Beijer Electronics Group - Rail and electricity infrastructure exposure at attractive multiples

Equity analyst Markus Almerud discusses Beijer Group following the Q4 and the recent weak performance of the share.

He discusses the order book, the growth in sales, the ongoing leverage on sales growing, the component shortage that seems to be abating, the margin expansion and the relatively low multiples. #BeijerGroup #seculargrowth #marginexpansion #momentum #strongorderbook #doublingmargins #rail #electricity_infrastructure.