Siam Cement (SCC) 주식 개요
시암 시멘트 공사는 자회사와 함께 태국 및 전 세계에서 시멘트 및 건축 자재, 화학, 포장 사업을 영위하고 있습니다. 자세히 보기
SCC Community Fair Values
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Analyst Price Targets
Materials opportunity
ST
Fair Value from
CA$5.0769.0% 저평가 내재 할인율
An Undervalued 3.3Moz Gold Project in Canada
Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.
Read full narrativeThe Siam Cement Public Company Limited 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ฿230.00 |
| 52주 최고가 | ฿243.00 |
| 52주 최저가 | ฿152.50 |
| 베타 | 0.67 |
| 1개월 변동 | 7.48% |
| 3개월 변동 | 5.02% |
| 1년 변동 | 36.50% |
| 3년 변동 | -30.93% |
| 5년 변동 | -48.43% |
| IPO 이후 변동 | 300.70% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새 내러티브 • 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.주주 수익률
| SCC | TH Basic Materials | TH 시장 | |
|---|---|---|---|
| 7D | -4.2% | -2.8% | 0.5% |
| 1Y | 36.5% | 20.8% | 24.9% |
수익률 대 산업: SCC은 지난 1년 동안 20.8%의 수익을 기록한 TH Basic Materials 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: SCC은 지난 1년 동안 24.9%를 기록한 TH 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| SCC volatility | |
|---|---|
| SCC Average Weekly Movement | 7.3% |
| Basic Materials Industry Average Movement | 5.1% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in TH Market | 10.4% |
| 10% least volatile stocks in TH Market | 2.6% |
안정적인 주가: SCC의 주가는 지난 3개월 동안 TH 시장보다 변동성이 컸습니다.
시간에 따른 변동성: SCC의 주간 변동성(7%)은 지난 1년 동안 안정적이었지만 TH 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1913 | n/a | Sakchai Patiparnpreechavud | www.scg.com |
시암 시멘트 퍼블릭 컴퍼니는 자회사와 함께 태국 및 국제적으로 시멘트 및 건축 자재, 화학 제품, 포장 사업을 운영하고 있습니다. 이 회사는 SCG 시멘트 및 그린 솔루션, SCG 스마트 리빙 및 SCG 유통 및 소매, SCG 데코, SCG 화학, SCGP 및 기타 부문을 통해 운영되고 있습니다. SCG 시멘트 및 그린 솔루션 부문은 시멘트, 레미콘, 프리캐스트 및 포스트 텐션, 산업 솔루션, 폐기물 관리 및 3D 프린팅 서비스, 첨단 소재를 생산합니다.
The Siam Cement Public Company Limited 기초 지표 요약
| SCC 기초 통계 | |
|---|---|
| 시가총액 | ฿276.00b |
| 순이익 (TTM) | ฿19.20b |
| 매출 (TTM) | ฿495.86b |
14.4x
주가수익비율(P/E)0.6x
주가매출비율(P/S)SCC는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SCC 손익계산서 (TTM) | |
|---|---|
| 매출 | ฿495.86b |
| 매출원가 | ฿427.55b |
| 총이익 | ฿68.31b |
| 기타 비용 | ฿49.11b |
| 순이익 | ฿19.20b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 16.00 |
| 총이익률 | 13.78% |
| 순이익률 | 3.87% |
| 부채/자본 비율 | 80.3% |
SCC의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.2%
현재 배당 수익률43%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 18:45 |
| 종가 | 2026/05/11 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
The Siam Cement Public Company Limited는 29명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Prasit Rattanakijkamol | Asia Plus Securities Company Limited |
| Komsun Suksumrun | BofA Global Research |
| Suppata Srisuk | Bualuang Securities PCL |