(HMWO) HSBC MSCI World USD - Ratings and Ratios
Global Stocks, Large Cap, Blend Equity, Developed Markets, Equities
Description: HMWO HSBC MSCI World USD
The HSBC MSCI World UCITS ETF USD (SW:HMWO) is a Global Large-Cap Blend Equity ETF listed in Switzerland, providing investors with diversified exposure to a broad range of large-cap equities across developed markets worldwide.
With Assets Under Management (AUM) of approximately $11.15 billion USD, this ETF is a sizable player in the global equity ETF market, suggesting a reasonable level of liquidity for investors. The fund tracks the Morningstar Global TME NR USD Index, which serves as a benchmark for its performance.
To evaluate the ETFs performance, we can look at key metrics such as tracking error, expense ratio, and dividend yield. Although these specific metrics are not provided, a Trading Analyst would typically assess these KPIs to determine the ETFs effectiveness in mirroring its underlying index, its cost efficiency, and its income generation potential, respectively.
From a technical analysis perspective, the ETFs price action indicates a bullish trend, as its current price is above its 20-day, 50-day, and 200-day Simple Moving Averages (SMA). The Average True Range (ATR) suggests relatively low volatility, which may be attractive to investors seeking stable exposure to global equities.
To further deconstruct the problem and identify optimal trading opportunities, a Trading Analyst would need to consider additional factors, such as the ETFs sector allocation, geographic distribution, and the overall market environment. This would involve analyzing the ETFs holdings, assessing the macroeconomic outlook, and evaluating the competitive landscape to determine the potential for future growth or decline.
HMWO ETF Overview
Market Cap in USD | 11,152m |
Category | Global Large-Cap Blend Equity |
TER | 0.15% |
IPO / Inception | 2010-12-08 |
HMWO ETF Ratings
Growth Rating | 70.2 |
Fundamental | - |
Dividend Rating | 58.0 |
Rel. Strength | 0.41 |
Analysts | - |
Fair Price Momentum | 42.13 USD |
Fair Price DCF | - |
HMWO Dividends
Dividend Yield 12m | 1.74% |
Yield on Cost 5y | 3.12% |
Annual Growth 5y | 6.72% |
Payout Consistency | 98.7% |
Payout Ratio | % |
HMWO Growth Ratios
Growth Correlation 3m | 96.4% |
Growth Correlation 12m | 66.4% |
Growth Correlation 5y | 76.9% |
CAGR 5y | 14.05% |
CAGR/Max DD 5y | 0.54 |
Sharpe Ratio 12m | 2.21 |
Alpha | 4.93 |
Beta | 0.806 |
Volatility | 9.60% |
Current Volume | 12.8k |
Average Volume 20d | 0.8k |
Stop Loss | 40.5 (-3.1%) |
Signal | -1.04 |
What is the price of HMWO shares?
Over the past week, the price has changed by +1.60%, over one month by +3.11%, over three months by +9.26% and over the past year by +20.74%.
Is HSBC MSCI World USD a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of HMWO is around 42.13 USD . This means that HMWO is currently overvalued and has a potential downside of 0.81%.
Is HMWO a buy, sell or hold?
What are the forecasts/targets for the HMWO price?
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 47.2 | 12.9% |
HMWO Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 0.0
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 11.15b USD (11.15b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 11.15b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 11.15b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown Debt (none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(11.15b)/V(0.0) * Re(8.99%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 8.99% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)