The Siam Cement Public Company Limited

SET:SCC Voorraadrapport

Marktkapitalisatie: ฿270.0b

Siam Cement Dividenden en inkoop

Dividend criteriumcontroles 2/6

Siam Cement is een dividendbetalend bedrijf met een huidig rendement van 2.2% dat ruimschoots wordt gedekt door de winst.

Belangrijke informatie

2.2%

Dividendrendement

n/a

Terugkoop Rendement

Totaal aandeelhoudersrendementn/a
Toekomstig dividendrendement3.3%
Dividendgroei-10.5%
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio31%

Recente updates van dividend en inkoop

Recent updates

Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
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Nieuw narratief 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.

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: De dividendbetalingen van SCC zijn de afgelopen 10 jaar volatiel geweest.

Groeiend dividend: De dividendbetalingen van SCC zijn de afgelopen 10 jaar gedaald.


Dividendrendement versus markt

Siam Cement Dividendrendement versus markt
Hoe verhoudt SCC dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (SCC)2.2%
Markt onderkant 25% (TH)3.4%
Markt Top 25% (TH)7.5%
Gemiddelde industrie (Basic Materials)3.5%
Analist prognose (SCC) (tot 3 jaar)3.3%

Opmerkelijk dividend: Het dividend van SCC ( 2.2% ) is niet noemenswaardig vergeleken met de onderste 25% van de dividendbetalers op de TH markt ( 3.35% ).

Hoog dividend: Het dividend SCC ( 2.2% ) is laag vergeleken met de top 25% van dividendbetalers in de TH markt ( 7.54% ).


Winstuitkering aan aandeelhouders

Verdiendekking: Met zijn redelijk lage payout ratio ( 31.2% ) worden de dividendbetalingen van SCC ruimschoots gedekt door de winst.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: Met zijn redelijk lage cash payout ratio ( 33.7% ) worden de dividendbetalingen van SCC goed gedekt door de kasstromen.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/25 13:39
Aandelenkoers aan het einde van de dag2026/05/25 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

The Siam Cement Public Company Limited wordt gevolgd door 29 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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