Korean refiners Loading... : Investor Sentiment and Bull/Bear Views
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02:17
Sep 18
Sep 18
Prefer US refiners over Korean.
Refining margins and refined-product prices such as diesel, gasoline, and jet fuel are rising because refinery facilities, not just crude supply, have been hit. US refiners are advantaged by domestic crude and insulation from Middle East shipping and logistics disruptions, while Korean refiners rely on Middle East crude and face higher feedstock and transport costs. He prefers overseas, especially US, refiners over Korean refiners, though the group has already run up.
HIGH
01:35
Sep 16
Sep 16
Korean commodity-linked equities trend positively.
The commodity and energy flow is also lifting Korean commodity-linked equities. Korean general trading companies, refiners, and copper-related companies have had positive price trends as investors seek exposure to copper, crude, and raw materials, so this area remains worth attention.
MED
03:18
Sep 15
Sep 15
Refiners benefit from Asian crude surplus
He maintains overweight on refiners because Asia will have surplus crude and more crude options, keeping refining margins strong; short-term oil spike creates margin and sourcing risk, but if war ends or oil stays $80-$90, refiners improve.
HIGH
01:33
Sep 15
Sep 15
Overweight refiners; buy dips on ample crude
Yoon maintains an overweight on Korean refiners despite near-term correction risk. Over the medium term, Asian crude supply should remain ample as Middle East producers lose customers, OPEC fragments, and importers diversify away from Hormuz, expanding Asian refiners' crude sourcing options and supporting refining margins. War ending would also remove domestic fuel price caps, helping Korean refiners. Near term, the oil spike squeezes margins and raises sourcing and freight risks, so investors should not chase and should buy on corrections.
HIGH
10:00
Sep 14
Sep 14
Korean refiners benefit from diesel squeeze
The article cited by the speaker shows global diesel/product markets are extremely tight: diesel prices are up 94% from pre-war levels, Gulf exports have fallen, Chinese refiners are competing for non-Middle East crude, and alternative supply routes are disrupted. This environment should support Korean refiners' margins and stock prices.
MED
08:16
Sep 14
Sep 14
Refiners benefit from surging product cracks.
Global clean-product prices have jumped about 94% from pre-war levels while Gulf clean-product exports have collapsed, which points to strong refining margins and earnings for refiners. He notes that refiner stocks have therefore been strong.
LOW
04:30
Sep 14
Sep 14
Refiners show positive technical momentum.
Lee says refining-related names such as HD Hyundai and S-Oil have positive momentum. HD Hyundai pulled back but Friday's bullish candle kept the uptrend intact, suggesting it may advance again after consolidation.
MED
02:21
Sep 10
Sep 10
Favor won-strength import-beneficiary sectors.
Under the won strength view, tilt toward sectors that benefit from cheaper imported raw materials: transportation, chemicals, utilities and refiners.
MED
23:00
Aug 28
Aug 28
Korean refiners profit from global diesel shortage
Korean refiners such as S-Oil have been benefiting since last year because US refining capacity is tight and Korea earns reflected export benefits. Now attacks on global refining facilities and Russia's diesel export restrictions have worsened the product shortage, so Korean refiners should see very strong earnings and margin opportunities.
HIGH
10:58
Aug 21
Aug 21
Stronger Won benefits food and refining importers.
With the USD/KRW exchange rate dropping from the 1,400 level down to the 1,300 level, companies that rely heavily on importing raw materials from overseas will benefit. Food companies and energy/refining companies are expected to see improved margins and better earnings in the third quarter due to this favorable exchange rate shift.
MED
08:52
Aug 21
Aug 21
Won strength favors importers in Q3.
Because the average won was around 1,500 in Q2 but has since fallen to the 1,300s, Min expects Q3 earnings to slow for exporters that benefited from the weak won, while importers of overseas raw materials, especially food, refining and energy companies, should see relative improvement from lower imported input costs.
MED
23:54
Apr 22
Apr 22
Global refining tightness supports Korean refiners
The global refining supply chain is tighter than generally recognized: Australia is closing refining facilities, new investment is limited, and many countries prioritize domestic use, leaving Korea as a key exporter of refined products. This creates a strategic and margin-supportive backdrop for Korean refiners, although the speaker cautions it does not justify power-equipment-like valuation multiples.
MED
00:59
Apr 15
Apr 15
Prefer chemicals over refiners
Refining margins may be temporary, but chemical margins are more likely to persist because supply-chain disruptions lead to sustained price increases. Chemical stocks have been pressured and can be bought on pullbacks, such as Hyosung TNC, while he is less comfortable with refiners.
MED
00:54
Apr 08
Apr 08
Refiners gain from oil spike
A sharp oil spike creates inventory gains for refiners because they process crude bought about four months earlier and sell at current prices. If oil remains gradually firm, second- and third-quarter earnings should be good, so holders can stay comfortable.
MED
00:19
Apr 07
Apr 07
Saudi OSP hike hurts Korean refiners.
Saudi Aramco's record May OSP hike raises Middle East crude costs, and Korean refiners are highly dependent on Middle East oil. Margin pressure should persist.
MED
23:16
Apr 06
Apr 06
Refiners face post-earnings second-quarter weakness
Korean refiners may report very strong first-quarter earnings because cheap crude purchased earlier at around $60 is booked as profit, but second-quarter earnings are likely to deteriorate. The speaker worries that after a headline beat, the market may punish refiners rather than reward them, making the sector unattractive despite the strong first-quarter print.
MED
02:11
Apr 06
Apr 06
Korean refiners are strategic globally
Korea's refining facilities are world-class, especially in jet fuel, and global oil flows depend on Korean refining and export capacity; even the US relies on this, so disruptions elsewhere should keep Korean refiners strategically important and support the recent rebound.
MED
08:00
Feb 11
Feb 11
Refiners benefit from underinvestment shortage.
The speaker agreed with the view that refiners are attractive because the industry misforecast EV-driven demand destruction and underinvested in refining capacity; even if new plants are built, they take time, so refining conditions can stay good for one to two years.
MED
02:22
Jan 27
Jan 27
Refiners benefit from lower crude.
If the economy is not bad and crude prices fall, refiners benefit from lower input costs while gasoline and diesel demand remain firm. U.S. refiners had strong earnings and led energy gains, and Korean refiners' shares are also strong.
MED
12:46
Jan 07
Jan 07
Avoid refiners; oil upside limited.
Venezuela supply potential makes a large oil-price rally unlikely, so Korean refiners are unlikely to enjoy a strong refining-margin recovery.
MED
About Korean refiners Investor Commentary
Across the available history and selected sources, Buzzberg tracks Korean refiners across 3 sources: 14 bullish vs 0 bearish calls from 12 authors. Historical directional balance: 70% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 20 total trade ideas tracked. Past 7 days, before deduplication: 6 bullish, 1 other directions. Latest voices: So Jin-woong, Lee Ju-hyeon, Yoon Jae-sung.