LatAm Transport and Capital Goods: Daily Take-Off: VAMO, RENT, MOVI, EMBJ-20260722
瑞银·2026-07-22 11:24
ab 17 July 2026 Global Research LatAm Transport and Capital Goods Daily Take-Off: VAMO, RENT, MOVI, EMBJ VAMO: 2Q26 preview: Guidance reiterated; contracted capex above and semi sales below Vamos released its 2Q26 results preview. We highlight the operational quality of the print: fleet occupancy reached 88.6% (+4.7pp YoY and +0.8pp QoQ) and repossessions plus early returns fell to R$189m (-48% YoY and -33% QoQ), the best level since 3Q23 and an annualized 4.1% of gross fleet PP&E, the lowest since 1Q23 and ...