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EWH - ETF AI Analysis
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iShares MSCI Hong Kong ETF (EWH)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several of the largest positions, such as AIA Group and Hong Kong Exchanges & Clearing, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Focus on Financials
With nearly half of the portfolio in the financial sector, the ETF benefits from exposure to a historically stable and profitable industry in Hong Kong.
Geographic Specialization
The ETF provides targeted exposure to Hong Kong, allowing investors to focus on a key Asian financial hub.
Negative Factors
High Sector Concentration
The ETF is heavily weighted toward financials, which could lead to underperformance if the sector faces challenges.
Mixed Performance Among Holdings
While some top holdings have performed well, others like Techtronic Industries have lagged, potentially dragging down returns.
Moderate Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which may eat into investor returns over time.
EWH vs. SPDR S&P 500 ETF (SPY)
AUM680.18M
RegionAsia-Pacific
Expense Ratio0.50%
Beta0.58
IssueriShares
Inception DateMar 12, 1996
Dividend Yield4.99%
Asset ClassEquity
Index TrackedMSCI Hong Kong 25/50 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,535,419
30 Day Avg. Volume2,902,978
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
24.59Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EWH Summary
The iShares MSCI Hong Kong ETF (EWH) is a fund that lets you invest in a wide range of companies in Hong Kong, one of Asia's major financial hubs. It follows the MSCI Hong Kong Index, which includes industries like financials, real estate, and industrials. Some well-known companies in this ETF are AIA Group and Hong Kong Exchanges & Clearing. This ETF is a good choice for investors looking to diversify internationally and tap into Hong Kong’s economic growth. However, it’s important to know that the fund’s performance is closely tied to Hong Kong’s economy, so it may be affected by local market 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
The iShares MSCI Hong Kong ETF leans heavily on financials, with AIA Group and BOC Hong Kong driving much of the fund's recent momentum thanks to strong earnings and upward price trends. However, Hong Kong Exchanges & Clearing has been lagging, weighed down by bearish sentiment and valuation concerns. Real estate holdings like Sun Hung Kai Properties and Link REIT have struggled with mixed performance, reflecting broader challenges in the sector. Overall, the fund’s focus on Hong Kong’s financial and real estate sectors creates a concentrated play on the region’s economic heartbeat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AIA Group | 23.06% | $156.31M | HK$900.41B | 58.03% | 72 Outperform | |
| Hong Kong Exchanges & Clearing | 15.72% | $106.53M | HK$544.39B | 49.81% | 69 Neutral | |
| CK Hutchison Holdings | 4.53% | $30.73M | HK$209.50B | 30.32% | 64 Neutral | |
| BOC Hong Kong (Holdings) | 4.52% | $30.62M | HK$416.78B | 72.80% | 78 Outperform | |
| Techtronic Industries | 4.36% | $29.57M | HK$174.94B | -1.91% | 80 Outperform | |
| Sun Hung Kai Properties | 4.34% | $29.42M | HK$288.62B | 46.08% | 74 Outperform | |
| Hang Seng Bank | 3.65% | $24.75M | HK$288.06B | 66.20% | 76 Outperform | |
| CLP Holdings | 3.64% | $24.67M | HK$178.49B | 13.25% | 71 Outperform | |
| Jardine Matheson Holdings | 2.89% | $19.61M | $21.19B | 0.00% | ― | |
| Link Real Estate Investment | 2.82% | $19.14M | HK$90.47B | 7.83% | 55 Neutral |
EWH Technical Analysis
Positive
―
Price Trends
21.50
Positive
21.10
Positive
19.65
Positive
Market Momentum
0.19
Negative
60.62
Neutral
88.79
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 21.59, equal to the 50-day MA of 21.50, and equal to the 200-day MA of 19.65, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 60.62 is Neutral, neither overbought nor oversold. The STOCH value of 88.79 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
22.13
7.12
47.44%
EWS
iShares MSCI Singapore ETF
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―
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DBJP
Xtrackers MSCI Japan Hedged Equity ETF
―
―
―
FJP
First Trust Japan AlphaDEX Fund
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―
―
PGJ
Invesco Golden Dragon China Etf
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―
―
GIND
Goldman Sachs India Equity ETF
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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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