Stephen Haynes
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Stephen Haynes
Stephen Haynes is recorded as Analyst at Morgan Stanley. Stephen Haynes has spoken on 11 earnings calls across 3 companies, most recently for Bunge Global SA on July 29, 2026. Those appearances were for Bunge Global SA (BG), Archer-Daniels-Midland Co (ADM) and Ppg Industries Inc (PPG). The companies whose calls Stephen Haynes spoke on are classified in the Consumer Defensive and Basic Materials sectors.
Stephen Haynes on recent calls
“I wanted to ask just on the crush outlook also, maybe parts. When you're putting the guide together just generally and you're using the curves, are you using the curve as of yesterday or like what date, I guess, or time period are you kind of marking for the current period?”
“Can you maybe give us some guideposts around, I guess, A, what maybe the range could be on those shifts? And then also, like, if any of those potential outcomes might be materially better or worse for your new larger combined footprint?”
“I think in the past, you've provided some directional, I guess, guide by segment. I realize it's maybe a bit harder just given, you know, the first half of last year doesn't have Vitarra in it and this year has a full contribution.”
“I wanted to come back to the CARP Solutions Guide for the year, and maybe if you could just help us think a little bit about how your sweetener contracting season went or is progressing, and I guess kind of within your guide, how much of that weakness is related to maybe margin versus volume.”
“Maybe just to ask maybe a similar question, but on Australia, could you maybe walk through some of the high-level supply and demand trade dynamics there and just kind of how all that's flowing through, you know, Vitarra's legacy assets there.”
Affiliation history
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Morgan Stanley
Analyst
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Current
Company network
Specialty Chemicals · Basic Materials
1 appearance
Latest appearance 2025-01-31
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