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HSBH - ETF AI Analysis
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HSBC Holdings plc ADRhedged (HSBH)
Rating:73Outperform
Price Target:
$82.00
Positive Factors
Strong Top Holding Performance
The ETF's largest holding, HSBC Holdings, has delivered strong year-to-date gains, driving overall fund performance.
Low Expense Ratio
The ETF has a low expense ratio, making it a cost-effective choice for investors.
Focused Exposure
The fund's concentration in the financial sector allows investors to target a specific industry with growth potential.
Negative Factors
Over-Concentration Risk
The ETF is heavily concentrated in a single stock, HSBC Holdings, which increases exposure to company-specific risks.
Sector Dependence
With nearly all assets in the financial sector, the fund is vulnerable to downturns in this industry.
Limited Geographic Diversification
The ETF is highly focused on U.S. exposure, offering little protection against global market fluctuations.
HSBH vs. SPDR S&P 500 ETF (SPY)
AUM7.79M
RegionEurope
Expense Ratio0.19%
Beta0.64
IssuerADRhedged
Inception DateOct 01, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedHSBC Holdings plc - Benchmark Price Return
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,412
30 Day Avg. Volume3,656
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 TargetN/A
Price Target UpsideN/A
Rating ConsensusModerate Buy
Number of Analyst Covering3
HSBH Summary
HSBH is an ETF that focuses on the financial sector, specifically banks, and follows the HSBC Holdings plc Benchmark Price Return index. It includes major banking companies like HSBC Holdings, offering exposure to the stability and growth potential of the banking industry. This ETF is designed to hedge against currency fluctuations, making it appealing for investors looking for diversification and reduced international investment risks. However, new investors should be aware that its performance is heavily tied to the banking sector, meaning it could be affected by changes in interest rates or financial regulations.
How much will it cost me?The expense ratio for HSBH is 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average because it’s a passively managed ETF, designed to track a specific index rather than actively selecting stocks.
What would affect this ETF?The HSBH ETF, focused on the banking sector in the U.K., could benefit from positive trends like technological advancements in financial services and stable economic growth in Europe, which may drive innovation and profitability for banks. However, it faces risks from potential regulatory changes, economic slowdowns, or interest rate fluctuations that could impact banking operations and lending activity. Its currency hedging feature helps mitigate risks tied to exchange rate volatility, but broader economic conditions remain a key factor to watch.
HSBH Top 10 Holdings
HSBH is heavily concentrated in HSBC Holdings, which dominates the fund’s portfolio with nearly all its weight. HSBC has shown steady year-to-date growth, buoyed by strong financial performance and strategic initiatives, but recent challenges in the Hong Kong real estate market have created some headwinds. With its focus on the banking sector and exposure to the U.K. and broader European markets, the fund’s performance is tightly linked to HSBC’s trajectory. Investors should note the fund’s reliance on a single name, making it a high-conviction bet on HSBC’s resilience and growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HSBC Holdings | 96.13% | $7.55M | $243.82B | 52.48% | 78 Outperform | |
| ― | 3.63% | $285.11K | ― | ― | ― |
HSBH Technical Analysis
Positive
―
Price Trends
74.56
Positive
71.05
Positive
66.57
Positive
Market Momentum
0.31
Negative
67.83
Neutral
98.80
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HSBH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 75.30, equal to the 50-day MA of 74.56, and equal to the 200-day MA of 66.57, indicating a bullish trend. The MACD of 0.31 indicates Negative momentum. The RSI at 67.83 is Neutral, neither overbought nor oversold. The STOCH value of 98.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HSBH.
HSBH Peer Comparison
Comparison Results
Performance Comparison
HSBH
HSBC Holdings plc ADRhedged
78.88
28.57
56.79%
SHEH
Shell plc ADRhedged
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AZNH
AstraZeneca PLC ADRhedged
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BPH
BP p.l.c. ADRhedged
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ARMH
Arm Holdings PLC ADRhedged
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GSKH
GSK plc ADRhedged
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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.
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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