The Siam Cement Public Company Limited

SET:SCC 주식 리포트

시가총액: ฿270.0b

Siam Cement 대차대조표 건전성

재무 건전성 기준 점검 2/6

Siam Cement 의 총 주주 지분은 THB410.0B 이고 총 부채는 THB329.3B, 이는 부채 대 자기자본 비율을 80.3% 로 가져옵니다. 총자산과 총부채는 각각 THB854.6B 및 THB444.6B 입니다. Siam Cement 의 EBIT는 THB5.4B 이며 이자보상배율은 1 입니다. THB66.9B 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

80.33%

부채/자본 비율

฿329.34b

부채

이자보상배율1x
현금฿66.94b
자본฿409.99b
총부채฿444.58b
총자산฿854.57b

최근 재무 건전성 업데이트

업데이트 없음

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.
User avatar
새로운 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.

재무 상태 분석

단기부채: SCC 의 단기 자산 ( THB226.7B )이 단기 부채( THB221.6B ).

장기 부채: SCC의 단기 자산(THB226.7B)이 장기 부채(THB223.0B)를 초과합니다.


부채/자본 비율 추이 및 분석

부채 수준: SCC 의 순부채 대 자기자본 비율( 64% )은 높음으로 간주됩니다.

부채 감소: SCC의 부채 대비 자본 비율은 지난 5년 동안 63.4%에서 80.3%로 증가했습니다.

부채 범위: SCC 의 부채는 영업 현금 흐름 ( 12.3% )에 의해 잘 갚지 않음입니다.

이자 보장: SCC 의 부채에 대한 이자 지급EBIT(1x 적용 범위)만큼 잘 덮이지 않음입니다.


대차대조표


건전한 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 00:52
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

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 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Prasit RattanakijkamolAsia Plus Securities Company Limited
Komsun SuksumrunBofA Global Research
Suppata SrisukBualuang Securities PCL