🇺🇸 SECCEMEX SAB DE CVCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 04:30:08·⟳ 抓取 04:33:34 +3m26s·⚡ 决策 09-05 05:43:56 +1h10m·52.6 天前
Cemex确认支付已于3月批准的第二期现金股息
事件是3月已决议股息的第二期执行安排,缺少新的资本回报增量、业绩指引变化或交易结构变化,无法形成正期望短线交易。
📄 原文CEMEX SAB DE CV↗ 原文
----- d464430d6k.htm ----- 6-K 1 d464430d6k.htm 6-K 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.…
不做 Cemex, S.A.B. de C.V.(CX.US)
已批准股息的分期支付通知,无新增分红或业绩预期差,短线无明确交易 edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Cemex本次6-K披露的是既定1.8亿美元年度股息中的第二期4500万美元付款时间和每股/每ADS金额,核心决定早在2026年3月26日股东大会完成;当前新增事实主要是登记日、支付日和换汇安排,对Cemex(CX.US)的基本面和预期差有限,因此不做。
🔎 新鲜度:最早出现 2026-09-04 · 扩散 low · price-in 风险 high ↗
主要风险
- 若市场只按除息日交易,股价通常会机械除权,不能把现金股息支付日当作新增利好。
先例如何影响了这次决策
对本次决策的影响:先例不足不影响结论,因事件身份本身已排除短线交易 edge。
方向:例行分期派息执行通知通常不构成可交易基本面 surprise。
涨幅量级:未使用先例校准幅度,因为本次在源文本层面已可判定为既定事项执行、无新增交易边际。
形态:未做外部先例测算;该类已公告分红分期付款通知的核心问题是增量事实不足。
原文全文
展开原文 · 3,624 字
----- d464430d6k.htm -----
6-K
1
d464430d6k.htm
6-K
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE
13a-16
OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of September, 2026.
Commission File Number:
001-14946
Cemex, S.A.B. de C.V.
(Translation of registrant’s name into English)
Avenida Ricardo Margáin Zozaya #325, Colonia Valle del Campestre
San Pedro Garza García, Nuevo León, 66265 México
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form
20-F
or Form
40-F.
Form
20-F ☒ Form
40-F ☐
Contents
Cemex, S.A.B. de C.V. (“Cemex”) (NYSE: CX) announced today that, further to the resolutions adopted at its Ordinary General Shareholders’
Meeting held on March 26, 2026 that declared a cash dividend payable in USD in an aggregate amount of USD $180 million (payable in four equal installments of USD $45.0 million each installment), registered holders of Cemex Series A
and Series B shares, Ordinary Participation Certificates (“CPO”) and American Depositary Shares (“ADS”) as of the record date of September 15, 2026, will be entitled to receive the second installment of the cash dividend
(USD $45.0 million).
As background, the first installment of the dividend was paid on June 18, 2026, the third installment of the dividend is
expected to be paid starting on December 16, 2026, and the fourth installment of the dividend is expected to be paid starting on March 3, 2027. Each CPO represents two Series A shares and one Series B share, and each ADS represents 10
CPOs.
Cemex will proceed to make payment of the second installment of the cash dividend against the delivery of coupon 160 (one hundred and sixty)
adhered to the share certificates representing all of the outstanding shares that make up the
paid-up
capital stock of Cemex. Holders of Series A and Series B shares and CPO holders will receive payment of the
second installment of the cash dividend in Mexican Pesos in an amount equal to approximately USD $0.001039 per share and approximately USD $0.003117 per CPO, respectively. ADS holders will receive approximately USD $0.031170 per ADS in the second
installment of the cash dividend.
In particular, with respect to holders of Cemex’s Series A and Series B shares and CPOs, the second installment
of the cash dividend should be paid on September 17, 2026 in Mexican Pesos at the exchange rate determined by the Bank of Mexico (Banco de México) on September 14, 2026. Therefore, Cemex will announce the corresponding final
dividend amounts per Series A and Series B share and per CPO, by no later than September 14, 2026.
With respect to ADS holders, it is expected that
they will receive payment of the second installment of the dividend on or around September 24, 2026.
The last day to acquire Series A and Series B
shares, CPOs and ADSs with payment rights with respect to the second installment of the dividend will be September 14, 2026, respectively.
The
declared dividend comes from the Net Tax Profit Account (Cuenta de Utilidad Fiscal Neta or CUFIN) of Cemex as of December 31, 2013; therefore, no tax withholding will be made for the payment of this dividend.
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, Cemex, S.A.B. de C.V. has duly caused this report to be signed on its
behalf by the undersigned, thereunto duly authorized.
Cemex, S.A.B. de C.V.
(Registrant)
Date:
September 4, 2026
By:
/s/ Jaime Martínez Merla
Name: Jaime Martínez Merla
Title: Chief Comptroller
6-K
1
d464430d6k.htm
6-K
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE
13a-16
OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of September, 2026.
Commission File Number:
001-14946
Cemex, S.A.B. de C.V.
(Translation of registrant’s name into English)
Avenida Ricardo Margáin Zozaya #325, Colonia Valle del Campestre
San Pedro Garza García, Nuevo León, 66265 México
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form
20-F
or Form
40-F.
Form
20-F ☒ Form
40-F ☐
Contents
Cemex, S.A.B. de C.V. (“Cemex”) (NYSE: CX) announced today that, further to the resolutions adopted at its Ordinary General Shareholders’
Meeting held on March 26, 2026 that declared a cash dividend payable in USD in an aggregate amount of USD $180 million (payable in four equal installments of USD $45.0 million each installment), registered holders of Cemex Series A
and Series B shares, Ordinary Participation Certificates (“CPO”) and American Depositary Shares (“ADS”) as of the record date of September 15, 2026, will be entitled to receive the second installment of the cash dividend
(USD $45.0 million).
As background, the first installment of the dividend was paid on June 18, 2026, the third installment of the dividend is
expected to be paid starting on December 16, 2026, and the fourth installment of the dividend is expected to be paid starting on March 3, 2027. Each CPO represents two Series A shares and one Series B share, and each ADS represents 10
CPOs.
Cemex will proceed to make payment of the second installment of the cash dividend against the delivery of coupon 160 (one hundred and sixty)
adhered to the share certificates representing all of the outstanding shares that make up the
paid-up
capital stock of Cemex. Holders of Series A and Series B shares and CPO holders will receive payment of the
second installment of the cash dividend in Mexican Pesos in an amount equal to approximately USD $0.001039 per share and approximately USD $0.003117 per CPO, respectively. ADS holders will receive approximately USD $0.031170 per ADS in the second
installment of the cash dividend.
In particular, with respect to holders of Cemex’s Series A and Series B shares and CPOs, the second installment
of the cash dividend should be paid on September 17, 2026 in Mexican Pesos at the exchange rate determined by the Bank of Mexico (Banco de México) on September 14, 2026. Therefore, Cemex will announce the corresponding final
dividend amounts per Series A and Series B share and per CPO, by no later than September 14, 2026.
With respect to ADS holders, it is expected that
they will receive payment of the second installment of the dividend on or around September 24, 2026.
The last day to acquire Series A and Series B
shares, CPOs and ADSs with payment rights with respect to the second installment of the dividend will be September 14, 2026, respectively.
The
declared dividend comes from the Net Tax Profit Account (Cuenta de Utilidad Fiscal Neta or CUFIN) of Cemex as of December 31, 2013; therefore, no tax withholding will be made for the payment of this dividend.
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, Cemex, S.A.B. de C.V. has duly caused this report to be signed on its
behalf by the undersigned, thereunto duly authorized.
Cemex, S.A.B. de C.V.
(Registrant)
Date:
September 4, 2026
By:
/s/ Jaime Martínez Merla
Name: Jaime Martínez Merla
Title: Chief Comptroller
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