LU Lufax Holding Ltd - ADR

$LU $QFIN $LX This could potetially be an important line in the sand. I looed a little closer and the very large after-hours prints in LU, LX, QFIN and FINV all carried condition code Z, identifying Cboe BZX, the venue that operates the Cboe Market Close service. Friday, September 18, was a massive globally scheduled rebalancing day, coinciding with quarterly index rebalances and quadruple witching. The short version is that either a fund needed to exit large positions in LU, LX and QFIN, or some form of passive rebalancing created the selling pressure despite the longer-term fundamentals. If it was a fund exiting, they were likely selling for weeks, with Friday's closing crosses representing the final pieces of those positions. CMC would have matched buyers and sellers during the day, with the crosses executing at the official closing price. Since these stocks were pushed down near their session lows, the buyers ultimately picked up those large blocks at very cheap prices.

$LU $QFIN $LX Interesting comparison and I verfied all figures on the most recent quarter reports

$LU This is my first post, because I hold a decent size and I'm under water and angry. This extension is ridiculous if you look at the math. At today's rate, lufax has 2859m usd. Repaying Ke An, and paying the penalty will result in 2859 - 468 - 29 = 2362m. Repaying both, will result in 2859 - 468 - 508 = 1883. 1883/2362 ~= 80%. It's not actually that big of a difference if you consider the market cap is lower than that cash. Moreover, the penalty plus the coupon rate is 5.8% + 0.7375% = 6.5375%, even borrowing from bank directly, you can get that rate. If you think of this way, lufax has 1.883 billion cash right now, is the company going to borrow another 500m dollar at 6.5%? What are you going to use that borrowed money for when you already have 1.883b? What risks are you afraid of, that some events will drain the cash to hinder the operation of the company? Moreover, paying this will resolve this long standing loan since 2015 and start clean. Totally worth it, I will vote no.

$LU Huge volume today, someone needed to get out at all costs, but the stock didn't move much, there are forces buying. 0.09pb, I just wonder in what world would this be justified? There is an underserved SME segment where Lufax could find a niche, normalized earnings per year could be the entire market cap now. If lufax does 200b loans and can get 4% npm, roe of 10%, pb of 1 should be more reasonable. 11x

$LU Are people finally starting to realize that LU’s massive balance sheet, licenses, and business model are the perfect combination for China’s new lending landscape, while the asset-light players the market used to love are increasingly looking like yesterday’s model?

$LU hi investors and traders - this is your reminder - it is now 9:39am and the Lufax shares are available for active trading through your broker

$LU no logical reason for the endless dump, i guess the world is ending in china right? Its a clown show, i sure look stupid right now with my 1.7 average but adding another 1000 shares today. Fk it yolo bay life. Better go buy space ex with 100 book and a negative p/e

$LU i feel that this is ridiculous that i have to convert to images to publish but hell . no choice. this is the notice i tried to serve Red Sun Capital note that all complaints have roughly the same bullet points but i requested a different outcome for each to force a determination from SFC and HKEX in no ambiguous vague language . each complaint is squarely directed at a identifiable departement i cited the CEO verbatim because his statements at earnings call cannot be defended as forward looking because of the sense of urgency let me know if you think you can add your take . maybe we can torpedo these convertible bonds once and for all

$LU hello people . i need help . i redacted a thorough set of documents that i served to SFC and HKEX 6 separate articulate legally actionable complaints I also tried to serve Cease and Desist Notices to Red Sun Capital and Avista Group but they bounced it even in their primary corporate Email Avista in particular bounced it 1 hour after i sent so they 100% read it I believe the legal pressure point i found might have something to do with it but still from a legal perspective they need to be served physically as they refuse to provide proof of receipt like HKEX and SFC is anyone here from Bay Area ? I have merged all complaints in one document . i don`t know how to publish it here for anyone to use it as a template to add pressure on all involved parties . anyway hit me if you can assist

$LU Nocatdog this is for you ; Institutional Shareholder Services (ISS) and Glass Lewis & Co. are the world’s two largest, most powerful independent proxy advisory firms. Together, they control over 90% of the proxy advisory market globally.They do not buy or sell stocks themselves. Instead, they act as objective, institutional gatekeepers hired by major hedge funds, pension funds, and mutual funds (like BlackRock, Vanguard, and Fidelity) to tell them exactly how to vote on corporate ballots. since you have a case number, you can send a proxy alert Dear Research Team,I am writing to formally alert your proxy analysis desks to a severe corporate governance failure and minority shareholder oppression loop embedded within the upcoming connected transaction Extraordinary General Meeting (EGM) of Lufax Holding Ltd (6623.HK / LU) scheduled for October 8, 2026.Formal regulatory complaints detailing material disclosure defects, market signaling manipulation, and breaches of f...

$LU strict new draft rules for China's loan facilitation sector: 1️⃣ Platform profit share capped at 20% of loan interest. 2️⃣ Banks limited to a maximum of 10 partner platforms. 3️⃣ Bank and wealth management funds may be banned from investing in consumer credit ABS and non-standard products.

$LU And just like that, new 52 weeks low. Best to step out and look away for now, I will revisit later this year when things settle down a little.

$LU Seems like the only deadline I was interested in, the maturity date of october 8th, is no longer real. They will likely extend the expiration date of half the bonds by another year. Also, no update on the HK listing, which is obviously not good. Not even 3 months ago, Lufax looked ready to turn itself around with great catalysts about to drop. Now, you need to think 1 year in the future, to maybe be optimistic. Overall trading volume is only getting lower every month. Taxes loss season is coming right up. I see new 52 weeks low in the future for this one. And I could see the 1$ listing minimum of the nyse acting like a magnet for a good shakeout. I can wait for awhile to get a nice return, the last earning report proved that the company itself is improving. What I really don’t like is Ping An cupidity with Lufax (really with anything when I think about it). This is the greed they talk about in the Bible. I knew what I was getting into and they still find ways to surprise me.

$LU John has blocked me, what a sore loser. Lufax is not going to be taken private any time soon.

$LU This is the sort of next-level shenanigans I was expecting. Why do the right thing by shareholders when you can be Ping?

$LU no idea why you guys are mad about their proposal. 1) Cash drain will only be one third as opposed to two third of cash and equivalents. They need liquidity. 2) you don't understand the penalty payment. It is a defacto market interest payment for the notes, bringing effective interest for one year to 6.5% which is fair given their current situation. 3) an ke is out, simplifying further steps 4) ads pricing for dilution remains fixed. They haven't diluted so far and they will not dilute going forward at those prices. If so, be my guest. I'll vote a determined yes. I'll I'll

$LU $LU have you noticed guys good results of ping an digital bank? 3bn+ / half year= likely 6+ /full 26, wholly owned by Lufax with mkt capitalisation 1+ BN .

$LU It’s stupid to buy $LX at any price. It’s 7-8x levered and doesn’t have its own collection team, now all the external collections are gone due to anti crime strike from the govt, which is the real reason why the sector is down, because no collection = more delinquency, an 10% npl can wipe it out. $LU has its own 4000 strong collection team, does 1-80 dpd themselves, that’s why the stock price didn’t go down much despite the sector burned. Also, lufax has no funding issue, one of the only ones without the issue in the industry so it can win more business if it wants because others are basically dry. $QFIN

$LU some idiot wants bail out at 2, I say fucking idiot to that. The company is worth 8-10 easily, price doesn’t mean the value.

$LU all the new ppl that appeard here and trying to explain us how giving ping what they want are prob paid actors that make a few dollars per post, im voting no to any extensions and paying premiums, they had enough time to fix their mess, either pay on convert but no more extensions. Im done with their bs