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Josh Zucker
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Josh Zucker has been a buy side Analyst for the last 8 years. specializes in Real estate companies, Retail and Holding companies. Works for a private Equity fund and specializes in finding Arbitrage stock differences in world markets.
  • According To The Israeli Market G. Willi-Food International Stock Value Is 12.76$ Upside Of 52.6% As A By-Product Of The Holdings Company" Willi-Food Investments" Which Is Traded In The TASE . 1 comment
    Jan 14, 2014 10:39 AM | about stocks: WILC

    G. Willi-Food International Ltd. engages in the development, import, export, marketing and distribution of various food products.

    Willi-Food's main business is in the state of Israel, so 90% of the revenues are from selling products in Israel itself. It is to my belief, therefore, that the Israeli market knows this company better than anyone else.

    In the TASE there is a holdings company named " Willi-Food investments"ׂ(www.bloomberg.com/quote/WLFD:IT), this company holds 58.2% of Willi-Food International and in addition, holds 13.8 m $ in cash. The cash and the stocks of Willi-Food International are it's only belongings. This company's daily volume Average (in the last 6 mounts) was 134,000$ in comparison to "Willi-Food International" which it's daily volume Average was 30,000$. As a result of this, I believe that the pricing of this stock in Israel is more accurate.

    The Israeli company is traded in a market value of 101.4 m $. If we take the 13.8 m $ cash out of the equation and add the 10% discount that we is deducted for holdings company, then the 58.2% of Willi-Food International is traded in Israel in the value of 166 m $ .

    166 m $ is equivalent to 12.76$ per stock.

    Stocks: WILC
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  • toddro
    , contributor
    Comments (215) | Send Message
     
    I have owned $WILC for a while now and been quite pleased. I am glad to see more folks discovering it and writing it up. They expect to announce revenue growth of approximately 17% for fiscal 2013 compared to revenue in fiscal 2012, and they are predicting 2014 sales growth by that same amount - so signs of continued growth appear strong. They are on sale today below $8, but not sure why… Cheers.

     

    http://bit.ly/1b3e52J

     

    http://bit.ly/1b3e2nA
    15 Jan 2014, 10:28 AM Reply Like
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