Lufax: Stimulus In China, Quarterly Improvements, And Dirt Cheap

Analyst Background - The analyst has close to 14 years of experience in the financial industry, having worked for an equity research firm in NY, an investment fund in Mexico, and an investment bank in Ireland [1] - Currently a private investor focusing on mature industries such as mining, oil and gas, real estate, and others [1] - The analyst does not invest in business models that are not understood and appreciates M&A deals, deep value investments, and dividend investing [1] - Investments typically target an internal rate of return of close to 5%-7% [1] Investment Approach - The analyst researches small and medium-cap companies in Europe, the United States, and South America [1] - The purpose of writing on Seeking Alpha is to receive feedback from readers about stocks owned [1] - The analyst provides expectations about future EPS, net revenue, FCF, and other financial figures, acknowledging that these could be wrong [1] Lufax Holding (LU) Analysis - Lufax Holding (NYSE: LU) is well positioned to benefit from recent stimulus policies announced in China [3] - The company has been offering business loans in China for many decades, leveraging its business connections and expertise [3] Disclosure - The analyst has a beneficial long position in Lufax Holding (LU) through stock ownership, options, or other derivatives [3] - The article expresses the analyst's own opinions and is not receiving compensation for it (other than from Seeking Alpha) [3] - The analyst has no business relationship with any company whose stock is mentioned in the article [3]