
Analysts have lifted their price target for Siam Cement from THB125 to THB133, citing updated assumptions that include higher revenue growth expectations, stronger profit margins and a lower future P/E multiple. What's in the News A board meeting is scheduled for January 28, 2026 to consider proposing the 2025 annual dividend payment at 5.00 Baht per share for shareholder approval at the next AGM (Board Meeting).Actualización de narrativa • Mar 09
SCC: Upcoming THB 5 Dividend And AGM Timeline Will Support Upside Potential
Analysts have trimmed their price target on Siam Cement from THB363.58 to THB351.12 as they factor in a higher discount rate and slightly adjusted assumptions for revenue, profit margins and future P/E. What's in the News The board plans to propose a 2025 annual dividend of THB 5.00 per share for shareholder approval at the upcoming Annual General Meeting (Key Developments).Actualización de narrativa • Feb 23
SCC: Upcoming Dividend And AGM Timeline Will Support Future Upside Potential
Siam Cement’s analyst price target has been adjusted slightly lower to THB363.58 from THB368.34. Analysts point to updated fair value assumptions, a small change in the discount rate, and refined estimates for revenue growth, profit margins and future P/E.Actualización de narrativa • Feb 09
SCC: Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have nudged their price target on Siam Cement slightly higher to ฿368.34 from ฿366.48, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that together support a modestly stronger valuation case. What's in the News A board meeting on January 28, 2026 will consider proposing a 2025 annual dividend of ฿5.00 per share for shareholder approval at the next AGM (Key Developments).Actualización de narrativa • Jan 25
SCC: Higher Discount Rate And Governance Review Will Pressure Future Returns
Narrative Update on Siam Cement The analyst price target for Siam Cement has been adjusted from ฿128.00 to ฿125.00, as analysts factor in updated assumptions for revenue growth, profit margins, discount rate, and future P/E levels. What's in the News A board meeting is scheduled for Oct 29, 2025 to consider appointing the audit committee and renewing its term, which can influence governance oversight and investor confidence (Key Developments).Actualización de narrativa • Jan 10
SCC: Audit Committee Review And Modest Assumption Tweaks Will Support Balanced Outlook
Analysts have nudged their fair value estimate for Siam Cement slightly lower from ฿219.03 to ฿218.78 per share, reflecting modest tweaks to assumptions on the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Siam Cement has scheduled a Board Meeting for Oct 29, 2025, to review the composition of its audit committee and to consider appointments and term renewals (Key Developments).Actualización de narrativa • Dec 27
SCC: Board Meeting Audit Review Will Support Future Upside Potential
Narrative Update on Siam Cement Analysts have maintained their price target for Siam Cement at THB 219.03, with only marginal adjustments to discount rate, revenue growth, and profit margin assumptions, reflecting a largely unchanged medium term outlook. What's in the News A board meeting is scheduled for October 29, 2025, to consider the appointment and renewal of audit committee members, signaling upcoming changes in key governance oversight roles (company filing).Actualización de narrativa • Dec 13
SCC: Governance Focus At Upcoming Board Meeting Will Support Future Upside
Narrative Update on Siam Cement Analysts have modestly raised their price target on Siam Cement to 366.48 from 352.94, citing slightly stronger expectations for revenue growth and higher future valuation multiples. These factors are partly offset by a softer profit margin outlook and a higher perceived discount rate.Actualización de narrativa • Nov 29
SCC: Board Meeting And Audit Committee Renewal Will Drive Future Momentum
Analysts have updated their price target for Siam Cement, maintaining it at 219.03 THB. They cited stable fair value estimates and minimal changes in key financial assumptions.Actualización de narrativa • Nov 15
SCC: Future Board Meeting and Committee Moves Are Set to Drive Upside
Analysts have slightly raised their fair value estimate for Siam Cement from 218.23 THB to 219.03 THB, citing updated assessments of its future earnings and risk profile. What's in the News The Siam Cement Public Company Limited has scheduled a Board Meeting for October 29, 2025 (Key Developments).Actualización de narrativa • Oct 31
SCC: Revenue Expansion and Margin Outlook Will Maintain Balanced Risk Profile
Narrative Update on Siam Cement: Analyst Price Target Revision Analysts have slightly lowered their fair value estimate for Siam Cement from 218.83 THB to 218.23 THB. This revision is due to adjustments in key financial projections, including expectations for improved revenue growth and profit margin, as well as a reduced projected future price-to-earnings ratio.Actualización de narrativa • Oct 17
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Analysts have raised their fair value estimate for Siam Cement slightly from 216.68 THB to 218.83 THB. They cited updated assumptions for discount rates and future earnings growth.Actualización de narrativa • Oct 03
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Analysts have raised their price target for Siam Cement from 209.98 to 216.68. This change reflects revised expectations on valuation metrics following updated financial forecasts.Actualización de narrativa • Sep 18
Inflated ASEAN Expectations Will Erode Margins Amid Risks
The modest increase in Siam Cement’s consensus Analyst Price Target to THB209.98 appears driven primarily by a slight rise in forecast valuation multiples (Future P/E), as revenue growth expectations remain virtually unchanged. Valuation Changes Summary of Valuation Changes for Siam Cement The Consensus Analyst Price Target has risen slightly from THB201.36 to THB209.98.Actualización de narrativa • Sep 03
Inflated ASEAN Expectations Will Erode Margins Amid Risks
Siam Cement’s slight price target downgrade reflects largely stable forward P/E and discount rate assumptions, with fair value edging down from THB204.97 to THB201.36. Valuation Changes Summary of Valuation Changes for Siam Cement The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from THB204.97 to THB201.36.
Nueva narrativa • Dec 01
Streamlining Debt And Innovating Cement Drive Growth In Challenging Markets
Debt restructuring and asset divestment strategies aim to reduce costs and improve financial stability, potentially enhancing net margins and earnings.Rentabilidad de los accionistas
| SCC | TH Basic Materials | Mercado TH | |
|---|---|---|---|
| 7D | -3.2% | -2.3% | -1.7% |
| 1Y | 44.1% | 29.1% | 42.1% |
Rentabilidad vs. Industria: SCC superó a la industria TH Basic Materials, que obtuvo un rendimiento del 29.1% el año pasado.
Rentabilidad vs. Mercado: SCC superó al mercado TH, que obtuvo un rendimiento del 42.1% el año pasado.
Volatilidad de los precios
| SCC volatility | |
|---|---|
| SCC Average Weekly Movement | 4.6% |
| Basic Materials Industry Average Movement | 4.2% |
| Market Average Movement | 4.0% |
| 10% most volatile stocks in TH Market | 9.9% |
| 10% least volatile stocks in TH Market | 2.0% |
Precio estable de las acciones: SCC no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado TH.
Volatilidad a lo largo del tiempo: La volatilidad semanal de SCC (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1913 | n/a | Sakchai Patiparnpreechavud | www.scg.com |
Siam Cement Public Company Limited, junto con sus filiales, opera en los sectores del cemento y los materiales de construcción, los productos químicos y los envases en Tailandia y a escala internacional. Opera a través de los segmentos SCG Cement and Green Solutions; SCG Smart Living y SCG Distribution and Retail; SCG Decor; SCG Chemicals; SCGP; y Otros. El segmento SCG Cement and Green Solutions produce cemento, hormigón premezclado, prefabricados y postensado, soluciones industriales, gestión de residuos y servicios de impresión 3D y materiales avanzados.
Resumen de fundamentos de The Siam Cement Public Company Limited
| Estadísticas fundamentales de SCC | |
|---|---|
| Capitalización bursátil | ฿289.20b |
| Beneficios(TTM) | ฿19.20b |
| Ingresos (TTM) | ฿495.86b |
15.0x
Ratio precio-beneficio (PE)0.6x
Ratio precio-ventas (PS)¿Está SCC sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SCC | |
|---|---|
| Ingresos | ฿495.86b |
| Coste de los ingresos | ฿427.55b |
| Beneficio bruto | ฿68.31b |
| Otros gastos | ฿49.11b |
| Beneficios | ฿19.20b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 16.00 |
| Margen bruto | 13.78% |
| Margen de beneficio neto | 3.87% |
| Ratio deuda/patrimonio | 80.3% |
¿Cómo se ha desempeñado SCC a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.1%
Rentabilidad actual por dividendo31%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/26 11:36 |
| Precio de las acciones al final del día | 2026/06/26 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
The Siam Cement Public Company Limited está cubierta por 29 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Prasit Rattanakijkamol | Asia Plus Securities Company Limited |
| Komsun Suksumrun | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |