Themis

Controls mineral water producer and distributer "mey eden"

Sector: FoodMarket cap: NIS 94.3M
All analyses

Analyses on Themis (1)

Temis 2025: Real Estate Is Out, Mei Eden Is In, And The Stock Now Reads Like A Holding Company

Temis at the end of 2025 is a small leveraged holding company built around a 50% stake in Mei Eden. The first post-deal report shows real improvement in the acquired business, but still does not prove that the value moving up to Temis is already recurring and comfortable.

March 31, 2026
Follow-up dives

Follow-up dives on Themis (2)

Follow-up

Temis And Mei Eden: How Much Cash Can Really Move Up After Leases, Interest, And Debt?

At Temis, the real question is no longer Mei Eden's profit but how much cash remains after capex, lease principal, interest, and debt uses. On 2025 numbers, only NIS 4.3 million was left at Mei Eden after all real cash uses, and Temis's theoretical share of that does not even co…

March 31, 2026
Follow-up

Temis And Mei Eden: How Much Of 2025 Was Real Economics And How Much Was Deal Accounting?

Temis's 2025 equity-accounted profit looked strong, but in practice it rested mainly on a one-off bargain-purchase gain. The recurring economics since closing were still negative.

March 31, 2026