Lufax Stock Analysis

LU -  USA Stock  

USD 4.64  0.11  2.32%

The big decline in price over the last few months for Lufax Holdingmay encourage private investors to take a closer look at the firm as it is trading at a share price of 4.64 on 8,112,939 in trading volume. The company management teams failed to add value to investors and positioning the firm supply of money to exploit market volatility in December. However, diversifying your holdings with Lufax Holding or any similar stocks can still protect your portfolios during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 4.42. This high volatility is attributed to the latest market swings and not so good earnings reports for some of the Lufax Holding partners.
Additionally, see Stocks Correlation.

Lufax Stock Analysis 

 
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The Lufax Holding stock analysis report makes it easy to digest most publicly released information about Lufax Holding and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Lufax Stock analysis module also helps to analyze the Lufax Holding price relationship with some important fundamental indicators such as market cap and management efficiency.

Lufax Stock Analysis Notes

The company has price-to-book ratio of 0.12. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Lufax Holding has Price/Earnings To Growth (PEG) ratio of 0.28. The entity had not issued any dividends in recent years. Lufax Holding Ltd operates a technology-empowered personal financial services platform in China. Lufax Holding Ltd was incorporated in 2014 and is headquartered in Shanghai, China. Lufax Holding operates under Credit Services classification in the United States and is traded on New York Stock Exchange. It employs 87240 people. To find out more about Lufax Holding contact Yong Cho at 86 21 3863 2121 or learn more at https://www.lufaxholding.com.

Lufax Holding Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Lufax Holding's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Lufax Holding or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Lufax Holding generated a negative expected return over the last 90 days
Lufax Holding has high historical volatility and very poor performance
Latest headline from www.investorsobserver.com: Lufax Holding Ltd - ADR Up 4.38 percent in Premarket Trading - InvestorsObserver

Lufax Holding Upcoming and Recent Events

Earnings reports are used by Lufax Holding to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Lufax Holding 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.
Upcoming Quarterly Report1st of February 2022
Next Earnings Report25th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End1st of February 2022
Last Quarter Report30th of September 2021
Last Earning Announcement31st of December 2020

Lufax Holding SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Lufax Holding prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Lufax Holding investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Lufax Holding specific information freely available to individual and institutional investors to make a timely investment decision.

Lufax Holding Thematic Classifications

In addition to having Lufax Holding stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Banking IdeaBanking
USA Equities from Banking industry as classified by Fama & French
Banks IdeaBanks
All money banks and credit services

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
Baillie Gifford CoCommon Shares26.5 M149.2 M
Segantii Capital Management LtdCommon Shares325 K1.8 M
Russell Investments Group LtdCommon Shares147.6 K830 K
Newbridge Financial Services Group IncCommon SharesK23 K
Cutler Group LpCall Options31.5 KK
Capital Research Global InvestorsCommon Shares55.6 M388.1 M
Capital World InvestorsCommon Shares53.4 M372.5 M
Baillie Gifford CoCommon Shares19.7 M137.4 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 Market Capitalization

The company currently falls under 'Large-Cap' category with market capitalization of 11.7 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Lufax Holding's market, we take the total number of its shares issued and multiply it by Lufax Holding's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Lufax Profitablity

Lufax Holding's profitability indicators refer to fundamental financial ratios that showcase Lufax Holding's ability to generate income relative to its revenue or operating costs. If, let's say, Lufax Holding is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Lufax Holding's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Lufax Holding's profitability requires more research than a typical breakdown of Lufax Holding's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 26.49 %, which may suggest that it has sound control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is very large. Likewise, it shows Net Operating Margin (NOM) of 46.39 %, which signifies that for every $100 of sales, it has a net operating income of 0.46.
Last ReportedProjected for 2022
Return on Average Assets 0.07  0.08 
Return on Average Equity 0.17  0.23 
Return on Invested Capital 0.14  0.14 
Return on Sales 0.46  0.45 

Management Efficiency

The entity has Return on Asset (ROA) of 6.76 % which means that for every $100 of asset, it generated profit of $6.76. This is typical in the industry. Likewise, it shows return on total equity (ROE) of 21.59 %, which means that it produced $21.59 on every 100 dollars invested by current stockholders. Lufax Holding 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. Lufax Holding Return on Average Assets are comparatively stable at the moment as compared to the past year. Lufax Holding reported Return on Average Assets of 0.07 in 2021. Return on Average Equity is likely to gain to 0.23 in 2022, whereas Return on Sales is likely to drop 0.45 in 2022. Lufax Holding Current Liabilities is comparatively stable at the moment as compared to the past year. Lufax Holding reported Current Liabilities of 4.01 Billion in 2021. Liabilities Non Current is likely to gain to about 14.3 B in 2022, whereas Total Liabilities is likely to drop slightly above 174 B in 2022.
Last ReportedProjected for 2022
Book Value per Share 38.45  35.62 
Enterprise Value over EBIT 9.90  9.84 
Enterprise Value over EBITDA 9.68  9.62 
Price to Book Value 2.50  2.48 
Tangible Assets Book Value per Share 112.18  103.73 
Enterprise Value30.9 B30.7 B
Tangible Asset Value273.7 B238.6 B

Technical Drivers

As of the 24th of January, Lufax Holding secures the mean deviation of 3.11, and Risk Adjusted Performance of (0.1). 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. Strictly speaking, you can use this information to find out if the firm will indeed mirror its model of past prices, or the prices will eventually revert. We are able to break down and analyze data for nineteen technical drivers for Lufax Holding, which can be compared to its peers in the industry. Please verify Lufax Holding semi deviation, jensen alpha, as well as the relationship between the Jensen Alpha and semi variance to decide if Lufax Holding is priced some-what accurately, providing market reflects its recent price of 4.64 per share. Given that Lufax Holding has jensen alpha of (0.50), we recommend you to check Lufax Holding's last-minute market performance to make sure the company can sustain itself at a future point.

Lufax Holding Price Movement Analysis

The output start index for this execution was thirty-two with a total number of output elements of twenty-nine. The MESA Adaptive Moving Average indicator adapts to Lufax Holding price movement based on the rate change of phase as measured by the Hilbert Transform Discriminator. View also all equity analysis or get more info about mesa adaptive moving average overlap studies indicator.

Lufax Holding Predictive Daily 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 Forecast Models

Lufax Holding time-series forecasting models is one of many Lufax Holding's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Lufax Holding's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Lufax Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Lufax Holding stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Lufax shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Lufax Holding. By using and applying Lufax Stock analysis, traders can create a robust methodology for identifying Lufax entry and exit points for their positions.
Last ReportedProjected for 2022
EBITDA Margin 0.46  0.49 
Gross Margin 0.90  0.89 
Profit Margin 0.27  0.30 
Lufax Holding Ltd operates a technology-empowered personal financial services platform in China. Lufax Holding Ltd was incorporated in 2014 and is headquartered in Shanghai, China. Lufax Holding operates under Credit Services classification in the United States and is traded on New York Stock Exchange. It employs 87240 people.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Lufax Holding to your portfolios without increasing risk or reducing expected return.

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Additionally, see Stocks Correlation. 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 Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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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.
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.
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.