DINO HF Sinclair Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
00:32
23 авг
23 авг
Watch DINO on refining expert comments
Monitor DINO within refining-sector read-through coverage; author shares industry expert commentary but no explicit position or rating on this name.
Сред.
22:23
22 авг
22 авг
DINO watch on concentrated Canadian crude exposure
Watch DINO as the base-oil refiner with the most direct Canadian crude supply risk; roughly 76% of Tulsa West capacity runs Canadian crude, but the author discloses no position.
Сред.
22:18
22 авг
22 авг
Watch refiners as next true bottleneck
Watch US refiners VLO, MPC, PSX, and DINO on the refiner bottleneck and crack-spread thesis. Author is research-bullish and shares supportive coverage, but he does not state ownership.
Сред.
12:43
22 авг
22 авг
Watch US refiners on fuel tightness read-through
Watch US refiners VLO, MPC, PSX and DINO on the read-through that European diesel tightness and bullish hedge fund fuel positioning could extend to US refining margins. No author-owned position stated.
Сред.
19:29
21 авг
21 авг
Watch Gulf Coast refiners on crude advantage
Watch VLO, MPC, PSX, DINO as Gulf Coast refining read-through from permanently closed Aruba and preferential Venezuelan crude; research basket, no stated author position.
Сред.
19:26
21 авг
21 авг
Watch Gulf Coast refiners on crude advantage
Watch VLO, MPC, PSX, DINO on the Gulf Coast refining read-through from permanent Aruba closure and advantaged Venezuelan heavy crude; no explicit position stated.
Сред.
19:22
21 авг
21 авг
Watch PADD 3 refiners: diesel war proxies
Watch VLO, MPC, PSX, and DINO as PADD 3 diesel/refining proxies for Ukraine/Russia and Iran geopolitical risk. The author calls the group “the long proxy” but discloses no position, so treat as research watch.
Сред.
19:09
21 авг
21 авг
Refiners watch: EPA RIN extension shifts economics
Watch refiners as potential beneficiaries of lower RIN compliance costs after the EPA deadline extension; this is a read-through, not an author position.
Сред.
13:55
21 авг
21 авг
Watch RIN-exposed refiners after 2026 RFS shock
Watch all six RIN-exposed refiners/biofuels names because the 2026-2027 RFS rule creates a large RIN demand shock; the post is research, not an author position.
Сред.
13:47
21 авг
21 авг
Russian refinery attacks: watch US refiners
Watch US refiners after Russian refinery strikes; outage duration depends on whether refining units or storage were hit. No explicit position stated, so this is a research read-through, not a long call.
Сред.
03:47
21 авг
21 авг
Long Gulf Coast refiners on war uncertainty
Long these PADD 3 Gulf Coast refiners because war-driven supply uncertainty boosts profitability for US and Indian fuel exporters, making this a direct long on the group.
Сред.
00:42
21 авг
21 авг
Watch refiners on tight products upgrade cycle
Watch the major refiners as an earnings read-through: tight refined products plus a historically large consensus EPS upgrade cycle supports the sector, but this is research context, not an author-owned position.
Сред.
17:36
20 авг
20 авг
Watch refiners for Russian Indian-gasoline imports
Watch US refiners as a read-through on Russia importing Indian gasoline — evidence of dislocated refined-product flows, but no explicit author position is stated.
Сред.
16:47
20 авг
20 авг
Author provides detailed Q2 2026 refining data validating a prior post's replacement-cost.
Author provides detailed Q2 2026 refining data validating a prior post's replacement-cost analysis, but frames it as factual research without stating any personal position or forward-looking trade call.
16:47
20 авг
20 авг
Watch refiners; strong earnings, overstated normalized returns
Watch VLO, MPC, PSX and DINO: current earnings are strong, but prompt crack spreads overstate sustainable through-cycle project economics; no author position is disclosed.
Сред.
14:37
20 авг
20 авг
Watch refiners as diesel crack beneficiaries
Watch refiners as diesel-price beneficiaries: PARR leads on structural distillate exposure, VLO on absolute volume, DINO is least exposed. No position language, so watch, not long.
Сред.
12:57
20 авг
20 авг
Watch refiners on diesel floor, case-by-case
Watch independent refiners VLO/MPC/PSX/DINO on a firm diesel floor and stronger commodities, but the author explicitly says each company must be evaluated case-by-case for incremental profitability.
Сред.
03:49
20 авг
20 авг
Watch refiners after Russian refinery strike.
Watch US refiners after the reported second Ukrainian drone strike on Russia's Nizhnekamsk refinery; potential Russian refining capacity loss could support product cracks and refining margins, though the author states no position.
Сред.
01:53
20 авг
20 авг
Watch refiners; margins stay elevated through 2027
Watch these US refiners; no explicit position stated, but the author argues Street 2027 EPS downgrades are wrong because refining capacity and geopolitical repairs won't normalize before H2-2027, keeping margins elevated.
Сред.
23:49
19 авг
19 авг
Watch refiners on record EPS upgrade cycle.
Watch VLO, MPC, PSX, and DINO as unusually large upward consensus EPS revisions highlight the refiner sector. Bullish research tone, but no explicit author position, so this is a watch, not a long.
Сред.
23:20
19 авг
19 авг
Watch refiners on prolonged war risk
Watch refiners as prolonged conflict supports refining margins and fuel demand, but no explicit ownership or position is disclosed.
Сред.
22:18
19 авг
19 авг
Watch refiners on Venezuelan heavy-sour crude windfall.
Watch Gulf Coast complex refiners: surging discounted Venezuelan heavy-sour imports could boost PADD 3 refining margins. Author is bullish on the read-through but does not explicitly state a position.
Сред.
19:56
19 авг
19 авг
Watch Gulf refiners on discounted Venezuelan crude
Watch VLO, MPC, PSX and DINO as PADD 3 Gulf Coast complex refiners positioned to benefit from discounted heavy Venezuelan crude; author flags need to fact-check and states no explicit position.
Сред.
13:51
19 авг
19 авг
Watch refiners on Russia refinery damage
Watch these US refiners as beneficiaries of credible reports that Ukraine strikes are causing irreparable damage to Russian refining capacity, which could tighten global product supply and support refining margins.
Сред.
18:48
17 авг
17 авг
Watch refiners on government output push
Watch these refiners on the U.S. government push to boost fuel output; the author is bullish on the sector but does not disclose an ownership position.
Сред.
18:26
17 авг
17 авг
Watch refiners on diesel price read-through
Watch VLO, MPC, PSX, and DINO as refiners exposed to diesel cracks after the quoted California diesel price spike; this is a read-through basket, not an author position.
Сред.
17:45
17 авг
17 авг
Refiners grind higher; jawboning doesn't change thesis
Watch these refiners as the author argues recent jawboning does not change the refining economics or the ongoing grind higher. Research/market note, not a disclosed author position.
Сред.
03:12
17 авг
17 авг
Watch U.S. refiners on refining economics
Watch VLO, MPC, PSX, and DINO as a refining-economics research read-through; earnings depend on crude slate, utilization, conversion, and logistics, but the author states no explicit position.
Сред.
01:55
17 авг
17 авг
Watch refiners on strong diesel cracks
Watch US independent refiners leveraged to strong diesel-crack spreads. The author highlights the refined-products trend but discloses no position, so this is a beneficiary watch, not a stated long.
Сред.
01:49
17 авг
17 авг
Refiners stand to benefit from diesel shortage
Watch VLO/MPC/PSX/DINO as structural diesel-shortage beneficiaries. The author endorses Currie’s bullish refined-products thesis but does not state a current long position, so keep as watch.
Сред.
Об аналитическом покрытии DINO
Buzzberg отслеживает DINO (HF Sinclair) в 3 источниках. Бычьих сигналов: 1, медвежьих: 0, от 3 аналитиков. Сентимент преимущественно бычий (1%). Всего отслеживается 113 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 29. Последние спикеры: TheValueist.