Stifel txiav kev lag luam cannabis saib raws li cov kws tshuaj ntsuam hnyav Tilray

Stifel rov hais dua muag kev ntaus nqi ntawm Aurora Cannabis
ACB,
+ 3.59%

ACB,
+ 3.63%
thiab Canopy Kev Loj Hlob
CGC,
+ 5.95%

ROOJ,
+ 5.26%
vim yog "kev ua lag luam nyuaj zuj zus hauv Canadian." Tus brokerage txiav nws Aurora Cannabis tus nqi phiaj rau C $ 3.00 los ntawm C $ 3.50 thiab txo qis Canopy Growth tus nqi phiaj rau C $ 6 los ntawm C $ 7.50.

Cannabis software txiag WM Technology Inc.
MAPS,
+ 1.90%
Nws tau hais tias yog "qhov chaw zoo tshaj plaws" lub npe cannabis los ua kom muaj txiaj ntsig ntawm kev loj hlob ntawm qeb, nrog cov kev sib koom uas txuas ntxiv tsis muaj nqis rau qhov "muaj zog" kev xav txog kev loj hlob, nws hais. WM Technology lub hom phiaj tus nqi raug txo los ntawm $ 1 txog $ 10 ib feem.

Carter tseem tseem "nce ntxiv zoo" ntawm Altria Group Inc.
MO,
-0.34%
- txhawb nqa Cronos Group Inc.
CRON,
+ 3.64%

CRON,
+ 3.62%
ntawm lub zog hauv nws cov Spinach cannabis lag luam, nrog rau cov khoom muag khoom GrowGeneration Corp.
Grwg,
+ 9.14%
ntawm nws cov kev txawj ntawm cov saw hlau. Cronos tus nqi lub hom phiaj tau teeb tsa ntawm $ 4 ib feem, thaum GrowGeneration tus nqi phiaj raug txiav mus rau $ 8.50 ib feem ntawm $ 9.

Stifel shaved nws cov nyiaj khwv tau los xyoo 2022 ntawm ScottsMiracle-Gro Co.
SMG,
+ 2.03%
rau $ 7.31 ib feem ntawm $ 8.02 ib feem ntawm qhov tsis muaj zog hauv nws txoj kev lag luam Hawthrorne hydroponics thiab tag nrho kev lag luam poob qis. Stifel txiav nws tus nqi phiaj ntawm lub tuam txhab rau $ 130 ib feem ntawm $ 160 ib feem.

Carter tau hais tias "Tam sim no peb kwv yees qhov kev rov qab tsis zoo rau Hawthorne ... muab huab cua txias dua, thiab cov nqi nkag siab dua," Carter hais. "Tab sis nrog peb cov kev txo qis, peb ntseeg tias cov nyiaj tau los ntawm kev loj hlob profile tseem qis qis."

Kuj nyeem: Scotts Miracle-Gro-rov qab RIV Capital yuav New York cannabis tuam txhab Etain

Stifel txiav nws Hydrofarm Holdings Group Inc.'s
HYFM,
+ 2.62%
2022 cov nyiaj tau los kwv yees rau $ 573 lab los ntawm $ 595 lab vim nws sib tw nrog kev txhawb nqa los ntawm Hawthorne. Stifel tau txiav nws lub hom phiaj Hydrofarm rau $ 13 ib feem ntawm $ 33.

Shares ntawm Hydrofarm Holding tau nqis 65.8% hauv 2022, tab sis cov khoom lag luam tau nce 1.7% rau hnub Monday. Scotts Miracle-Gro shares tau nce 3.7% rau hnub Monday, tab sis cov khoom lag luam tau poob 33% txog rau xyoo no.

Lub caij no, Alliance Global Partners kws tshuaj ntsuam xyuas Aaron Grey rau hnub Monday txiav nws lub hom phiaj tus nqi ntawm Tilray
HLOOV,
+ 5.16%

HLOOV,
+ 5.02%
mus rau $ 5.50 ib feem ntawm $ 8.00 thiab rov hais dua qhov kev ntsuas nruab nrab ntawm cov khoom lag luam tom qab lub tuam txhab tuav cov kws tshuaj ntsuam hnub lub lim tiam dhau los.

Txawm hais tias lub tuam txhab tau rov hais dua nws txoj kev npaj kom nce cov nyiaj tau los rau $ 4 nphom hauv 2024 los ntawm kwv yees li $ 630 lab hauv 2022, txoj kev ntawd "kho ntau yam sab nraud nws tswj" xws li kev cai lij choj ntawm cov neeg laus siv cannabis hauv Asmeskas thiab lub teb chaws Yelemees thiab "ntau qhov laj thawj. "Kev ua lag luam hauv Canada, Grey tau hais.

Thaum ncav cuag $ 4 nphom " tuaj yeem ua pov thawj txoj haujlwm nyuaj" yam tsis muaj kev yuav khoom dhau ntawm cov uas twb tau teeb tsa lawm, Tilray muab qee qhov chaw ci ntsa iab, xws li 12 lub quarter sib law liag ntawm Ebitda thiab cov nyiaj tau los zoo ntawm lub qab ntug, ntxiv rau nws lub tswv yim ntxiv "kev txhawb nqa tus kheej" kev lag luam. Hauv Asmeskas xws li nws cov dej haus raws li nws tos cov catalysts rau kev loj hlob ntxiv, Grey tau hais.

Shares ntawm Tilray tau nce 2% rau hnub Monday. Cov khoom lag luam poob qis 27.7% txog rau xyoo no.

Zuag qhia tag nrho, kev ua tau zoo ntawm cov khoom lag luam hauv cannabis tseem tsis muaj zog. Tus AdvisorShares Pure Cannabis ETF
MSOS,
-0.13%
tau poob 41.2% ntawm nws cov nqi hauv 2022, piv rau qhov poob ntawm 20.3% los ntawm Nasdaq. Lub Cannabis ETF
TXC,
+ 0.70%
tau poob 33.4% txog tam sim no hauv 2022.

Kuj nyeem: Cov tub lag luam hauv cov tuam txhab cannabis hlawv los ntawm kev lag luam poob hauv 2021 txawm tias lub lauj kaub lag luam loj hlob