Semirara Mining and Power Corporation

Report azionario PSE:SCC

Capitalizzazione di mercato: ₱111.6b

Semirara Mining and Power Gestione

Criteri Gestione verificati 3/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Isidro Consunji

Amministratore delegato

₱2.7m

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO25yrs
Proprietà del CEOn/a
Durata media del management4yrs
Durata media del Consiglio di amministrazione15.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.
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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.

AMMINISTRATORE DELEGATO

Isidro Consunji (76 yo)

25yrs
Mandato
₱2,701,538
Compensazione

Mr. Isidro A. Consunji is Chairman of the Board of Concreat Holdings Philippines, Inc. (formerly known as CEMEX Holdings Philippines, Inc.) from December 2, 2024. Mr. Consunji serves as Chairman of the Boa...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Isidro Consunji
Executive Chairman & CEOno data₱2.70mNessun dato
Maria Cristina Gotianun
President7.1yrs₱2.72m0.000030%
₱ 33.5k
Carla Cristina Levina
VP & CFO5.2yrsNessun datoNessun dato
Edgar Mariano
VP & Head of Technical Services2.2yrsNessun datoNessun dato
John Sadullo
VP of Asset Registry21yrsNessun datoNessun dato
Creslito Bangalao
Head of Admin Divisionno dataNessun datoNessun dato
Julius Lotilla
VP of Legal Affairs & Compliance and Chief Compliance Officer2.2yrsNessun datoNessun dato
Ellaine Macayan
Manager of Corporate Communicationsno dataNessun datoNessun dato
Almar Valdemar
Head of Human Resourcesno dataNessun datoNessun dato
Ruben Lozada
VP of Mining Operations2.8yrsNessun dato0.011%
₱ 12.5m
Janesto Diaz
Head of Environmental Managementno dataNessun datoNessun dato
Mark Louis Bentayo
Head of Coal Marketing and Supply Chain Managementno dataNessun datoNessun dato
4.0yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di SCC è considerato esperto (durata media dell'incarico 4 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Isidro Consunji
Executive Chairman & CEO25yrs₱2.70mNessun dato
Maria Cristina Gotianun
President20yrs₱2.72m0.000030%
₱ 33.5k
Francisco Dizon
Independent Director3yrs₱1.94m0.00014%
₱ 156.2k
Maria Edwina Laperal
Non-Executive Director19yrs₱1.80m0.44%
₱ 490.2m
Jorge Consunji
Non-Executive Director25yrs₱1.80m0.15%
₱ 162.4m
Herbert Consunji
Non-Executive Director25yrs₱1.80m0.0040%
₱ 4.5m
Nestor Dadivas
Directorno dataNessun dato0.000020%
₱ 22.3k
Antonio Jose Periquet
Non-Executive Director6.8yrs₱1.80m0.10%
₱ 113.7m
Josefa Consuelo Reyes
Non-Executive Director11.2yrs₱1.80m0.0028%
₱ 3.1m
Roberto Panlilio
Independent Director3yrs₱1.98m0.000020%
₱ 22.3k
15.1yrs
Durata media
73yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di SCC è composto da personale esperto e esperto (durata media dell'incarico 15.1 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 20:07
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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.

AnalistaIstituzione
Julian Vincent RoxasBofA Global Research
Jan Derrick GuarinCLSA
George ChingCOL Financial Group, Inc