Is Lufax Holding Stock a Good Investment?
Lufax Holding Investment Advice | LU |
- Examine Lufax Holding's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Lufax Holding's leadership team and their track record. Good management can help Lufax Holding navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Consumer Finance space and any emerging trends that could impact Lufax Holding's business and its evolving consumer preferences.
- Compare Lufax Holding's performance and market position to its competitors. Analyze how Lufax Holding is positioned in terms of product offerings, innovation, and market share.
- Check if Lufax Holding pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Lufax Holding's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Lufax Holding stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Lufax Holding is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Weak | Details | |
Volatility | Dangerous | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Above Average | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Lufax Holding Stock
Researching Lufax Holding's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The company has price-to-book ratio of 0.18. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Lufax Holding recorded a loss per share of 0.75. The entity last dividend was issued on the 4th of June 2024. The firm had 1:4 split on the 15th of December 2023.
To determine if Lufax Holding is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Lufax Holding's research are outlined below:
| Lufax Holding had very high historical volatility over the last 90 days | |
| Lufax Holding has high likelihood to experience some financial distress in the next 2 years | |
| Latest headline from thelincolnianonline.com: Lufax Holding Ltd Sees Large Drop in Short Interest |
Lufax Holding Quarterly Good Will |
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Lufax Holding uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Lufax Holding. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Lufax Holding's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 11th of March 2024 Upcoming Quarterly Report | View | |
| 27th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 11th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Lufax Holding's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Lufax Holding's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-08-21 | 2023-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2023-05-22 | 2023-03-31 | 0.02 | 0.04 | 0.02 | 100 | ||
2023-11-13 | 2023-09-30 | 0.04 | 0.01 | -0.03 | 75 | ||
2021-04-26 | 2021-03-31 | 0.27 | 0.3 | 0.03 | 11 | ||
2021-02-02 | 2020-12-31 | 0.15 | 0.19 | 0.04 | 26 | ||
2022-08-04 | 2022-06-30 | 0.23 | 0.18 | -0.05 | 21 | ||
2022-05-25 | 2022-03-31 | 0.29 | 0.34 | 0.05 | 17 | ||
2020-12-02 | 2020-09-30 | 0.19 | 0.24 | 0.05 | 26 |
Know Lufax Holding's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Lufax Holding is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Lufax Holding backward and forwards among themselves. Lufax Holding's institutional investor refers to the entity that pools money to purchase Lufax Holding's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 2.7 M | Renaissance Technologies Corp | 2024-09-30 | 2.2 M | Jane Street Group Llc | 2024-06-30 | 1.2 M | E Fund Management Co., Ltd. | 2024-09-30 | 1.1 M | Bank Of America Corp | 2024-06-30 | 958.1 K | Caxton Associates Llc | 2024-06-30 | 908.1 K | Allianz Asset Management Ag | 2024-06-30 | 708.2 K | Amvescap Plc. | 2024-06-30 | 616.2 K | Legal & General Group Plc | 2024-06-30 | 540.8 K | Baillie Gifford & Co Limited. | 2024-09-30 | 14.6 M | Krane Funds Advisors Llc | 2024-09-30 | 8.3 M |
Lufax Holding's market capitalization trends
The company currently falls under 'Mid-Cap' category with a market capitalization of 2.09 B.Market Cap |
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Lufax Holding's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.05 | 0.04 | |
| Return On Equity | 0.01 | 0.01 |
Determining Lufax Holding's profitability involves analyzing its financial statements and using various financial metrics to determine if Lufax Holding is a good buy. For example, gross profit margin measures Lufax Holding's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Lufax Holding's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Lufax Holding's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Lufax Holding. Check Lufax Holding's Beneish M Score to see the likelihood of Lufax Holding's management manipulating its earnings.
Evaluate Lufax Holding's management efficiency
Lufax Holding has Return on Asset (ROA) of 0.0311 % which means that for every $100 of assets, it generated a profit of $0.0311. This is way below average. Likewise, it shows a return on total equity (ROE) of (0.0345) %, which implies that it produced no returns to current stockholders. Lufax Holding's management efficiency ratios could be used to measure how well Lufax Holding manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to drop to 0 in 2024. Return On Capital Employed is likely to drop to 0.04 in 2024. Total Current Liabilities is likely to gain to about 104.9 B in 2024. Liabilities And Stockholders Equity is likely to gain to about 244.4 B in 2024| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 162.68 | 95.12 | |
| Tangible Book Value Per Share | 145.68 | 80.12 | |
| Price Book Value Ratio | 0.14 | 0.13 | |
| Price Fair Value | 0.14 | 0.13 | |
| Enterprise Value | 17.8 B | 16.9 B |
Lufax Holding benefits from a management team that prioritizes both innovation and efficiency. We analyze these priorities to gauge the stock's future performance.
Dividend Yield 0.1047 | Forward Dividend Yield 0.1047 | Forward Dividend Rate 0.36 | Beta 0.814 |
Basic technical analysis of Lufax Stock
As of the 22nd of November, Lufax Holding secures the Risk Adjusted Performance of 0.0072, standard deviation of 5.37, and Mean Deviation of 3.53. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Lufax Holding, as well as the relationship between them.Lufax Holding's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Lufax Holding insiders, such as employees or executives, is commonly permitted as long as it does not rely on Lufax Holding's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Lufax Holding insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Denham Robert E over a month ago Disposition of 5671 shares by Denham Robert E of Lufax Holding at 3.994 subject to Rule 16b-3 | ||
Kritzmacher John A over a month ago Disposition of 250000 shares by Kritzmacher John A of Lufax Holding at 1.42 subject to Rule 16b-3 | ||
Russo Patricia F over two months ago Disposition of 2268200 shares by Russo Patricia F of Lufax Holding at 6.26 subject to Rule 16b-3 | ||
Meyer John A over three months ago Disposition of 620833 shares by Meyer John A of Lufax Holding at 2.42 subject to Rule 16b-3 | ||
Russo Patricia F over three months ago Disposition of 96371 shares by Russo Patricia F of Lufax Holding at 2.6 subject to Rule 16b-3 | ||
Damelio Frank A over six months ago Disposition of 50365 shares by Damelio Frank A of Lufax Holding at 58.603 subject to Rule 16b-3 | ||
Davidson Janet over six months ago Disposition of 762500 shares by Davidson Janet of Lufax Holding at 3.955 subject to Rule 16b-3 |
Lufax Holding's Outstanding Corporate Bonds
Lufax Holding issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Lufax Holding uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Lufax bonds can be classified according to their maturity, which is the date when Lufax Holding has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| International Game Technology Corp BondUS460599AD57 | View |
Understand Lufax Holding's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Lufax Holding's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0072 | |||
| Market Risk Adjusted Performance | (0.01) | |||
| Mean Deviation | 3.53 | |||
| Coefficient Of Variation | (53,005) | |||
| Standard Deviation | 5.37 | |||
| Variance | 28.86 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.63) | |||
| Treynor Ratio | (0.02) | |||
| Maximum Drawdown | 33.37 | |||
| Value At Risk | (7.83) | |||
| Potential Upside | 9.57 | |||
| Skewness | 0.8117 | |||
| Kurtosis | 3.94 |
| Risk Adjusted Performance | 0.0072 | |||
| Market Risk Adjusted Performance | (0.01) | |||
| Mean Deviation | 3.53 | |||
| Coefficient Of Variation | (53,005) | |||
| Standard Deviation | 5.37 | |||
| Variance | 28.86 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | (0.13) | |||
| Total Risk Alpha | (0.63) | |||
| Treynor Ratio | (0.02) | |||
| Maximum Drawdown | 33.37 | |||
| Value At Risk | (7.83) | |||
| Potential Upside | 9.57 | |||
| Skewness | 0.8117 | |||
| Kurtosis | 3.94 |
Consider Lufax Holding's intraday indicators
Lufax Holding intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Lufax Holding stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Lufax Holding Corporate Filings
6K | 6th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
| 16th of October 2024 Other Reports | ViewVerify | |
F3 | 4th of September 2024 An amendment to the original Schedule 13D filing | ViewVerify |
F3 | 13th of August 2024 The schedule filed by any person or group who acquires beneficial ownership of more than 5% of a voting class of a company's equity securities registered under Section 12 of the Act | ViewVerify |
Lufax Stock media impact
Far too much social signal, news, headlines, and media speculation about Lufax Holding that are available to investors today. That information is available publicly through Lufax media outlets and privately through word of mouth or via Lufax internal channels. However, regardless of the origin, that massive amount of Lufax data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Lufax Holding news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Lufax Holding relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Lufax Holding's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Lufax Holding alpha.
Lufax Holding Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Lufax Holding can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Lufax Holding Corporate Management
| Guangheng Ji | Chairman of the Board, Chairman of Lufax Executive Committee | Profile | |
| Xianglin Li | Independent Director | Profile | |
| Yu Chen | Head Markets | Profile | |
| Xinyan Liu | Head Markets | Profile |
Additional Tools for Lufax Stock Analysis
When running Lufax Holding's price analysis, check to measure Lufax Holding's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lufax Holding is operating at the current time. Most of Lufax Holding's value examination focuses on studying past and present price action to predict the probability of Lufax Holding's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lufax Holding's price. Additionally, you may evaluate how the addition of Lufax Holding to your portfolios can decrease your overall portfolio volatility.