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Diamond Hill International's investment thesis on Dino Polska S.A. ($DNP.WA) — Q2 2023 | Buyside Digest

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$DNP.WANASDAQDino Polska S.A.

BULL

Diamond Hill International—DNP.WA

Fund Letter

Q2 2023

Published June 30, 2023

View Fund Profile

$32.03USD

-11.0% vs last month

$45.62Pitched

-29.8% since pitch

Market Cap$31.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Dino Polska has successfully gained market share in a highly inflationary climate by maintaining strict price discipline, appealing to consumers trading down to discounters. Management has prudently...

— Krishna Mohanraj

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Polen Capital - Emerging Markets GrowthBULL

Pitched Sep 30, 2025

Dino Polska is a rural-focused supermarket operator in Poland that underwent stock consolidation after a minor Q2 earnings miss. The company's fundamentals...

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