Semirara Mining and Power (SCC) Panoramica del titolo
Semirara Mining and Power Corporation è impegnata nell'esplorazione, nello sviluppo e nell'estrazione di risorse di carbone e nella produzione di energia elettrica nelle Filippine. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
SCC Community Fair Values
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Analyst Price Targets
Top Community Narratives
MA
Community Contributor
Semirara's Revenue Will Skyrocket with a 25.92% Growth Rate Next Year
Major Risks ⚠️ 1. Coal price dependence Coal price normalization is the largest earnings risk.
View narrative₱52.1
FV
56.5% sottovalutato sconto intrinseco25.92%
Revenue growth p.a.
327
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Concorrenti di Semirara Mining and Power Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | ₱22.65 |
| Massimo di 52 settimane | ₱36.00 |
| Minimo di 52 settimane | ₱21.20 |
| Beta | -0.14 |
| Variazione di 1 mese | -14.53% |
| Variazione a 3 mesi | -22.96% |
| Variazione di 1 anno | -31.26% |
| Variazione a 3 anni | -18.53% |
| Variazione a 5 anni | 34.82% |
| Variazione dall'IPO | 116,000.26% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 29
SCC: Higher P/E Assumptions Will Offset Softer Coal Margins
Analysts have raised their price target on Semirara Mining and Power from ₱20.00 to ₱22.30, citing revised expectations that factor in a slightly higher discount rate, lower projected revenue growth and profit margins, and a higher assumed future P/E multiple. What's in the News Semirara Mining and Power reported first quarter 2026 production results, with coal output at 5.9 million metric tons, compared with 5.7 million metric tons in the same period last year, supported by improved access to coal seams at the Narra mine as it approaches depletion this year.
Aggiornamento della narrazione • Jun 15
SCC: Future Upside Will Rely On Stable Margins And Coal Production
Analysts have kept their ₱31.00 fair value estimate for Semirara Mining and Power unchanged, citing stable assumptions around discount rate, expected revenue contraction, profit margin, and future P/E as the basis for maintaining their prior view. What's in the News A board meeting is scheduled for May 4, 2026 to elect officers and appoint committee members to serve until their successors are duly elected and qualified.Aggiornamento della narrazione • Jun 01
SCC: Future Upside Will Rely On Sustained Margins And Higher P/E
Analysts have nudged their fair value estimate for Semirara Mining and Power up from ₱30.43 to ₱31.00, citing updated assumptions that include a lower revenue growth outlook, slightly softer profit margins, and a higher future P/E multiple. What's in the News Board meeting set for May 4, 2026, to elect officers and appoint committee members to serve until their successors are elected and qualified (company filing) Company reported first quarter 2026 coal production of 5.9 million metric tons, up from 5.7 million metric tons in the same period last year, supported by improved access to coal seams at the Narra mine as it approaches depletion in 2026 (company announcement) Board meeting scheduled for April 29, 2026, to review the unaudited consolidated financial statements for the period ended March 31, 2026 (company filing) Board meeting held on March 10, 2026, to consider and approve the audited consolidated financial statements for the year ended December 31, 2025, and to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for 2026 (company filing) Valuation Changes Fair Value: Raised slightly from ₱30.43 to ₱31.00 per share.Recent updates
Aggiornamento della narrazione • Jun 29
SCC: Higher P/E Assumptions Will Offset Softer Coal Margins
Analysts have raised their price target on Semirara Mining and Power from ₱20.00 to ₱22.30, citing revised expectations that factor in a slightly higher discount rate, lower projected revenue growth and profit margins, and a higher assumed future P/E multiple. What's in the News Semirara Mining and Power reported first quarter 2026 production results, with coal output at 5.9 million metric tons, compared with 5.7 million metric tons in the same period last year, supported by improved access to coal seams at the Narra mine as it approaches depletion this year.Aggiornamento della narrazione • Jun 15
SCC: Future Upside Will Rely On Stable Margins And Coal Production
Analysts have kept their ₱31.00 fair value estimate for Semirara Mining and Power unchanged, citing stable assumptions around discount rate, expected revenue contraction, profit margin, and future P/E as the basis for maintaining their prior view. What's in the News A board meeting is scheduled for May 4, 2026 to elect officers and appoint committee members to serve until their successors are duly elected and qualified.Aggiornamento della narrazione • Jun 01
SCC: Future Upside Will Rely On Sustained Margins And Higher P/E
Analysts have nudged their fair value estimate for Semirara Mining and Power up from ₱30.43 to ₱31.00, citing updated assumptions that include a lower revenue growth outlook, slightly softer profit margins, and a higher future P/E multiple. What's in the News Board meeting set for May 4, 2026, to elect officers and appoint committee members to serve until their successors are elected and qualified (company filing) Company reported first quarter 2026 coal production of 5.9 million metric tons, up from 5.7 million metric tons in the same period last year, supported by improved access to coal seams at the Narra mine as it approaches depletion in 2026 (company announcement) Board meeting scheduled for April 29, 2026, to review the unaudited consolidated financial statements for the period ended March 31, 2026 (company filing) Board meeting held on March 10, 2026, to consider and approve the audited consolidated financial statements for the year ended December 31, 2025, and to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for 2026 (company filing) Valuation Changes Fair Value: Raised slightly from ₱30.43 to ₱31.00 per share.Aggiornamento della narrazione • May 07
SCC: Future Upside Will Rely On Sustained Margins And Higher P/E
Analysts have trimmed their fair value estimate for Semirara Mining and Power to ₱30.43 from ₱30.65, reflecting updated assumptions for revenue growth, profit margins, and future P/E. What's in the News Board meeting scheduled for March 10, 2026, to consider and approve the audited consolidated financial statements for the period ended December 31, 2025, and to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for calendar year 2026 (company disclosure).Aggiornamento della narrazione • Apr 17
SCC: Fair Outlook Will Rely On Margins And Lower Future P/E
Analysts have raised their price target for Semirara Mining and Power by ₱4.00 to ₱30.65, citing updated assumptions for revenue growth, profit margin, and a lower future P/E multiple. What's in the News Board meeting scheduled on Mar 10, 2026, to consider and approve the audited consolidated financial statements for the period ended Dec 31, 2025 (Key Developments).Aggiornamento della narrazione • Apr 03
SCC: Fair Outlook Will Rely On Margins And Moderated P/E Assumptions
Analysts have trimmed their price target on Semirara Mining and Power from ₱29.97 to ₱26.65, citing updated assumptions for revenue trends, margins, and a slightly lower forward P/E multiple. What's in the News Board meeting scheduled for March 10, 2026, to review and approve the audited consolidated financial statements for the period ended December 31, 2025 (Key Developments) Board set to consider the reappointment of SyCip Gorres Velayo & Co. as independent external auditor for the 2026 calendar year (Key Developments) Valuation Changes Fair Value: trimmed from ₱29.97 to ₱26.65, reflecting a lower implied valuation level.
Nuova narrazione • Mar 26
Record Coal Volumes And Low Leverage Will Support Stronger Long Term Prospects
Catalysts About Semirara Mining and Power Semirara Mining and Power Corporation is an integrated coal mining and power generation company in the Philippines, operating coal mines on Semirara Island and coal fired power plants in Calaca. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Mar 19
SCC: Fair Outlook Will Depend On Stable Margins And Steady P E
Analysts have kept their fair value estimate for Semirara Mining and Power steady at about ₱29.97 per share, reflecting only marginal tweaks to assumptions such as discount rate, revenue growth and profit margin in their updated price target work. What's in the News Board meeting scheduled for March 10, 2026 to review and approve the audited consolidated financial statements for the period ended December 31, 2025 (Key Developments).Nuova narrazione • Mar 12
Coal Contract Uncertainty And Renewable Buildout Will Pressure Long Term Earnings Quality
Catalysts About Semirara Mining and Power Semirara Mining and Power Corporation is an integrated coal mining and coal fired power generation company operating on Semirara Island in the Philippines. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Mar 05
SCC: Fair Outlook Will Rely On Stable Margins And Lower P E
Narrative Update on Semirara Mining and Power The analyst price target for Semirara Mining and Power has been adjusted slightly higher to around ₱29.97 from about ₱29.81. Analysts attribute this revision to updated assumptions that include a smaller forecast revenue decline, a modestly higher profit margin near 28%, and a lower implied future P/E ratio of about 13.6x.Aggiornamento della narrazione • Feb 19
SCC: Higher Future P E Multiple Will Support Returns
Analysts have trimmed their fair value estimate for Semirara Mining and Power from ₱30.33 to ₱29.81, citing updated assumptions for revenue trends, profit margins, and a higher future P/E multiple. Valuation Changes Fair Value: Trimmed slightly from ₱30.33 to ₱29.81 per share.Aggiornamento della narrazione • Dec 26
SCC: Special Dividend Will Support Returns While Outlook Remains Balanced
Analysts have maintained their price target for Semirara Mining and Power at PHP 30.33, reflecting unchanged assumptions on the discount rate, revenue growth, profit margins, and forward valuation multiples. What's in the News Board meeting scheduled on October 30, 2025 to review and approve unaudited consolidated financial statements for the nine months ended September 30, 2025 (company disclosure) Board approved a special cash dividend of PHP 1.25 per common share at its October 20, 2025 meeting, to be sourced from unrestricted retained earnings as of September 30, 2025 (company disclosure) Record date for the special dividend set for November 4, 2025, with ex dividend date on November 3, 2025 and payment date on November 20, 2025 (company disclosure) Valuation Changes Consensus analyst price target: unchanged at approximately ₱30.33 per share, indicating no revision to fair value assumptions.Aggiornamento della narrazione • Dec 12
SCC: Special Cash Dividend Will Support Returns As Margins Ease
Analysts have modestly adjusted their price target on Semirara Mining and Power to align with a fair value estimate of PHP 30.33 per share. This reflects a stable outlook supported by unchanged assumptions on revenue growth, profit margins, and future valuation multiples.Aggiornamento della narrazione • Nov 27
SCC: Special Cash Dividend And Lower Margins Will Balance Outlook
Analysts have lowered their price target for Semirara Mining and Power from ₱33.33 to ₱30.33, citing expectations for slower revenue growth and a reduced profit margin outlook. What's in the News The Board of Directors approved a special cash dividend of PHP 1.25 per common share.Nuova narrazione • May 11
Acacia And Narra Mine Efficiency Will Support Resilient Operations
Approval of the DENR certificate for Acacia mine could boost revenue through increased coal production and operational efficiency gains.Rendimenti per gli azionisti
| SCC | PH Oil and Gas | PH Mercato | |
|---|---|---|---|
| 7D | -1.7% | -3.2% | 1.2% |
| 1Y | -31.3% | -10.7% | -3.1% |
Ritorno vs Industria: SCC ha avuto una performance inferiore rispetto al PH Oil and Gas che ha registrato un rendimento -10.7 % nell'ultimo anno.
Rendimento vs Mercato: SCC ha avuto una performance inferiore al mercato PH che ha registrato un rendimento -3.1 % nell'ultimo anno.
Volatilità dei prezzi
| SCC volatility | |
|---|---|
| SCC Average Weekly Movement | 5.5% |
| Oil and Gas Industry Average Movement | 5.2% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in PH Market | 9.7% |
| 10% least volatile stocks in PH Market | 2.8% |
Prezzo delle azioni stabile: SCC non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato PH.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di SCC è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1980 | 4,758 | Isidro Consunji | www.semiraramining.com |
Semirara Mining and Power Corporation è impegnata nell'esplorazione, nello sviluppo e nell'estrazione di risorse di carbone e nella produzione di energia elettrica nelle Filippine. La società opera attraverso i segmenti Mining e Power. Detiene partecipazioni in diverse risorse di carbone situate nelle isole di Semirara, Sibay e Caluya in Antique.
Semirara Mining and Power Corporation Riepilogo dei fondamenti
| SCC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | ₱93.94b |
| Utili (TTM) | ₱12.53b |
| Ricavi(TTM) | ₱51.15b |
7.7x
Rapporto P/E1.9x
Rapporto P/SSCC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| SCC Conto economico (TTM) | |
|---|---|
| Ricavi | ₱51.15b |
| Costo del fatturato | ₱31.78b |
| Profitto lordo | ₱19.36b |
| Altre spese | ₱6.83b |
| Utili | ₱12.53b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.95 |
| Margine lordo | 37.86% |
| Margine di profitto netto | 24.50% |
| Rapporto debito/patrimonio netto | 9.7% |
Come si è comportato SCC nel lungo periodo?
Vedi performance storica e confrontoDividendi
14.3%
Rendimento attuale del dividendo38%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/06 10:52 |
| Prezzo dell'azione a fine giornata | 2026/07/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Semirara Mining and Power Corporation è coperta da 10 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Jan Derrick Guarin | CLSA |
| George Ching | COL Financial Group, Inc |