Peb Asmeskas cov khoom lag luam cannabis-Curaleaf Holdings (Caws), Cresco Labs (CRLBF), thiab Harvest Health & Recreation (HRVSF) - muaj qhov cuam tshuam loj heev raws li kev lag luam tshuaj maj raug cai tam sim no xav tias yuav loj hlob mus rau $ 40 billion kev lag luam. Xav txog ntau yam tseem ceeb, cov khoom lag luam ntawm ntau lub xeev cov tswv lag luam (MSOs) tau muag ntawm qhov ntxim nyiam. suav nqi ua rau lawv muaj qhov chaw zoo los ua tau zoo dua lawv cov neeg sib tw Canadian, raws li kev txheeb xyuas los ntawm Canaccord Genuity qhia los ntawm Barron tus.
"Raws li MSOs nyob rau nruab nrab muaj kev nkag tau mus rau cov pej xeem ntau dua li hauv Canada, muaj peev xwm ua haujlwm tau zoo dua vertically kev ua haujlwm hauv ntau lub xeev, thiab ze rau kev ua tiav (lossis tau ua tiav) cov txiaj ntsig piv rau feem ntau Canadian LPs, peb ntseeg tias qhov kev ntsuas no. Qhov sib txawv thaum kawg yuav kaw, ” sau cov kws tshuaj ntsuam ntawm lub tuam txhab kev nqis peev thoob ntiaj teb thiab kev tswj hwm kev nplua nuj.
Ntsiab Cai
- Asmeskas cov yeeb tshuaj xas raug cai tau tsim kom loj hlob mus rau $ 40 billion lag luam.
- Cov tuam txhab Asmeskas muaj cov pej xeem ntau dua li lawv cov neeg sib tw Canadian.
- Teb Chaws Asmeskas cov khoom lag luam ntawm cov luv nqi tseem ceeb rau Canadian sawv daws.
- Curaleaf, Cresco, thiab Harvest Health muaj peev xwm loj.
Nws Txhais Tau Li Cas rau Cov Neeg Ua Lag Luam
Raws li tsuas yog kev lag luam hauv cov xeev uas cov tshuaj maj tam sim no raug cai, txawm tias siv rau kev ua si lossis kev kho mob, Canaccord cov kws tshuaj ntsuam pom tag nrho cov cannabis muag ze li $ 40 nphom raws li kev lag luam mus txog kev loj hlob. Yog tias cov tshuaj, uas tsis ntev los no tau raug cai thoob tebchaws Canada, mus txog qhov xwm txheej zoo sib xws thoob plaws Asmeskas, cov kev muag khoom tuaj yeem ncav cuag qhov twg los ntawm $ 75 billion txog $ 100 billion. Nrog rau kev kwv yees li ntawd, US lub lauj kaub cov khoom lag luam tau ua lag luam ntawm cov luv nqi loj piv rau Canadian sawv daws, txawm tias tom qab qhov kev muag khoom loj rau xyoo no.
Rob Fagan, tus kws tshawb fawb ntawm Canada's GMP Securities, pegs lub sijhawm muag tam sim no rau Asmeskas cov neeg cog qoob loo nyob rau peb lub hlis tom ntej. plaub xyoos ntawm txog $ 22 billion, piv rau C $ 5 billion muag lub sijhawm rau Canadian cog qoob loo. Meanwhile, lub aggregate kev ua lag luam ntawm US cov tuam txhab yog qhov chaw ntawm $ 20 billion thiab $ 25 billion piv rau C $ 50 billion rau cov tuam txhab Canadian. Qhov ntawd txhais tau hais tias US pot stocks yog trading ntawm tus nqi-rau-muag piv (P/S ratio) ntawm ib ncig ntawm 1 thaum lub Canadian stocks trading ntawm ntau yam ntawm 10.
Tab sis nws tsis yog qhov loj ntawm kev ua lag luam tilted hauv kev pom zoo ntawm US cov tuam txhab cannabis. Fagan tseem taw qhia rau lawv cov qauv kev lag luam zoo tshaj. Nws sau tseg tias feem ntau hauv Teb Chaws Asmeskas tso cai rau cov tuam txhab, los ntawm cov neeg tsim khoom mus rau cov khw muag khoom, muag ncaj qha rau lawv cov neeg siv khoom thiab yog li ntes tau ntau dua ntawm cov txiaj ntsig. Tsis tas li, muaj ntau txoj cai tsawg dua ntawm cov khoom lag luam thiab kev tshaj tawm hauv Asmeskas dua li hauv Canada.
Curaleaf, uas ua kom nws qhov chaw zoo li Asmeskas ua haujlwm cannabis Lub caij ntuj sov no tom qab tau txais lub Tuam Txhab Midwest-based GR, muaj peev xwm nthuav dav nws cov khoom thoob plaws lub tebchaws. Lub tuam txhab tuaj yeem pom xa rov qab hla $ 1.1 nphom xyoo tom ntej nrog ib qho EBITDA margin ntawm 34%, raws li Fagan, per Barron tus.
Cresco Labs, uas ua haujlwm nyob rau hauv ob qho tib si khw muag khoom thiab muag khoom ntawm kev lag luam yeeb tshuaj xas, tau nthuav dav tsis tu ncua thiab tab tom ua haujlwm kom tiav nws. nrhiav ntawm Origin House, yog ib lub chaw muag khoom loj tshaj plaws hauv California. Fagan cia siab tias lub tuam txhab yuav tsim ib ncig ntawm $ 735 lab nyiaj tau los rau xyoo tom ntej nrog EBITDA cov paj ntawm 34%.
Harvest Health thiab Recreation, tus thawj coj hauv kev kho mob-tsuas yog Arizona kev ua lag luam, tau coj mus rau cov nyiaj tau los ntawm $ 900 lab thiab $ 1 billion, uas suav nrog kev npaj yuav khoom. Fagan tawm tswv yim me ntsis ntxiv kev saib xyuas tab sis tseem muaj txiaj ntsig kwv yees ntawm $ 785 lab nrog EBITDA cov paj ntawm 31%.
Canaccord cov kws tshuaj ntsuam tau sau tias "Txawm hais tias Asmeskas txoj hauv kev cannabis tseem nyob rau theem pib uas nthuav tawm thaj chaw tsis sib haum xeeb," Canaccord cov kws tshuaj ntsuam, "peb ntseeg tias ntau tus US MSOs tau txais txiaj ntsig zoo thawj zaug hauv tebchaws thiab tab tom pib sib tw rau Lub ntsiab lus sib koom ua lag luam hauv ntau dua kaum lub khw hauv Asmeskas "
Nrhiav ntej
Lub zeem muag rau Asmeskas cov tuam txhab cannabis yog yam tsis muaj kev ntseeg siab, tshwj xeeb tshaj yog tias cov tshuaj raug cai hauv ntau lub xeev thiab thaum kawg ntawm tsoomfwv qib siab. Txawm li cas los xij, raws li kev lag luam loj hlob thiab ntau tus neeg sib tw nkag mus rau hauv kev ua lag luam, cov tuam txhab yuav tsum ua haujlwm hnyav dua ntawm kev sib txawv ntawm lawv cov khoom thiab txiav cov nqi tsuas yog kom muaj sia nyob.
Tau qhov twg los: https://www.investopedia.com/three-us-cannabis-stocks-with-the-most-upside-4770088?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral&yptr=yahoo