EWH - ETF AI Analysis
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iShares MSCI Hong Kong ETF (EWH)
Rating:66Neutral
Price Target:―
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)
AUM1.15B
RegionAsia-Pacific
Expense Ratio0.50%
Beta0.58
IssueriShares
Inception DateMar 12, 1996
Dividend Yield4.88%
Asset ClassEquity
Index TrackedMSCI Hong Kong 25/50 Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,521,328
30 Day Avg. Volume2,961,231
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
27.45Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering25
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 heavily anchored in Hong Kong’s financial and property giants, and that concentration is cutting both ways. AIA and Hong Kong Exchanges & Clearing have been losing steam lately, acting as a headwind for the fund despite their hefty weights. On the brighter side, industrial name Techtronic and bank BOC Hong Kong are rising and helping to steady the ship, while CK Hutchison adds a bit of upside momentum. With all holdings rooted in Hong Kong and tilted toward financials, real estate, and utilities, this ETF is very much a pure play on that market’s fortunes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AIA Group | 21.39% | $245.73M | HK$757.89B | 1.31% | 72 Outperform | |
| Hong Kong Exchanges & Clearing | 14.54% | $167.10M | HK$474.54B | -12.36% | 69 Neutral | |
| CK Hutchison Holdings | 5.95% | $68.40M | HK$251.25B | 48.39% | 64 Neutral | |
| Techtronic Industries | 5.43% | $62.39M | HK$234.74B | 45.80% | 80 Outperform | |
| BOC Hong Kong (Holdings) | 4.55% | $52.24M | HK$456.96B | 32.29% | 78 Outperform | |
| CLP Holdings | 4.52% | $51.91M | HK$188.60B | 10.31% | 71 Outperform | |
| Sun Hung Kai Properties | 4.21% | $48.31M | HK$334.11B | 36.46% | 74 Outperform | |
| Link Real Estate Investment | 3.64% | $41.80M | HK$99.21B | -15.20% | 55 Neutral | |
| CK Asset Holdings | 3.06% | $35.18M | HK$154.97B | 31.55% | 70 Outperform | |
| Power Assets Holdings | 2.98% | $34.27M | HK$123.07B | 7.47% | 62 Neutral |
EWH Technical Analysis
Neutral
―
Price Trends
22.32
Negative
22.62
Negative
21.98
Negative
Market Momentum
-0.28
Negative
49.27
Neutral
82.25
Negative
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 21.27, equal to the 50-day MA of 22.32, and equal to the 200-day MA of 21.98, indicating a neutral trend. The MACD of -0.28 indicates Negative momentum. The RSI at 49.27 is Neutral, neither overbought nor oversold. The STOCH value of 82.25 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EWH.
EWH Peer Comparison
Comparison Results
Performance Comparison
EWH
iShares MSCI Hong Kong ETF
21.50
2.35
12.27%
DXJ
WisdomTree Japan Hedged Equity Fund
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INDA
iShares MSCI India ETF
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BBAX
JPMorgan BetaBuilders Developed Asia ex-Japan ETF
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FLJP
Franklin FTSE Japan ETF
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FLIN
Franklin FTSE India 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.
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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