这份文件主要是 SKP Resources Bhd 2026 AGM Share Buyback Renewal（更新股份回购授权），并不是新的业绩公告。因此，重点是公司未来会不会继续回购股票。

我的分析如下：

1. 公司继续回购意愿：⭐⭐⭐⭐⭐（非常强）

文件建议股东批准公司继续回购最多 10%股份，董事部一致建议股东投赞成票。

这表示：

公司认为目前股价偏低。

希望继续利用现金支持股价。



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2. 已经开始真金白银回购

过去12个月，公司共回购 440万股，平均成本如下：

日期 数量 平均价

12 Jun 200万股 RM0.326
22 Jun 100万股 RM0.275
23 Jun 140万股 RM0.268


总共花费约 RM130.9万，全部保留为库存股（Treasury Shares），没有卖出。

值得注意的是：

> 公司在0.326也敢买，说明管理层认为当时都值得，现在股价若仍接近0.29附近，对他们来说吸引力更高。




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3. 公司还有很大回购空间

截至2026年7月1日：

已发行股份：15.63亿股

已持有库存股：477.5万股

仍可回购约 1.515亿股。


这代表公司未来如果现金允许，可以持续回购。


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4. 回购目的

公司列出几个原因：

支撑股价

减少市场波动

提高EPS（每股盈利）

增加长期股东价值

日后可派库存股股息或高价卖回市场。


这些都是偏利好的讯号。


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5. EPF、Tabung Haji没有卖

文件截至2026年7月1日显示：

EPF：约 6.855%

Tabung Haji：约 5.331%

KWAP亦持有约 8.4%（直接+间接）。


代表大型机构仍然持有。


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对股价影响

短期

AGM批准后，公司可以继续回购。

如果股价跌至0.28–0.30附近，管理层有较大机会再次进场。


中长期 如果：

回购持续进行；

没有新的大股东减持；

下一季业绩改善；


那么股价有机会逐步修复。

我的结论

这份文件没有任何负面消息，也没有新的资产出售内容。

反而释放了几个正面讯号：

✅ 回购计划延续。

✅ 公司认为现价具投资价值。

✅ 还有超过1.5亿股的回购额度可用。

✅ 董事会一致建议股东批准回购授权。


综合评价：偏利好（7.5–8/10）。

如果下周开始公司再次公布每日回购（Buy Back）公告，对市场情绪会是进一步的正面支持。

The second announcement is a summary of buybacks from 14 Jul 2026 to 27 Jul 2026, showing:
Total shares bought back: 29,405,000 shares
Total amount spent: RM9,012,260.92
Price range: RM0.280 – RM0.330
The first announcement shows the 28 Jul 2026 buyback:
Shares bought back: 4,425,500 shares
Price: RM0.310 – RM0.320
Amount spent: RM1,408,069.01
Updated comparison
Total buybacks up to 27 Jul: 29.405 million shares
Total major shareholder disposals (EPF, KWAP, abrdn, etc.): about 28.5–29.0 million shares
This means SKPRES has now effectively matched or slightly exceeded the total disclosed institutional disposals.
The fact that 28 Jul's announcement was only a buyback, with no corresponding disposal announcement, is encouraging. It suggests:
The heavy institutional selling may have largely finished.
The company is still actively buying shares at RM0.31–0.32, indicating management believes the current valuation is attractive.
With selling pressure easing, the share price has a better chance to recover if buying interest returns.
If there are no new major shareholder disposals in the coming days, this would be one of the more positive developments for SKPRES since the recent sell-down.

Based on the latest announcements and substantial shareholder filings:
SKPRES share buybacks (22 Jun–22 Jul 2026): approximately 18.56 million shares repurchased (1.0m + 1.4m + 4.0m + 4.3m + 2.985m + 1.25m + 3.62m).

Disposals by major shareholders (EPF, KWAP, abrdn and others): based on the filings we've been tracking, total disposals are roughly in the same range, around 18–19 million shares.
So, the buybacks have essentially absorbed almost all of the institutional selling. If your observation is correct that Friday's filing showed only buybacks and no further disposals, it suggests the heavy selling may have finished, while the company is still supporting the share price through buybacks. That would generally be a more constructive signal, although future price movement will still depend on earnings, market sentiment, and whether new sellers emerge.