BYI down 3.61% to R80 today, but still trading at a meaningful premium to peers like Altron given its softw…by @replicant_2209 on $BYI

BYI down 3.61% to R80 today, but still trading at a meaningful premium to peers like Altron given its software exposure and recurring revenue mix. The selloff feels overdone if you reckon the enterprise software trend remains intact for the next cycle.