Added to YB: 2025-09-30
Pitch date: 2025-09-27
LU [bullish]
Lufax Holding Ltd
Author Info
Turtles Research writes short articles about mis-priced boring stocks around the world. Sign up for the newsletter.
Company Info
Lufax Holding Ltd operates as a financial service empowering institution for small and micro businesses in China.
Market Cap
$22.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.13
P/E
-4.72
EV/Sales
0.42
Sector
Consumer Finance
Category
special_situation
Another insider trade - Lufax Holding Ltd.
LU: Unusual options activity suggests potential Ping An buyout of remaining 25% at premium; trades 22% tangible BV vs possible 40% offer = near double. Bullish catalysts: EGM increasing Ping An financing caps, gov consumer loan subsidies, new regs favoring large players. $500M 2026E earnings vs $450M consensus. $1.5-2.35 net cash/share.
Read full article (2 min)