(XU8Z) HSBC Japan Sustainable - Ratings and Ratios

Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE00BKY55S33 • Japan Large-Cap Equity

XU8Z: Japanese, Stocks, Equities

The HSBC Japan Sustainable Equity UCITS ETF, listed on XETRA under the ticker XU8Z, is a financial instrument designed to provide investors with exposure to the Japanese equity market while incorporating environmental, social, and governance (ESG) considerations. This ETF is part of the broader suite of investment products offered by HSBC Asset Management, which can be found on their website at http://www.assetmanagement.hsbc.com. The fund is domiciled in Ireland, a common location for UCITS (Undertakings for the Collective Investment in Transferable Securities) funds due to its favorable regulatory environment and tax efficiency.

At its core, the HSBC Japan Sustainable Equity UCITS ETF tracks the Morningstar Japan TME NR JPY index, which is designed to capture the performance of large-cap equities in the Japanese market. The index, with the ISIN code IE00BKY55S33, is a benchmark that has been tailored to include companies that meet specific sustainability criteria, thereby allowing investors to align their investments with their values or ESG goals. By focusing on large-cap equities, the ETF provides exposure to some of Japan's most established and influential companies, potentially offering a degree of stability and liquidity.

As an ETF, the HSBC Japan Sustainable Equity UCITS ETF offers the benefits typically associated with this type of investment vehicle, including transparency, flexibility, and cost-efficiency. It allows investors to buy and sell units throughout the trading day, reflecting the real-time value of the underlying securities. This ETF falls under the Japan Large-Cap Equity category, making it an attractive option for investors seeking to diversify their portfolios with a targeted allocation to Japanese large-cap stocks that adhere to sustainable investment principles.

Additional Sources for XU8Z ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

XU8Z ETF Overview

Market Cap in USD 364m
Category Japan Large-Cap Equity
TER 0.18%
IPO / Inception 2020-06-04

XU8Z ETF Ratings

Growth 5y 54.7%
Fundamental -
Dividend 0.0%
Rel. Strength Industry -12.3
Analysts -
Fair Price Momentum 15.48 EUR
Fair Price DCF -

XU8Z Dividends

No Dividends Paid

XU8Z Growth Ratios

Growth Correlation 3m 61.3%
Growth Correlation 12m 68.5%
Growth Correlation 5y 77.3%
CAGR 5y 7.50%
CAGR/Max DD 5y 0.35
Sharpe Ratio 12m 0.51
Alpha -3.97
Beta 0.80
Volatility 14.19%
Current Volume 8.9k
Average Volume 20d 2.3k
What is the price of XU8Z stocks?
As of February 22, 2025, the stock is trading at EUR 17.48 with a total of 8,904 shares traded.
Over the past week, the price has changed by +0.00%, over one month by +3.91%, over three months by +5.73% and over the past year by +12.42%.
Is HSBC Japan Sustainable a good stock to buy?
Partly, yes. Based on ValueRay Analyses, HSBC Japan Sustainable (XETRA:XU8Z) is currently (February 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 54.70 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XU8Z as of February 2025 is 15.48. This means that XU8Z is currently overvalued and has a potential downside of -11.44%.
Is XU8Z a buy, sell or hold?
HSBC Japan Sustainable has no consensus analysts rating.
What are the forecast for XU8Z stock price target?
According to ValueRays Forecast Model, XU8Z HSBC Japan Sustainable will be worth about 18.6 in February 2026. The stock is currently trading at 17.48. This means that the stock has a potential upside of +6.12%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 18.6 6.1%