Yes, I saw that you invested in BRI. I had a look at it before. My main question about them is about their operating margin. I think that BRI is cheap, but not sure if the stock will rebound if there is no clear sign whether their margin has bottomed.
I also like the construction sector. My pick so far is Shape (SHA). Essentially because it has a high free cash flow yield and a margin improvement during H1 24 (expected to remain for H2). I also like SKS (electrical contractor).
The construction sector is a tough one, because of all the bankrupcies in the sector and the lack of recurring business. Anyway, it reminds me the retail sector, when the consensus was so negative about it.
