Israeli Stock Analysis

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name: il-stock-analysis

description: Comprehensive Israeli stock analysis for TASE-listed securities including fundamental analysis (financial metrics, business quality, valuation), technical analysis (indicators, chart patterns, support/resistance), stock comparisons, and investment report generation. Supports Hebrew and English queries, TASE tickers, and ETF numbers. Use when user requests analysis of Israeli stocks (e.g., "analyze ALRT", "compare Bank Leumi vs Bank Hapoalim", "analyze ETF 510893"), evaluation of financial metrics, technical chart analysis, or investment recommendations for securities traded on TASE (Tel Aviv Stock Exchange).

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# Israeli Stock Analysis

Overview

Perform comprehensive analysis of Israeli stocks and ETFs traded on TASE (Tel Aviv Stock Exchange) covering fundamental analysis (financials, business quality, valuation), technical analysis (indicators, trends, patterns), peer comparisons, and generate detailed investment reports. Fetch real-time market data via web search and apply structured analytical frameworks. Support for both Hebrew and English analysis.

Supported Identifiers

This skill supports three ways to identify Israeli securities:

1. **TASE Ticker Symbols** (e.g., ALRT, DSCT, TASE, PELEOT)

2. **ETF Numbers** (Israeli ETF identification numbers, e.g., 510893, 770001)

3. **Company Names** (Hebrew or English, e.g., "בנק לאומי", "Bank Leumi", "טבע")

Data Sources & Fetch Strategy

Use available MCPs and direct API calls to gather current market data for Israeli securities:

**Primary Data to Fetch:**

1. **Current stock/ETF price and trading data** (price, volume, 52-week range, in ILS)

2. **Financial statements** (income statement, balance sheet, cash flow in ILS)

3. **Key metrics** (P/E, EPS, dividend yield, book value, ROE, debt ratios)

4. **Analyst ratings and price targets** (Israeli and international analysts)

5. **Recent news and developments** (Hebrew financial news sources)

6. **Peer/competitor data** (for Israeli market comparisons)

7. **Technical data** (moving averages, RSI, MACD when available)

8. **Dividend history and distribution policy**

**Data Fetching Methods (Priority Order):**

**Option 1: Bundled Scripts (Recommended)**

- TASE tickers (ALRT, DSCT, TASE, etc.)

- ETF numbers (510893, 770001, etc.)

- Hebrew company names (בנק לאומי, בנק הפועלים, etc.)

- Multiple API sources (Finnhub, Alpha Vantage)

- Automatic fallback to mock data if API not configured

**Option 2: Configure API Key**

**Option 3: Available MCPs**

**Option 4: Direct API Calls**

**Data Source Priority:**

1. MCPs (if configured and available)

2. Direct API calls to TASE or ISA

3. Public financial data APIs (Alpha Vantage, Finnhub, etc. with Israeli support)

4. Company investor relations pages (automated fetch via curl)

**Identifier Resolution:**

**Quality Sources:**

**Currency Note:** All Israeli securities are denominated in New Israeli Shekel (ILS/₪). Always present prices and financial metrics in ILS unless specifically requesting USD conversion.

Analysis Types

This skill supports four types of analysis. Determine which type(s) the user needs:

1. **Basic Stock Info** - Quick overview with key metrics

2. **Fundamental Analysis** - Deep dive into business, financials, valuation

3. **Technical Analysis** - Chart patterns, indicators, trend analysis

4. **Comprehensive Report** - Complete analysis combining all approaches

Analysis Workflows

1. Basic Stock Information

**When to Use:** User asks for quick overview or basic info about an Israeli security

**Steps:**

1. Identify the security (ticker, ETF number, or Hebrew name)

2. Search for current stock/ETF data (price in ILS, volume, market cap)

3. Gather key metrics (P/E, EPS, dividend yield, book value)

4. Get 52-week range and year-to-date performance

5. Find recent news or major developments (Hebrew sources prioritized)

6. Present in concise summary format (bilingual if Hebrew query)

**Output Format:**

2. Fundamental Analysis

**When to Use:** User wants financial analysis, valuation assessment, or business evaluation for Israeli stock

**Steps:**

1. **Gather comprehensive financial data:**

- Revenue, earnings, cash flow in ILS (3-5 year trends)

- Balance sheet metrics (debt in ILS, cash, working capital)

- Profitability metrics (margins, ROE, ROIC)

- Dividend policy and history

2. **Read references/fundamental-analysis.md** for Israeli market context and analytical framework

3. **Read references/financial-metrics.md** for metric definitions, calculations, and Israeli-specific considerations

4. **Analyze business quality:**

- Competitive advantages in Israeli/regional market

- Management track record

- Industry position

- Regulatory environment (ISA, Bank of Israel if applicable)

5. **Perform valuation analysis:**

- Calculate key ratios (P/E vs Israeli market average, P/B, EV/EBITDA)

- Compare to historical averages

- Compare to peer group (Israeli and regional)

- Estimate fair value range in ILS

6. **Identify risks:**

- Company-specific risks

- Market/macro risks (Israel-specific: political, security, currency)

- Red flags from financial data

- Regulatory risks

7. **Generate output** following references/report-template.md structure (with Hebrew translation if appropriate)

**Critical Analyses:**

3. Technical Analysis

**When to Use:** User asks for technical analysis, chart patterns, or trading signals for TASE security

**Steps:**

1. **Gather technical data:**

- Current price in ILS and recent price action

- Volume trends (in shares and ILS)

- Moving averages (20-day, 50-day, 200-day)

- Technical indicators (RSI, MACD, Bollinger Bands)

2. **Read references/technical-analysis.md** for indicator definitions, patterns, and Israeli market considerations

3. **Identify trend:**

- Uptrend, downtrend, or sideways

- Strength of trend relative to TA25 (Tel Aviv 25 Index)

4. **Locate support and resistance levels:**

- Recent highs and lows in ILS

- Moving average levels

- Round numbers (psychological levels)

5. **Analyze indicators:**

- RSI: Overbought (>70) or oversold (<30)

- MACD: Crossovers and divergences

- Volume: Confirmation or divergence

- Bollinger Bands: Squeeze or expansion

6. **Identify chart patterns:**

- Reversal patterns (head and shoulders, double top/bottom)

- Continuation patterns (flags, triangles)

7. **Generate technical outlook:**

- Current trend assessment

- Key levels to watch (in ILS)

- Risk/reward analysis

- Short and medium-term outlook

**Interpretation Guidelines:**

4. Comprehensive Investment Report

**When to Use:** User asks for detailed report, investment recommendation, or complete analysis of Israeli security

**Steps:**

1. **Perform data gathering** (as in Basic Info)

2. **Execute fundamental analysis** (follow workflow above)

3. **Execute technical analysis** (follow workflow above)

4. **Read references/report-template.md** for complete report structure

5. **Synthesize findings:**

- Integrate fundamental and technical insights

- Develop bull and bear cases

- Assess risk/reward

- Consider macro environment (Israel-specific factors)

6. **Generate recommendation:**

- Buy/Hold/Sell rating

- Target price in ILS with timeframe

- Conviction level

- Entry strategy

- Dividend consideration (if applicable)

7. **Create formatted report** following template structure

**Report Must Include:**

Stock Comparison Analysis

**When to Use:** User asks to compare two or more Israeli stocks (e.g., "compare Bank Leumi vs Bank Hapoalim")

**Steps:**

1. **Gather data for all securities:**

- Follow data gathering steps for each ticker/identifier

- Ensure comparable timeframes and all data in ILS

2. **Read references/fundamental-analysis.md** and references/financial-metrics.md

3. **Create side-by-side comparison:**

- Business models comparison

- Financial metrics table (all key ratios in ILS)

- Valuation metrics table

- Growth rates comparison

- Profitability comparison

- Balance sheet strength

- Dividend yield comparison

4. **Identify relative strengths:**

- Where each company excels

- Quantified advantages

- Sector positioning

5. **Technical comparison:**

- Relative strength vs TA25

- Momentum comparison

- Which is in better technical position

6. **Generate recommendation:**

- Which security is more attractive and why

- Consider both fundamental and technical factors

- Portfolio allocation suggestion

- Risk-adjusted return assessment

**Output Format:** Follow "Comparison Report Structure" in references/report-template.md

Language Support

This skill supports both Hebrew and English analysis:

**Hebrew Queries:**

**English Queries:**

**Mixed Language:**

Output Guidelines

**General Principles:**

**Formatting:**

**Tone:**

Reference Files

Load these references as needed during analysis:

**references/technical-analysis.md**

**references/fundamental-analysis.md**

**references/financial-metrics.md**

**references/report-template.md**

Example Queries

**Basic Info:**

**Fundamental:**

**Technical:**

**Comprehensive:**

**Comparison:**