Sanford C. Bernstein & Co. kws tshuaj ntsuam Nadine Sarwat tau pib kev pab them nqi ntawm peb Canadian cannabis cov khoom lag luam rau hnub Wednesday tab sis nres luv luv ntawm cov lus pom zoo yuav ntawm qib tam sim no.
“Puas yog lub suab nrov ploj mus? Nyob rau hauv luv luv, yog, raws li Canada mus los ntawm kev mob loj zuj zus thiab US kev cai lij choj kev siv zog yog qhov zoo tshaj plaws, "Sarwat tau hais. "Txawm li cas los xij, nyob rau lub sijhawm ntev, peb pom kev loj hlob tseem ceeb thiab tsis txaus siab hauv Asmeskas (nrog lossis tsis raug cai) thiab txuas ntxiv kev loj hlob hauv Canadian kev siv nyiaj cannabis."
Kuj nyeem: Cannabis kev cai lij choj nce mus rau kev pov npav Kaum Ib Hlis 8 hauv tsib lub xeev nrog cov neeg laus ua ke ntawm 13 lab
Bernstein muab kev ua lag luam-ua kev ntaus nqi ob qho tib si rau Tilray Brands Inc.
HLOOV,
-6.28%,
nrog rau $ 3.90 lub hom phiaj tus nqi, thiab Cronos Group Inc.
CRON,
-8.05%,
nrog rau $3 tus nqi phiaj.
Toj Kev Loj Hlob Corp.
CGC,
-7.45%
ROOJ,
-6.53%
kos ib qho kev ntsuas tsis zoo thiab $ 1.50 lub hom phiaj tsuas yog hnub tom qab cov khoom lag luam sib sau ua ke ntawm cov phiaj xwm los ntawm lub tuam txhab los pab pawg nws cov lag luam hauv Teb Chaws Asmeskas nyob rau hauv ib qho chaw tshiab hu ua Canopy USA.
Thaum Canopy USA yuav pab kom paub cov nyiaj tau los ntawm nws cov tuam txhab US Wana Brands, Acreage
ACRHF,
-8.96%
thiab Jetty Extracts, tsis muaj nyiaj yuav ntws los ntawm Canopy USA mus rau Canopy Loj hlob, vim tias lawv yuav muaj kev tswj hwm nyias.
Sarwat tau hais tias Canopy USA kev lag luam "zoo li kev sib tw daim npav hauv lub lawj (tab sis lub lawj nws tus kheej [tsis] hloov)" kom txog thaum Asmeskas tau tso cai cannabis.
Canopy Kev Loj Hlob kuj tseem ntsib tus nqi qis hauv Canadian kev ua lag luam, kev lag luam-kev sib faib poob thiab lub taub hau los ntawm kev hloov nws cov ntaub ntawv rau cov paj ntoo zoo nkauj.
Nws xaus lus tias Canopy Growth Tshuag yog "tus nqi siab tshaj" ntawm qib tam sim no.
Kuj nyeem: Nov yog qhov yav tom ntej ntawm 'siab' zej zog zoo li
Tilray tau txais cov lus pom zoo ntau dua li "lub tuam txhab zoo tshaj plaws hauv peb cov kev pabcuam cannabis," Sarwat tau hais. Nws tau hais txog lub tuam txhab cov ntaub ntawv sib txawv hauv lwm lub teb chaws xws li lub teb chaws Yelemees, nws qhov kev faib khoom thiab nws cov lag luam haus-cawv cawv, txhua yam uas tau pab nws tiv taus qhov tsis sib haum xeeb hauv kev lag luam Canadian.
Related: Leaked cov qauv ntawm German tsoomfwv txoj kev hloov kho cannabis yuav txwv kev xa khoom - rau tam sim no
Cronos, uas suav cov luam yeeb loj heev Altria Group Inc.
MO,
-2.82%
Raws li tus tswv ntawm 41% ntawm nws cov khoom lag luam, tseem txawv ntawm lwm lub npe cannabis vim tias nws tau hloov mus rau cov khoom vaj khoom tsev-teeb pom kev lag luam nrog cov lag luam cannabis suav nrog cov neeg laus siv lub lauj kaub hauv Canada, kho mob cannabis hauv Ixayees thiab hemp-based CBD cov khoom hauv Teb Chaws Asmeskas
Sarwat tau hais tias "Nws txoj kev lag luam Canadian Canadian tau loj hlob zoo vim nws qhov kev nce qib ntawm cov khoom lag luam loj hlob sai," Sarwat tau hais. "Peb nyiam qhov kev nthuav tawm no, raws li peb ntseeg siab tias lub zog ntawm cov khoom lag luam hauv cannabis nyob rau lub sijhawm ntev nyob hauv cov dej haus thiab cov khoom noj khoom haus."
Thaum txoj kev loj hlob ntawm cannabis tseem ua rau muaj kev ntxhov siab rau cov tub ua lag luam, Sarwat ceeb toom tias cov haujlwm tsis yog rau cov neeg tsis txaus siab tom qab kev poob siab xyoo no, txawm hais tias nws tau hais tias kev lag luam yuav nthuav dav dhau sijhawm.
Nws hais ntxiv tias Tebchaws Asmeskas cov neeg ua haujlwm ntau lub xeev tau "tsis muaj txiaj ntsig" tab sis tsis tau hais txog ib lub tuam txhab tshwj xeeb los ntawm lub npe.
Tus AdvisorShares Pure US Cannabis ETF
MSOS,
-3.94%
tau poob 59% ntawm nws cov nqi xyoo no, piv nrog 31% poob los ntawm Nasdaq
COMP,
-3.36%.
Tus Cannabis ETF
TXC,
-5.33%,
uas suav nrog ntau Canadian cov khoom lag luam cannabis, poob ze li 64% xyoo rau hnub tim.
Zuag qhia tag nrho, tag nrho cov chaw lag luam cannabis nyob hauv Canada xav tias yuav loj hlob li ntawm 14% ib xyoos txog rau xyoo 2027, txog li $ 8.5 nphom ($ 6.2 nphom) los ntawm kwv yees li $ 4 nphom hauv 2021.
Txawm tias tsis muaj kev cai lij choj ntawm tsoomfwv, txoj cai tswjfwm Asmeskas kev lag luam cannabis yuav tsum loj hlob mus txog $ 56 nphom los ntawm 2027, lossis muaj peev xwm $ 90 nphom nrog tag nrho tsoomfwv txoj cai lij choj, nce los ntawm $ 27 nphom hauv 2021. Ntawm qhov loj me no, nws piv rau US cawv thiab cawv ua lag luam thiab txog ib nrab ntawm qhov loj ntawm US npias lag luam.
"Peb ntseeg tias kev cai lij choj yog qhov teeb meem ntawm thaum twg, thiab tsis yog. Tab sis thaum muaj ntau yam ntsuab tua, Washington tseem nyob hauv gridlock rau tam sim no, "Sarwat hais.
Kuj nyeem: Biden hais kom cov koom haum saib xyuas tshuaj maj kev faib tawm, pardons kev ua txhaum cai ntawm tsoom fwv ua ntej
Tam sim no nyeem: Cannabis edibles tuam txhab Wyld tsim lub teb chaws hneev taw thaum nws tseem ntiav
Bernstein tshaj tawm kev pab cuam ntawm Canada's Tilray, Cronos thiab Canopy Loj hlob tab sis nres luv luv ntawm kev yuav khoom
Sanford C. Bernstein & Co. kws tshuaj ntsuam Nadine Sarwat tau pib kev pab them nqi ntawm peb Canadian cannabis cov khoom lag luam rau hnub Wednesday tab sis nres luv luv ntawm cov lus pom zoo yuav ntawm qib tam sim no.
“Puas yog lub suab nrov ploj mus? Nyob rau hauv luv luv, yog, raws li Canada mus los ntawm kev mob loj zuj zus thiab US kev cai lij choj kev siv zog yog qhov zoo tshaj plaws, "Sarwat tau hais. "Txawm li cas los xij, nyob rau lub sijhawm ntev, peb pom kev loj hlob tseem ceeb thiab tsis txaus siab hauv Asmeskas (nrog lossis tsis raug cai) thiab txuas ntxiv kev loj hlob hauv Canadian kev siv nyiaj cannabis."
Kuj nyeem: Cannabis kev cai lij choj nce mus rau kev pov npav Kaum Ib Hlis 8 hauv tsib lub xeev nrog cov neeg laus ua ke ntawm 13 lab
Bernstein muab kev ua lag luam-ua kev ntaus nqi ob qho tib si rau Tilray Brands Inc.
-6.28% ,
-8.05% ,
HLOOV,
nrog rau $ 3.90 lub hom phiaj tus nqi, thiab Cronos Group Inc.
CRON,
nrog rau $3 tus nqi phiaj.
Toj Kev Loj Hlob Corp.
-7.45%
CGC,
ROOJ,
-6.53%
kos ib qho kev ntsuas tsis zoo thiab $ 1.50 lub hom phiaj tsuas yog hnub tom qab cov khoom lag luam sib sau ua ke ntawm cov phiaj xwm los ntawm lub tuam txhab los pab pawg nws cov lag luam hauv Teb Chaws Asmeskas nyob rau hauv ib qho chaw tshiab hu ua Canopy USA.
Thaum Canopy USA yuav pab kom paub cov nyiaj tau los ntawm nws cov tuam txhab US Wana Brands, Acreage
-8.96%
ACRHF,
thiab Jetty Extracts, tsis muaj nyiaj yuav ntws los ntawm Canopy USA mus rau Canopy Loj hlob, vim tias lawv yuav muaj kev tswj hwm nyias.
Sarwat tau hais tias Canopy USA kev lag luam "zoo li kev sib tw daim npav hauv lub lawj (tab sis lub lawj nws tus kheej [tsis] hloov)" kom txog thaum Asmeskas tau tso cai cannabis.
Canopy Kev Loj Hlob kuj tseem ntsib tus nqi qis hauv Canadian kev ua lag luam, kev lag luam-kev sib faib poob thiab lub taub hau los ntawm kev hloov nws cov ntaub ntawv rau cov paj ntoo zoo nkauj.
Nws xaus lus tias Canopy Growth Tshuag yog "tus nqi siab tshaj" ntawm qib tam sim no.
Kuj nyeem: Nov yog qhov yav tom ntej ntawm 'siab' zej zog zoo li
Tilray tau txais cov lus pom zoo ntau dua li "lub tuam txhab zoo tshaj plaws hauv peb cov kev pabcuam cannabis," Sarwat tau hais. Nws tau hais txog lub tuam txhab cov ntaub ntawv sib txawv hauv lwm lub teb chaws xws li lub teb chaws Yelemees, nws qhov kev faib khoom thiab nws cov lag luam haus-cawv cawv, txhua yam uas tau pab nws tiv taus qhov tsis sib haum xeeb hauv kev lag luam Canadian.
Related: Leaked cov qauv ntawm German tsoomfwv txoj kev hloov kho cannabis yuav txwv kev xa khoom - rau tam sim no
Cronos, uas suav cov luam yeeb loj heev Altria Group Inc.
-2.82%
MO,
Raws li tus tswv ntawm 41% ntawm nws cov khoom lag luam, tseem txawv ntawm lwm lub npe cannabis vim tias nws tau hloov mus rau cov khoom vaj khoom tsev-teeb pom kev lag luam nrog cov lag luam cannabis suav nrog cov neeg laus siv lub lauj kaub hauv Canada, kho mob cannabis hauv Ixayees thiab hemp-based CBD cov khoom hauv Teb Chaws Asmeskas
Sarwat tau hais tias "Nws txoj kev lag luam Canadian Canadian tau loj hlob zoo vim nws qhov kev nce qib ntawm cov khoom lag luam loj hlob sai," Sarwat tau hais. "Peb nyiam qhov kev nthuav tawm no, raws li peb ntseeg siab tias lub zog ntawm cov khoom lag luam hauv cannabis nyob rau lub sijhawm ntev nyob hauv cov dej haus thiab cov khoom noj khoom haus."
Thaum txoj kev loj hlob ntawm cannabis tseem ua rau muaj kev ntxhov siab rau cov tub ua lag luam, Sarwat ceeb toom tias cov haujlwm tsis yog rau cov neeg tsis txaus siab tom qab kev poob siab xyoo no, txawm hais tias nws tau hais tias kev lag luam yuav nthuav dav dhau sijhawm.
Nws hais ntxiv tias Tebchaws Asmeskas cov neeg ua haujlwm ntau lub xeev tau "tsis muaj txiaj ntsig" tab sis tsis tau hais txog ib lub tuam txhab tshwj xeeb los ntawm lub npe.
Tus AdvisorShares Pure US Cannabis ETF
-3.94%
-3.36% .
-5.33% ,
MSOS,
tau poob 59% ntawm nws cov nqi xyoo no, piv nrog 31% poob los ntawm Nasdaq
COMP,
Tus Cannabis ETF
TXC,
uas suav nrog ntau Canadian cov khoom lag luam cannabis, poob ze li 64% xyoo rau hnub tim.
Zuag qhia tag nrho, tag nrho cov chaw lag luam cannabis nyob hauv Canada xav tias yuav loj hlob li ntawm 14% ib xyoos txog rau xyoo 2027, txog li $ 8.5 nphom ($ 6.2 nphom) los ntawm kwv yees li $ 4 nphom hauv 2021.
Txawm tias tsis muaj kev cai lij choj ntawm tsoomfwv, txoj cai tswjfwm Asmeskas kev lag luam cannabis yuav tsum loj hlob mus txog $ 56 nphom los ntawm 2027, lossis muaj peev xwm $ 90 nphom nrog tag nrho tsoomfwv txoj cai lij choj, nce los ntawm $ 27 nphom hauv 2021. Ntawm qhov loj me no, nws piv rau US cawv thiab cawv ua lag luam thiab txog ib nrab ntawm qhov loj ntawm US npias lag luam.
"Peb ntseeg tias kev cai lij choj yog qhov teeb meem ntawm thaum twg, thiab tsis yog. Tab sis thaum muaj ntau yam ntsuab tua, Washington tseem nyob hauv gridlock rau tam sim no, "Sarwat hais.
Kuj nyeem: Biden hais kom cov koom haum saib xyuas tshuaj maj kev faib tawm, pardons kev ua txhaum cai ntawm tsoom fwv ua ntej
Tam sim no nyeem: Cannabis edibles tuam txhab Wyld tsim lub teb chaws hneev taw thaum nws tseem ntiav
Tau qhov twg los: https://www.marketwatch.com/story/bernstein-launches-coverage-of-canadas-tilray-cronos-and-canopy-growth-but-stops-short-of-any-buy-ratings-11667405749? siteid=yhoof2&yptr=yahoo