EWH - ETF AI Analysis

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iShares MSCI Hong Kong ETF (EWH)

Rating:67Neutral

Price Target:―

The iShares MSCI Hong Kong ETF (EWH) has a solid overall rating, reflecting a mix of strong financial performance from its top holdings and some areas of caution. AIA Group, the largest holding, contributes positively with robust earnings and strategic growth, despite overbought technical signals. Similarly, Techtronic Industries stands out for its strong financial performance and growth confidence. However, weaker holdings like HK:0823, which faces profitability challenges and bearish market momentum, slightly weigh down the fund’s rating. The ETF’s concentration in Hong Kong exposes it to regional economic risks, which investors should consider.

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)

AUM677.57M

RegionAsia-Pacific

Expense Ratio0.50%

Beta0.60

IssueriShares

Inception DateMar 12, 1996

Dividend Yield3.44%

Asset ClassEquity

Index TrackedMSCI Hong Kong 25/50 Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,919,422

30 Day Avg. Volume3,286,427

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

25.71

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering28

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 (EWH) leans heavily on financials, with AIA Group and Hong Kong Exchanges & Clearing driving much of the fund’s performance thanks to steady growth and robust earnings. Real estate names like Sun Hung Kai Properties are rising, buoyed by positive market momentum, while Link Real Estate Investment has lagged amid profitability concerns. Industrials and utilities provide stability, though Techtronic Industries has struggled with mixed signals. Overall, the fund’s concentration in Hong Kong’s financial and real estate sectors reflects its focus on this dynamic market, but sector-specific challenges could weigh on returns.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
1299	AIA Group	22.17%	$149.89M	HK$845.24B	37.49%	72 Outperform
0388	Hong Kong Exchanges & Clearing	15.66%	$105.87M	HK$522.88B	36.08%	69 Neutral
0001	CK Hutchison Holdings	4.72%	$31.93M	HK$211.42B	35.48%	64 Neutral
2388	BOC Hong Kong (Holdings)	4.56%	$30.85M	HK$403.03B	59.69%	78 Outperform
0016	Sun Hung Kai Properties	4.43%	$29.93M	HK$284.71B	21.48%	74 Outperform
0669	Techtronic Industries	4.22%	$28.54M	HK$164.49B	-12.96%	80 Outperform
0011	Hang Seng Bank	3.74%	$25.29M	HK$284.69B	68.33%	76 Outperform
0002	CLP Holdings	3.63%	$24.54M	HK$172.18B	2.42%	68 Neutral
0823	Link Real Estate Investment	3.12%	$21.08M	HK$96.37B	7.84%	55 Neutral
0027	Galaxy Entertainment Group	2.84%	$19.21M	HK$171.50B	25.45%	72 Outperform

EWH Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

21.69

Positive

100DMA

21.35

Positive

200DMA

19.59

Positive

Market Momentum

MACD

0.11

Positive

RSI

52.96

Neutral

STOCH

42.44

Neutral

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 22.19, equal to the 50-day MA of 21.69, and equal to the 200-day MA of 19.59, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 52.96 is Neutral, neither overbought nor oversold. The STOCH value of 42.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EWH.

EWH Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EWH	―	―	$677.57M	0.50%	―
EWS	―	―	$824.11M	0.50%	―
DBJP	―	―	$417.90M	0.45%	―
FLCH	―	―	$235.83M	0.19%	―
FJP	―	―	$204.66M	0.80%	―
PGJ	―	―	$140.47M	0.70%	―

Performance Comparison

EWH

iShares MSCI Hong Kong ETF

22.16

5.43

32.46%

EWS

iShares MSCI Singapore ETF

―

DBJP

Xtrackers MSCI Japan Hedged Equity ETF

―

FLCH

Franklin FTSE China ETF

―

FJP

First Trust Japan AlphaDEX Fund

―

PGJ

Invesco Golden Dragon China 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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