Israeli Market Community
Our community narratives are driven by numbers and valuation.
Israeli Investing Ideas
Global Weekly Picks
Digital Transformation And Automation Will Redefine Banking Efficiency
Key Takeaways Digital transformation and workforce optimization are expected to drive efficiency gains, cost savings, and support improved margins and earnings. Strong economic conditions and diversified lending should fuel loan growth, stable asset quality, and open new revenue streams through digital channels.Read more
EV Charging And Contactless Payments Will Expand Future Markets
Key Takeaways Diversification into high-growth sectors and international markets, along with deep OEM integration, is driving predictable, scalable, and higher-margin recurring revenues. Operational efficiencies and ecosystem lock-in are boosting profitability, supporting sustainable margin expansion and long-term earnings growth.Read more
Advanced Digital Banking And Cost Discipline Will Drive Future Success
Key Takeaways Strong digital investments and operational efficiency bolster profitability and position the bank to capture growing demand amid economic recovery. Solid asset quality and a proactive capital return strategy underpin resilience, while broad credit expansion supports steady earnings growth.Read more
High Tech Services Expansion And Cost Efficiency Will Support Solid Long Term Performance
Catalysts About Bank Leumi le-Israel B.M Bank Leumi le-Israel B.M is a leading Israeli bank providing a broad range of retail, corporate and capital markets banking services. What are the underlying business or industry changes driving this perspective?Read more
Broad Credit Expansion And Cost Efficiency Will Sustain A Stable Long Term Outlook
Catalysts About Mizrahi Tefahot Bank Mizrahi Tefahot Bank is an Israeli bank that provides mortgages, corporate and middle market lending, and other banking services. What are the underlying business or industry changes driving this perspective?Read more
EV Charging Complexity And Rising Fees Will Pressure Long-Term Self-Service Payments Prospects
Catalysts About Nayax Nayax provides an end to end payments and management platform for automated self service commerce across multiple verticals and geographies. What are the underlying business or industry changes driving this perspective?Read more
Fiber Monetization And 5G Adoption Will Support Stronger Long Term Telecom Fundamentals
Catalysts About Bezeq The Israel Telecommunication Bezeq The Israel Telecommunication is the incumbent Israeli telecom operator, providing nationwide fixed line, fiber broadband, mobile, TV and ICT services to residential and business customers. What are the underlying business or industry changes driving this perspective?Read more
EV Charging And Cashless Payments Will Drive Powerful Long Term Upside Potential
Catalysts About Nayax Nayax provides an end to end cashless payments and commerce enablement platform for automated and self service retail globally. What are the underlying business or industry changes driving this perspective?Read more
Directed Energy And Unmanned Systems Will Drive Long-Term Defense Market Upside
Catalysts About Elbit Systems Elbit Systems is a global defense technology company that develops, integrates and delivers advanced systems across land, air, sea, space and cyber domains. What are the underlying business or industry changes driving this perspective?Read more
