The Gold Bond Group Ltd.

GOLDTASEIL0001490130₪1.0B

Investment Thesis

Generates revenue by operating customs-supervised container and cargo terminals and charging for storage and handling services. It also earns fees from post-customs warehousing/3PL logistics and e-commerce fulfillment services, including robotic-warehouse solutions and related warehouse software.

Geographic Exposure

IsraelN/A

Revenue Drivers

Post-customs warehousing and 3PL

Warehousing, storage, distribution-center, and value-added logistics services.

CORE42.7%

Full-container terminal services

Customs-supervised storage and handling of full containers, including refrigerated and empty containers.

CORE25.5%

LCL cargo terminal services

Customs-supervised container devanning and cargo splitting/consolidation services.

SIGNIFICANT23.8%

E-commerce fulfillment services

Robotic warehouse fulfillment: receiving, sorting, storage, picking, packing, and shipping.

PERIPHERAL7.5%

Bonded border cargo terminal

Operation of a bonded cargo terminal at a land border crossing.

PERIPHERAL0.5%

End Markets

Customs brokers
Shipping agents
Freight forwarders
Importers (including large direct importers)
Exporters

Specializations

Dry port operating modelRail spur connection to national rail networkIsrael Railways container transport agreementRefrigerated container handlingSpecial/oversize cargo handlingContainer and tank washing+2 more

Activities

Customs-supervised terminal operations
Warehousing and third-party logistics (3PL) operations
E-commerce fulfillment and returns handling operations
Trucking and intermodal (rail) logistics coordination
Warehouse software development, implementation, and support