



And:
1. Amica S.A. (WSE: AMC)
- Overview: Headquartered in Wronki, Poland, Amica is a leading European manufacturer and distributor of household appliances. The company offers a broad portfolio of large and small white goods, including cookers, ovens, hobs, refrigerators, dishwashers, and washing machines, marketed under brands such as Amica, Hansa, Gram, and CDA.
- Market & Financial Metrics:
- Share Price: ~45.65 PLN
- Market Capitalization: ~355 million PLN
- P/E Ratio: ~13.63
- Expected Dividend Yield: ~5.48%
- Strategic Position: Amica maintains a strong distribution footprint across Central and Eastern Europe (CEE) alongside key Western European markets (such as Germany and the UK), focusing on energy efficiency, modern kitchen aesthetics, and smart home appliance integration.
2. Kernel Holding S.A. (WSE: KER)
- Overview: Incorporated in Luxembourg and operating primarily out of Ukraine, Kernel is a major international agricultural powerhouse. It is one of the world’s leading producers and exporters of sunflower oil, as well as a major producer and exporter of grains (wheat, corn, barley) cultivated in the fertile Black Sea black soil (chernozem) regions.
- Market & Financial Metrics:
- Share Price: ~19.74 PLN
- Market Capitalization: ~5.80 billion PLN
- P/E Ratio: ~4.58
- Earnings Per Share (EPS): ~4.31 PLN
- Operational Scale: Kernel encompasses the entire agricultural value chain—ranging from high-yield farming and advanced grain storage silos to massive crushing plants and deep-water export terminal logistics in Black Sea ports.