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    Johnson Ooi

    Managing Director and Senior Equity Analyst at Guggenheim

    Johnson Ooi is a Managing Director and Senior Equity Analyst at Guggenheim Securities, specializing in research and analysis of the Asian gaming and hospitality industry, with particular expertise in companies such as Las Vegas Sands, Wynn Resorts, MGM Resorts International, and Melco Resorts. Ooi is recognized for his detailed sector insights and has consistently ranked highly among peer analysts, with a success rate estimated around 67% and average returns approaching 12% as tracked by independent research platforms. He began his career in finance in the late 2000s and gained valuable experience at firms including J.P. Morgan and HSBC prior to joining Guggenheim in 2017, steadily advancing to his current leadership role. Ooi holds FINRA Series 7 and Series 63 licenses and has been noted for his accurate forecasting and strong performance in institutional investor surveys.

    Johnson Ooi's questions to TTEC Holdings (TTEC) leadership

    Johnson Ooi's questions to TTEC Holdings (TTEC) leadership • Q1 2025

    Question

    Asked if specific customer conversations indicated a weakening demand environment and whether there was any evolution or pressure on like-for-like pricing in new contracts.

    Answer

    The primary indicator of caution is that new contract sizes are starting smaller, as clients take a more piecemeal approach due to macro uncertainty. Regarding pricing, the company faces low-cost competitors but maintains its pricing discipline, believing the market is rationalizing and that clients who choose cheaper options often return to TTEC for quality. They are focused on long-term profitability over winning business on price alone.

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