Semirara Mining and Power Corporation

PSE:SCC 주식 리포트

시가총액: ₱111.6b

Semirara Mining and Power 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Isidro Consunji

최고경영자

₱2.7m

총 보수

CEO 급여 비율n/a
CEO 재임 기간25yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간4yrs
이사회 평균 재임 기간15.1yrs

최근 경영진 업데이트

Recent updates

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.
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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.

CEO

Isidro Consunji (76 yo)

25yrs
재임 기간
₱2,701,538
보수

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...

리더십 팀

이름직위재임 기간보수지분
Isidro Consunji
Executive Chairman & CEOno data₱2.70m데이터 없음
Maria Cristina Gotianun
President7.1yrs₱2.72m0.000030%
₱ 33.5k
Carla Cristina Levina
VP & CFO5.2yrs데이터 없음데이터 없음
Edgar Mariano
VP & Head of Technical Services2.2yrs데이터 없음데이터 없음
John Sadullo
VP of Asset Registry21yrs데이터 없음데이터 없음
Creslito Bangalao
Head of Admin Divisionno data데이터 없음데이터 없음
Julius Lotilla
VP of Legal Affairs & Compliance and Chief Compliance Officer2.2yrs데이터 없음데이터 없음
Ellaine Macayan
Manager of Corporate Communicationsno data데이터 없음데이터 없음
Almar Valdemar
Head of Human Resourcesno data데이터 없음데이터 없음
Ruben Lozada
VP of Mining Operations2.8yrs데이터 없음0.011%
₱ 12.5m
Janesto Diaz
Head of Environmental Managementno data데이터 없음데이터 없음
Mark Louis Bentayo
Head of Coal Marketing and Supply Chain Managementno data데이터 없음데이터 없음
4.0yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: SCC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4 년).

이사회 구성원

이름직위재임 기간보수지분
Isidro Consunji
Executive Chairman & CEO25yrs₱2.70m데이터 없음
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 data데이터 없음0.000020%
₱ 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
평균 재임 기간
73yo
평균 나이

경험이 풍부한 이사회: SCC의 이사회는 노련하고 경험이 풍부합니다(평균 재임 15.1 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 21:43
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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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.

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