Tojsiab
Shares ntawm cannabis tuam txhab uas muag tau dhia rau hnub Friday, capping tawm ib lub lim tiam ntawm monumental nce tom qab lub Tsev Neeg Sawv Cev hais tias nws yuav sai sai no pov npav rau ib daim nqi rau decriminalize tshuaj maj - thiab txawm hais tias txoj cai nyob rau hauv lub Senate yog tsis zoo li, optimistic investor pom muaj peev xwm upside tom ntej rau ib co ntawm cov khoom no.
Sundial thiab Tilray tau nce txog li 50% tab sis qhov txiaj ntsig tau tsuas yog ib ntus xwb.
Patricia De Melo Moreira/AFP/Getty Images
Cov Lus Tseem Ceeb
Cannabis cov khoom lag luam tau nce siab rau hnub Friday nrog Congress tau npaj los txiav txim siab rau kev cai lij choj tshuaj maj ntawm tsoomfwv qib, ib zaug ntxiv: Shares ntawm Tilray Brands dhia ze li 23%, thaum Aurora Cannabis, Sundial Growers thiab Canopy Loj hlob nce los ntawm 10%.
Hnub Friday cov txiaj ntsig tau los ntawm lub lim tiam muaj zog ntawm kev nce rau ntau ntawm cov khoom lag luam no, uas tau ua tsis tau zoo rau cov khoom lag luam hauv xyoo tas los no: Sundial tau nce 56% txij hnub Monday, Tilray 52%, Aurora 25%, Canopy Loj hlob 21% thiab Cronos Pab pawg 16%.
Reports thawj tshwm sim Hnub Thursday hauv kev tshaj tawm kev lag luam uas Lub Tsev Neeg Sawv Cev yuav pov npav rau tsab cai lij choj kom txiav txim siab cannabis rau lub lim tiam tom ntej, hu ua Marijuana Opportunity Reinvestment and Expungement Act (MORE Act).
Qhov no yuav yog zaum ob uas Congress tau pov npav rau kev cai lij choj; ib daim nqi zoo sib xws dhau lub Tsev hauv 2020 tab sis tau kaw hauv Senate, thiab cov kws tshuaj ntsuam Wall Street ceeb toom tias qhov txiaj ntsig zoo sib xws tuaj yeem tshwm sim lub sijhawm no.
Txawm hais tias ntau tus kws tshaj lij tseem tsis ntseeg txog Congress dhau qhov kev hloov pauv tshuaj maj, qee tus tseem cia siab tias kev lag luam yuav raug tso cai nkag mus rau Asmeskas cov tsev txhab nyiaj, uas tseem tseem ceeb txwv tsis pub cuam tshuam nrog kev lag luam cannabis.
Nyuam qhuav pib lub asthiv, cov khoom lag luam cannabis tseem tau txais kev txhawb nqa los ntawm ntau qhov kev yuav khoom loj hauv kev lag luam: Cresco Labs tau teeb tsa kom tau Columbia Care rau $ 2 billion, thaum Aurora tshaj tawm tias nws tab tom yuav TerraFarma hauv kwv yees $ 38 billion nyiaj ntsuab-thiab-cov khoom lag luam.
Tseem Ceeb:
"Peb cia siab tias Txoj Cai NTXIV kom tshem tawm Lub Tsev ib zaug ntxiv, tab sis peb saib nws feem ntau yog daim ntawv xa xov vim nws tsis muaj txoj hauv kev los hla dhau Senate," BTIG tus kws tshaj lij Isaac Boltansky tau hais hauv tsab ntawv tsis ntev los no rau cov neeg siv khoom.
Qhov tseeb ceeb:
Cov neeg muag khoom luv luv nrog cov thawj koom ruam loj tawm tsam Tilray Brands, Sundial Growers, Canopy Growth thiab Aurora Cannabis poob qee qhov $ 260 lab lub lim tiam no, raws li cov ntaub ntawv los ntawm S3 Partners.
Cov Ntsiab Tseem Ceeb:
Cannabis cov khoom lag luam tau raug ntaus xyoo dhau los, zoo tawm ntawm lawv qhov siab zoo li ntau lwm qhov kev xav ntawm kev ua lag luam niaj hnub no. Cov lag luam tau tag nrho nyob rau qee qhov kev poob qis hauv xyoo tas los no, vim tias cov tub ua lag luam tseem nyob laser-tsom mus rau ib qho xov xwm hais txog kev muaj peev xwm tseem ceeb ntawm tsoomfwv. Shares ntawm Tilray thiab Canopy Kev Loj Hlob tau nqis qis li 70% hauv kaum ob lub hlis dhau los, thaum Aurora thiab Cronos poob ntau dua 50% thiab Sundial ntau dua 30%.
Dab Tsi Los Saib:
Txawm hais tias tag nrho cov kev hla dhau los ntawm Congress yog "tsis zoo li" los ua kom muaj txiaj ntsig, cov xov xwm no yuav ua rau muaj kev ntxhov siab nyob ib puag ncig cov khoom lag luam no thiab tuaj yeem ua rau lub sijhawm luv luv, Canaccord Genuity kws tshuaj ntsuam Matt Bottomley. hais rau CNBC rau hnub Friday, ntxiv tias qhov kev nqis peev hauv kev lag luam tam sim no nyob rau ntawm "cov qib txaus nyiam heev."
Nyeem ntxiv:
Tau qhov twg los: https://www.forbes.com/sites/sergeiklebnikov/2022/03/25/cannabis-stocks-are-surging-ahead-of-house-vote-on-marijuana-legalization-next-week/