"Next Vision set to Maintain Profitability Without Raising Prices""I hope we can announce at least one acquisition this year," says Chen Golan, Chairman of Next Vision. "We're focused on our field of activity, but we’ll have to expand a bit—there’s no choice."
11/03/2025- Have Israel’s Cellular Companies Maximized Their Efficiency Gains?
After a remarkable 60% surge in their stock prices over the past year, Israel’s cellular providers are striving to sustain the efficiency measures they’ve implemented while seeking to capitalize on the transition to 5G. But where will the next wave of efficiency gains come from, and what factors remain unpriced into their valuations?
10/03/2025 - Interview "Unlike recent years, it’s not certain you need to be in the U.S. market this year"
Noam Meirovitz, a senior investment manager at Migdal Capital Markets: "Markets love certainty, and Trump brings uncertainty." On the decline in bond yields over the past six months: "The entry point today is less appealing, but high-rated corporate bonds aren’t a bad idea." And on the local stock market: "The market here is fully priced—I wouldn’t be dazzled by the recent gains."
10/03/2025 - Earnings NextVision Reports Another Record Year – What’s the Company’s Forward P/E Ratio?
NextVision has posted a 65% surge in revenue for Q4 and a 121% jump for all of 2024. With projected 2025 revenue of $160 million, the key question is: How much will the company earn, and what price-to-earnings multiple does that imply?
10/03/2025 - Interview Sofwave Riding the Weight-Loss Drug Boom
"Excluding legal expenses, we turned to operating profitability in 2024," say Shimon Eckhouse, Chairman and Founder, and Assaf Korner, CFO of Sofwave. On Asian markets awaiting regulatory approvals: "The Chinese market is expected to be the same size as the U.S. market. Everything is ready—we're just waiting for final approvals, which we hope will come soon."
06/03/2025 - Gilat Jumps 13% in Two Days—Here’s Why
The satellite communications company is expanding its presence in the defense sector while also benefiting from the recent surge in defense stocks. Additionally, the company recently announced an investment in a defense-related firm and a contract worth approximately $6 million
06/03/2025 - Four of the Six Largest Companies on the Stock Exchange Are Banks—A Stagnant Market Failure
Four observations on banks, their owners, the public, and the Tel Aviv Stock Exchange
05/03/2025 - Interview P.C.B CEO: "The world is investing heavily in defense, and we will benefit from it"
P.C.B's stock surged over 120% in the past year, fueled by defense sector growth, now 62% of its PCB revenue. However, its order backlog fell to $175 million from $186 million last quarter, raising concerns about demand. CEO Oved Shapira attributes the dip to seasonal fluctuations and expects new orders soon.
05/03/2025 - Interview Nayax CEO: "80% of the market is still cash-based—We have decades of growth ahead"
In an interview with Bizportal, Nayax CEO Yair Nechmad explains how the company’s sticky business model, global expansion, and the shift to digital payments are driving its growth, with a goal of reaching $1 billion in revenue by 2028.
05/03/2025 - Interview Energix CEO: "In Two Years, We’ll Be a Different Company"
Asa Levinger, CEO of Energix, on entering Lithuania: "The electricity market reminds us a lot of Poland when we first entered. We expect prices to rise there as well, and I wouldn’t rule out expanding our operations." On the U.S. market under the new administration: "I believe our access to American-made panels through First Solar will give us a competitive edge."
04/03/2025