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Wolfe upgrades Delek US to Peer Perform, says value based on Logistics stake

Wolfe upgrades Delek US to Peer Perform, says value based on Logistics stake

Wolfe Research upgraded Delek US (DK) to Peer Perform from Underperform. At current levels, the entire value of Delek is its 66.3% interest in Delek Logistics (DKL), the analyst tells investors in a research note. Valued on an after tax basis with no debt is essentially where Delek trades, the analyst added, noting that a negative call on refining is priced in and options on a seasonal recovery or progress on its Enterprise Optimization Plan as upside.

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