南方铜业(SCCO)
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Southern Copper Corporation (SCCO) is Attracting Investor Attention: Here is What You Should Know
ZACKS· 2024-08-23 22:05
Southern Copper (SCCO) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this miner have returned -2.5%, compared to the Zacks S&P 500 composite's +0.3% change. During this period, the Zacks Mining - Non Ferrous industry, which Southern Copper falls in, has lost 4.2%. The key question now is: What could be the stock's future direction? ...
Is the Options Market Predicting a Spike in Southern Copper (SCCO) Stock?
ZACKS· 2024-08-23 21:36
Investors in Southern Copper Corporation (SCCO) need to pay close attention to the stock based on moves in the options market lately. That is because the Sep 20, 2024 $50 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It ...
Southern Copper Corporation (SCCO) Is a Trending Stock: Facts to Know Before Betting on It
ZACKS· 2024-08-08 22:06
Southern Copper (SCCO) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this miner have returned -16.6% over the past month versus the Zacks S&P 500 composite's -6.5% change. The Zacks Mining - Non Ferrous industry, to which Southern Copper belongs, has lost 19.8% over this period. Now the key question is: Where could the stock be headed in the near term? While media r ...
SCC(SCCO) - 2024 Q2 - Quarterly Report
2024-08-03 03:11
财务业绩 - 2024年第二季度销售额为31.18亿美元,同比增长35.5%,主要受益于铜价(+14.8%)、钼价(+3.9%)、锌价(+12.2%)和银价(+18.9%)上涨以及销量增长[242] - 2024年上半年销售额为57.18亿美元,同比增长12.2%,主要受益于铜价(+4.6%)和银价(+11.5%)上涨以及铜(+4.1%)、钼(+14.8%)、锌(+33.7%)和银(+12.0%)销量增长[244] - 2024年第二季度净利润为9.50亿美元,同比增长73.6%,主要受益于销售额大幅增长[243] - 2024年上半年净利润为16.86亿美元,同比增长23.9%,主要受益于销售额增长[246] - 2024年第二季度毛利率为54.7%,同比提高5.3个百分点[338,345,346] - 2024年上半年毛利率为53.1%,同比提高3.1个百分点[341,345,346] - 2024年第二季度和上半年营业利润率分别为49.7%和53.2%,同比均有大幅提升[338,346] 生产情况 - 2024年第二季度铜产量为5.35亿磅,同比增长6.6%,主要得益于Toquepala(+21.1%)、Cuajone(+7.3%)和La Caridad(+7.1%)产量增加[251] - 2024年上半年铜产量为10.64亿磅,同比增长7.1%[247] - 2024年上半年钼产量为3,250万磅,同比增长15.1%[247] - 2024年上半年锌产量为1.23亿磅,同比增长72.7%,主要得益于Buenavista锌冶炼厂满产[247] - 2024年第二季度钼产量同比增加20.8%,主要由于Toquepala(+91.7%)、Cuajone(+5.6%)和Buenavista(+14.4%)矿山产量增加,主要是由于矿石品位提高[252] - 2024年第二季度白银产量同比增加8.0%,主要由于Buenavista(+28.9%)、Toquepala(+24.9%)、La Caridad(+6.7%)和Cuajone(+0.6%)作业的产量增加[253] - 2024年第二季度锌产量同比增加70.8%,主要是由于Buenavista锌精矿厂投产,期内产量为13,653吨[254] 成本管理 - 公司使用"除折旧、摊销和耗竭外的营运现金成本"作为一个常用的行业指标,以衡量铜生产的成本绩效[260,261,262,263,264,265,266] - 2024年第二季度和上半年,公司的除折旧、摊销和耗竭外的营运现金成本均有所下降,反映了成本管理和运营效率的改善[270,271,272] 资本支出 - 2024年上半年资本支出为5.456亿美元,占净利润的32.2%,同比增加11.2%[238] - 公司正在墨西哥的El Pilar铜矿项目和秘鲁的Quebrada Honda水坝扩建项目以及Tia Maria铜矿项目进行投资[281,282,284,286] - Tia Maria项目将为阿雷基帕地区带来17.5亿美元的出口收入和34亿美元的税收和特许权使用费[288] - 公司正在评估其他潜在项目,如El Arco铜金矿、Los Chancas铜钼矿和Michiquillay铜矿[290,292,296] 可持续发展 - 公司通过Fenicias风电场采购风电,将减少25万吨二氧化碳排放,占公司碳足迹的7%[300] - 公司的Buenavista铜矿获得了铜和锌负责任生产认证[302] - 公司的IMPULSA教育培训项目已有970人参与,430人毕业,目前有540人在参与[303,304] - 公司游泳队教练Jorge Iga获得2024年巴黎奥运会参赛资格[305] 分部业绩 - 公司有三个业务分部:秘鲁业务、墨西哥露天矿业务和墨西哥地下矿业务[329] - 墨西哥地下业务第二季度净销售额增加4.4亿美元,主要受益于铜、锌和白银价格上涨[354] - 墨西哥地下业务第二季度营业成本和费用下降1000万美元,主要由于其他销售成本下降[355] - 墨西哥地下业务前六个月净销售额增加1090万美元,主要受益于铜和白银价格上涨[356] - 墨西哥地下业务前六个月营业成本和费用下降3490万美元[357] 现金流 - 公司前六个月经营活动产生的现金流量净额为16.218亿美元,同比下降3.605亿美元[360] - 公司前六个月投资活动使用的现金流量净额为2.755亿美元[360] - 公司前六个月筹资活动使用的现金流量净额为6.201亿美元[360] 其他 - 公司的功能货币为美元,但部分运营成本以秘鲁索尔和墨西哥比索计价,汇率波动对业绩有一定影响[278]
Copper Miners Expand Operations to Address Global Supply Shortages
Prnewswire· 2024-08-01 23:30
Energy Metals News Commentary Issued on behalf of Usha Resources Ltd. VANCOUVER, BC, Aug. 1, 2024 /PRNewswire/ -- Energy Metals News – At the beginning of 2024, Forbes was reporting on a showdown between the United States and China over a dwindling copper supply, as prices soared. Now with the rise of artificial intelligence (AI), the tech sector is getting hungrier for more copper, with AI recently helping to find millions of tons of it in Zambia. Despite a small price slump over the last few months, there ...
Southern Copper (SCCO) Q2 Earnings Beat on High Prices & Volumes
ZACKS· 2024-07-31 01:57
Southern Copper Corporation (SCCO) reported second-quarter 2024 earnings of $1.22 per share, which beat the Zacks Consensus Estimate of $1.13. The bottom line marked a 73% improvement from the -year-ago quarter, mainly driven by higher sales volumes and prices of copper, molybdenum, silver and zinc. This was somewhat offset by elevated operating costs related to sales volumes, G&A and exploration expenses. Net sales were $3.12 billion, up 35.5% from the year-ago quarter. The figure also surpassed the consen ...
Investors Heavily Search Southern Copper Corporation (SCCO): Here is What You Need to Know
ZACKS· 2024-07-26 22:05
Southern Copper (SCCO) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this miner have returned -3.2% over the past month versus the Zacks S&P 500 composite's -1.2% change. The Zacks Mining - Non Ferrous industry, to which Southern Copper belongs, has lost 7% over this period. Now the key question is: Where could the stock be headed in the near term?Altho ...
Southern Copper (SCCO) Increases Despite Market Slip: Here's What You Need to Know
ZACKS· 2024-07-24 06:56
Southern Copper (SCCO) closed the latest trading day at $105.69, indicating a +0.75% change from the previous session's end. This change outpaced the S&P 500's 0.16% loss on the day. Meanwhile, the Dow experienced a drop of 0.14%, and the technology-dominated Nasdaq saw a decrease of 0.06%.The miner's stock has dropped by 4.62% in the past month, falling short of the Basic Materials sector's loss of 1.64% and the S&P 500's gain of 1.96%.Investors will be eagerly watching for the performance of Southern Copp ...
SCC(SCCO) - 2024 Q2 - Earnings Call Transcript
2024-07-23 03:23
财务数据和关键指标变化 - 公司本季度净销售额为38.18亿美元,同比增长36% [20] - 公司本季度调整后EBITDA为17.97亿美元,同比增长61% [22][23] - 公司本季度净利润为9.5亿美元,同比增长74% [26][27] - 公司上半年经营活动产生的现金流为16.22亿美元,同比下降18% [28] 各条业务线数据和关键指标变化 - 铜产量占公司销售额的76%,本季度铜产量为24.2474万吨,同比增长15% [11][12] - 钼产量占公司销售额的12%,本季度钼产量增加21% [14][15] - 银产量占公司销售额的5%,本季度银产量增加8% [16][17] - 锌产量占公司销售额的4%,本季度锌产量增加71% [17][18][19] 各个市场数据和关键指标变化 - 伦敦金属交易所铜价格本季度平均为4.42美元/磅,同比增长15% [9] - 钼价格本季度平均为21.69美元/磅,同比增加4% [14] - 银价格本季度平均为28.84美元/盎司,同比增加19% [16] - 锌价格本季度平均为1.29美元/磅,同比增加12% [17] 公司战略和发展方向及行业竞争 - 公司正在推进多个大型项目,包括秘鲁的Tia Maria、Los Chancas和Michiquillay项目,以及墨西哥的Buenavista Zinc、El Pilar和El Arco项目 [29][39][40] - 公司还考虑在秘鲁和墨西哥建设冶金综合体,以处理目前的精矿产量 [92] - 公司正在评估是否可以利用大坝而非海水淡化厂为Tia Maria项目供水,以降低资本支出和运营成本 [49][50][51][52][53][54][55] 管理层对经营环境和未来前景的评论 - 公司预计2024年全年铜市场将出现217,000吨的供给缺口 [9] - 尽管中国房地产市场需求疲软,但美国经济韧性强以及去碳化和人工智能带来的新需求支撑了铜价 [10] - 公司对2024年全年铜产量、钼产量和银产量的指引均有所增加 [13][15][17] - 公司预计2025年及以后每年将生产17.8万吨锌 [19] 其他重要信息 - 公司宣布了每股0.6美元的现金股利和每股0.0056股的股票股利 [46] - 公司的Buenavista矿山获得了铜、锌和钼的负责任生产认证 [43] - 公司的IMPULSA教育项目已有970名员工参与,430人毕业 [44] - 公司的运动员教练Jorge Iga获得了参加2024年巴黎奥运会的资格 [45] 问答环节重要的提问和回答 问题1 **Carlos de Alba 提问** 提问了Tia Maria项目是否会采用大坝而非原计划的海水淡化厂,以及这样做的成本优势 [49][50][51][52][53][54][55] **Raul Jacob 回答** 公司目前仍在按原计划开发海水淡化厂,如果未来有可能采用大坝,公司会考虑这种方案,但目前没有具体计划 [52][53][54][55] 问题2 **Marcio Farid 提问** 询问了公司现金成本优于预期的原因 [75][76][77] **Raul Jacob 回答** 主要是由于锌、银等副产品产量和价格的增加带来的收益提升 [75][76][77] 问题3 **Alejandro Demichelis 提问** 询问了公司未来股利政策的考虑 [77][78][79] **Raul Jacob 回答** 公司股利政策由董事会决定,目前采取50%现金50%股票的方式,反映了公司未来投资需求 [78][79]
SCC(SCCO) - 2024 Q2 - Quarterly Results
2024-07-20 04:41
Exhibit 99.1 Raul Jacob Victor Pedraglio +(602) 264-1375 southerncopper@southernperu.com.pe www.southerncoppercorp.com Investor Relations:July 19, 2024 Southern Copper Corporation (NYSE and BVL: SCCO) ● 2Q24 net sales were $3,118.3 million, which represented growth of 35.5% with regard to 2Q23. Expansion was primarily fueled by an increase in the sales volumes of copper (+5.5%), molybdenum (+21.4%), silver (+31.6%) and zinc (+78.1%) as well as by an increase in metal prices for all our products (Cu, LME =14 ...