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Analyses on Ravad (4)
- March 29, 2026March 29, 2026
- Follow-up
Sde Dov: Ravad's Employment-Land Option Between Appraisal, Funding and PFAS Checks
Sde Dov gives Ravad a meaningful valuation anchor, but for now it is a pledged land option with open permitting, funding, and environmental-check paths rather than accessible value for shareholders.

- Follow-up
Beit Agish: NOI Still Supports the Story, but Value Already Depends on Rezoning, Amot and State Agreements
Beit Agish still produces reasonable NOI and carries the waiting period, but the 2025 value step-up now rests mainly on a new plan, on Amot, and on agreements with the state and other rights holders, not on the existing rent roll alone.

- Follow-up
Antokolsky: The Permit Arrived, but Permit Fees, Arbitration and Project Finance Still Drive the Economics
The building permit moved Antokolsky out of planning risk and into financing and execution risk, but ILA permit fees, arbitration with the partner, and the lack of project finance still determine whether the on-paper economics can become an executable project.

Ravad 2025: Value Is Back in Israel, but Cash Is Still Trapped in Financing and Execution
Ravad now holds more real-estate value than before, but 2026 will be decided not by appraisals, but by whether part of that value can be turned into financing flexibility and actual execution.














































