Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to celebrate from the White House. In terms of updates, we collected news and snippets from NY Times and other publications about who the potential Trump cabinet could include in 2017. Honestly, the actual composition of the Cabinet is unlikely to have much impact on Thai equities, but MCorp Review has followed the US elections for so long it makes sense to go…

In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to celebrate from the White House. In terms of updates, we collected news and snippets from NY Times and other publications about who the potential Trump cabinet could include in 2017. Honestly, the actual composition of the Cabinet is unlikely to have much impact on Thai equities, but MCorp Review has followed the US elections for so long it makes sense to go…

Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

<ul><li>Annualised volatility in the S&amp;P500 spiked to 27% in August, its highest level since November 2011. &nbsp;Nonetheless, the 6 month moving average of volatility of 14% remains broadly in line with historical trends over the sweep of the past 45 years.</li><li>The positive surprise on 2Q US real GDP concealed the five year long stall in nominal GDP growth.&nbsp; The US Federal Reserve&rsquo;s unwillingness to combat disinflation has contributed to the growth stall.&nbsp; Investors remain unnerved by the Fed&rsquo;s willingness to tighten monetary policy at a time when inflation continues to undershoot its 2% target.</li><li>I expect financial market volatility to remain high until the Fed more clearly enunciates the goals of monetary policy and why it remains indifferent to achieving its inflation target.</li><li>In Australia, the poor 2Q capex survey confirmed that the economy is on the precipice of a 20% slump in business investment in FY2015/16.&nbsp; The long and drawn out transition from mining to non-mining capex continues to weigh on growth and frustrate the RBA.&nbsp; In my view, the re-balancing of growth will need an assist from further monetary stimulus.</li></ul>

Annualised volatility in the S&amp;P500 spiked to 27% in August, its highest level since November 2011. &nbsp;Nonetheless, the 6 month moving average of volatility of 14% remains broadly in line with historical trends over the sweep of the past 45 years.The positive surprise on 2Q US real GDP concealed the five year long stall in nominal GDP growth.&nbsp; The US Federal Reserve&rsquo;s unwillingness to combat disinflation has contributed to the growth stall.&nbsp; Investors remain unnerved by the Fed&rsquo;s willingness to tighten monetary policy at a time when inflation continues to undershoot its 2% target.I expect financial market volatility to remain high until the Fed more clearly enunciates the goals of monetary policy and why it remains indifferent to achieving its inflation target.In Australia, the poor 2Q capex survey confirmed that the economy is on the precipice of a 20% slump in business investment in FY2015/16.&nbsp; The long and drawn out transition from mining to non-mining capex continues to weigh on growth and frustrate the RBA.&nbsp; In my view, the re-balancing of growth will need an assist from further monetary stimulus.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Darling Ingredients Inc. reported its second-quarter 2025 financial results, offering a mixed picture of performance and outlook.</li><li>On the positive side, the company demonstrated resilience across its core businesses amid a challenging renewable fuel environment, maintaining strong earnings and capital discipline.</li><li>Darling locked in borrowing costs for the next five years, enhancing financial flexibility through a successful refinancing process.</li></ul>

Darling Ingredients Inc. reported its second-quarter 2025 financial results, offering a mixed picture of performance and outlook.On the positive side, the company demonstrated resilience across its core businesses amid a challenging renewable fuel environment, maintaining strong earnings and capital discipline.Darling locked in borrowing costs for the next five years, enhancing financial flexibility through a successful refinancing process.

Darling Ingredients: Initiation Of Coverage- How Its Recent Acquisitions Are Powering Global Expansion!

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Darling Ingredients is a well-established company in the rendering industry with a market cap of $6.5 billion and enterprise value of $11 billion.</li><li>Completion of a large capital expenditure project is expected to significantly boost earnings, leading to increased free cash flow and potential capital returns to shareholders.</li><li>Insiders have been buying stock, indicating confidence in the company's future prospects, with projections of doubling free cash flow over the next two years and driving a potential 50-100% upside with strong downside protection.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Darling Ingredients is a well-established company in the rendering industry with a market cap of $6.5 billion and enterprise value of $11 billion.Completion of a large capital expenditure project is expected to significantly boost earnings, leading to increased free cash flow and potential capital returns to shareholders.Insiders have been buying stock, indicating confidence in the company's future prospects, with projections of doubling free cash flow over the next two years and driving a potential 50-100% upside with strong downside protection.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Darling Ingredients Inc (DAR) - Thursday, Aug 29, 2024

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrients</li><li>The company operates through three segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients.</li><li>It offers ingredients and customized specialty solutions for customers in the pharmaceutical, food, pet food, feed, industrial, fuel, bioenergy, and fertilizer industries</li></ul>

Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrientsThe company operates through three segments: Feed Ingredients, Food Ingredients, and Fuel Ingredients.It offers ingredients and customized specialty solutions for customers in the pharmaceutical, food, pet food, feed, industrial, fuel, bioenergy, and fertilizer industries

United States

Darling Ingredients Inc. collects and recycles animal processing by-products and used restaurant cooking oil.  The Company also provides grease trap collection services to restaurants.  Darling processes such raw materials into finished products such as tallow, meat and bone meal, and yellow grease for sale in the United States and overseas.

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Darling Ingredients (DAR US)

5 Stock Picks for Santa Trump

In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to...

Athaporn Arayasantiparb, CFA

Weekly Impressions

Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Nonetheless, the 6 month moving average...

Sam Ferraro

Darling Ingredients: Initiation Of Coverage- How Its Recent Acquisitions Are Powering Global Expansion!

Darling Ingredients Inc. reported its second-quarter 2025 financial results, offering a mixed picture of performance and outlook. On the positive...

Baptista Research

Darling Ingredients Inc (DAR) - Thursday, Aug 29, 2024

Darling Ingredients is a well-established company in the rendering industry with a market cap of $6.5 billion and enterprise value of $11 billion.

Value Investors Club (VIC)

Weekly Stock Bullfinder- Week of 4/4

Darling Ingredients Inc. develops, produces, and sells natural ingredients from edible and inedible bio-nutrients. The company operates through...

Weekly Stock Bull Finder

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