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Upturn AI SWOT - About
iShares MSCI Hong Kong ETF (EWH)
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Upturn Advisory Summary
03/11/2025: EWH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 9.08% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 4379932 | Beta 0.72 | 52 Weeks Range 14.04 - 19.95 | Updated Date 04/2/2025 |
52 Weeks Range 14.04 - 19.95 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares MSCI Hong Kong ETF
ETF Overview
Overview
The iShares MSCI Hong Kong ETF (EWH) seeks to track the investment results of the MSCI Hong Kong Index, a free float-adjusted market-capitalization-weighted index. It provides exposure to a broad range of companies in Hong Kong and is primarily focused on large and mid-capitalization companies. The ETF invests in a variety of sectors including financials, consumer discretionary, and real estate.
Reputation and Reliability
iShares is a well-established and reputable ETF provider managed by BlackRock, one of the world's largest asset managers. BlackRock has a long track record of managing ETFs across various asset classes and geographies.
Management Expertise
BlackRock's iShares team possesses extensive experience in ETF management, index tracking, and investment strategy, which enables the ETF to effectively pursue its investment objective.
Investment Objective
Goal
To track the investment results of the MSCI Hong Kong Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy by investing in all, or substantially all, of the securities included in its underlying index in approximately the same proportions as in the index.
Composition The ETF primarily holds stocks of companies based in Hong Kong, reflecting the composition of the MSCI Hong Kong Index.
Market Position
Market Share: Difficult to determine precise market share as it depends on how the 'Hong Kong Equities ETF' market is defined, but EWH is a prominent player.
Total Net Assets (AUM): 953980000
Competitors
Key Competitors
- Franklin FTSE Hong Kong ETF (FLHK)
Competitive Landscape
The competitive landscape includes ETFs with similar exposure to Hong Kong equities. EWH benefits from its first-mover advantage and larger AUM, which contributes to greater liquidity. FLHK offers a slightly different index-tracking strategy, focusing on the FTSE Hong Kong index.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers; performance varies based on market conditions.
Benchmark Comparison: The ETF's performance is generally compared to the MSCI Hong Kong Index. Differences may arise due to expense ratios and tracking error.
Expense Ratio: 0.51
Liquidity
Average Trading Volume
EWH generally exhibits a high average trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for EWH is typically tight, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions in Hong Kong and China, regulatory changes, global market sentiment, and currency fluctuations can influence EWH's performance.
Growth Trajectory
The growth trajectory is tied to the economic performance of Hong Kong and the performance of the companies within the MSCI Hong Kong Index. Changes to strategy and holdings are minimal but periodically rebalanced to follow its target index
Moat and Competitive Advantages
Competitive Edge
EWH's competitive edge stems from its substantial AUM and established track record within the Hong Kong equity ETF market. Being one of the oldest and most liquid Hong Kong ETFs, EWH benefits from increased investor confidence. Furthermore, its backing by BlackRock provides additional credibility. This combination of factors makes it a preferred choice for many investors seeking exposure to the Hong Kong market. EWH's large AUM helps it maintain a low bid-ask spread.
Risk Analysis
Volatility
EWH's volatility reflects the volatility of the Hong Kong stock market and is influenced by global economic factors and geopolitical events.
Market Risk
Specific risks include exposure to Hong Kong's economy and political environment, as well as currency risk related to the Hong Kong dollar.
Investor Profile
Ideal Investor Profile
EWH is suitable for investors seeking to diversify their portfolios with exposure to the Hong Kong stock market. Those with a higher risk tolerance and a positive outlook on the Hong Kong economy may find it attractive.
Market Risk
EWH may be suitable for both long-term investors and active traders. It is a good choice for those seeking passive index exposure.
Summary
The iShares MSCI Hong Kong ETF provides investors with targeted access to the Hong Kong stock market. As one of the leading Hong Kong ETFs, it offers a high trading volume and liquid market. EWHu2019s performance is tied to the Hong Kong economy and the underlying index, making it susceptible to market volatility and regulatory risks. Therefore, it is suitable for investors with higher risk tolerance and a long-term investment horizon who seek diversification in the Hong Kong equity market. Its liquid nature also attracts active traders.
Similar Companies
FLHK
Franklin FTSE Hong Kong ETF
FLHK
Franklin FTSE Hong Kong ETF
FXI
iShares China Large-Cap ETF
FXI
iShares China Large-Cap ETF
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Financial data providers (e.g., Bloomberg, Reuters)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and consultation with a financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares MSCI Hong Kong ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to track the investment results of the index, which is a free float-adjusted market capitalization-weighted index that is designed to measure the performance of the large- and mid-capitalization segments of the equity market in Hong Kong. It generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The fund is non-diversified.
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