Cov khoom lag luam cannabis no tuaj yeem tau txais txiaj ntsig los ntawm kev siv cov neeg laus siv cannabis raug cai hauv lub teb chaws Yelemees

Thaum nws tseem ntxov dhau los kwv yees cov yeej thiab cov neeg poob ntawm Asmeskas thiab Canadian cov tuam txhab cannabis, qee tus ntawm cov neeg ua si no xav tias yuav pom kev txhawb nqa hauv kev muag khoom thaum lub teb chaws Yelemees txav mus rau kev cai lij choj thoob tebchaws, tus kws tshuaj ntsuam xyuas cannabis tau hais rau hnub Monday.

Nrog rau cov neeg laus siv kev lag luam German kwv yees li $ 12.6 nphom, Jefferies tus kws tshuaj ntsuam Pablo Zuanic hnub Monday tau hais tias Aurora
ACB,
-3.79%

ACB,
-4.58%

thiab Tilray
HLOOV,
-4.68%

HLOOV,
-3.51%

qeb raws li cov tuam txhab ua haujlwm zoo tshaj plaws kom tau txais txiaj ntsig los ntawm kev lag luam muaj peev xwm, ntawm cov khoom lag luam uas nws npog.

Ob lub Aurora thiab Tilray tam sim no muaj cov chaw tsim khoom hauv Tebchaws Yelemees los muab kev kho mob cannabis ua lag luam nyob ntawd, Zuanic tau taw qhia.

"Nrog rau qhov tsis paub meej ntawm kev hloov kho kev pom zoo rau cannabis hauv Asmeskas, peb xav kom cov tub ua lag luam them nyiaj rau lub teb chaws Yelemees, vim tias kev cai lij choj tuaj yeem ua rau muaj kev cuam tshuam loj rau qee qhov Nasdaq-cov npe cannabis cov khoom lag luam," Zuanic tau hais.

Zuanic rov hais dua qhov kev ntsuas hnyav ntawm Aurora Cannabis thiab qhov pom nruab nrab ntawm Tilray.

Nws hais tias Asmeskas cov neeg ua haujlwm cannabis ntau lub xeev xws li Curaleaf
Curlf,
-0.59%

UA,

tseem tuaj yeem tau txais kev txhawb nqa, nrog "kev sib koom ua ke tej zaum yuav nrawm dua hauv kev coj mus rau kev ua lag luam ua si."

Zuanic rov hais dua qhov hnyav hnyav ntawm Curaleaf thiab Clever Leaves Holdings Inc.
CLVR,
-2.67%
,
uas muab kev lag luam kho mob German los ntawm kev lag luam loj hlob hauv Portugal.

Kom paub meej, tsis muaj hnub tshwj xeeb rau kev cai lij choj tau tshaj tawm los ntawm tsoomfwv rau lub teb chaws Yelemees cov neeg laus siv kev lag luam.

Lwm lo lus nug tseem ceeb tseem nyob ntawm seb lub teb chaws Yelemees puas yuav tso cai rau North American cov tuam txhab cannabis lossis lwm tus xa tawm mus rau hauv lub tebchaws. Nws yog qhov yuav ntau lawm yuav txwv rau lub teb chaws Yelemees lossis lwm lub tebchaws EU, Zuanic tau hais.

Zuanic kwv yees tias kev muag khoom tuaj yeem pib thaum ntxov li xyoo 2024 yog tias tso cai tuaj. Yog tias lub teb chaws Yelemees tso siab rau kev tsim khoom hauv tsev, Zuanic tau hais tias nws yuav siv sijhawm txog thaum ntxov 2025 los muab lub teb chaws kwv yees ntau lawm ntawm 400-ntxiv tons.

Hais txog cov ntaub ntawv kev lag luam, Zuanic tau hais tias Aurora, Cannamedical Pharma GmbH, Canopy Growth Corp
CGC,
-11.17%

ROOJ,
-10.08%
,
Plaub 20 Pharma GmbH thiab Tilray muaj ntau dua 70% ntawm cannabis paj lag luam hauv lub teb chaws Yelemees hauv 12 lub hlis dhau los. Berlin-raws li Demecan kuj nyob rau hauv ib tug domestic ntau lawm daim ntawv tso cai nyob rau hauv lub teb chaws Yelemees.

Lub caij no, Curaleaf tau tshaj tawm cov phiaj xwm rau Lub Yim Hli 9 kom tau txais 55% feem pua ​​​​ntawm Four20Pharma rau € 19.7 lab ($ 19.7 lab), txhawm rau txhawb nws lub xub ntiag nyob hauv lub teb chaws Yelemees.

Tus Thawj Kav Tebchaws German Olaf Scholz tau lees paub kev cai lij choj cannabis thaum nws raug xaiv tsa thaum xyoo 2021. Thaum lub caij ntuj sov, lub teb chaws txoj haujlwm saib xyuas kev noj qab haus huv tau tuav cov rooj sib tham txog qhov teeb meem no, nrog rau cov ntsiab lus ntxiv ntawm kev tshaj tawm yuav tsum tau ua nyob rau lub caij nplooj zeeg, raws li a daim ntawv qhia los ntawm Politico.

Lub caij no, kev ua tau zoo ntawm cov khoom lag luam cannabis tag nrho tau tsis muaj zog, thaum muaj kev lag luam poob qis, kev xa khoom ntau dhau hauv Canada thiab qee lub xeev Asmeskas, thiab qhov kev cia siab tsis zoo rau tsoomfwv txoj cai lij choj hauv Asmeskas

Ntawm qhov kev ceeb toom zoo, Asmeskas cov tuam txhab cannabis tsawg kawg tau tswj hwm kom loj hlob lawv cov nyiaj tau los vim ntau lub xeev qhib rau cov neeg laus siv cov kev pab cuam cannabis.

Cov Kws Tshaj Lij Muab Tswv Yim Pab Dawb Tebchaws Asmeskas Cannabis ETF
MSOS,
-2.31%

poob 53.6% hauv 2022, piv rau qhov poob ntawm 18.8% los ntawm Nasdaq
COMP,
-2.12%
.
Tus Cannabis ETF
TXC,
-2.62%

poob los ntawm 55.3% thiab Global X Cannabis ETF
POB,
-4.12%

tau poob 50%.

Aurora Cannabis shares tau poob 71.7% hauv 2022; Canopy Loj hlob yog 56.2%, thiab Tilray poob los ntawm 46.8%. US-based Curaleaf poob qis 34.1%.

Tau qhov twg los: https://www.marketwatch.com/story/these-cannabis-stocks-could-benefit-from-adult-use-cannabis-legalization-in-germany-11661174672?siteid=yhoof2&yptr=yahoo