LatAm Transport and Capital Goods "Daily Take-Off: VAMO, POMO, RENT, TUP..."

Research evidence excerpt

LatAm Transport and Capital Goods "Daily Take-Off: VAMO, POMO, RENT, TUP..."

Global Research

28 May 2026ab

LatAm Transport and Capital Goods Equities

Latin AmericaDaily Take-Off: VAMO, POMO, RENT, TUPY,

ECOR, MOTV, PINFRA, ASUR, GAP, OMA, VLRS, Industrial

RAPT, WEGE Alberto ValerioAnalyst

alberto.valerio@ubs.com

+55-11-2767 6918

VAMO: Company appoints Mr. Christian Hahn as new CEO Andressa Varotto

Analyst

Vamos announced today the appointment of Mr. Christian Hahn da Silva as its new andressa.varotto@ubs.com

CEO, replacing Mr. Gustavo Couto, effective today. Mr. Christian Hahn currently +55-11-2767 6654

serves as Executive Officer at Automob and has held several leadership positions

Rafael Simonetti

within the SIMPAR group since 2018, including responsibilities across truck,

Associate Analyst

machinery and agricultural dealership operations. Management highlighted his rafael.simonetti@ubs.com

deep knowledge of Vamos’ operations and strategic execution, as well as his +55-11-2767 6628

experience leading heavy asset dealership networks across sales, operations and

after sales activities throughout Brazil. In his new role, Mr. Christian Hahn is

expected to focus on accelerating operational efficiency gains, improving cash

generation, profitability and returns on invested capital, while maintaining

disciplined capital allocation. In call with sell side analysts held today, Vamos

highlighted the consensual succession process marks the beginning of a new

strategic cycle for the company, although it stated guidance was reiterated and

there should be no estimate changes and strategy shifts due to the change. They

also noted the decision is not related to short term results. Potential Impact:

Neutral for Vamos, although we believe the market may interpret the move as