Semirara Mining and Power (SCC) 주식 개요
세미라라 광업 및 전력 공사는 필리핀에서 석탄 자원의 탐사, 개발, 채굴 및 발전 사업을 하고 있습니다. 자세히 보기
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
53.9% 저평가 내재 할인율25.92%
Revenue growth p.a.
309
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Semirara Mining and Power Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | ₱24.00 |
| 52주 최고가 | ₱36.00 |
| 52주 최저가 | ₱21.20 |
| 베타 | -0.16 |
| 1개월 변동 | -6.98% |
| 3개월 변동 | -16.81% |
| 1년 변동 | -28.25% |
| 3년 변동 | -14.29% |
| 5년 변동 | 50.19% |
| IPO 이후 변동 | 122,920.14% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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).
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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.주주 수익률
| SCC | PH Oil and Gas | PH 시장 | |
|---|---|---|---|
| 7D | -5.1% | -5.7% | -1.9% |
| 1Y | -28.3% | -10.2% | -4.2% |
수익률 대 산업: SCC은 지난 1년 동안 -10.2%의 수익을 기록한 PH Oil and Gas 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: SCC은 지난 1년 동안 -4.2%를 기록한 PH 시장보다 저조한 성과를 냈습니다.
주가 변동성
| SCC volatility | |
|---|---|
| SCC Average Weekly Movement | 5.4% |
| Oil and Gas Industry Average Movement | 5.1% |
| Market Average Movement | 5.2% |
| 10% most volatile stocks in PH Market | 9.5% |
| 10% least volatile stocks in PH Market | 2.8% |
안정적인 주가: SCC는 지난 3개월 동안 PH 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: SCC의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1980 | 4,758 | Isidro Consunji | www.semiraramining.com |
세미라라 광업 및 전력 회사는 필리핀에서 석탄 자원의 탐사, 개발, 채굴 및 발전 사업에 종사하고 있습니다. 이 회사는 광업과 전력 부문을 통해 운영됩니다. 세미라라, 시베이, 칼루야 섬에 위치한 다양한 석탄 자원에 대한 지분을 보유하고 있습니다.
Semirara Mining and Power Corporation 기초 지표 요약
| SCC 기초 통계 | |
|---|---|
| 시가총액 | ₱102.01b |
| 순이익 (TTM) | ₱12.53b |
| 매출 (TTM) | ₱51.15b |
8.1x
주가수익비율(P/E)2.0x
주가매출비율(P/S)SCC는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SCC 손익계산서 (TTM) | |
|---|---|
| 매출 | ₱51.15b |
| 매출원가 | ₱31.78b |
| 총이익 | ₱19.36b |
| 기타 비용 | ₱6.83b |
| 순이익 | ₱12.53b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.95 |
| 총이익률 | 37.86% |
| 순이익률 | 24.50% |
| 부채/자본 비율 | 9.7% |
SCC의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
13.5%
현재 배당 수익률38%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/26 01:57 |
| 종가 | 2026/06/26 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Semirara Mining and Power Corporation는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Jan Derrick Guarin | CLSA |
| George Ching | COL Financial Group, Inc |