TASE ticks up, insurance stocks slide, dairy reform debates continue | TV10 Daily
Re: November 26, 2025 in Israel - and what it all means for investors at home and abroad.
First, some good news. The Technion was ranked among the world’s leading institutions for producing unicorn founders. But a lesser day for the insurance sector. The TASE Insurance Index continued to fall further (down 1.7%) after yesterday’s losses of 4.2%. Meanwhile, the three leading TASE indices each closed up 0.9% (TA-35, TA-90, TA-125).
Earnings season is in full swing, Carasso Motors (TASE:CRSM) posted a strong quarter. The automotive company reported Q3 revenue of ₪2.15B (up 22% YoY) and net profit of ₪77.6M, driven by sales of new vehicles and the recent Metro Motor merger.
Personal import tax threshold to double? The government wants to raise the VAT-free ceiling for personal imports from $75 to $150, sparking fierce opposition from local retailers. Terminal X stock plunged over 8% on the news.
Our take: The import threshold increase is a political signal on cost-of-living, but won’t move the needle on essentials for families, while hammering local retail. Watch Terminal X and fashion retailers as they adjust to the new import reality.
Controversial dairy reform dominated headlines -The Israeli Finance Ministry advanced a sweeping milk market overhaul. Inside the plan: abolish production quotas, open the market to imports, and cut raw milk prices 15%. The ministry projects a drop in regulated milk prices and hard cheeses.
Our take: The dairy reform targets a genuine problem; Israeli cheese prices are roughly double OECD average, but the reform faces strong industry and public pushback.
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Disclaimer: This brief is for informational purposes only and does not constitute investment advice. All data current as of publication date.