Lufax Stock Buy Hold or Sell Recommendation

LU -  USA Stock  

USD 7.63  0.06  0.78%

Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Lufax Holding is 'Strong Sell'. Macroaxis provides Lufax Holding buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LU positions. The advice algorithm takes into account all of Lufax Holding's available fundamental, technical, and predictive indicators you will find on this site.

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The advice is provided from Lufax Holding's buy-and-hold perspective. Additionally, see Lufax Holding Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual companies such as Lufax and provide practical buy, sell, or hold advice based on selected investing horizon and risk tolerance towards Lufax Holding.

Execute Lufax Holding Buy or Sell Advice

The Lufax recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Lufax Holding. Macroaxis does not own or have any residual interests in Lufax Holding or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Lufax Holding's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Lufax HoldingBuy Lufax Holding
Strong Sell

Volatility

Somewhat reliableDetails

Hype Condition

Over hypedDetails

Current Valuation

UndervaluedDetails

Odds of Distress

LowDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

HoldDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Possible ManipulatorDetails
For the selected time horizon Lufax Holding has a Mean Deviation of 2.25, Standard Deviation of 3.34 and Variance of 11.18
We provide investment recommendation to complement the last-minute expert consensus on Lufax Holding. Our dynamic recommendation engine harnesses a multidimensional algorithm to analyze the entity's potential to grow using all technical and fundamental data available at the time. To make sure Lufax Holding is not overpriced, please verify all Lufax Holding fundamentals, including its cash and equivalents, and the relationship between the price to book and short ratio . Given that Lufax Holding has a price to earning of 19.50 X, we recommend you to check Lufax Holding market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your last-minute risk tolerance and investing horizon.

Lufax Holding Trading Alerts and Improvement Suggestions

Lufax Holding generates negative expected return over the last 90 days
Lufax Holding has high historical volatility and very poor performance
Lufax Holding has a strong financial position based on the latest SEC filings
Latest headline from www.streetinsider.com: Form 6-K Lufax Holding Ltd For Jul 21 - StreetInsider.com

Lufax Holding current analysts advice

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Lufax analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Lufax analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target Mean Price18.04
Target Median Price18.00
Target High Price21.73
Recommendation Mean2.20
Number Of Analyst Opinions15
Target Low Price10.50
Average Consensus Hold
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.

Lufax Holding Returns Distribution Density

The distribution of Lufax Holding's historical returns is an attempt to chart the future uncertainty of Lufax Holding's future price movements. The chart of the probability distribution of Lufax Holding stock daily returns describes the distribution of returns around its average expected value. We use Lufax Holding price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Lufax Holding returns is essential to provide solid investment advice for Lufax Holding stock.
Mean Return-0.6Value At Risk-5.91
Potential Upside4.36Standard Deviation3.34
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Lufax Holding historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Lufax Stock 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.
Security TypeSharesValue
Tb Alternative Assets LtdCommon Shares2.6 M29.7 M
State Of New Jersey Common Pension Fund DCommon Shares58.1 K657 K
Cutler Group LpPut Options9.9 K33 K
Cutler Group LpCall Options42.8 K23 K
Ifp Advisors IncCommon Shares0.00.0
Capital Research Global InvestorsCommon Shares32.2 M467 M
Capital World InvestorsCommon Shares28.5 M414 M
Baillie Gifford CoCommon Shares18.3 M265.5 M
Farallon Capital Management LlcCommon Shares9.8 M142.8 M
Note, although Lufax Holding's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Lufax Holding Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Lufax Holding or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Lufax Holding stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Lufax stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.61
β
Beta against DOW-0.11
σ
Overall volatility
3.49
Ir
Information ratio -0.19

Lufax Holding Volatility Alert

Lufax Holding exhibits very low volatility with skewness of -1.21 and kurtosis of 4.57. However, we advise investors to further study Lufax Holding technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Lufax Holding's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Lufax Holding's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Lufax Holding Fundamentals Vs Peers

Comparing Lufax Holding's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Lufax Holding's direct or indirect competition across all of the common fundamentals between Lufax Holding and the related equities. This way, we can detect undervalued stocks with similar characteristics as Lufax Holding or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Lufax Holding's fundamental indicators could also be used in its relative valuation, which is a method of valuing Lufax Holding by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Lufax Holding to competition
FundamentalsLufax HoldingPeer Average
Return On Equity19.16 %(0.31) %
Return On Asset7.16 %(0.14) %
Profit Margin22.56 %(1.27) %
Operating Margin45.40 %(5.51) %
Current Valuation7.55 B16.62 B
Shares Outstanding2.46 B571.82 M
Shares Owned by Institutions7.77 %39.21 %
Number of Shares Shorted18.15 M4.71 M
Price to Earning19.50 X28.72 X
Price to Book15.96 X9.51 X
Price to Sales0.32 X11.42 X
Revenue58.32 B9.43 B
Gross Profit49.34 B27.38 B
EBITDA26.7 B3.9 B
Net Income13.16 B570.98 M
Cash and Equivalents57.05 B2.7 B
Cash per Share23.87 X5.01 X
Total Debt33.76 B5.32 B
Debt to Equity0.38 %48.70 %
Current Ratio18.08 X2.16 X
Cash Flow from Operations5.98 B971.22 M
Short Ratio2.64 X4.00 X
Earnings Per Share0.11 X3.12 X
Price to Earnings To Growth0.92 X4.89 X
Number of Employees87.24 K18.84 K
Market Capitalization18.94 B19.03 B
Total Asset15.36 B29.47 B
Retained Earnings(19.08 B)9.33 B
Working Capital1.91 B1.48 B
Current Asset5.39 B9.34 B
Current Liabilities3.48 B7.9 B
Z Score4.98.72

Lufax Holding Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Lufax . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Accumulation Distribution1.1 M
Daily Balance Of Power(0.06)
Rate Of Daily Change0.99
Day Median Price7.56
Day Typical Price7.58
Price Action Indicator0.045

About Lufax Holding Buy or Sell Advice

When is the right time to buy or sell Lufax Holding? Buying financial instruments such as Lufax Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Lufax Holding investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2020 2021 (projected)
Current Assets6.2 B7.18 B
Total Assets248.89 B231.83 B

Use Investing Ideas to Build Portfolios

In addition to having Lufax Holding in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Additionally, see Lufax Holding Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Lufax Holding information on this page should be used as a complementary analysis to other Lufax Holding's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.

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The market value of Lufax Holding is measured differently than its book value, which is the value of Lufax that is recorded on the company's balance sheet. Investors also form their own opinion of Lufax Holding's value that differs from its market value or its book value, called intrinsic value, which is Lufax Holding's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lufax Holding's market value can be influenced by many factors that don't directly affect Lufax Holding underlying business (such as pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lufax Holding's value and its price as these two are different measures arrived at by different means. Investors typically determine Lufax Holding value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lufax Holding's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.