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after a few seconds, the video quality improves.

Intro Capital and Legal Structure - 27 Sep 24

Industry - 27 Sep 24

Company and Shareholder 27 Sep 24

Financials and Model 27 Sep 24

Investment Discussion - 27 Sep 24

SARRIA News -INTU
Saahil Dey
Transcom - comment
Saahil Dey

The Swedish BPO operator got downgraded by Moody’s to Caa1 from B3 and its probability of default rating to Caa1-PD from B3-PD. Moody’s also

Saahil Dey
Transcom - Turnaround Calling? - Positioning
Saahil Dey
Transcom - Turnaround Calling? - Positioning
Saahil Dey

Please find our model post the release of the Q3 2024 results on Transcom here.

There is a slow & steady progress on the turnaround. While Transcom is suffering from lower customer volumes (in eComm & Tech) which

Saahil Dey
Transcom - Waiting for the Turnaround - Initiation | Positioning
Saahil Dey
Transcom - Waiting for the Turnaround - Initiation | Positioning
Saahil Dey

Please find our initiation note on Transcom, here.

Transcom is suffering from lower customer volumes (in eComm & Tech) which started in Q2 2023 and continues at the present, the

Saahil Dey