Semirara Mining and Power (SCC) Aandelenoverzicht
Semirara Mining and Power Corporation houdt zich bezig met de exploratie, ontwikkeling en ontginning van steenkool en de opwekking van elektriciteit op de Filippijnen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 2/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 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
58.0% ondergewaardeerd intrinsieke korting25.92%
Revenue growth p.a.
328
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Semirara Mining and Power Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | ₱21.90 |
| 52 Week Hoogtepunt | ₱36.00 |
| 52 Week Laag | ₱21.20 |
| Bèta | -0.14 |
| 1 maand verandering | -17.36% |
| 3 maanden verandering | -27.00% |
| 1 Jaar Verandering | -33.23% |
| 3 jaar verandering | -21.22% |
| 5 jaar verandering | 31.93% |
| Verandering sinds IPO | 112,155.88% |
Recent nieuws en updates
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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).Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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.Rendement voor aandeelhouders
| SCC | PH Oil and Gas | PH Markt | |
|---|---|---|---|
| 7D | -4.8% | -0.09% | 1.1% |
| 1Y | -33.2% | -9.7% | -3.0% |
Rendement versus industrie: SCC presteerde slechter dan de PH Oil and Gas -sector, die het afgelopen jaar een rendement van -9.7 % opleverde.
Rendement versus markt: SCC presteerde slechter dan PH Market, dat het afgelopen jaar een rendement van -3 % opleverde.
Prijsvolatiliteit
| SCC volatility | |
|---|---|
| SCC Average Weekly Movement | 5.5% |
| Oil and Gas Industry Average Movement | 5.3% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in PH Market | 9.6% |
| 10% least volatile stocks in PH Market | 2.8% |
Stabiele aandelenkoers: SCC heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de PH markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van SCC is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1980 | 4,758 | Isidro Consunji | www.semiraramining.com |
Semirara Mining and Power Corporation houdt zich bezig met de exploratie, ontwikkeling en winning van steenkoolvoorraden en energieopwekking op de Filippijnen. Het bedrijf opereert via de segmenten Mining en Power. Het bedrijf heeft belangen in verschillende steenkoolbronnen op de eilanden Semirara, Sibay en Caluya in Antique.
Semirara Mining and Power Corporation Samenvatting
| SCC fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | ₱96.27b |
| Inkomsten(TTM) | ₱12.53b |
| Inkomsten(TTM) | ₱51.15b |
7.4x
Koers/Winstverhouding1.8x
P/S-verhoudingIs SCC overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| SCC resultatenrekening (TTM) | |
|---|---|
| Inkomsten | ₱51.15b |
| Kosten van inkomsten | ₱31.78b |
| Brutowinst | ₱19.36b |
| Overige uitgaven | ₱6.83b |
| Inkomsten | ₱12.53b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 2.95 |
| Brutomarge | 37.86% |
| Nettowinstmarge | 24.50% |
| Schuld/Eigen Vermogen Verhouding | 9.7% |
Hoe presteerde SCC op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
14.8%
Huidig dividendrendement38%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/07 09:16 |
| Aandelenkoers aan het einde van de dag | 2026/07/07 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Semirara Mining and Power Corporation wordt gevolgd door 10 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Julian Vincent Roxas | BofA Global Research |
| Jan Derrick Guarin | CLSA |
| George Ching | COL Financial Group, Inc |