Southern Copper (SCCO) Could Be 29% Overvalued On Record Q2 Results

Simply Wall St.

昨天

AdvertisementQ2 results bring fresh focus to Southern Copper Southern Copper (SCCO) moved back into the spotlight after reporting record adjusted EBITDA of US$2.86b in Q2 2026, supported by higher ...

网页链接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/news/2661243620"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2661243620\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2661243620?lang=zh_TW&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/company-cover/350405-main-header/1756255641338","is_english":true,"pubTime":"2026-08-23 22:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2661243620","market":"sg","top_or_hot":-1,"title":"Southern Copper (SCCO) Could Be 29% Overvalued On Record Q2 Results","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementQ2 results bring fresh focus to Southern Copper Southern Copper (SCCO) moved back into the spotlight after reporting record adjusted EBITDA of US$2.86b in Q2 2026, supported by higher ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/southern-copper-scco-could-be-29-overvalued-on-record-q2-res\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Southern Copper (SCCO) Could Be 29% Overvalued On Record Q2 Results</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSouthern Copper (SCCO) Could Be 29% Overvalued On Record Q2 Results\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2026-08-23 22:21</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>AdvertisementQ2 results bring fresh focus to Southern Copper Southern Copper (SCCO) moved back into the spotlight after reporting record adjusted EBITDA of US$2.86b in Q2 2026, supported by higher ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/southern-copper-scco-could-be-29-overvalued-on-record-q2-res\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/southern-copper-scco-could-be-29-overvalued-on-record-q2-res\">Simply Wall St.</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0572108347.SGD","symbol_name":"Blackrock Latin American A2 SGD-H","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/southern-copper-scco-could-be-29-overvalued-on-record-q2-res","article_id":"2661243620","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/350405-main-header/1756255641338"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-scco/southern-copper/news/southern-copper-scco-could-be-29-overvalued-on-record-q2-res","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2661243620","pubTimestamp":1787494900,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Q2 results bring fresh focus to Southern Copper\nSouthern Copper (SCCO) moved back into the spotlight after reporting record adjusted EBITDA of US$2.86b in Q2 2026, supported by higher metal prices, cost control, and a slightly higher full year copper production outlook.\nSee our latest analysis for Southern Copper.\nThe strong Q2 report arrived after a period of robust momentum for Southern Copper, with a 1-day share price return of 8.69% and a 30-day share price return of 21.92% at a US$216.0...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0572108347.SGD":"Blackrock Latin American A2 SGD-H","GMET":"VANECK GREEN METALS ETF","LU0266512127.USD":"摩根大通环球自然资源 A(acc)","XME":"金属与采矿指数ETF-SPDR","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","LU0050427557.USD":"富达拉丁美洲基金","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","BK4535":"淡马锡持仓","BK4015":"铜","SOJD":"Southern Co","LU0072463663.USD":"Blackrock Latin American A2 USD","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4588":"碎股","SOJE":"Southern Co","LU0266512473.USD":"JPM GLOBAL NATURAL RESOURCES \"C\" (USD) ACC","PICK":"iShares MSCI Global Metals & Mining Producers ETF","LU0788109048.HKD":"BGF LATIN AMERICAN \"A2\" (HKDHGD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0456854461.SGD":"JPMorgan Funds - Global Natural Resources A (acc) SGD","EMET":"VanEck Copper and Green Metals ETF","DBB":"基础金属ETF-PowerShares","EART":"Global X Rare Earth & Critical Materials ETF","SCCO":"南方铜业","COPX":"铜矿ETF-Global X","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","SETM":"Sprott Critical Materials ETF","BK4585":"ETF&股票定投概念","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC"},"translate_title":"南方铜业 (SCCO) 第二季度业绩创历史新高，估值可能高估 29%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SOJE":0.9,"DBB":1.5,"XME":0.71,"COPX":1.5,"EMET":0.6,"SETM":1.5,"EART":0.6,"PICK":1.5,"SCCO":1.5,"GMET":0.6,"SOJD":0.9},"content_text":"AdvertisementQ2 results bring fresh focus to Southern Copper Southern Copper (SCCO) moved back into the spotlight after reporting record adjusted EBITDA of US$2.86b in Q2 2026, supported by higher metal prices, cost control, and a slightly higher full year copper production outlook. See our latest analysis for Southern Copper. The strong Q2 report arrived after a period of robust momentum for Southern Copper, with a 1-day share price return of 8.69% and a 30-day share price return of 21.92% at a US$216.0 share price. Over the longer term, the stock’s 1-year total shareholder return of 135.35% and 5-year total shareholder return of 356.88% indicate that the latest move builds on already substantial gains rather than a short-lived rebound. If you are watching how copper producers react to shifting metal prices, it can also be useful to see what else is moving in the sector through the 9 top copper producer stocks Southern Copper now trades well above both its average analyst price target of US$166.77 and one intrinsic value estimate that implies an even larger premium. After this surge, where does a fair value range realistically sit for the stock? Most Popular Narrative: 29% Overvalued The most widely followed narrative currently places Southern Copper’s fair value at about $167.79, which is well below the recent $216.0 share price. That gap is built on detailed assumptions about future production, margins, and copper market conditions.  Southern Copper has announced substantial capital investments totaling over $15 billion, including projects in Mexico and Peru, which are expected to drive future production growth and potentially boost revenue significantly. The company's Buenavista zinc concentrator is now operating at full capacity, anticipated to drive a 31% increase in zinc production in 2025, likely enhancing revenues and improving net margins due to efficient operations.  Read the complete narrative. Want to see how that investment plan translates into a premium price tag for Southern Copper? The narrative leans heavily on steady growth, fatter margins, and a richer future earnings multiple than many investors might expect. The fair value estimate of $167.79 in this narrative uses an 8.71% discount rate and assumes that Southern Copper can lift both revenue and profit margins over time while still commanding a relatively high future P/E multiple. That mix of moderate growth, high profitability, and a premium valuation is what pulls the model’s fair value well below today's share price, even though the business outlook in the narrative is constructive. Result: Fair Value of $167.79 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Southern Copper still faces risks such as weaker copper demand if U.S. China trade relations deteriorate, and higher operating costs that could squeeze margins and cash flows. Find out about the key risks to this Southern Copper narrative. Next Steps With both risks and rewards in play for Southern Copper, it is worth taking a close look now and forming your own view. To see how those trade offs stack up in the current data, review the 1 key reward and 1 important warning sign Looking for more investment ideas beyond Southern Copper? Do not stop with Southern Copper. Fresh ideas often come from scanning new corners of the market, and the screener tools can help you spot those faster.  Target potential upside by using the 48 high quality undervalued stocks, which combines strong fundamentals with attractive prices. Strengthen your income stream by checking out the 12 dividend fortresses, which focuses on higher yielding opportunities. Prioritise resilience in your portfolio by filtering for the 75 resilient stocks with low risk scores, which aims to limit downside surprises.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}