LX LexinFintech Holdings

$LX cheap option play January 2028 0.5$ call trading at .35 a contract. 2x leveraged LX play basically at no additional time value paid.

$LX So basically Yiren Digital Ltd $YRD is getting out of business and cheated its investors. Now the fears are that $LX $QFIN $LU etc might do the same, hence they are all down, after weeks of down. There is no indication that $LX which is the stock i'm invested in is involved in criminal instances like that, but even the slight possibility scares the market to shit. This is a really tough one to digest and hold, but I still trust $LX can still see some good days. However, I find it unexplicable that the company has made no announcement since the earnings call, not even about a potential delisting risk. The board, along with the other players in the sector, need to reassure the market.

$LX $LU The other peers are performing well, it’s unbelievable how dumb the market is, today they should have gone up by at least 10% given they’re the companies with the best risk/reward profile.

$LX For every 1% appreciation of CNY against USD, LX's USD-denominated book value increases by approximately $18 million, equivalent to roughly 17% of its current market capitalization, given its 0.059x price-to-book ratio. For the TTM the ccy gain alone is worth 104% of LX's current market cap.

$LX Why doesn't CEO Jay buy at least 500k shares for his personal account? That would be tremendously re-assuring...

$LX fewer companies left to offer financing to largest population in the world. Wild to think about.

$LX weird price action. Remember, the Chinese have always inside info and act accordingly. This could be it fellas. Buyback incoming.

$LX he can’t buy before a major announcement due to regulations. He can’t buy before a buyback that could send the stock 2x in a single trading session. Him not buying might be good here, something big might be cooking off the grid.

$LX Just sorted my watch portfolio of 250 names by daily movement. Biggest gainer today on the entire list is $LU (up 10%) and biggest loser on the list is $LX (down 6%). That was not on my bingo card. Other making the switch? My position in LX at 0.735 (afer a fill just now at 0.72) is still 1/25th the size of my LU position. I am out of QFIN completely and looking for the 6s on that one given the recent news. I think medium-long term LX will be one of the survivors and should do just fine. The CEO has significant skin in the game, the company has a solid history of buybacks and shareholder returns, and it has some useful diversification beyond the core lending business. But as I have said so many times, on pure risk-reward, I still think LU is impossible to beat at current levels.

$LX i really hope there won’t be a major dumping tomorrow after they post the delisting notice

$LX 0.66 usd… what is the bearish thesis here? The stock is valued as it was totally bankrupt. I’m amazed to see how low it gets every week

$LX will need to trade back above 1 bid at close within a few days to avoid notififcation from SEC.

$LX $3+ by December 2027 which should allow me to breakeven...or should I say...YIKES, I am 232 pennies short.

$LX Fenqile offer of a free month of interest to new App clients is the biggest unkown of whether it might attract customers from other platforms during a tighter lending cycle. And not a peep about it anywhere.

$LX A near-term buyback announcement looks unlikely: management has effectively paused repurchases, with ~$11M left under the existing $50M authorization, and said further buybacks will be evaluated only once market conditions stabilize and operating performance recovers.

$LX $QFIN I couldn’t ignore the risk/reward that have been building this past few weeks in both names, so I sold my recently purchased LX position from $0.735 for a few pennies of profits today and rolled it all into QFIN at $7.07 for a decent clip. Back to flat on LX once again. I still think LX has a little more upside than QFIN once things stabilize, but the risks are also much, much higher across the board for LX given the balance sheet, leverage and partnership risk. For now, I’m going with the safer name. However, LU remains my largest bet by far, with my QFIN position now roughly 1/10 the size of LU just to spread things out. Good luck to those long.

$LX Still a tiny position compared to LU but just doubled up at 0.73 after buying at 0.75 last Friday. I do not believe they are going bankrupt and now the question is where is the bottom.

$LX So..... ..."To regain compliance, Lexin is evaluating options such as adjusting the ratio of its ADSs to Class A ordinary shares. The company’s management has stated that the notice does not affect its day‑to‑day business operations, SEC reporting obligations, or overall strategic trajectory, but it will take corrective steps to bring its bid price back into compliance and avoid future regulatory penalties."...

$LX our research indicates, they can't, given M&A / consolidation talks in the background...

$LX At this point, the company is priced in for bankruptcy. It's possible that it might even be taken private by the CEO if the stock price goes any lower.