Construction bargains? 2 stocks to consider

Has the market turned? Recent weeks have seen a marked upturn, especially among small and mid-cap stocks and the relevant indices:

It’s too soon to be certain, but I think there are reasons for optimism. I also think it's fair to say that a reasonable amount of bad news has been priced into the valuations of many companies, creating some tempting valuations.
At a macro level, the news also seems to be less bad than feared, if not exactly sparkling.
Inflation is falling in the UK and elsewhere. The UK consumer price index including housing (CPIH) rose by 4.7% in the 12 months to October, down from 6.3% in September. On a monthly basis, CPIH rose by just 0.1% in October, compared to 1.6% in October 2022.

UK GDP growth also seems to have stabilised somewhat. The latest ONS figures show GDP growth of 0.2% in September 2023, up from 0.1% in August.

Although output in consumer-facing services fell by 0.2% in September, this was an improvement on the 0.7% fall seen in August. Production output was...