🇺🇸 SECCENTRAL PUERTO S.A.Qwen · 实盘不做把握 6/10不做原因:无法执行
北京时间·🕒 发布 09-01 21:09:02·⟳ 抓取 09-01 21:15:25 +6m23s·⚡ 决策 09-02 00:19:36 +3h04m·56.2 天前
Central Puerto宣布最高3000万美元股票回购计划（不超过总股本10%），最高回购价16美元/ADR
事件方向明确正面（首次回购占市值~10%，$16上限较现价+16%），但stock_quote三次调用均返回no_price（Futu未覆盖CEPU），无法获得带供应商时间戳的可执行实时报价，不满足ENTER的报价前置条件，只能AVOID
📄 原文CENTRAL PUERTO S.A.↗ 原文
----- cepu20260901_6k.htm ----- 6-K 1 cepu20260901_6k.htm 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washingt…
不做 Central Puerto S.A.（CEPU.US）
事件方向正面且具实质性（首次回购占市值~10%），但stock_quote三次调用均返回no_price（Futu未覆盖该标的），无法获得带供应商时间戳的可执行实时报价，不满足ENTER报价验证前置条件，判为不可执行。若人工确认券商端可交易CEPU，可参考：限价$13.95以内买入，止盈[5,10]%，止损-5%，small仓位，持有5日。
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
Central Puerto宣布首次最高$30M回购（不超过股本10%），最高回购价$16/ADR较现价$13.77有16%空间。按turnover rate推算市值约$143M，有效回购约$14-17M占市值~10%，对小型股非常重大。Citi 2026年3月已将CEPU列为阿根廷电力改革首选标的。当前仅涨1.1%，反应温和，方向正、有edge。但stock_quote无法取到该标的实时报价（Futu未覆盖），不满足ENTER的报价验证前置条件，判为不可执行。
🔎 新鲜度:最早出现 2026-09-01 · 扩散 low · price-in 风险 low ↗
关键理由
- 首次回购公告，有效规模占市值约10%，对$143M市值公司极为重大，提供持续180天买盘支撑
- 最高回购价$16/ADR较现价$13.77溢价16%，管理层明确表态股价低估
- Citi 2026年3月已将CEPU列为阿根廷电力改革首选标的，回购强化正面叙事
主要风险
- 流动性极薄（日均成交约$3M），大额进出困难，止损可能滑点显著
- 近20日下跌8.9%、距52周高-26%，处于下行趋势中，回购能否扭转趋势存疑；阿根廷宏观/汇率风险持续
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-03-19 · 影响 none
KB中Citi报告为正面（top pick），未发现近期利空、砍单或监管调查；近20日下跌8.9%为下行趋势但非新利空事件
检索:CEPU近期利空、业绩下修、阿根廷电力行业风险
先例如何影响了这次决策
对本次决策的影响:先例不足导致降低confidence至6；但因执行层面不可报价，最终判AVOID
方向:无可用先例；学术文献和一般经验表明小型股首次回购公告通常产生1-3%正面反应，高回购/市值比可达5%+
涨幅量级:无高相似先例可校准幅度，基于回购/市值比（~10%）和一般小盘回购文献估计3-7%合理区间
形态:无先例可判断见光死模式
工具执行结果 · 成功 7 · 降级 3 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 263 ms
{"result": "search_processed_events:agent query=`central puerto adquisición acciones propias | central puerto buyback | cepu share repurchase`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 66.7/72 小时、2776 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"} - stock_quote 降级 stock_tools HTTP · 1,185 ms
取价失败: Futu returned no quote - stock_quote 降级 stock_tools HTTP · 1,316 ms
取价失败: Futu returned no quote - direct_instrument_candidates 成功 stock_tools HTTP · 528 ms
{ - price_snapshot 成功 stock_tools HTTP · 135 ms
{ - fetch_decision_experience 成功 stock_tools HTTP · 136 ms
{ - current_kline 成功 stock_tools HTTP · 263 ms
{ - search_case_library 成功 stock_tools HTTP · 120 ms
{"result": "search_case_library「CEPU.US」无历史决策命中(我们过去没在这些标的上决策过,或历史尚未回填)。\n◆ CEPU.US：相关历史决策 0 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过"} - kb_search 成功 stock_tools HTTP · 2,724 ms
{ - stock_quote 降级 stock_tools HTTP · 1,178 ms
取价失败: Futu returned no quote
原文全文
展开原文 · 5,165 字
----- cepu20260901_6k.htm -----
6-K
1
cepu20260901_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
Report of Foreign Private Issuer
Pursuant to Rule 27a-16 or 15d-16
under the Securities Exchange Act of 1934
For the month of September, 2026
Commission File Number: 001-38376
Central Puerto S.A.
(Exact name of registrant as specified in its charter)
Port Central S.A.
(Translation of registrant’s
name into English)
Avenida Thomas Edison 2701
C1104BAB Buenos Aires
Republic of Argentina
+54 (11) 4317-5000
(Address of principal executive offices)
Indicate by check mark whether the registrant files or
will file annual reports under cover Form 20-F or Form 40-F.
Form
20-F
[X]
Form 40-F
[_]
Indicate by check mark if the registrant is submitting
the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
Yes
[_]
No
[X]
Indicate by check mark if the registrant is submitting
the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):
Yes
[_]
No
[X]
BUENOS
AIRES, August 31, 2026
COMISIÓN NACIONAL DE VALORES (“CNV”)
25 de Mayo 175
Attn.: Management of Issuers
City of Buenos Aires
Present
A3 Mercados S.A.
Paraguay 777, 15th Floor
Rosario
BOLSAS Y MERCADOS ARGENTINOS S.A.
Sarmiento 299
City of Buenos Aires
Present
Ref.: Relevant Event
To whom it may concern,
I am pleased to address you in my capacity as Head of Market Relations
of Central Puerto S.A. (the “Company”), in compliance with the provisions of Article 2, Section II, Chapter I, Title XII of
the Rules of the National Securities Commission (N.T. 2013) (the “CNV Rules”), to inform you that the Board of Directors of
the Company, based on the report issued by the Audit Committee and the Supervisory Committee, has resolved to establish the terms and
conditions for the acquisition of the Company’s own shares for up to thirty million U.S. dollars (US$ 30,000,000), pursuant to Article
64 and subsequent articles of the Capital Markets Law No. 26,831, Article 220, subsection 2 of the General Companies Law, and the CNV
Rules (the “Applicable Regulations”).
The Board of Directors considers that this transaction is in the best interest
of the Company’s shareholders, who, through the share repurchase, will increase their participation in Central Puerto S.A.’s
strategic assets.
Such procedure, which may be carried out by the Company and/or its subsidiaries,
shall be subject to the following terms and conditions:
(i) Purpose of the acquisition: the share repurchase is intended to protect
the value of the Company’s shareholders’ investment, considering that the market trading price of the shares does not adequately
reflect the fair value of the Company’s underlying assets or the economic potential derived from their operation.
(ii) Maximum amount to be invested: thirty million U.S. dollars (US$ 30,000,000);
(iii) Percentage of share capital subject to the acquisition: the proposed
acquisition shall be made with respect to fully paid-in shares and shall at no time exceed 10%
of the Company’s share capital at the time of the acquisition, in accordance with the limits established by the Applicable Regulations;
(iv) Daily limit for market transactions: pursuant to the Applicable Regulations,
up to 25% (twenty-five percent) of the average daily trading volume of the share on the markets on which it is listed, based on the preceding
90 (ninety) trading days;
(v) Price to be paid for the shares: the maximum price to be paid shall
be US$ 16 per American Depositary Receipt (“ADR”) on the New York Stock Exchange (“NYSE”) and up to a maximum
of AR$ 2,600 per common share on Bolsas y Mercados Argentinos;
(vi) Source of funds: the Repurchase shall be carried out with unrestricted
reserves arising from optional reserves pending distribution resulting from the latest approved financial statements, evidencing the availability
of cash to fund this resolution. It is hereby stated that the Company has sufficient liquidity to carry out the aforementioned acquisitions
without affecting its solvency;
(vii) Term during which the acquisitions will be carried out: the Company
shall acquire shares within a period of 180 calendar days, commencing on the business day following the date of publication of the purchase
through the market communication media, subject to any renewal or extension of such period, which shall be disclosed to investors through
the same means; and
(viii) Internal Communication: directors, members of the Supervisory Committee
and managers are hereby informed that, while a decision by the Company to acquire its own shares is in effect, in accordance with subsection
(vii) above, they may not sell shares of the Company owned by them or managed by them directly or indirectly during the applicable period.
Yours sincerely,
Leonardo Marinaro
Head of Market Relations
Central Puerto S.A.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act
of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Central Puerto S.A.
Date: September 1, 2026
By:
/s/
Leonardo
Marinaro
Name:
Leonardo Marinaro
Title:
Attorney-in-Fact
6-K
1
cepu20260901_6k.htm
6-K
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
Report of Foreign Private Issuer
Pursuant to Rule 27a-16 or 15d-16
under the Securities Exchange Act of 1934
For the month of September, 2026
Commission File Number: 001-38376
Central Puerto S.A.
(Exact name of registrant as specified in its charter)
Port Central S.A.
(Translation of registrant’s
name into English)
Avenida Thomas Edison 2701
C1104BAB Buenos Aires
Republic of Argentina
+54 (11) 4317-5000
(Address of principal executive offices)
Indicate by check mark whether the registrant files or
will file annual reports under cover Form 20-F or Form 40-F.
Form
20-F
[X]
Form 40-F
[_]
Indicate by check mark if the registrant is submitting
the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1):
Yes
[_]
No
[X]
Indicate by check mark if the registrant is submitting
the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7):
Yes
[_]
No
[X]
BUENOS
AIRES, August 31, 2026
COMISIÓN NACIONAL DE VALORES (“CNV”)
25 de Mayo 175
Attn.: Management of Issuers
City of Buenos Aires
Present
A3 Mercados S.A.
Paraguay 777, 15th Floor
Rosario
BOLSAS Y MERCADOS ARGENTINOS S.A.
Sarmiento 299
City of Buenos Aires
Present
Ref.: Relevant Event
To whom it may concern,
I am pleased to address you in my capacity as Head of Market Relations
of Central Puerto S.A. (the “Company”), in compliance with the provisions of Article 2, Section II, Chapter I, Title XII of
the Rules of the National Securities Commission (N.T. 2013) (the “CNV Rules”), to inform you that the Board of Directors of
the Company, based on the report issued by the Audit Committee and the Supervisory Committee, has resolved to establish the terms and
conditions for the acquisition of the Company’s own shares for up to thirty million U.S. dollars (US$ 30,000,000), pursuant to Article
64 and subsequent articles of the Capital Markets Law No. 26,831, Article 220, subsection 2 of the General Companies Law, and the CNV
Rules (the “Applicable Regulations”).
The Board of Directors considers that this transaction is in the best interest
of the Company’s shareholders, who, through the share repurchase, will increase their participation in Central Puerto S.A.’s
strategic assets.
Such procedure, which may be carried out by the Company and/or its subsidiaries,
shall be subject to the following terms and conditions:
(i) Purpose of the acquisition: the share repurchase is intended to protect
the value of the Company’s shareholders’ investment, considering that the market trading price of the shares does not adequately
reflect the fair value of the Company’s underlying assets or the economic potential derived from their operation.
(ii) Maximum amount to be invested: thirty million U.S. dollars (US$ 30,000,000);
(iii) Percentage of share capital subject to the acquisition: the proposed
acquisition shall be made with respect to fully paid-in shares and shall at no time exceed 10%
of the Company’s share capital at the time of the acquisition, in accordance with the limits established by the Applicable Regulations;
(iv) Daily limit for market transactions: pursuant to the Applicable Regulations,
up to 25% (twenty-five percent) of the average daily trading volume of the share on the markets on which it is listed, based on the preceding
90 (ninety) trading days;
(v) Price to be paid for the shares: the maximum price to be paid shall
be US$ 16 per American Depositary Receipt (“ADR”) on the New York Stock Exchange (“NYSE”) and up to a maximum
of AR$ 2,600 per common share on Bolsas y Mercados Argentinos;
(vi) Source of funds: the Repurchase shall be carried out with unrestricted
reserves arising from optional reserves pending distribution resulting from the latest approved financial statements, evidencing the availability
of cash to fund this resolution. It is hereby stated that the Company has sufficient liquidity to carry out the aforementioned acquisitions
without affecting its solvency;
(vii) Term during which the acquisitions will be carried out: the Company
shall acquire shares within a period of 180 calendar days, commencing on the business day following the date of publication of the purchase
through the market communication media, subject to any renewal or extension of such period, which shall be disclosed to investors through
the same means; and
(viii) Internal Communication: directors, members of the Supervisory Committee
and managers are hereby informed that, while a decision by the Company to acquire its own shares is in effect, in accordance with subsection
(vii) above, they may not sell shares of the Company owned by them or managed by them directly or indirectly during the applicable period.
Yours sincerely,
Leonardo Marinaro
Head of Market Relations
Central Puerto S.A.
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act
of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Central Puerto S.A.
Date: September 1, 2026
By:
/s/
Leonardo
Marinaro
Name:
Leonardo Marinaro
Title:
Attorney-in-Fact
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。