EWH - ETF AI Analysis

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iShares MSCI Hong Kong ETF (EWH)

Rating:66Neutral

Price Target:―

EWH, the iShares MSCI Hong Kong ETF, has a solid overall rating driven mainly by large positions in strong companies like AIA Group and Techtronic Industries, which benefit from robust financial performance, positive growth outlooks, and supportive market momentum. Additional support comes from holdings such as BOC Hong Kong and Sun Hung Kai Properties, which combine healthy balance sheets, attractive dividends, and generally favorable technical trends. The main risk is the fund’s concentration in a relatively small set of Hong Kong names, including a very large weight in AIA Group, and exposure to weaker holdings like HK:0823, where profitability challenges and negative momentum may drag on returns.

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)

AUM756.03M

RegionAsia-Pacific

Expense Ratio0.50%

Beta0.60

IssueriShares

Inception DateMar 12, 1996

Dividend Yield4.77%

Asset ClassEquity

Index TrackedMSCI Hong Kong 25/50 Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume5,140,683

30 Day Avg. Volume3,281,810

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

26.19

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 very much a Hong Kong story, with all its top names tied to the local market and a heavy tilt toward financials and property. AIA Group, the fund’s largest holding, has been losing steam this year, acting as a bit of a brake, while BOC Hong Kong is also lagging despite solid fundamentals. On the brighter side, Hong Kong Exchanges & Clearing and CK Hutchison are steadily pulling their weight, and Sun Hung Kai Properties plus Techtronic Industries have been rising nicely, giving the ETF a lift from real estate and industrial strength.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
1299	AIA Group	21.73%	$164.41M	HK$841.35B	44.79%	72 Outperform
0388	Hong Kong Exchanges & Clearing	13.40%	$101.38M	HK$512.75B	20.57%	69 Neutral
0016	Sun Hung Kai Properties	5.65%	$42.75M	HK$387.43B	64.63%	74 Outperform
0669	Techtronic Industries	5.32%	$40.28M	HK$216.57B	25.31%	80 Outperform
0001	CK Hutchison Holdings	5.14%	$38.87M	HK$243.21B	54.79%	64 Neutral
2388	BOC Hong Kong (Holdings)	4.90%	$37.07M	HK$457.59B	67.42%	78 Outperform
0002	CLP Holdings	3.86%	$29.22M	HK$194.28B	27.17%	71 Outperform
J36	Jardine Matheson Holdings	3.03%	$22.91M	$22.43B	0.00%	―
0823	Link Real Estate Investment	2.91%	$22.04M	HK$95.86B	9.06%	55 Neutral
0027	Galaxy Entertainment Group	2.90%	$21.92M	HK$188.22B	45.13%	72 Outperform

EWH Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

22.30

Positive

100DMA

21.68

Positive

200DMA

20.54

Positive

Market Momentum

MACD

0.34

Positive

RSI

52.68

Neutral

STOCH

47.18

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EWH, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 23.21, equal to the 50-day MA of 22.30, and equal to the 200-day MA of 20.54, indicating a neutral trend. The MACD of 0.34 indicates Positive momentum. The RSI at 52.68 is Neutral, neither overbought nor oversold. The STOCH value of 47.18 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EWH.

EWH Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
EWH	―	―	$756.03M	0.50%	―
EWS	―	―	$787.21M	0.50%	―
DBJP	―	―	$605.67M	0.45%	―
FJP	―	―	$246.63M	0.80%	―
OPPJ	―	―	$230.34M	0.58%	―
GIND	―	―	$161.41M	0.75%	―

Performance Comparison

EWH

iShares MSCI Hong Kong ETF

23.15

7.13

44.51%

EWS

iShares MSCI Singapore ETF

―

DBJP

Xtrackers MSCI Japan Hedged Equity ETF

―

FJP

First Trust Japan AlphaDEX Fund

―

OPPJ

WisdomTree Japan Opportunities 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.

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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