Txawm li cas los xij lub xyoo tsis zoo rau cov khoom lag luam feem ntau, nws yog qhov hnyav tiag tiag rau cov neeg muag khoom cannabis hauv lub xeev.
Tsuas yog lub hli dhau los, AdvisorShares Pure US Cannabis ETF (ticker: MSOS) uas taug qab Asmeskas cov neeg ua haujlwm ntau lub xeev - lossis MSOs - poob 25%, thaum S&P 500 poob 7%.
"Cov pab pawg tsis zoo li nrhiav tau hauv qab," Cantor Fitzgerald tus kws tshuaj ntsuam Pablo Zuanic hauv tsab ntawv ceeb toom 5 Lub Xya Hli. Ntawm cov neeg muaj kev nyuaj siab, nws teev qhov rov ua tsis tiav ntawm tsoomfwv txoj kev hloov kho cannabis hauv Congress, sib piv nyuaj rau xyoo dhau los nrog 2021 kev txhawb nqa kev siv nyiaj, thiab poob nqi muag khoom muag cannabis.
Cov neeg lag luam hauv cov khw muag khoom lag luam no zoo li tsis muaj kev cuam tshuam los ntawm kev tshaj tawm tsis ntev los no ntawm kev muag khoom ua si hauv New Jersey thiab New Mexico, lossis kev tshaj tawm tom ntej hauv New York, Connecticut, thiab Rhode Island.
Tab sis Zuanic sau tseg tias pawg fizzle tau coj MSO cov khoom lag luam mus rau qib uas nws pom muaj nqis. Raws li cov lus nyob ze qhia tau hais tias, qhov loj tshaj plaws ib nrab-teev multistate tswv lag luam tam sim no pauv ntawm qhov nruab nrab ntawm tsawg dua 2-lub sij hawm 2023 muag, thiab tsawg dua 6-lub sij hawm cov nyiaj tau los ua ntej paj, se, depreciation thiab amortization - raws li kev kwv yees los ntawm cov kws tshuaj ntsuam ntawm Sentieo.com. Nws muaj kev pom zoo yuav ntawm tag nrho rau ntawm cov khoom lag luam no, thaum qhia kev ua siab ntev rau cov tub ua lag luam uas tau muaj lawv qhov kev cia siab rov ua dua los ntawm Congress.
| Tuam Txhab / Ticker | Cov Nqe Tsis Ntev Los no | YTD % Hloov | Khw Muag Khoom (mil) | 2023E Enterprise-Value-to-Sales | 2023E Enterprise-Value-to-EBITDA | Daim Ntawv Qhia Txog Nyiaj Txiag Tom ntej |
|---|
| Columbia Care / CCHWF | $1.45 | -49% | $519 | 0.9 | 3.4 | 8/15/2022 |
| Terrascend / TSO | 2.56 | -58 | 773 | 1.6 | 4.9 | 8/19/2022 |
| Cresco Labs / CRLBF | 2.93 | -56 | 1,185 | 1.5 | 5.2 | 8/19/2022 |
| Ntsuab Thumb Industries / GTBIF | 9.17 | -59 | 2,461 | 1.9 | 5.8 | 8/3/2022 |
| Trulieve Cannabis / TCNNF | 12.89 | -50 | 3,101 | 2.3 | 6.1 | 8/12/2022 |
| Curaleaf Holdings / CURLF | 5.15 | -43 | 3,675 | 2.4 | 8.0 | 8/8/2022 |
E = kwv yees
Tau qhov twg los: Sentieo.com
Thaum cov tuam txhab no tau tshaj tawm Lub Rau Hli Lub Peb Hlis cov txiaj ntsig rau lub hlis tom ntej, ntau tus yuav tsum pom muaj txiaj ntsig zoo hauv cov nyiaj tau los rau lawv qhov cuam tshuam rau New Jersey, qhov chaw muag khoom ua si tau pib hauv peb lub hlis twg. Cov tuam txhab muaj xws li
Curaleaf tuav
(KEV)
Ntsuab Thaiv Kev Lag Luam
(QIB),
Huab Cua Qaum Ntuj
(TRSSF), thiab Columbia Care (CCHWF).
Qhov pheej yig tshaj ntawm cov khoom lag luam, TerrAscend thiab Columbia Care, muaj cov nuj nqis ntau dua thiab cov paj laum ntau dua li lwm tus. Qhov ntawd tej zaum tau ua ib feem hauv Columbia Care lub Peb Hlis kev txiav txim siab muag nws tus kheej rau Cresco Labs (CRLBF) hauv kev sib pauv uas cov tswv cuab tau pom zoo rau hnub Friday. Kev sib xyaw ua ke muab Cresco raug rau Jersey muag tam sim no, tau kawg.
Lub Xeev Lub Vaj yog qhov loj heev rau TerrAscend, uas yog ib qho ntawm plaub tus neeg ua haujlwm tau ntawv tso cai nyob rau sab qaum teb ntawm Jersey uas txuas nrog New York City. Ob ntawm nws cov dispensaries yog nyob rau hauv lub commuter suburbs ntawm lub Big Apple.
Ntsuab Thumb thiab Curaleaf kuj zoo nkauj pheej yig rau kev loj hlob, cov lag luam siab. Thiab lawv ob leeg tau txais txiaj ntsig zoo nyob rau lub sijhawm thaum cov tswv lag luam me pom kev lag luam tsis txaus siab.
Yog li them mloog, thaum cov tuam txhab no tshaj tawm lawv thawj peb lub hlis twg ntawm New Jersey kev muag khoom ua si.
Sau ntawv rau Bill Alpert ntawm [email tiv thaiv]
