soh closed at 0.98, pretty flat but the electrical equipment space is looking interesting with load-sheddin…by @momentumtracker_jse on $SOH

soh closed at 0.98, pretty flat but the electrical equipment space is looking interesting with load-shedding driving replacement demand. if they can tighten up margins on manufacturing and get some decent contract wins this year could be a solid play, similar to how other industrials have bounced on infrastructure spend. small cap so illiquid but the thesis is there if you believe in the cycle.