Lufax Stock Buy Hold or Sell Recommendation

Stocks . USA . 
Stock . Lufax Holding
LU Stock  USD 1.91  0.07  3.80%   
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Lufax Holding is 'Buy'. 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.
  
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
Buy

Volatility

Dangerous
Details

Hype Condition

Under hyped
Details

Current Valuation

Undervalued
Details

Odds of Distress

Quite High
Details

Economic Sensitivity

Hyperactively responds to market trends
Details

Analyst Consensus

Buy
Details

Financial Strenth (F Score)

Healthy
Details

Financial Leverage

Inapplicable
Details

Reporting Quality (M-Score)

Unlikely Manipulator
Details
For the selected time horizon Lufax Holding has a Risk Adjusted Performance of 0.0036, Jensen Alpha of 0.2617, Total Risk Alpha of 0.4901 and Treynor Ratio of (0.01129)
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 price to earning, book value per share, current liabilities, as well as the relationship between the net income and beta . Please also check out Lufax Holding price to earning to check your buy or sell decision is consistent with all fundamental data available and that the company can sustain itself in the current economic cycle.

Lufax Holding Trading Alerts and Improvement Suggestions

Lufax Holding has very high historical volatility over the last 90 days
Lufax Holding may become a speculative penny stock
Lufax Holding has high likelihood to experience some financial distress in the next 2 years
Latest headline from finance.yahoo.com: Lufax Holding Ltd Q4 2022 Earnings Call Transcript

Lufax Holding Returns Distribution Density

The distribution of Lufax Holding's historical returns is an attempt to chart the 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.
Mean Return-0.03Value At Risk-7.87
Potential Upside8.91Standard Deviation5.33
   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
Zurcher Kantonalbank Zurich CantonalbankCommon Shares159.4 K309.2 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares159.4 K405 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares159.4 K956 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares78 K434 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares53.8 K375 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares53.8 K608 K
Zurcher Kantonalbank Zurich CantonalbankCommon Shares110.4 K1.6 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 Cash Flow Accounts

201820192020202120222023 (projected)
Capital Expenditure(223.27 M)(173.34 M)(203.44 M)(153.05 M)(176 M)(189.9 M)
Net Cash Flow or Change in Cash and Cash Equivalents(52.11 M)(11.26 B)16.47 B2.71 B3.12 B3.42 B
Issuance Purchase of Equity Shares9.23 B677.77 M18.91 B(6.37 B)(5.74 B)(5.89 B)
Issuance Repayment of Debt Securities(11.24 B)(3.29 B)5.97 B3.93 B4.52 B4.88 B
Net Cash Flow from Financing(2.01 B)(2.61 B)24.87 B(2.45 B)(2.82 B)(2.89 B)
Net Cash Flow from Investing3.49 B(11.01 B)(15 B)313.82 M282.44 M304.74 M
Net Cash Flow Investment Acquisitions and Disposals3.64 B(9.12 B)(14.76 B)466.87 M420.18 M453.35 M
Net Cash Flow from Operations(1.45 B)2.19 B7.12 B4.99 B5.74 B4.82 B
Effect of Exchange Rate Changes on Cash(85.75 M)169.71 M(517.87 M)(142.61 M)(128.35 M)(138.48 M)
Backtest Lufax Holding

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 Consumer Finance 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'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 NYSE Composite		0.26
β
Beta against NYSE Composite3.19
σ
Overall volatility		5.32
Ir
Information ratio 0.0107

Lufax Holding Volatility Alert

Lufax Holding exhibits very low volatility with skewness of 0.3 and kurtosis of -0.09. However, we advise investors to further study Lufax Holding technical indicators to ensure that 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 bullish 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 Equity0.09 %(0.31) %
Return On Asset0.0259 %(0.14) %
Profit Margin0.15 %(1.27) %
Operating Margin0.25 %(5.51) %
Current Valuation(3.58 B)16.62 B
Shares Outstanding2.29 B571.82 M
Shares Owned by Insiders4.24 %10.09 %
Shares Owned by Institutions19.07 %39.21 %
Number of Shares Shorted28.74 M4.71 M
Price to Earning2.24 X28.72 X
Price to Book0.39 X9.51 X
Price to Sales0.07 X11.42 X
Revenue58.12 B9.43 B
Gross Profit51.69 B27.38 B
EBITDA14.87 B3.9 B
Net Income8.7 B570.98 M
Cash and Equivalents71.37 B2.7 B
Cash per Share31.20 X5.01 X
Total Debt50.97 B5.32 B
Debt to Equity0.62 %48.70 %
Current Ratio23.63 X2.16 X
Book Value Per Share40.58 X1.93 K
Cash Flow from Operations4.46 B971.22 M
Short Ratio1.98 X4.00 X
Earnings Per Share0.52 X3.12 X
Price to Earnings To Growth27.80 X4.89 X
Target Price3.06
Beta0.58-0.15
Market Capitalization4.38 B19.03 B
Total Asset349.26 B29.47 B
Retained Earnings(19.08 B)9.33 B
Working Capital1.91 B1.48 B
Current Asset5.39 B9.34 B

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 Distribution1421.58
Daily Balance Of Power0.875
Rate Of Daily Change1.04
Day Median Price1.88
Day Typical Price1.89
Market Facilitation Index0.0
Price Action Indicator0.065

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 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. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2022 2023 (projected)
Current Assets6.2 B7.18 B
Total Assets349.26 B319.53 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.

Did You Try This Idea?

Run Transportation Thematic Idea Now

Transportation
Transportation Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Transportation theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Transportation Theme or any other thematic opportunities.
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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. You can also try Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Lufax Holding 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 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.
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Is Lufax Holding's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lufax Holding. If investors know Lufax will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lufax Holding listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.65) 
Dividend Share
1.517
Earnings Share
0.52
Revenue Per Share
25.386
Quarterly Revenue Growth
(0.49) 
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's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Altman
Z Score
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Piotroski
F Score
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Beneish
M Score
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Financial
Analysis
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Buy or Sell
Advice
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Earnings
Projections
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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.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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