EWH - ETF AI Analysis

Top Page

iShares MSCI Hong Kong ETF (EWH)

Rating:65Neutral

Price Target:―

EWH, the iShares MSCI Hong Kong ETF, has a solid overall rating driven mainly by large positions in financially strong companies like AIA Group and Techtronic Industries, which show robust growth and supportive market trends. Additional support comes from holdings such as BOC Hong Kong and Sun Hung Kai Properties, which combine healthy balance sheets, reasonable valuations, and attractive dividends. The fund is somewhat held back by weaker names like HK:0823, where profitability issues and negative momentum are concerns, and by the risk of concentration in a single market (Hong Kong), which ties performance closely to that region’s economic and market conditions.

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)

AUM811.98M

RegionAsia-Pacific

Expense Ratio0.50%

Beta0.63

IssueriShares

Inception DateMar 12, 1996

Dividend Yield4.85%

Asset ClassEquity

Index TrackedMSCI Hong Kong 25/50 Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume8,846,414

30 Day Avg. Volume4,832,650

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

26.56

Price 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 essentially a Hong Kong financials play, with AIA Group and Hong Kong Exchanges & Clearing setting the tone. Both have been lagging lately, so they’re more of a headwind than a help, even though they still anchor the portfolio. The real spark is coming from property and industrial names like Sun Hung Kai Properties and Techtronic Industries, which have been steadily rising and giving the fund some lift. BOC Hong Kong and CLP Holdings add a steadier, income-friendly backbone. Overall, this is a Hong Kong-focused, finance-heavy ETF with a few standout cyclicals doing the heavy lifting.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
1299	AIA Group	23.60%	$195.49M	HK$886.37B	39.19%	72 Outperform
0388	Hong Kong Exchanges & Clearing	12.26%	$101.59M	HK$514.27B	17.60%	69 Neutral
0001	CK Hutchison Holdings	5.04%	$41.71M	HK$226.74B	21.52%	64 Neutral
0016	Sun Hung Kai Properties	4.58%	$37.97M	HK$386.56B	75.72%	74 Outperform
2388	BOC Hong Kong (Holdings)	4.36%	$36.14M	HK$436.66B	50.96%	78 Outperform
0669	Techtronic Industries	4.32%	$35.79M	HK$210.64B	26.06%	80 Outperform
0002	CLP Holdings	3.85%	$31.92M	HK$184.81B	13.43%	71 Outperform
0823	Link Real Estate Investment	3.23%	$26.73M	HK$97.59B	1.38%	55 Neutral
1113	CK Asset Holdings	3.00%	$24.86M	HK$162.81B	39.20%	70 Outperform
0006	Power Assets Holdings	2.88%	$23.90M	HK$131.49B	16.24%	62 Neutral

EWH Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

23.10

Negative

100DMA

22.22

Positive

200DMA

21.11

Positive

Market Momentum

MACD

-0.05

Positive

RSI

38.43

Neutral

STOCH

22.91

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWH, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 23.48, equal to the 50-day MA of 23.10, and equal to the 200-day MA of 21.11, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 38.43 is Neutral, neither overbought nor oversold. The STOCH value of 22.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EWH.

EWH Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EWH	―	―	$811.98M	0.50%	65 Neutral
EWS	―	―	$754.79M	0.50%	71 Outperform
DBJP	―	―	$590.27M	0.45%	68 Neutral
OPPJ	―	―	$253.03M	0.58%	69 Neutral
FJP	―	―	$236.03M	0.80%	69 Neutral
JPXN	―	―	$209.70M	0.48%	70 Outperform

Performance Comparison

EWH

iShares MSCI Hong Kong ETF

22.76

5.32

30.50%

EWS

iShares MSCI Singapore ETF

―

DBJP

Xtrackers MSCI Japan Hedged Equity ETF

―

OPPJ

WisdomTree Japan Opportunities Fund

―

FJP

First Trust Japan AlphaDEX Fund

―

JPXN

iShares Japan Large-Cap

―

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: ―

Table of Contents