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EWH - ETF AI Analysis

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EWH

iShares MSCI Hong Kong ETF (EWH)

Rating:65Neutral
Price Target:
EWH, the iShares MSCI Hong Kong ETF, reflects a generally solid but not outstanding profile, driven by large positions in strong companies like AIA Group and Techtronic Industries, which benefit from robust financial performance, growth, and supportive market momentum. Additional support comes from high-quality holdings such as BOC Hong Kong and Sun Hung Kai Properties, which combine healthy balance sheets, reasonable valuations, and attractive dividends. The main risks are the fund’s heavy concentration in a few names and some weaker holdings like HK:0823, where profitability issues and bearish momentum may drag on overall results.
Positive Factors
Broad Hong Kong Market Exposure
The ETF gives investors a simple way to gain wide exposure to Hong Kong-listed companies across several key industries.
Strong Recent Fund Performance
The fund has shown solid gains so far this year and in recent months, indicating positive recent momentum.
Multiple Sector Coverage
Holdings spread across financials, real estate, industrials, utilities, and consumer sectors help reduce reliance on any single industry.
Negative Factors
High Geographic Concentration
With most assets in Hong Kong and very little outside the region, the ETF is heavily exposed to local economic and political conditions.
Top Holding Weakness
The largest position has shown weak performance this year, which can drag on overall returns given its sizable weight in the portfolio.
Above-Average Expense Ratio
The fund’s fee level is on the higher side for a passive ETF, which can slowly reduce net returns over time.

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

EWH Summary

The iShares MSCI Hong Kong ETF (EWH) is a fund that follows the MSCI Hong Kong 25/50 Index, giving you broad exposure to Hong Kong’s stock market. It mainly holds financial, real estate, and industrial companies, including well-known names like AIA Group and Hong Kong Exchanges & Clearing. Investors might consider EWH to add international diversification and gain access to one of Asia’s key financial centers in a single investment. However, the ETF is heavily focused on Hong Kong, so its value can rise or fall sharply with changes in Hong Kong’s economy and local markets.
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 very much a Hong Kong story, with the fund leaning heavily on financials and property names to set the tone. AIA Group, the largest holding, has been mixed lately, rising in the short term but still struggling to fully regain its footing, which keeps a lid on overall momentum. In contrast, property giants like Sun Hung Kai Properties and CK Asset are powering ahead, helping to brighten the fund’s outlook. BOC Hong Kong and Hong Kong Exchanges & Clearing add steady-to-rising support, making this a concentrated bet on Hong Kong’s financial and real estate heartbeat.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
AIA Group22.77%$207.65MHK$858.00B55.08%
72
Outperform
Hong Kong Exchanges & Clearing13.74%$125.31MHK$520.85B20.49%
69
Neutral
CK Hutchison Holdings5.47%$49.88MHK$249.91B47.32%
64
Neutral
Sun Hung Kai Properties4.59%$41.84MHK$396.71B85.70%
74
Outperform
BOC Hong Kong (Holdings)4.57%$41.68MHK$467.53B51.35%
78
Outperform
Techtronic Industries4.15%$37.83MHK$206.95B31.35%
80
Outperform
CLP Holdings3.99%$36.34MHK$190.49B12.34%
71
Outperform
Link Real Estate Investment3.35%$30.54MHK$101.56B7.03%
55
Neutral
CK Asset Holdings3.08%$28.11MHK$169.88B67.80%
70
Outperform
Power Assets Holdings3.01%$27.42MHK$138.63B27.00%
62
Neutral

EWH Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
23.29
Positive
100DMA
22.81
Positive
200DMA
21.79
Positive
Market Momentum
MACD
0.05
Positive
RSI
50.17
Neutral
STOCH
39.94
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 23.47, equal to the 50-day MA of 23.29, and equal to the 200-day MA of 21.79, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 50.17 is Neutral, neither overbought nor oversold. The STOCH value of 39.94 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
$913.55M0.50%
65
Neutral
$803.51M0.50%
72
Outperform
$632.16M0.45%
70
Neutral
$274.86M0.58%
66
Neutral
$237.72M0.80%
69
Neutral
$157.07M0.75%
57
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EWH
iShares MSCI Hong Kong ETF
23.33
6.72
40.46%
EWS
iShares MSCI Singapore ETF
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
OPPJ
WisdomTree Japan Opportunities Fund
FJP
First Trust Japan AlphaDEX Fund
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: ―
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