Lexin(US:LX) 智通财经网·2025-11-01 05:20Core Viewpoint - The significant rise in the stock price of Lexin (LX.US) is driven by improved quarterly performance, a new tariff agreement between China and the U.S., and a low overall valuation, marking a new high in the past year with a 25.19% increase to $4.82 per share [1] Group 1: Financial Performance - Lexin reported a revenue of 3.59 billion yuan in Q2 2025, a quarter-on-quarter increase of 15.6%, and a Non-GAAP EBIT of 670 million yuan, up 15.2% quarter-on-quarter and 116.4% year-on-year [1] - The company's valuation remains low compared to competitors, contributing to the recent stock price rebound after a prolonged period of underperformance [1] Group 2: Business Development - Lexin's multi-business ecosystem is showing steady growth, enhancing complementary synergies and creating a unique competitive barrier [2] - The GMV of the Fenqile Mall increased by 139% year-on-year during the "6·18" shopping festival, reflecting the effectiveness of supply chain upgrades and enriched consumption scenarios [2] - Lexin's overseas operations are continuously optimizing customer acquisition channels and improving asset structure, leading to sustained growth in scale and revenue [2] Group 3: Shareholder Returns - In July, Lexin announced a $60 million share buyback plan and increased its dividend payout ratio from 25% to 30% of net profit for the second half of the year, indicating a strong commitment to shareholder returns [2] Group 4: Future Outlook - With the upcoming Q3 earnings season, Lexin is expected to experience further growth as performance continues to improve [3] - Established in August 2013 and listed on NASDAQ in December 2017, Lexin aims to connect young Chinese consumers with new consumption brands through its platforms [3]