Inventory - Siam City Cement PCL (SET:SCCC)

Watchlist Manager

Watchlist

Price: 144 THB Market Closed

Market Cap: ฿42.9B

Siam City Cement PCL
Inventory

Quarterly

Annual

Adjust for Inflation

Balance Sheet

Siam City Cement PCL
Inventory Peer Comparison

Company		Inventory	CAGR 3Y	CAGR 5Y	CAGR 10Y
S	Siam City Cement PCL SET:SCCC	Inventory ฿4B	CAGR 3-Years -17%	CAGR 5-Years 1%	CAGR 10-Years 6%
	Siam Cement PCL SET:SCC	Inventory ฿66.7B	CAGR 3-Years -11%	CAGR 5-Years 5%	CAGR 10-Years 2%
D	Diamond Building Products PCL SET:DRT	Inventory ฿900.9m	CAGR 3-Years -7%	CAGR 5-Years 3%	CAGR 10-Years 3%
T	TPI Polene PCL SET:TPIPL	Inventory ฿17.2B	CAGR 3-Years 3%	CAGR 5-Years 4%	CAGR 10-Years 6%
T	TIPCO Asphalt PCL SET:TASCO	Inventory ฿5.9B	CAGR 3-Years -4%	CAGR 5-Years -5%	CAGR 10-Years 5%
Q	Quality Construction Products PCL SET:Q-CON	Inventory ฿193.7m	CAGR 3-Years 0%	CAGR 5-Years 0%	CAGR 10-Years 2%

Siam City Cement PCL
Glance View

Market Cap

42.9B THB

Industry

Construction

In the bustling landscape of the construction industry, Siam City Cement PCL stands as a stalwart in Thailand’s economic infrastructure. Founded in 1969, this company has become one of the key players in Southeast Asia's cement sector. Its core business revolves around the manufacture and sale of cement, offering a crucial resource for the construction of roads, bridges, and buildings that define modern urban development. Siam City Cement has deftly navigated the complexities of this industrial sector by leveraging its robust production capabilities and strategic distribution networks. The company's mainstay is Ordinary Portland Cement, which is used extensively in general construction work. This accounts for a significant portion of its revenue, underscoring an enduring demand driven by ongoing urbanization and infrastructure projects. Beyond cement, Siam City Cement has expanded its portfolio. The company has diversified into other areas such as concrete production, aggregates, and other building materials, thus creating a comprehensive construction solutions ecosystem. This expansion not only mitigates risks associated with dependency on a single product line but also enhances its value proposition to clients who seek integrated services. Additionally, its investments in alternative energy initiatives and sustainability practices reflect an astute response to global environmental trends, ensuring its operations remain viable and responsible. Harnessing such strategic foresight, Siam City Cement has fortified its position not just as a supplier of essential materials, but as an influential player in the sustainable development realm, consistently securing its place in the burgeoning markets of Southeast Asia.

View SCCC Analysis

SCCC Intrinsic Value

Undervaluation 46%

Intrinsic Value

Price

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

The AI Assistant may sometimes provide inaccurate information.

Make your own investment decisions or consult a licensed financial advisor.

Siam City Cement PCL
SET:SCCC

Siam City Cement PCL
Inventory

Siam City Cement PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Siam City Cement PCL
Glance View

See Also

What is Siam City Cement PCL's Inventory?

Inventory
4B THB

What is Siam City Cement PCL's Inventory growth rate?

Inventory CAGR 10Y
6%

Company

Help

Tools

Stocks

52 Week Range	139 164.5
Price Target

Siam City Cement PCL SET:SCCC

Siam City Cement PCL Inventory

Siam City Cement PCL Inventory Peer Comparison

Competitors Analysis Latest Figures & CAGR of Competitors

Siam City Cement PCL Glance View

See Also

What is Siam City Cement PCL's Inventory? Inventory 4B THB

What is Siam City Cement PCL's Inventory growth rate? Inventory CAGR 10Y 6%

Company

Help

Tools

Stocks

Siam City Cement PCL
SET:SCCC

Siam City Cement PCL
Inventory

Siam City Cement PCL
Inventory Peer Comparison

Competitors Analysis
Latest Figures & CAGR of Competitors

Siam City Cement PCL
Glance View

What is Siam City Cement PCL's Inventory?

Inventory
4B THB

What is Siam City Cement PCL's Inventory growth rate?

Inventory CAGR 10Y
6%