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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
Transcom - comment
Tomás Mannion
Transcom - comment
Tomás Mannion

Q4 and FY24 numbers were broadly in line with our and market expectations.  EBITDA margins are showing modest signs of improvement, but doubts remain over

Tomás Mannion
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