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Posted by
Two Blokes Jun 21 -
Filed in
Stock
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6 views
AI disruption poses challenges, but I believe the company's hybrid approach and strong client retention position it well for gradual transformation. Despite lowering near-term growth and margin estimates, robust free cash flow and accelerated buybacks provide downside protection. We maintain a Buy rating on Teleperformance, as we view the recent sell-off as overdone and the valuation as highly compelling.
