Dsit

Underwater systems and technological solutions

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Analyses on Dsit (6)

June 10, 2026
June 10, 2026
1. In defense delivery pace and inventory decide growth quality
  Defense exports are at a record, but the TASE analysis shifts from demand to delivery and cash conversion. Stronger companies have serial products, backlog, advances and production capability; weaker ones still need to convert trials, development or grants into binding orders.
  +23
April 29, 2026
April 29, 2026
1. The semiconductor map: who really manufactures, who inspects, and who only supplies components
  The local semiconductor map is not one uniform sector but a value chain: Tower manufactures, Nova and Camtek lead metrology and inspection, Qualitau and CI Systems sit in equipment niches, Priortech and PCB Technologies connect to packaging and substrates, Telsys to components a…
  +10
April 16, 2026
April 16, 2026
1. The Stronger Shekel In 2025: Who Really Benefits, Who Loses The Benefit, And Who Gets Hurt
  Shekel appreciation in 2025 created a real benefit only for a relatively small part of the market. DELTA BRANDS, URBANICA(PALO), and SUNY COMMUN already show a clear link to gross profit, while a larger group loses part of the benefit to hedging, inventory timing, and competitio…
  +20

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