Semirara Mining and Power Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Isidro Consunji

Chief executive officer

₱2.7m

Total compensation

CEO salary percentage	n/a
CEO tenure	23.6yrs
CEO ownership	0.0006%
Management average tenure	4.3yrs
Board average tenure	17.6yrs

Recent management updates

Recent updates

CEO

Isidro Consunji (75 yo)

23.6yrs

Tenure

₱2,701,538

Compensation

Mr. Isidro A. Consunji is Chairman of the Board of CEMEX Holdings Philippines, Inc. from December 2, 2024. Mr. Consunji serves as Chairman of the Board at DMCI Power Corp. He is Director of Atlas Consolida...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Isidro Consunji	Executive Chairman & CEO	no data	₱2.70m	0.00057% ₱ 799.5k
Maria Cristina Gotianun	President	5.7yrs	₱2.74m	0.000030% ₱ 42.1k
Carla Cristina Levina	CFO & VP	3.8yrs	no data	no data
Rex Villarias	Manager of Information & Communications Technology	no data	no data	no data
John Sadullo	VP of Legal	19.6yrs	no data	no data
Joseph Susa	Corporate Governance & Information Security Manager	1.4yrs	no data	no data
Almar Valdemar	Head of Human Resources	4.9yrs	no data	no data
Ruben Lozada	Vice President for Operations	1.4yrs	no data	0.011% ₱ 15.7m
Janesto Diaz	Head of Polution Control & Environmental Officer	no data	no data	no data
Mark Louis Bentayo	Head of Product	no data	no data	no data
Rodante Molina	Head of Mechanical Services	no data	no data	no data
Jerry Celo	Head of Electrical Services	no data	no data	no data

4.3yrs

Average Tenure

68yo

Average Age

Experienced Management: SCC's management team is considered experienced (4.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Isidro Consunji	Executive Chairman & CEO	23.6yrs	₱2.70m	0.00057% ₱ 799.5k
Maria Cristina Gotianun	President	18.6yrs	₱2.74m	0.000030% ₱ 42.1k
Ferdinand Dela Cruz	Lead Independent Director	3.6yrs	₱2.02m	0.0029% ₱ 4.1m
Francisco Dizon	Independent Director	1.6yrs	₱1.30m	no data
Maria Edwina Laperal	Non-Executive Director	17.6yrs	₱1.80m	0.080% ₱ 112.0m
Jorge Consunji	Non-Executive Director	23.6yrs	₱1.80m	0.012% ₱ 16.5m
Herbert Consunji	Non-Executive Director	23.6yrs	₱1.80m	0.0040% ₱ 5.6m
Cesar Buenaventura	Non-Executive Director	23.6yrs	₱1.80m	0.0092% ₱ 12.9m
Antonio Jose Periquet	Non-Executive Director	5.3yrs	₱1.86m	0.10% ₱ 143.0m
Josefa Consuelo Reyes	Non-Executive Director	9.8yrs	₱1.80m	0.0097% ₱ 13.6m
Roberto Panlilio	Independent Director	1.6yrs	₱1.34m	0.000020% ₱ 28.1k

17.6yrs

Average Tenure

72yo

Average Age

Experienced Board: SCC's board of directors are seasoned and experienced ( 17.6 years average tenure).

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 14:34
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Semirara Mining and Power Corporation is covered by 16 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Julian Vincent Roxas	BofA Global Research
Jan Derrick Guarin	CLSA
George Ching	COL Financial Group, Inc

Semirara Mining and Power Management

Management criteria checks 2/4

Key information

Recent management updates

Insider recently bought ₱972k worth of stock

Non-Executive Director recently bought ₱1.0m worth of stock

Semirara Mining and Power Corporation, Annual General Meeting, May 06, 2024

President recently bought ₱1.9m worth of stock

Non-Executive Director recently bought ₱2.8m worth of stock

Lead Independent Director recently bought ₱2.0m worth of stock

Recent updates

Dacon Corporation, DMCI Holdings, Inc. (PSE:DMC) and Semirara Mining and Power Corporation (PSE:SCC) completed the acquisition of Cemex Asian South East Corporation from CEMEX Espana, S.A.

Third quarter 2024 earnings released: EPS: ₱0.73 (vs ₱0.80 in 3Q 2023)

First half dividend reduced to ₱2.50

Semirara Mining and Power Corporation Approves Special Cash Dividend, Payable on November 14, 2024

Insider recently bought ₱972k worth of stock

Second quarter 2024 earnings released: EPS: ₱1.42 (vs ₱2.40 in 2Q 2023)

Non-Executive Director recently bought ₱1.0m worth of stock

Consensus EPS estimates fall by 10%

First quarter 2024 earnings released: EPS: ₱1.54 (vs ₱2.12 in 1Q 2023)

Dacon Corporation, DMCI Holdings, Inc. (PSE:DMC) and Semirara Mining and Power Corporation (PSE:SCC) signed signed a share purchase agreement to acquire Cemex Asian South East Corporation from CEMEX Espana, S.A.

Full year 2023 earnings: EPS and revenues miss analyst expectations

Dividend of ₱3.50 announced

Semirara Mining and Power Corporation Approves Regular Cash Dividend for the Period as of December 31, 2023, Payable on April 19, 2024

Semirara Mining and Power Corporation Approves Regular Cash Dividend for the Period as of December 31, 2023, Payable on April 19, 2024

Semirara Mining and Power Corporation, Annual General Meeting, May 06, 2024

Third quarter 2023 earnings released: EPS: ₱0.80 (vs ₱2.39 in 3Q 2022)

Upcoming dividend of ₱3.50 per share at 20% yield

Semirara Mining and Power Corporation Approves Special Cash Dividend, Payable on November 8, 2023

Consensus EPS estimates increase by 12%

Second quarter 2023 earnings released: EPS: ₱2.40 (vs ₱2.54 in 2Q 2022)

President recently bought ₱1.9m worth of stock

Non-Executive Director recently bought ₱2.8m worth of stock

Lead Independent Director recently bought ₱2.0m worth of stock

Non-Executive Director recently bought ₱2.2m worth of stock

Non-Executive Director recently bought ₱975k worth of stock

First quarter 2023 earnings released: EPS: ₱2.12 (vs ₱3.54 in 1Q 2022)

Now 25% undervalued after recent price drop

Consensus revenue estimates decrease by 11%

Full year 2022 earnings: EPS and revenues miss analyst expectations

Insider recently bought ₱506k worth of stock

Semirara Mining and Power Corporation Provides Profit Guidance

Announces Receipt of Summons for Illegal Dismissal

Less than half of directors are independent

Third quarter 2022 earnings released: EPS: ₱2.39 (vs ₱0.94 in 3Q 2021)

Investor sentiment deteriorated over the past week

Now 21% undervalued after recent price drop

Semirara Mining and Power Corporation Approves the Declaration of Special Cash Dividend , Payable on November 15, 2022

Now 20% undervalued

Price target increased to ₱38.26

Second quarter 2022 earnings released: EPS: ₱2.54 (vs ₱0.94 in 2Q 2021)

Semirara Mining and Power Corporation Announces the Resignation of Karmine Andrea S.J. Ching, AVP-Corporate Planning

President recently sold ₱11m worth of stock

Consensus EPS estimates increase by 18%

Investor sentiment improved over the past week

Consensus EPS estimates increase by 16%

Price target increased to ₱30.08

First quarter 2022 earnings: EPS and revenues exceed analyst expectations

Non-Executive Director recently bought ₱1.4m worth of stock

Semirara Mining and Power Corporation Completes Mine Rehab of Largest Open Pit in PH

Regional Trial Court Dismiss the Case for Lack of Legal Capacity to Sue against Semirara Mining and Power Corporation

Less than half of directors are independent

Semirara Mining and Power Corporation Approves Cash Dividend for Period Ended December 31, 2021

Investor sentiment improved over the past week

Semirara Mining and Power Corporation, Annual General Meeting, May 02, 2022

Price target increased to ₱22.55

Third quarter 2021 earnings released: EPS ₱0.94 (vs ₱0.18 in 3Q 2020)

Investor sentiment improved over the past week

Independent Director recently bought ₱2.4m worth of stock

Investor sentiment improved over the past week

Price target increased to ₱15.68

Non-Executive Director recently bought ₱497k worth of stock

Consensus EPS estimates increase to ₱2.22

Second quarter 2021 earnings released: EPS ₱0.94 (vs ₱0.25 in 2Q 2020)

Investor sentiment improved over the past week

Price target decreased to ₱13.94

Non-Executive Director recently bought ₱760k worth of stock

First quarter 2021 earnings released: EPS ₱0.54 (vs ₱0.28 in 1Q 2020)

Non-Executive Director recently bought ₱126k worth of stock

Director has left the company