周末好无聊# Piebridge - 鹊桥
l*n
1 楼
Economy is in the mid cycle and thanks to the historical high GC/LA crack
spread and WTI/Brent price differential. I reiterate my bullish view on
Western Refining.
This ER is critical for the next breakout for the following reasons.
1, 2/3 of the annual EPS comes from Q2.
2, free cash flow number reveals possible dividends.
I am still long WNR.
spread and WTI/Brent price differential. I reiterate my bullish view on
Western Refining.
This ER is critical for the next breakout for the following reasons.
1, 2/3 of the annual EPS comes from Q2.
2, free cash flow number reveals possible dividends.
I am still long WNR.
