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Analyses on Ybox (5)
- May 3, 2026
- March 31, 2026March 31, 2026
- Follow-up
DMRI Ba'ir: Future growth engine or an expensive use of today's cash?
DMRI Ba'ir looks more strategically attractive than cash-comfortable. YBOX gained access to a broad and relatively advanced renewal pipeline, but by year-end 2025 cash had already gone out, the shares had still not been allocated, and part of the funding came through a bridge st…
- Follow-up
Wallenberg: When NIS 182 million of value starts to look like NOI
At Wallenberg, YBOX already carries NIS 182 million of value for its share, but the asset is still stuck in an intermediate stage: most construction is complete, there are no binding leases, and a NIS 116 million loan remains short term. That makes the value primarily appraisal-…
- Follow-up
Gat Rimon: The project holding up the balance sheet and dictating 2026
Gat Rimon is now the project that holds both YBOX readings at once: large embedded value on paper, but also critical dependence on a full permit, office commercialization, refinancing assumptions, and actual surplus release. That makes it the key balance-sheet test for 2026.
YBOX: Paper value is growing, but cash and permits still run the story
YBOX ends 2025 with a richer project and rights base, but still with too little cash and too much value that has not yet passed the permit, occupancy, or lease-up test. The 2026 thesis is therefore not a breakout thesis but a proof thesis: if Gat Rimon, Wallenberg, and surplus r…
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