Author Topic: PSE Stock: SEMIRARA MINING CORP. (SCC)  (Read 24836 times)

0 Members and 1 Guest are viewing this topic.

williamturno

  • Probie
  • *
  • Posts: 19
  • Thanks Received: 0
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #60 on: Jun 04, 2016, 10:57 AM »
Advertisement
Fundamental Outlook Remains Intact.

At current valuations, we believe that SCC is undervalued relative to its peers trading at FY16F P/E of 13.1x a 23.2% discount to industry average of 17.1x FY16F P/E. We also view that its long-term fundamentals are intact as we are positive on SCC due to the following: a) robust 3-yr EPS CAGR of 13.7% yoy driven by its higher mining capacity of 50.0% to 12.0M MT, b) sustained attributable capacity expansion of 31.1% by FY19F negating the expiration of the income tax holiday of its Units 3 and 4 Coal power plants in FY20F, and c) cost leadership in an increasingly liberalized power
industry due to the vertical integration of its power and mining business segments.

1Q16 Was Boosted By Coal.

SCC's 1Q16 net income increased 15.9% yoy to Php2.9B from Php2.5B (18.1% and 16.2% above BPI Sec and consensus estimates, respectively). We believe that the higher than expected net income was driven by a) coal segment's outperformance as sales volume increased 16% yoy to 2.9M MT from 2.5M MT (31.3% of our full year forecast of 9.3M MT) and coal gross profit margin expanded 15.5ppts to 58.3% from 42.8% (vs our forecasted coal GPM of 35.8%), b) depreciation is skewed towards the latter part of the year as potential retrofitting will be done during 3Q16 or 4Q16, and c) lower effective tax rate as Calaca Coal plant Unit 2 was down. The power
segment's 674gWh electricity sales declined 31.4% yoy from 982gWh (12.7% of our full year forecast).

(Source BPI Report) :)
« Last Edit: Jun 04, 2016, 10:58 AM by williamturno »
Good Luck in your Investing Journey! Keep on Learning! http://www.wemcompany.com

wilch23

  • VIP 6500
  • *
  • Posts: 6,513
  • Thanks Received: 8
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #61 on: Feb 15, 2017, 09:41 AM »
Inspection competed at Semirara.
Ano na?

Suspense ah.
Bullish pa naman yung ibang analysts dito.

kobabear

  • Posting Guru
  • *
  • Posts: 430
  • Thanks Received: 0
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #62 on: Feb 15, 2017, 10:29 AM »
Meron  ako nito.

Sana hindi ma Lopez Viruz.

wilch23

  • VIP 6500
  • *
  • Posts: 6,513
  • Thanks Received: 8
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #63 on: Feb 15, 2017, 03:46 PM »
Waaa ... Viruzzz?
Sakit naman nyan ...

wilch23

  • VIP 6500
  • *
  • Posts: 6,513
  • Thanks Received: 8
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #64 on: Feb 18, 2017, 10:25 AM »
Meron kaya matitirang Mining Industry pa?

wilch23

  • VIP 6500
  • *
  • Posts: 6,513
  • Thanks Received: 8
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #65 on: Feb 19, 2017, 06:21 PM »
Hmmm ... so far ok pa ... mukhang wala rin negative rumors just yet ...
Price is holding.

Pero dba galit dn sa coal si GLOP?

wilch23

  • VIP 6500
  • *
  • Posts: 6,513
  • Thanks Received: 8
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #66 on: Feb 25, 2017, 12:59 PM »
So far so good , or is it?

Waiting to get in, pero with the current hype and risks, I'm getting cold feet ...

wilch23

  • VIP 6500
  • *
  • Posts: 6,513
  • Thanks Received: 8
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #67 on: Mar 10, 2017, 11:14 AM »
Mukhang 3rd time bypassed na si GLo ...
Reject na kaya?

Under current rules ng CA, it has to decide to confirm or reject after 3 strikes.
I think out na sya.
Hmmm... how much na ba Semirara?

wilch23

  • VIP 6500
  • *
  • Posts: 6,513
  • Thanks Received: 8
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #68 on: Mar 12, 2017, 06:04 PM »
Kapit pa rin si GLo ...

Delna

  • Probie
  • *
  • Posts: 13
  • Thanks Received: 0
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #69 on: Mar 12, 2017, 08:33 PM »
yap nice to invest at stock  market as young as we are like bo sanchez said on his book that his helper do the right investment stock market

Nabbi

  • Probie
  • *
  • Posts: 13
  • Thanks Received: 0
Re: PSE Stock: SEMIRARA MINING CORP. (SCC)
« Reply #70 on: Sep 05, 2017, 02:14 PM »
they give 300% stock div.. any thoughts?

 


PMT Shoutbox

Refresh History
  • bizmaxpower: Check this link --> https://web.facebook.com/Kajwide-Philippines-1252237654807406/, perhaps it may help you!
    Today at 03:13 AM
  • erdnazil83: Sino po pwede magpaShortLoan? (1 to 2 months ibalik ko din) 150k need ko pangFund sa houseConstruction dapat kasi maka-30% para maRelease yung remaining funds ng bank, pls PM me.. thank you
    May 25, 2018, 08:20 AM
  • 3iuoj: Fundko legit ba?
    May 23, 2018, 08:43 PM
  • katiepuno: sino po nagpapa loan here?
    May 19, 2018, 06:07 AM
  • Forexanalysis: hello all
    May 11, 2018, 01:43 PM
  • saiyan125: Hello, I have a 01 hectare agricultural land in Magsaysay, Quezon. I want to lease it to a company or person who is interested to develop this land.
    May 09, 2018, 08:19 PM
  • SeekJustice: RIVERGREEN unit of CDC REALTY maging fair kayo huwag kayo manlamang ng kliyente nanamantala kayo
    Apr 29, 2018, 12:54 PM
  • ishteldalosa: Hello. Anong book po puwede niyo marecommend for affiliate marketers? Thanks!
    Apr 27, 2018, 06:46 PM
  • jmmj1123: sir or mam
    Apr 27, 2018, 10:39 AM
  • jmmj1123: good morning
    Apr 27, 2018, 10:39 AM
  • plouie021: pm me naman po dun sa mga nagpapa loan dito. thanks
    Apr 26, 2018, 03:36 AM
  • wonli87: Interested in doing captcha sa phone nila,  pm me for details.  This is not networking haha pure captcha job
    Apr 24, 2018, 10:03 AM
  • bizmaxpower: @ cadientejomel <-- try to respect this chat room stop posting your referral links here.
    Apr 24, 2018, 02:57 AM
  • n0name_04: Good day po! If you are new in the stock market and want to identify the mistakes newbies do in the stock market, you can read this ebook "The 20 Pitfalls You Must Avoid If You Are New In The Stock Market". This ebook will show the mistakes to avoid in the stock market before you commit them in the first place.If you commit less mistakes, you will increase your chances of earning in the stock market as compared to newbies out there. Please visit www.stockmarketbeginnerbook.com to get your copy. Thank you!
    Apr 23, 2018, 08:03 PM
  • cadientejomel: Sino gusto kumita? Legit to.
    Apr 22, 2018, 01:56 PM
  • Senyor: welcome to the Sensational Bull Runs mga kabayans... BAT: $.40 cents ViTA: Php3.15
    Apr 22, 2018, 01:13 PM
  • wonli87: Hi all,  has anyone heard about uvumoneysite?  Need to know if this is legit
    Apr 21, 2018, 01:40 AM
  • SeekJustice: Please lang po ang CDC REALTY we thought tapos na kmi sa balance nmn sa rivergreen nagbayad kmi dapat move in na kaso ang sinasabi  meron daw kmi bayaran na interest wala po kami loan how come they will charged an interest. 2016 turn over daw pero hindi natuloy un dahil sa issue ng museum nasa news pa noon yun then natuloy ng 2018 1st qrtr kaya kmi napauwi ng Philippines para ayusin at bayaran lahat ng dapat bayaran sa Rivergreen yun pla gugulatin kami ng ganun unfair ang ginagawa nila i want to report to HLURB kaso me mga cases hindi nla naasikaso meron po ba mkakatulong po sana na magrecommend na abugado po ng real estate please thank you
    Apr 20, 2018, 06:07 AM
  • mitzc: hello people! newbie here and I am particularly interested for the informations about stocks investments.. MF/UITF/VUL.... i have been reading some discussions from the forums here and they are all informative so i decided to register so I can participate in the discussions and probably some people here can help me understand how the stocks works. KUDOS to the moderators. thank you in advance
    Apr 18, 2018, 04:03 AM
  • bizmaxpower: Kung totoo man yan walang tao dito sa Pinas na maghihiram ng ganyan kalaking pera imbes nakatulong problema pa ang nangyari ang iba sa kanila ay hind realistic ang presentation!
    Apr 13, 2018, 12:46 PM
  • bizmaxpower: Babala sa mga kaPTMers ingat sa mga Scammers ang mga iba niyan ay galing pa sa ibang bansa. Kung common sense lang ang paguuspan bakit kelangan nila magalok ng services dito sa Pilipinas.
    Apr 13, 2018, 12:44 PM
  • saly: Hello po.. magttnong lang po ako kung paano po proseso ng  smart padala.. gstu ko po sana ksi sya idgdg dto sa maliit na tindhan ko..
    Apr 11, 2018, 09:53 PM
  • John AG: hello po
    Apr 11, 2018, 04:31 PM
  • ASARABIA04: Hi Im looking for an agent of Sunlife , Prulife UK and Philam life? message me ASAP
    Apr 08, 2018, 10:48 AM
  • ASARABIA04: ASARABIA04
    Apr 08, 2018, 10:47 AM
  • jiggoy29: Hello po, ask ko lang kung ano mga requirements pag e cancel ko yung moneyLife 8.. thank you
    Apr 05, 2018, 12:24 PM
  • PwedePadala: Is there a moderator on the site? Sana merong magmonitor ng mga unrelated topic.
    Mar 30, 2018, 06:38 AM
  • bestinpalawan: hi ^_^
    Mar 28, 2018, 04:36 PM
  • Edong35: Hello there!
    Mar 25, 2018, 06:27 PM
  • pahuway: hi po, newbie here :)
    Mar 22, 2018, 05:41 PM
  • Mila: Hi everyone...
    Mar 19, 2018, 04:31 PM
  • Gallego02: hello newbie here
    Mar 16, 2018, 02:56 PM
  • Mila: Hi Diosa57...call this number for personal and comprehensive advice...09267511660....expert po sya sa ganyang usapin...
    Mar 10, 2018, 09:06 PM
  • Mila: hi Diosa57, you need to talk to someone in authority regarding that matter...call this number if you like 09267511660  for some pieces of advice...
    Mar 10, 2018, 09:00 PM
  • Niel Jhacoubs: @PINKA Kung meron ka daw philhealth la ka na daw babayaran except sa mga medicines na bibilhin.
    Mar 02, 2018, 01:32 PM
  • Diosa57: Hello po, paano po ibenta ang property ng makapatid kung patay na yung isa at sa US namatay ?  Need advice , thank you !
    Mar 01, 2018, 07:58 PM
  • pinka: Prob ko nakaloa ako no pay so wala ako pambayad ng registration
    Feb 28, 2018, 07:56 PM
  • pinka: I need pede maloanan. May car ako but hindi nareg this yr pede ko sana magamit for loan pede nid daw updated ORCR
    Feb 28, 2018, 07:56 PM
  • pinka: @niel meron po pero kulang
    Feb 28, 2018, 07:52 PM
  • natz: who wants to convert your php here to china rmb no charge text me 09052915515
    Feb 28, 2018, 07:03 PM
  • Niel Jhacoubs: @PINKA La kabang philhealth?
    Feb 28, 2018, 11:50 AM
  • pinka: Hello new lang ako dito ko po sana mauutangan employed ako but naaconfine ako ngaun need ko maloanan to pay bills dito sa ospital pandagdag sana . Nakaloa ako eh can any1 help me text 09771065064
    Feb 28, 2018, 01:00 AM
  • nelcequena: Unless paid na din yung utang mo sa credit card. If yes, kahit walang collateral, possible na makaloan ka
    Feb 27, 2018, 11:21 AM
  • nelcequena: I believe not.
    Feb 27, 2018, 11:21 AM
  • cherryl0304: i mean borrow
    Feb 26, 2018, 03:47 PM
  • cherryl0304: ask ko lang po.. possible po ba maka barrow ka ng money from bank with land collateral kahit may utang ka sa credit card before
    Feb 26, 2018, 03:46 PM
  • cherryl0304: hello po testing
    Feb 26, 2018, 03:44 PM
  • centaur_montano: test good morning
    Feb 26, 2018, 06:55 AM
  • mardaf1026: Hi po sa mga Investors, looking for adding more savings?
    Feb 22, 2018, 01:53 AM
  • Diosa57: Hello newbie po.  Tanong ko po kung ano po ang kailangan Na documents para ibenta po yung property na minana ng father ko at elder sister nya. A small parcel of land .  Yung title ay nasa pangalan nilang dalawa. Yung sister nya ay nakatira sa ibang bansa, may asawa at may 5 anak sila.  Namatay yung sister ng Tatay ko 6 years ako na po. Gusto na pong ibenta ng Tatay ko yung property at payag naman po yung asawa at mga anak ng sister nya. Ano po ang dapat hingiin na documents sa kanila para maibenta yung property at para madaling mailagay sa pangalan ng buyer yung titulo na malinis .  Maraming Salamat po.
    Feb 17, 2018, 05:58 PM