EWH - ETF AI Analysis
Top Page
iShares MSCI Hong Kong ETF (EWH)
Rating:65Neutral
Price Target:―
Positive Factors
Recent Performance Momentum
The ETF has shown steady gains over the past month, three months, and year to date, indicating improving short-term momentum.
Exposure to Key Hong Kong Blue Chips
Several major holdings like Hong Kong Exchanges & Clearing, CK Hutchison, Sun Hung Kai Properties, and Techtronic Industries have delivered strong year-to-date performance, helping support the fund’s returns.
Focused Yet Regionally Diversified
While the fund is mainly invested in Hong Kong, it also includes meaningful exposure to companies listed in the USA and Singapore, adding some regional diversification.
Negative Factors
High Stock Concentration
The largest holding, AIA Group, along with a few other names make up a big share of the portfolio, increasing the impact of any weakness in these individual stocks.
Mixed Performance Among Top Holdings
Some major positions such as AIA Group, BOC Hong Kong, CLP Holdings, and Galaxy Entertainment have shown weak or negative year-to-date performance, which can drag on overall returns.
Sector Concentration in Financials and Real Estate
Nearly two-thirds of the portfolio is tied to financial and real estate companies, making the ETF sensitive to downturns or policy changes affecting these sectors in Hong Kong.
EWH vs. SPDR S&P 500 ETF (SPY)
AUM840.03M
RegionAsia-Pacific
Expense Ratio0.50%
Beta0.66
IssueriShares
Inception DateMar 12, 1996
Dividend Yield4.74%
Asset ClassEquity
Index TrackedMSCI Hong Kong 25/50 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,025,109
30 Day Avg. Volume5,967,884
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 Target
28.12Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWH Summary
The iShares MSCI Hong Kong ETF (EWH) tracks the MSCI Hong Kong 25/50 Index, giving you broad exposure to major companies in Hong Kong, a key Asian financial center. It mainly holds financial, real estate, and industrial firms, including well-known names like AIA Group and Hong Kong Exchanges & Clearing. Someone might invest in EWH to diversify outside their home country and gain access to Hong Kong’s overall market in a single fund. A key risk is that the ETF is heavily tied to Hong Kong’s economy, so its price can rise or fall with local market and political conditions.
How much will it cost me?The iShares MSCI Hong Kong ETF (EWH) has an expense ratio of 0.5%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is passively managed but focuses on a specific international market, which can involve higher costs.
What would affect this ETF?The iShares MSCI Hong Kong ETF (EWH) could benefit from Hong Kong's position as a major financial hub, with its strong exposure to financial and real estate sectors potentially driving growth during periods of economic expansion or increased foreign investment in Asia. However, challenges such as rising global interest rates, regulatory changes in China, or economic slowdowns in the region could negatively impact the ETF's performance, particularly its top holdings in financial and real estate companies.
EWH Top 10 Holdings
EWH is heavily anchored in Hong Kong financials, with AIA Group acting as the main engine: its rising share price has been a key support for the fund. Real estate names like Sun Hung Kai Properties and CK Asset are also climbing, helping offset some bumps elsewhere. On the flip side, Hong Kong Exchanges & Clearing has been lagging, putting a bit of drag on returns, while BOC Hong Kong has shown mixed momentum. Overall, this is a Hong Kong‑centric play, leaning hard on banks, insurers, and property giants rather than global tech leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AIA Group | 24.13% | $192.19M | HK$905.29B | 77.11% | 72 Outperform | |
| Hong Kong Exchanges & Clearing | 11.98% | $95.44M | HK$501.11B | 33.92% | 69 Neutral | |
| CK Hutchison Holdings | 5.14% | $40.91M | HK$232.68B | 48.94% | 64 Neutral | |
| Sun Hung Kai Properties | 4.46% | $35.50M | HK$379.61B | 88.17% | 74 Outperform | |
| BOC Hong Kong (Holdings) | 4.40% | $35.03M | HK$456.53B | 41.02% | 78 Outperform | |
| CLP Holdings | 3.97% | $31.64M | HK$188.22B | 16.22% | 71 Outperform | |
| Techtronic Industries | 3.97% | $31.63M | HK$191.61B | 47.37% | 80 Outperform | |
| Link Real Estate Investment | 3.19% | $25.41M | HK$95.96B | 5.68% | 55 Neutral | |
| WH Group | 2.96% | $23.60M | HK$136.39B | 40.02% | 75 Outperform | |
| Power Assets Holdings | 2.90% | $23.12M | HK$133.62B | 37.93% | 62 Neutral |
EWH Technical Analysis
Positive
―
Price Trends
23.25
Positive
22.49
Positive
21.43
Positive
Market Momentum
-0.05
Negative
54.90
Neutral
92.41
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.86, equal to the 50-day MA of 23.25, and equal to the 200-day MA of 21.43, indicating a bullish trend. The MACD of -0.05 indicates Negative momentum. The RSI at 54.90 is Neutral, neither overbought nor oversold. The STOCH value of 92.41 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWH.
EWH Peer Comparison
Comparison Results
Performance Comparison
EWH
iShares MSCI Hong Kong ETF
23.27
8.31
55.55%
EWS
iShares MSCI Singapore ETF
―
―
―
OPPJ
WisdomTree Japan Opportunities Fund
―
―
―
FJP
First Trust Japan AlphaDEX Fund
―
―
―
IMVP
Invesco India Etf
―
―
―
GIND
Goldman Sachs India 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.
DisclaimerThis 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: ―
Table of Contents