ENZL - ETF AI Analysis

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iShares MSCI New Zealand ETF (ENZL)

Rating:72Outperform

Price Target:―

ENZL, the iShares MSCI New Zealand ETF, has a solid overall rating, mainly supported by large positions in companies like Aisin Seiki and SCREEN Holdings, which show strong financial performance, positive technical trends, and reasonable valuations. Additional support comes from holdings such as Rio Tinto and Bank Leumi, which combine robust balance sheets or earnings strength with generally favorable market signals, though some face issues like recent revenue declines or overbought conditions. The main risk factor is that a few holdings show revenue or cash flow pressures and higher leverage, which could add volatility despite the generally positive profile.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Top Holdings Performing Well

Several of the largest positions, including Aisin Seiki and SCREEN Holdings, have delivered strong year-to-date gains that support the fund’s overall returns.

Broad Sector Diversification

The fund spreads its investments across multiple sectors such as consumer cyclical, technology, industrials, and financials, which helps reduce the impact of weakness in any single industry.

Negative Factors

High Country Concentration

A large majority of the portfolio is invested in Japan, which increases the fund’s sensitivity to economic and market conditions in that single country.

Heavy Weight in a Few Stocks

The top two holdings make up a significant portion of the fund, so poor performance in these companies could strongly affect overall returns.

Above-Average Expense Ratio

The fund’s expense ratio is relatively high for a passive ETF, which means more of the investment return is lost to fees over time.

ENZL vs. SPDR S&P 500 ETF (SPY)

AUM73.46M

RegionAsia-Pacific

Expense Ratio0.50%

Beta0.52

IssueriShares

Inception DateSep 01, 2010

Dividend Yield2.14%

Asset ClassEquity

Index TrackedMSCI New Zealand All Cap Top 25 Capped Index - Benchmark TR Net

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume90,021

30 Day Avg. Volume39,380

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price TargetN/A

Price Target UpsideN/A

Rating ConsensusModerate Buy

Number of Analyst Covering28

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

ENZL Summary

The iShares MSCI New Zealand ETF (ENZL) aims to track the MSCI New Zealand All Cap Top 25 Capped Index, giving you broad exposure to New Zealand’s stock market in a single investment. It holds companies across many sectors, including consumer, technology, industrials, and financials. Well-known names in the fund include Rio Tinto and Ericsson. Someone might invest in ENZL to diversify internationally and tap into New Zealand’s overall economic growth rather than picking individual local stocks. A key risk is that the value can rise or fall with the New Zealand market and currency movements.

How much will it cost me?This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the cost of many broad, passively managed index ETFs because this fund focuses on a smaller, single-country market (New Zealand), which tends to be more expensive to run.

What would affect this ETF?This ETF is heavily tied to New Zealand’s overall economy, so stronger local growth, tourism, and consumer spending could help its many consumer, tech, and industrial companies, while stable politics and trade relations in the Asia-Pacific region would also be supportive. On the other hand, a global slowdown, weaker demand for New Zealand exports, rising interest rates, or new regulations affecting key local industries could hurt company profits and weigh on the fund’s performance.

ENZL Top 10 Holdings

ENZL may say New Zealand on the label, but its story is really about a handful of global industrial and tech names steering the ship. Aisin Seiki is the main engine, with rising momentum that’s doing much of the heavy lifting, while SCREEN Holdings and STMicroelectronics add more fuel from the semiconductor side. Bridgestone has been another steady climber, supporting returns rather than stealing the spotlight. On the flip side, more cyclical names like ANA Holdings look more mixed, occasionally tapping the brakes. Overall, the fund is concentrated in Asia-Pacific industrials and tech, with only modest diversification beyond that core.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
7259	Aisin Seiki Co	22.60%	$16.55M	¥2.09T	66.55%	77 Outperform
7735	SCREEN Holdings Co	14.47%	$10.60M	¥2.09T	76.58%	77 Outperform
3407	Asahi Kasei	9.58%	$7.02M	¥2.51T	68.69%	69 Neutral
RIO	Rio Tinto Limited	4.41%	$3.23M	AU$235.73B	65.94%	78 Outperform
ERIC.B	Telefonaktiebolaget LM Ericsson Class B	4.40%	$3.22M	kr348.67B	18.10%	72 Outperform
8593	Mitsubishi UFJ Lease & Finance Company	4.27%	$3.12M	¥2.17T	43.48%	72 Outperform
9202	ANA Holdings Inc.	4.24%	$3.11M	¥1.60T	17.91%	70 Neutral
5108	Bridgestone	4.05%	$2.96M	¥4.89T	34.01%	73 Outperform
STMPA	STMicroelectronics NV	3.84%	$2.81M	€25.35B	19.50%	71 Outperform
LUMI	Leumi	2.83%	$2.07M	₪112.25B	87.34%	80 Outperform

ENZL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

46.32

Positive

100DMA

45.63

Positive

200DMA

45.31

Positive

Market Momentum

MACD

0.14

Negative

RSI

54.38

Neutral

STOCH

86.10

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ENZL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 46.88, equal to the 50-day MA of 46.32, and equal to the 200-day MA of 45.31, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 54.38 is Neutral, neither overbought nor oversold. The STOCH value of 86.10 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ENZL.

ENZL Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
ENZL	―	―	$73.46M	0.50%	72 Outperform
GSJY	―	―	$84.93M	0.25%	71 Outperform
FLAU	―	―	$78.58M	0.09%	65 Neutral
JPY	―	―	$78.22M	0.60%	70 Outperform
NDIA	―	―	$61.17M	0.76%	59 Neutral
RAYJ	―	―	$25.15M	0.72%	68 Neutral

Performance Comparison

ENZL

iShares MSCI New Zealand ETF

47.12

5.80

14.04%

GSJY

Goldman Sachs ActiveBeta Japan Equity ETF

―

FLAU

Franklin FTSE Australia ETF

―

JPY

Lazard Japanese Equity ETF

―

NDIA

Global X India Active ETF

―

RAYJ

Rayliant SMDAM Japan Equity ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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