Added to YB: 2025-05-20
Pitch date: 2025-05-18
SEK.WA [bullish]
Seko S.A.
-1.05%
current return
Author Info
No bio for this author
Company Info
Seko S.A. processes and sells fish products. The company offers fishes, pastes, salads, canned fishes, mini fishes, ready meals, and frozen products; Greek fishes and round’n’round herring products; and vinegar and oil pickles, fillets, roast products with marinade or sauce, galantines, herring-based and vegetable salads, and sandwich spreads.
Market Cap
PLN 62.8M
Pitch Price
PLN 9.48
Price Target
N/A
Dividend
7.52%
Sector
Food Products
Category
growth
Finding Undiscovered Durable Value in Poland - Seko S.A.
SEK.WA (initiated position): Polish marinated fish producer with 200+ SKUs and modern facilities. Trading at 6.08x LTM EV/EBIT, 0.71x P/TBV. Strong family leadership since 1992. 11.9% 3-yr revenue CAGR, 48.5% EPS CAGR, 17.5% ROIC. Investing PLN 25M in supply chain, product expansion, franchised retail chain. Small float, illiquid.
Read full article (2 min)