MIRA INFORM REPORT

 

 

Report Date :

11.09.2012

 

IDENTIFICATION DETAILS

 

Name :

FOX-WIZEL LTD.

 

 

Formerly Known As :

WIESEL TEXTILE MARKETING LTD

 

 

Registered Office :

P.O. Box 76, Ben Gurion Airport (7015002), 6 Hermon Street, Fox House, Airport City Compound, Airport Lod 7010000      

 

 

Country :

Israel

 

 

Financials (as on) :

30.06.2012

 

 

Year of Establishment :

1990

 

 

Legal Form :

Private Limited Company

 

 

Line of Business :

Designers, importers, manufacturers, marketers, exporters and retailers of clothes and fashion accessories

 

 

No. of Employees :

1,950 employees

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

Satisfactory

 


 

Status :

Satisfactory

Payment Behaviour :

No Complaints

Litigation :

Clear

 

 

NOTES:

Any query related to this report can be made on e-mail: infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – March 31st, 2012

 

Country Name

Previous Rating

(31.12.2011)

Current Rating

(31.03.2012)

Israel

a2

A2

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 

 

Israel - ECONOMIC OVERVIEW

 

Israel has a technologically advanced market economy. It depends on imports of crude oil, grains, raw materials, and military equipment. Cut diamonds, high-technology equipment, and agricultural products (fruits and vegetables) are the leading exports. Israel usually posts sizable trade deficits, which are covered by tourism and other service exports, as well as significant foreign investment inflows. The global financial crisis of 2008-09 spurred a brief recession in Israel, but the country entered the crisis with solid fundamentals - following years of prudent fiscal policy and a resilient banking sector. The economy has recovered better than most advanced, comparably sized economies. In 2010, Israel formally acceded to the OECD. Natural gasfields discovered off Israel's coast during the past two years have brightened Israel's energy security outlook. The Leviathan field was one of the world's largest offshore natural gas finds this past decade. In mid-2011, public protests arose around income inequality and rising housing and commodity prices. The government formed committees to address some of the grievances but has maintained that it will not engage in deficit spending to satisfy populist demands.

 

Source : CIA


Company name & address 

 

FOX-WIZEL LTD.

Telephone    972 3 905 01 00

Fax             972 3 905 02 06; 905 02 00

P.O. Box 76, Ben Gurion Airport (7015002)

6 Hermon Street

Fox House

AirPort City Compound

AIRPORT LOD                              7010000        ISRAEL

 

 

HISTORY & LEGAL FORMATION

 

Originally incorporated as a sole proprietorship in 1990.

 

Converted into a private limited company, registered as per file No. 51-215760-3 on the 01.06.1995.

 

Originally registered under the name WIESEL TEXTILE MARKETING LTD., which changed to the present name on 23.01.2002.

 

On 15.04.2002 published a prospectus offering shares to the public on the Tel Aviv Stock Exchange (raising a sum of NIS 48 million) and on 1.8.2002 converted into a public limited company (Registration number remain as before).

 

 

SHARE CAPITAL

 

Authorized share capital NIS 150,000.00, divided into -

              15,000,000 ordinary shares of NIS 0.01 each,

of which 12,872,799 shares amounting to NIS 128,727.99 were issued.

 

 

SHAREHOLDERS

 

1.         WIESEL HOLDINGS A.I.H LTD., 26.2%, equally owned by Harel Eliezer Wiesel, Iftach Wiesel and Assaf Wiesel,

2.         Avraham Dov Fuchs (through TRICO FOX LTD.), 25.8%,

3.         Lev Levayev (through MEMORAND MANAGEMENT (1998) LTD.), 19.7%,

4.         CLAL HOLDINGS, 7.8%, an institutional investor,

5.         Shares are also traded on the Tel Aviv Stock Exchange.


DIRECTORS

 

1.         Avraham Zeldman, Chairman

2.         Harel Wiesel, General Manager,

3.         Avraham Dov Fuchs,

4.         Ms. Chagit Sofiev-Leviev,

5.         Israel Maimon,

6.         Alon Cohen,

7.         Ms. Osnat Ronen.

 

 

BUSINESS

 

Designers, importers, manufacturers, marketers, exporters and retailers of clothes and fashion accessories under the brand name “Fox”, under 4 categories: "Fox Men", "Fox Women", "Fox Kids" and "Fox Baby"., as well as stores under the brand name "American Eagle". Subject also imports and marketers household product under the name "Fox Home".

 

Also selling to wholesalers, shops and institutional bodies, as well as to subject’s concessionaires overseas.

Manufacturing is carried out through some 20 suppliers and subcontractors abroad (though working mostly with 2 large subcontractors). Until 2008 subject operated also its own manufacturing line in Israel, but decided to close it down.

Major foreign supplier: WINGSRICH, Hong Kong/ China.

Operating 152 branches in Israel of the "Fox" brands, 12 branches of the "American Eagle" brand and 19 branches of the "Fox Home" brand.

In addition, operating via concessionaires through 228 branches and Points of Sale abroad under the name "Fox" in 14 countries: Singapore, Georgia, Bulgaria, Croatia, Romania, Thailand, Panama, The Philippines, Moldavia, Puerto Rico, Cyprus, Kazakhstan, Serbia, Mongolia and Russia. Sales are also via distributors in Russia, Kazakhstan, Panama, Georgia and Germany (internet).

Sales in Russia are also via subsidiary, operating 8 stores.

Subject, via its subsidiaries, also marketers clothes and fashion accessories under the brand name “Sacks” – 13 branches, "Billabong" – 28 branches and home care and body care products under the name "Lalin" – 73 branches (as well as 13 "Lalin" concessionaire stores abroad).

 

Advertising agencies: ZARMON-GOLDMAN (main), SHALMOR-AVIHAI-AVNON

 

Operating from rented premises (headquarters and offices, warehouse and logistics center) on an area of 15,680 sq. meters (12,600 sq. meters built), in 6 Hermon Street, Airport City (near Ben Gurion Airport, Lod), and from retail stores nationwide (as of end of 2010 rents 151 active shops, situated mainly in shopping malls and centers).

Landlord in Airport City: TNUVOT KESHET.

 

Having some 1,950 employees in subject (had 1,727 employees at the end of 2010) and further 944 employees in subsidiaries.

 


MEANS

 

In June 2006 subject issued bonds to the public through the Tel Aviv Stock Exchange, raising a sum of NIS 70 million. In December 2008 subject announced on self purchase of its bonds (issued May 2006) up to total of NIS 10 million.

 

Consolidated B/S shows:

                                                                                              NIS (thousands)

ASSETS                                                                     31.12.2011              30.06.2012

Current assets

       Cash and cash equivalents                                            51,476                      47,816

       Sort term investments & financial assets                      137,797                    112,253

       Customers                                                                 113,317                    104,446

       Other debtors                                                               24,014                      30,470

       Stock                                                                        143,888                    188,899

                                                                                        470,492                    483,884

 

Non-current assets

       Investments in affiliated companies                                  4,879                        5,034

       Financial assets                                                           66,176                      65,373

       Fixed assets (net)                                                       138,763                    161,543

       Goodwill and intangible assets                                       57,076                      56,018

       Other non-current assets                                               16,490                      16,341

                                                                                        283,384                    304,309

                                                                                        753,876                    788,193

                                                                                     =======                  =======

 

LIABILITIES

Current liabilities                                                                180,479                    206,291

Non-current liabilities                                                          162,671                    156,172

Equity                                                                               410,726                    425,730

                                                                                        753,876                    788,193

                                                                                     =======                  =======

 

 

Current market value US$ 119.5 million.

 

In August 2012 subject's bonds rating was upgraded to A1 (from A2).

 

There are 11 charges for unlimited amounts, as well as 2 charges for the total sum of US$ 16,100,000.00 registered on the company's assets, in favor of Bank Leumi Le’Israel Ltd., HSBC Bank Plc. and IBM ISRAEL (last charge placed June 2012, prior charge placed February 2008).

 


SALES

 

                                                             Consolidated Statement of Income

                                                                             NIS (thousands)

                                                                           Year ended in 31.12

                                                               2009                2010                2011

Sales                                                       593,305            727,146            819,124

 

Gross profit                                               299,765            416,307            476,546

 

Operating income                                        12,206              86,265            104,824

 

Pre-tax income                                           31,859              76,297            100,287

 

Net income                                                 30,318              58,080              75,465

                                                             =======         =======         =======

 

 

Consolidated first 6 months sales of 2012 were NIS 486,793,000 (33.5% increase compared to the parallel period in 2011), making a gross profit of

NIS 284,192,000, an operating income of NIS 52,768,000, making a net profit of NIS 37,299,000.

 

 

OTHER COMPANIES

 

FOX - WIESEL CHINA LTD., 100%, a subsidiary in China,

FOX - WIESEL CYPRUS LTD., 100%, Cyprus, operating branches in Europe.

FOX-LEVIEV LLC, 50%, Russia, operating Group's stores in Russia.

BILLY HOUSE LTD. ("Billabong Israel"), 50%, agents and marketers of Billabong surfing apparel and goods. Operating 28 chain stores.

LALIN CANDLES AND SOAPS LTD., 50% in each, manufacturers and marketers of home care and body care products and accessories, including soaps, candles, body care items, toiletries, ambiance products, etc. Operating 73 chain stores in Israel. Fully owns LALIN INTERNATIONAL LTD.

A.H. FASHION MANUFACTURE AND MARKETING 3020 LTD. (known as "Sack's"), 50%. Operating 13 chain stores.

FOX WIZEL (BVI) LTD., 100%.

 

WIESEL REAL ESTATE A.I.H. (1999) LTD., sister company.

TRICO FOX LTD., leasers of real estate.


BANKERS

 

·         Bank Leumi Le’Israel Ltd., Allenby Business Branch (No. 802), Tel Aviv, account No. 60600/34.

HSBC Bank Plc., Main Branch (No. 101), Tel Aviv, account No. 500494.

 

A check with the Central Banks' database did not reveal anything detrimental regarding subject a/m accounts.

 

 

CHARACTER AND REPUTATION

 

In May 2007, the Securities Authority raided on subject's offices, following suspicious of violating securities' rules by using "inside information" for making profits. Nothing was published on this affair since.

Note: subject itself does not address this matter since its 2008 annual report.

 

Currently, 2 motions were submitted to the court for the approval as a class action lawsuit against LALIN (February 2010, for NIS 109 million) and BILLY HOUSE (November 2011, for NIS 29.4 million) on the ground of mislabeling (both claims). It should be noted that the procedure for such claims to be approved are usually long and mostly eventually turned down, as so is estimated by subject.

 

Apart from that, nothing unfavorable learned.

 

FOX – WIESEL is a leading vendor in fashion wear for women, men and kids in Israel, with impressive growth rates in recent years, including expansion to overseas markets.

 

In September 2004, subject signed a deal to grant MEMORAND MANAGEMENT (1998) LTD., a company owned by businessman Lev Leviev, a license to open stores in Russia under subject’s brand. MEMORAND was also allocated 10% in subject and further options for another 10%, which were later fully realised. Lev Leviev controls the AFRICA ISRAEL Group, which is involved in real estate, energy, hotels, industry & hi-tech and many other investments in Israel and abroad. It should be mentioned that the AFRICA ISRAEL Group was adversely hit by the global economic crisis, accumulating huge losses (mainly due to its real estate holdings in Russia and the USA) which forced them to reach a settlement with its creditors and bonds holders in December 2009 in volume of NIS 7.45 billion. Mr. Leviev is also a world leading dealer in diamonds (including mining).

A new company FOX-LEVIEV LLC was established by subject and MEMORAND in Russia, and since 2006 8 stores were opened.

 

In August 2005, subject signed a deal to give HE MIAN of China a license to open stores in China under subject’s brand. In September 2005 subject established a new subsidiary in China.

 

In 2005 5 fashion stores under subject’s name were openned in Italy, however were closed down by May 2008, as they did not prove to be profitable.

The store in Germany, opened in June 2006, was also closed.

 

Since 2005/6 subject (via concessionaires) also began expansion into the Eastern and Central European markets, starting with Bulgaria and Romania, as well as to the Far East (Singapore, Thailand).

Since 2007/8 also expanded to Panama. In the 4th quarter of 2008 new FOX retai stores were opened in Canada and furthre planned to be launched during 2009. Subject signed concession agreement with Canadian SHERSON Group. In September 2009 the Canadian activities were closed.

In July 2009 subject opened a store in Puerto Rico. The Group intends to open branches in Serbia and other countries as well.

 

In October 2006 subject acquired 50% of BILLY HOUSE LTD. ("Billabong Israel"), agents and marketers of "Billabong" and "Rif" surfing apparel and goods in Israel since 1999, in consideration of NIS 19.5 million, in cash.

 

In March 2007, subject completed the acquisition of 50% of LALIN CANDLES AND SOAPS LTD. and LALIN INTERNATIONAL LTD., manufacturers and marketers of candles and soaps, in consideration of NIS 12.87 million, in cash.

 

In June 2007, subject acquired 50% of fashion retail store in chain (then, 4 boutiques) Sack's (company name is A.H. FASHION MANUFACTURE AND MARKETING 3020 LTD.), for NIS 24.6 million. Sack's manufactures and markets women fashion to wholesalers, on top of the retail stores.

 

In mid 2007 subject launched streamlining measures in order to improve the financial status, including closing down non-profitable shops abroad in Australia, Germany and Italy.

In view of the economic slow-down in the local market during 2009-2010, especially in the fashion retail business, subject took further measures designed to cut costs. As part of the re-organization it erased its sub-chain brands Fox-Kids, Fox-Man and Fox-Baby and unified all under a new logo design.

 

In November 2009 it was reported that subject is launching a new line of maternity clothing, which will operate under the brand name "Fox Maternity".

 

In 2010 subject entered a new segment under the brand name “Fox Home” for home textile and accessories. The household products market is estimated at NIS 1 billion annually and is considered saturated and highly competitive. Total investment in 2010-2011 in this segment was estimated at NIS 22 million.

 

Subject’s concessionaire in Romania and Moldova S.C. CORSA has encountered cash flow problems due to the global financial crisis that drove demands down and its wide expansion in its markets that were followed by large investments (41 branches in Romania). As of Q2 2012 the concessionaire has debts of NIS 3.2 million to subject. Subject has been operating to assist the concessionaire and lower its exposure, and has made the necessary deductions in its financial statements.

 

In March 2010 LALIN signed an agremment with BRAND EMPIRE to open 30 LALIN store in the UK. However during 2011 the concessionaire did not meet his obligations, and in June 2011 subject reported it terminated the agreement with the concessionaire, who will pay FOX £ 200,000.

 

During 2010 subject signed a line of agreements with foreign concessionaires, in the USA (for California region), in Virgin Islands (for The Caribbean) and in Japan. Each concessionaire committed to open a number of branches (not less than 18 in California, 15 in The Caribbean and 30 branches in Japan) within the next several years, each with investment of around US$ 2 million.

All concessionaires have already opened their first branches in their territories.

 

In July 2010 subject signed an an agreement with American AEO MANAGEMENT CO. in which subject will be the sole local representatives of "American Eagle" and "Aerie" brands.  Subject intends to open 15 retail chain under the "American Eagle" brand. This brand was the main contributor to the Group's growth in sales in the 2ndQ 2012 of 35.5%.

 

In January 2012 it was reported the subject intends to open a flag oncept retail store called "Fox House", on an area of 7,000 sq. meters, with all of the Group's brands.

 

In July 2012 subject reported it is negotiating to receive the local representation of the "New Yorker" brand. Innitial checks of subject's financial and logistic abilities were successful.

 

According to the Central Bureau of Statistics (CBS), import of Clothing and Footwear in 2011 kept the rising trend from 2010: import rose by close to 19%, after rising 13.4% in 2010 from 2009, summing up to US$ 1,707.3 million (in 2009 the local market experienced a slow-down). Most import comes from China. Main other countries of origin for textile goods are France, Italy, Hong Kong and Turkey, Spain and the U.S.A.

 

Despite the fears due to the slow-down trend in the local economy, mainly since mid 2011, sales by the local fashion –clothing and footwear- branch in 2011 witnessed a growth. The income of fashion chains (which covers 1,350 shops, the major chunk of fashion sales in Israel) summed up to NIS 4.52 billion, representing a 5.7% rise from 2010 in money terms. Sales during the year characterized in ups and downs, though eventually they came higher than 2010, a year which was better than 2009, when the branch suffered from slow-down (coupled with the general local economic environment) and overall sales indicators were negative. 2010 sales were only marginally positive. Sales have been also influenced by the entrnce of new international fashion players to the already highly competitive local market (GAP, H&M in 2009/2010, Forever 21 in 2011).

However, according to sources in the local fashion branch, in recent period the branch re-entered stagnation, and drop in sales. It is explained by several factors, including the present slow-down in local economy, and the fierce competition where the entrance of the strong international chains are dragging prices down but do not bring to expansion of the fashion market. .

 

Sales by local Textile, Clothing and Fashion Industries experienced decrease in sales over the last couple of years. The output by the local Textile and Clothing industries in 2009 fell down by 13% from 2008. Some 60% of the textile industry production is sold in the local market and the rest for export. Most exports were the North American markets (some 50%), and the industries suffered from the global economic crisis, mainly in the USA, as well as the slow-down in local market. In 2010 sales for export of the Textile, Clothing & Leather industries improved just slightly, with 3.5% increase from 2009, however in 2011 fell again by 6.6% (mainly due to global markets weakness) reaching US$ 858.7 million.

 

The local industry has been in state of crisis during last decade in face of amounting import from foreign competitors with cheaper production costs, forcing streamlining process, plants closure, and mostly resulting in the shift of textile manufacturing to low labor cost countries. There are around 14,000 employed in the textile sector in some 130 plants. In order to deal with the situation, the local textile industry diverted mainly to advanced technologies production, niches and design aspects.

 

According to the Central Bureau of Statistics (CBS), private consumption expenditure by Israeli households in 2011 in clothing, footwear and personal effects rose by mere 1.3% from 2010, after a 9.5% increase from 2009.

 

 

SUMMARY

 

Good for trade engagements.

 

Note: Since the beginning of 2012 Israel Post started using a new area code method of 7 digits (the old method of 5 digits will still be valid till end of 2012).

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.55.34

UK Pound

1

Rs.88.50

Euro

1

Rs.70.74

 

INFORMATION DETAILS

 

Report Prepared by :

MNL

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

----

NB

New Business

----

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                 Payment record (10%)

Credit history (10%)                    Market trend (10%)                                Operational size (10%)

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This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.