天牛2020
2021-03-11
分析师，请问你做空了没
Sell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.<blockquote>分析师表示，出售日晷种植者。大麻股票的价格与基本面不符。</blockquote>
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The Cannabis Stock’s Price Doesn’t Match Fundamentals.<blockquote>分析师表示，出售日晷种植者。大麻股票的价格与基本面不符。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125172380","media":"Barrons","summary":"Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital","content":"<p>Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.</p><p><blockquote>日晷种植者的股价在更广泛的大麻反弹中反弹。但BMO资本市场的一位分析师对其估值感到担忧。</blockquote></p><p> BMO Capital Markets analyst Tamy Chen lowered her rating on Sundial shares (ticker: SNDL) to Underperform from Market Perform. She raised her price target to 40 cents from 30 cents.</p><p><blockquote>BMO资本市场分析师Tamy Chen将Sundial股票（股票代码：SNDL）的评级从市场表现下调至表现不佳。她将目标价从30美分上调至40美分。</blockquote></p><p> Sundial stock, which once traded north of $11, tanked in 2019 and 2020 following a number of issues, including some of its cannabis being rejected by a customer due to poor quality,MarketWatch reported. The issues culminated with the company’s core management team resigning last year. The new management team, Chen notes, has drastically improved the company’s balance sheet. The stock has soared 177% in 2021, up 44% from its levels 12 months ago.</p><p><blockquote>据MarketWatch报道，Sundial股价曾一度超过11美元，但在2019年和2020年因一系列问题而暴跌，其中包括部分大麻因质量差而被客户拒绝。这些问题最终导致该公司核心管理团队去年辞职。陈指出，新的管理团队极大地改善了公司的资产负债表。该股2021年飙升177%，较12个月前上涨44%。</blockquote></p><p> But in terms of its sales growth, positioning in the Canadian recreational market, and path to profitability, the company’s fundamentals don’t support Sundial’s valuation, according to Chen. Despite the stock trading at 28 times her calendar-year 2022 sales forecast, she notes that recreational sales declined 30% in the third quarter of 2020 from the second quarter—even though there was growth in the broader industry.</p><p><blockquote>但陈表示，就其销售增长、在加拿大娱乐市场的定位以及盈利之路而言，该公司的基本面并不支持Sundial的估值。尽管该股的交易价格是她2022日历年销售预测的28倍，但她指出，尽管更广泛的行业有所增长，但2020年第三季度的休闲销售额较第二季度下降了30%。</blockquote></p><p> “SNDL needs to demonstrate more consistent top-line momentum to ease concerns that there is soft consumer traction for its products,” Chen wrote.</p><p><blockquote>陈写道：“SNDL需要表现出更一致的营收势头，以缓解人们对其产品消费者吸引力疲软的担忧。”</blockquote></p><p> The Sundial downgrade was a part of a broader new framework Chen is applying to her cannabis stock coverage. She is homing in on firms with improving profitability and key strategic attributes. Such attributes include a large and capable strategic partner, a meaningful presence in key international markets like Germany, a strong management team, and a clear and strategic path into the U.S. cannabis market.</p><p><blockquote>日晷的降级是陈应用于其大麻股票覆盖范围的更广泛的新框架的一部分。她专注于盈利能力和关键战略属性不断提高的公司。这些属性包括大型且有能力的战略合作伙伴、在德国等关键国际市场的有意义的存在、强大的管理团队以及进入美国大麻市场的清晰战略路径。</blockquote></p><p> She also lowered her rating on OrganiGram Holdings (OGI) to Underperform from Market Perform, noting the company, “has not been able to materially grow its rec sales for several quarters even though the industry has expanded.”</p><p><blockquote>她还将OrganiGram Holdings(OGI)的评级从市场表现下调至表现不佳，并指出该公司“尽管行业已经扩张，但其rec销售额已连续几个季度未能大幅增长。”</blockquote></p><p> Sundial stock was down 5.8% to $1.31 on Wednesday. ETFMG Alternative Harvest (MJ), an exchange-traded fund with exposure to the cannabis business, was down 0.8%.</p><p><blockquote>Sundial股价周三下跌5.8%，至1.31美元。涉足大麻业务的交易所交易基金ETFMG Alternative Harvest(MJ)下跌0.8%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.<blockquote>分析师表示，出售日晷种植者。大麻股票的价格与基本面不符。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSell Sundial Growers, Analyst Says. The Cannabis Stock’s Price Doesn’t Match Fundamentals.<blockquote>分析师表示，出售日晷种植者。大麻股票的价格与基本面不符。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-11 15:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.</p><p><blockquote>日晷种植者的股价在更广泛的大麻反弹中反弹。但BMO资本市场的一位分析师对其估值感到担忧。</blockquote></p><p> BMO Capital Markets analyst Tamy Chen lowered her rating on Sundial shares (ticker: SNDL) to Underperform from Market Perform. She raised her price target to 40 cents from 30 cents.</p><p><blockquote>BMO资本市场分析师Tamy Chen将Sundial股票（股票代码：SNDL）的评级从市场表现下调至表现不佳。她将目标价从30美分上调至40美分。</blockquote></p><p> Sundial stock, which once traded north of $11, tanked in 2019 and 2020 following a number of issues, including some of its cannabis being rejected by a customer due to poor quality,MarketWatch reported. The issues culminated with the company’s core management team resigning last year. The new management team, Chen notes, has drastically improved the company’s balance sheet. The stock has soared 177% in 2021, up 44% from its levels 12 months ago.</p><p><blockquote>据MarketWatch报道，Sundial股价曾一度超过11美元，但在2019年和2020年因一系列问题而暴跌，其中包括部分大麻因质量差而被客户拒绝。这些问题最终导致该公司核心管理团队去年辞职。陈指出，新的管理团队极大地改善了公司的资产负债表。该股2021年飙升177%，较12个月前上涨44%。</blockquote></p><p> But in terms of its sales growth, positioning in the Canadian recreational market, and path to profitability, the company’s fundamentals don’t support Sundial’s valuation, according to Chen. Despite the stock trading at 28 times her calendar-year 2022 sales forecast, she notes that recreational sales declined 30% in the third quarter of 2020 from the second quarter—even though there was growth in the broader industry.</p><p><blockquote>但陈表示，就其销售增长、在加拿大娱乐市场的定位以及盈利之路而言，该公司的基本面并不支持Sundial的估值。尽管该股的交易价格是她2022日历年销售预测的28倍，但她指出，尽管更广泛的行业有所增长，但2020年第三季度的休闲销售额较第二季度下降了30%。</blockquote></p><p> “SNDL needs to demonstrate more consistent top-line momentum to ease concerns that there is soft consumer traction for its products,” Chen wrote.</p><p><blockquote>陈写道：“SNDL需要表现出更一致的营收势头，以缓解人们对其产品消费者吸引力疲软的担忧。”</blockquote></p><p> The Sundial downgrade was a part of a broader new framework Chen is applying to her cannabis stock coverage. She is homing in on firms with improving profitability and key strategic attributes. Such attributes include a large and capable strategic partner, a meaningful presence in key international markets like Germany, a strong management team, and a clear and strategic path into the U.S. cannabis market.</p><p><blockquote>日晷的降级是陈应用于其大麻股票覆盖范围的更广泛的新框架的一部分。她专注于盈利能力和关键战略属性不断提高的公司。这些属性包括大型且有能力的战略合作伙伴、在德国等关键国际市场的有意义的存在、强大的管理团队以及进入美国大麻市场的清晰战略路径。</blockquote></p><p> She also lowered her rating on OrganiGram Holdings (OGI) to Underperform from Market Perform, noting the company, “has not been able to materially grow its rec sales for several quarters even though the industry has expanded.”</p><p><blockquote>她还将OrganiGram Holdings(OGI)的评级从市场表现下调至表现不佳，并指出该公司“尽管行业已经扩张，但其rec销售额已连续几个季度未能大幅增长。”</blockquote></p><p> Sundial stock was down 5.8% to $1.31 on Wednesday. ETFMG Alternative Harvest (MJ), an exchange-traded fund with exposure to the cannabis business, was down 0.8%.</p><p><blockquote>Sundial股价周三下跌5.8%，至1.31美元。涉足大麻业务的交易所交易基金ETFMG Alternative Harvest(MJ)下跌0.8%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/sell-sundial-growers-cannabis-stock-51615414888?mod=hp_DAY_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc."},"source_url":"https://www.barrons.com/articles/sell-sundial-growers-cannabis-stock-51615414888?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125172380","content_text":"Shares of Sundial Growers have rebounded amida broader cannabis rally. But an analyst at BMO Capital Markets has concerns about its valuation.\nBMO Capital Markets analyst Tamy Chen lowered her rating on Sundial shares (ticker: SNDL) to Underperform from Market Perform. She raised her price target to 40 cents from 30 cents.\nSundial stock, which once traded north of $11, tanked in 2019 and 2020 following a number of issues, including some of its cannabis being rejected by a customer due to poor quality,MarketWatch reported. The issues culminated with the company’s core management team resigning last year. The new management team, Chen notes, has drastically improved the company’s balance sheet. The stock has soared 177% in 2021, up 44% from its levels 12 months ago.\nBut in terms of its sales growth, positioning in the Canadian recreational market, and path to profitability, the company’s fundamentals don’t support Sundial’s valuation, according to Chen. Despite the stock trading at 28 times her calendar-year 2022 sales forecast, she notes that recreational sales declined 30% in the third quarter of 2020 from the second quarter—even though there was growth in the broader industry.\n“SNDL needs to demonstrate more consistent top-line momentum to ease concerns that there is soft consumer traction for its products,” Chen wrote.\nThe Sundial downgrade was a part of a broader new framework Chen is applying to her cannabis stock coverage. She is homing in on firms with improving profitability and key strategic attributes. Such attributes include a large and capable strategic partner, a meaningful presence in key international markets like Germany, a strong management team, and a clear and strategic path into the U.S. cannabis market.\nShe also lowered her rating on OrganiGram Holdings (OGI) to Underperform from Market Perform, noting the company, “has not been able to materially grow its rec sales for several quarters even though the industry has expanded.”\nSundial stock was down 5.8% to $1.31 on Wednesday. ETFMG Alternative Harvest (MJ), an exchange-traded fund with exposure to the cannabis business, was down 0.8%.","news_type":1,"symbols_score_info":{"SNDL":0.9}},"isVote":1,"tweetType":1,"viewCount":3565,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":21,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/328903192"}
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