MPC Marathon Petroleum Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
13:48
02 сен
02 сен
Watch MPC on refining slate benefits
Watch Marathon Petroleum for potential PADD 3 refining benefits from Venezuelan heavy crude availability; research note without explicit author position stated.
Сред.
13:48
02 сен
02 сен
Watch Marathon Petroleum heavy crude exposure.
Mentioned as having meaningful exposure to Venezuelan heavy crude through coking refineries; a read-through, not an author position.
Сред.
13:24
02 сен
02 сен
Watch MPC on rising option IV
Watch MPC. Commentary highlights attractive IV trend in refiners under coverage; lacks explicit first-person ownership or entry, warranting watch status.
Сред.
11:20
02 сен
02 сен
Watch MPC within energy basket
MPC listed with other refiners/potential Venezuela-linked names; no author-owned long/short framing in the brief ticker-only post. Treat as watchlist entry pending more context.
Сред.
10:46
02 сен
02 сен
Watch MPC on Venezuela diluent demand
Watch MPC as potential beneficiary of Venezuela oil production increase requiring US diluent; research read-through, not author position.
Сред.
09:02
02 сен
02 сен
MPC moderately constructive complex refining play
Watch MPC as a moderately constructive complex refiner with brownfield expansion options and partial renewable fuel hedging offsetting policy risk.
Сред.
21:44
01 сен
01 сен
MPC moderately constructive, watch
Watch MPC as moderately constructive due to complex refining and brownfield investments; no explicit long.
Сред.
21:23
01 сен
01 сен
MPC watch on refining policy
Watch MPC as moderately constructive on refining policy; no ownership or direction stated by author.
Сред.
21:14
01 сен
01 сен
Watch MPC on refining attack news
Watch MPC as refining sector read-through; research/geopolitical note, no author-owned position language.
Сред.
21:13
01 сен
01 сен
Watch MPC on refining attack news
Watch MPC as refining sector read-through; minimal text, research framing, no explicit position language.
Сред.
20:41
01 сен
01 сен
Watch Marathon after PT hike to $400.
Monitor Marathon Petroleum following overweight rating and PT raise to $400 on refining tailwinds; author gives no personal position.
Сред.
20:10
01 сен
01 сен
MPC beneficiary of refinery outage; watch.
Marathon Petroleum's Galveston Bay refinery outage tightens diesel supply; bullish for MPC as a read-through, but no explicit author position language in the post.
Сред.
16:21
01 сен
01 сен
Watch MPC on Northeast product supply effects
Watch MPC for potential product supply dislocation from the Saint John refinery outage affecting Northeast margins; research context only, no author position.
Сред.
16:00
01 сен
01 сен
Watch MPC on Gulf storm exposure
Monitor MPC given storm impact on Texas/Louisiana refining corridor; potential operational disruptions but no explicit position taken.
Сред.
15:54
01 сен
01 сен
Watch MPC for refining sector disruption.
Monitor MPC for potential upside from weather-driven refining disruptions; author is watching, not positioning.
Сред.
15:46
01 сен
01 сен
Refiners watch on ULSD strength.
Watch MPC as part of a refinery basket benefiting from rising ULSD prices. Author highlights the trend but flags potential political headline risk.
Сред.
13:23
01 сен
01 сен
Watch MPC on political pricing risk
Monitor MPC as part of refiner basket, with potential political interference on pricing a key overhang. No explicit position from author.
Сред.
13:21
01 сен
01 сен
Watch MPC on hurricane supply risk
Monitor MPC ahead of hurricane season; potential storm-related production disruptions are a watch item, not an active position.
Сред.
11:59
01 сен
01 сен
Research note analyzing California crude dislocation and refiner rent capture.
Research note analyzing California crude dislocation and refiner rent capture, but explicitly states it is not a simple directional equity call, so all tickers remain watch.
Низ.
10:45
01 сен
01 сен
Refining margin risk from policy actions
Watch MPC as refining capacity utilization hits 8-year highs while political actions to lower gasoline prices could pressure crack spreads and earnings.
Сред.
03:09
01 сен
01 сен
MPC favorable refining exposure, research only
MPC is part of the favorable refining group benefiting from expanded Venezuelan heavy crude supply, but no explicit position is stated.
Сред.
03:07
01 сен
01 сен
MPC refining storm analysis, watch only
Watch MPC as part of the refining complex exposed to Gulf Coast storm impacts and PADD5 product logistics; research note without explicit position.
Сред.
02:13
01 сен
01 сен
Watch MPC after reported refinery attack
Monitor MPC as a potential beneficiary of refinery supply disruptions following the reported attack on Russia's Yanos refinery, which could tighten global fuel markets.
Сред.
01:31
01 сен
01 сен
Watch MPC in refining complex.
Watch MPC within the refining complex amid potential supply disruptions; no directional commitment from the author.
Сред.
13:37
31 авг
31 авг
Author reiterates a months-long bullish thesis on PADD 3 refiners as key beneficiaries.
Author reiterates a months-long bullish thesis on PADD 3 refiners as key beneficiaries of the Venezuela oil deal, framing them as critical to US energy security.
10:46
31 авг
31 авг
MPC diesel demand watch
Watch MPC for diesel-fueled earnings tailwinds as global supply tightens and Brazilian farmers boost seasonal demand.
Сред.
08:17
31 авг
31 авг
Watch MPC on Venezuela crude supply angle.
Watch MPC as a PADD 3 refiner with heavy sour crude processing capability. Author frames this as a beneficiary map, not an explicit personal long.
Сред.
01:25
30 авг
30 авг
Watch MPC on Venezuela oil opportunity
Watch MPC as a potential beneficiary of increased Venezuelan oil flows under the US deal; author frames the situation as constructive but does not disclose ownership.
Сред.
21:00
29 авг
29 авг
Refiner earnings growth keeps valuations low.
Marathon Petroleum and Valero Energy have already doubled this year but still trade at low trailing P/E multiples because their EPS has shown triple-digit YoY growth for recent quarters and has been repeatedly revised upward as oil prices climbed. Even with strong price gains, their valuations keep falling to around 9.2x for Marathon and 10.4x for Valero.
Выс.
19:31
29 авг
29 авг
Refining names in analytical backdrop
Watch MPC within the diesel/refining complex framing the agricultural cost analysis; no direct position language from the author.
Сред.
Об аналитическом покрытии MPC
Buzzberg отслеживает MPC (Marathon Petroleum) в 15 источниках. Бычьих сигналов: 25, медвежьих: 0, от 40 аналитиков. Сентимент преимущественно бычий (11%). Всего отслеживается 229 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 45. Последние спикеры: TheValueist, Choi Il-ho.