Ewald
2021-02-25
I don't think so...
This Marijuana Stock Is Now ‘Too Expensive,’ Analyst Says<blockquote>分析师称，这只大麻股票现在 “太贵了”</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":361289184,"tweetId":"361289184","gmtCreate":1614238646848,"gmtModify":1634550540756,"author":{"id":3573788355724268,"idStr":"3573788355724268","authorId":3573788355724268,"authorIdStr":"3573788355724268","name":"Ewald","avatar":"https://static.tigerbbs.com/60c8eb8db3c825e3fdeb89353eacb524","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>I don't think so... </p></body></html>","htmlText":"<html><head></head><body><p>I don't think so... </p></body></html>","text":"I don't think so...","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/361289184","repostId":1122955763,"repostType":4,"repost":{"id":"1122955763","kind":"news","pubTimestamp":1614237149,"share":"https://www.laohu8.com/m/news/1122955763?lang=zh_CN&edition=full","pubTime":"2021-02-25 15:12","market":"us","language":"en","title":"This Marijuana Stock Is Now ‘Too Expensive,’ Analyst Says<blockquote>分析师称，这只大麻股票现在 “太贵了”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122955763","media":"Barrons","summary":"Canopy Growth shares were rising on Wednesday, along with its Canadian cannabis peers. An analyst at","content":"<p>Canopy Growth shares were rising on Wednesday, along with its Canadian cannabis peers. An analyst at Jefferies says the stock is now “too expensive.”</p><p><blockquote>Canopy Growth 的股价周三上涨，加拿大大麻同行也上涨。杰富瑞（Jefferies）的一位分析师表示，该股现在 “太贵了”。</blockquote></p><p> Owen Bennett lowered his rating on Canopy stock (ticker: CGC) to Underperform from Hold, though he upped his price target to $23.03 from $21.10. He argues the stock’s valuation, relative to peers, is deservedly higher due to its opportunities to enter the U.S. market when it’s legal to do so. Yet he argues investors shouldn’t play U.S. legalization with the stock at these levels.</p><p><blockquote>欧文·贝内特 (Owen Bennett) 将 Canopy 股票（股票代码：CGC）的评级从持有下调至表现不佳，但他将目标价从 21.10 美元上调至 23.03 美元。他认为，相对于同行，该股的估值理所当然地较高，因为它有机会在合法的情况下进入美国市场。然而，他认为投资者不应该在这个水平上玩美国合法化的游戏。</blockquote></p><p> As Barron’s note dearlier this month, popular U.S. growers includeCuraleaf Holdings(CURLF),Trulieve Cannabis(TCNNF),Green Thumb Industries(GTBIF), and Cresco Labs(CRLBF).</p><p><blockquote>正如《巴伦周刊》本月早些时候指出的那样，美国受欢迎的种植者包括 Curaleaf Holdings (CURLF)、Trulieve Cannabis (TCNNF)、Green Thumb Industries (GTBIF) 和 Cresco Labs (CRLBF)。</blockquote></p><p> Given that Canopy and the U.S. grower it has a contingent deal to acquire, Acreage Holdings, are losing money, Bennett sees other U.S. growers with superior fundamental outlooks. Meanwhile, he says, the Canadian market is still in a period of transition following industrywide missteps in the rollout of legal cannabis. While he sees some encouraging signs, he argues it is still too early to turn bullish on that market.</p><p><blockquote>鉴于 Canopy 及其有意收购的美国种植者 Acreage Holdings 正在亏损，Bennett 认为其他美国种植者的基本面前景更好。与此同时，他表示，由于全行业在推出合法大麻方面出现失误，加拿大市场仍处于转型期。虽然他看到了一些令人鼓舞的迹象，但他认为现在看好该市场还为时过早。</blockquote></p><p> Bennett also maintained an Underperform rating onAurora Cannabisshares (ACB) in a note on Wednesday, though he raised his price target to $7.49 from $3.58. He said the company’s second-quarter results, reported earlier this month, “only reinforced our concerns on its underlying business.”</p><p><blockquote>贝内特在周三的一份报告中还维持了 Aurora Cannabisshares (ACB) 跑输大盘的评级，尽管他将目标价从 3.58 美元上调至 7.49 美元。他说，该公司本月早些时候公布的第二季度业绩 “只会加深我们对其基础业务的担忧”。</blockquote></p><p> “First, Canadian sales pressures were more pronounced than we had assumed, with little improvement on the margin profile,” Bennett wrote. “Second, given the near-term debt overhang and its high cash burn rate, we raise questions marks on whether Aurora’s balance sheet is strong enough to support a potential US push.”</p><p><blockquote>“贝内特写道：”首先，加拿大的销售压力比我们预想的要大，利润率几乎没有改善。“其次，鉴于近期债务过剩及其高现金消耗率，我们对奥罗拉的资产负债表是否足够强劲以支持美国潜在的推动提出质疑。”</blockquote></p><p> The downgrade hasn’t scared investors away, at least not yet. Canopy stock was up 0.8%, at $35.6, in recent trading. Aurora stock was up 3.8%, at $11.64.ETFMG Alternative Harvest(MJ), a cannabis-focused exchange-traded fund, was up 4.4%, while the S&P 500 was up 1.1%.</p><p><blockquote>评级下调并没有吓跑投资者，至少目前还没有。Canopy 股价在最近的交易中上涨 0.8%，至 35.6 美元。Aurora 股价上涨 3.8%，至 11.64 美元。专注于大麻的交易所交易基金 ETFMG Alternative Harvest (MJ) 上涨 4.4%，标普500上涨 1.1%。</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>This Marijuana Stock Is Now ‘Too Expensive,’ Analyst Says<blockquote>分析师称，这只大麻股票现在 “太贵了”</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\">\nThis Marijuana Stock Is Now ‘Too Expensive,’ Analyst Says<blockquote>分析师称，这只大麻股票现在 “太贵了”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-25 15:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Canopy Growth shares were rising on Wednesday, along with its Canadian cannabis peers. An analyst at Jefferies says the stock is now “too expensive.”</p><p><blockquote>Canopy Growth 的股价周三上涨，加拿大大麻同行也上涨。杰富瑞（Jefferies）的一位分析师表示，该股现在 “太贵了”。</blockquote></p><p> Owen Bennett lowered his rating on Canopy stock (ticker: CGC) to Underperform from Hold, though he upped his price target to $23.03 from $21.10. He argues the stock’s valuation, relative to peers, is deservedly higher due to its opportunities to enter the U.S. market when it’s legal to do so. Yet he argues investors shouldn’t play U.S. legalization with the stock at these levels.</p><p><blockquote>欧文·贝内特 (Owen Bennett) 将 Canopy 股票（股票代码：CGC）的评级从持有下调至表现不佳，但他将目标价从 21.10 美元上调至 23.03 美元。他认为，相对于同行，该股的估值理所当然地较高，因为它有机会在合法的情况下进入美国市场。然而，他认为投资者不应该在这个水平上玩美国合法化的游戏。</blockquote></p><p> As Barron’s note dearlier this month, popular U.S. growers includeCuraleaf Holdings(CURLF),Trulieve Cannabis(TCNNF),Green Thumb Industries(GTBIF), and Cresco Labs(CRLBF).</p><p><blockquote>正如《巴伦周刊》本月早些时候指出的那样，美国受欢迎的种植者包括 Curaleaf Holdings (CURLF)、Trulieve Cannabis (TCNNF)、Green Thumb Industries (GTBIF) 和 Cresco Labs (CRLBF)。</blockquote></p><p> Given that Canopy and the U.S. grower it has a contingent deal to acquire, Acreage Holdings, are losing money, Bennett sees other U.S. growers with superior fundamental outlooks. Meanwhile, he says, the Canadian market is still in a period of transition following industrywide missteps in the rollout of legal cannabis. While he sees some encouraging signs, he argues it is still too early to turn bullish on that market.</p><p><blockquote>鉴于 Canopy 及其有意收购的美国种植者 Acreage Holdings 正在亏损，Bennett 认为其他美国种植者的基本面前景更好。与此同时，他表示，由于全行业在推出合法大麻方面出现失误，加拿大市场仍处于转型期。虽然他看到了一些令人鼓舞的迹象，但他认为现在看好该市场还为时过早。</blockquote></p><p> Bennett also maintained an Underperform rating onAurora Cannabisshares (ACB) in a note on Wednesday, though he raised his price target to $7.49 from $3.58. He said the company’s second-quarter results, reported earlier this month, “only reinforced our concerns on its underlying business.”</p><p><blockquote>贝内特在周三的一份报告中还维持了 Aurora Cannabisshares (ACB) 跑输大盘的评级，尽管他将目标价从 3.58 美元上调至 7.49 美元。他说，该公司本月早些时候公布的第二季度业绩 “只会加深我们对其基础业务的担忧”。</blockquote></p><p> “First, Canadian sales pressures were more pronounced than we had assumed, with little improvement on the margin profile,” Bennett wrote. “Second, given the near-term debt overhang and its high cash burn rate, we raise questions marks on whether Aurora’s balance sheet is strong enough to support a potential US push.”</p><p><blockquote>“贝内特写道：”首先，加拿大的销售压力比我们预想的要大，利润率几乎没有改善。“其次，鉴于近期债务过剩及其高现金消耗率，我们对奥罗拉的资产负债表是否足够强劲以支持美国潜在的推动提出质疑。”</blockquote></p><p> The downgrade hasn’t scared investors away, at least not yet. Canopy stock was up 0.8%, at $35.6, in recent trading. Aurora stock was up 3.8%, at $11.64.ETFMG Alternative Harvest(MJ), a cannabis-focused exchange-traded fund, was up 4.4%, while the S&P 500 was up 1.1%.</p><p><blockquote>评级下调并没有吓跑投资者，至少目前还没有。Canopy 股价在最近的交易中上涨 0.8%，至 35.6 美元。Aurora 股价上涨 3.8%，至 11.64 美元。专注于大麻的交易所交易基金 ETFMG Alternative Harvest (MJ) 上涨 4.4%，标普500上涨 1.1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/this-cannabis-stock-is-now-too-expensive-analyst-says-51614198173?mod=hp_DAY_9\">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.","APHA":"Aphria Inc.","ACB":"奥罗拉大麻公司","MJ":"Amplify Alternative Harvest ETF","CGC":"Canopy Growth Corporation","CRON":"Cronos Group Inc."},"source_url":"https://www.barrons.com/articles/this-cannabis-stock-is-now-too-expensive-analyst-says-51614198173?mod=hp_DAY_9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122955763","content_text":"Canopy Growth shares were rising on Wednesday, along with its Canadian cannabis peers. An analyst at Jefferies says the stock is now “too expensive.”\nOwen Bennett lowered his rating on Canopy stock (ticker: CGC) to Underperform from Hold, though he upped his price target to $23.03 from $21.10. He argues the stock’s valuation, relative to peers, is deservedly higher due to its opportunities to enter the U.S. market when it’s legal to do so. Yet he argues investors shouldn’t play U.S. legalization with the stock at these levels.\nAs Barron’s note dearlier this month, popular U.S. growers includeCuraleaf Holdings(CURLF),Trulieve Cannabis(TCNNF),Green Thumb Industries(GTBIF), and Cresco Labs(CRLBF).\nGiven that Canopy and the U.S. grower it has a contingent deal to acquire, Acreage Holdings, are losing money, Bennett sees other U.S. growers with superior fundamental outlooks. Meanwhile, he says, the Canadian market is still in a period of transition following industrywide missteps in the rollout of legal cannabis. While he sees some encouraging signs, he argues it is still too early to turn bullish on that market.\nBennett also maintained an Underperform rating onAurora Cannabisshares (ACB) in a note on Wednesday, though he raised his price target to $7.49 from $3.58. He said the company’s second-quarter results, reported earlier this month, “only reinforced our concerns on its underlying business.”\n“First, Canadian sales pressures were more pronounced than we had assumed, with little improvement on the margin profile,” Bennett wrote. “Second, given the near-term debt overhang and its high cash burn rate, we raise questions marks on whether Aurora’s balance sheet is strong enough to support a potential US push.”\nThe downgrade hasn’t scared investors away, at least not yet. Canopy stock was up 0.8%, at $35.6, in recent trading. Aurora stock was up 3.8%, at $11.64.ETFMG Alternative Harvest(MJ), a cannabis-focused exchange-traded fund, was up 4.4%, while the S&P 500 was up 1.1%.","news_type":1,"symbols_score_info":{"CRON":0.9,"APHA":0.9,"SNDL":0.9,"ACB":0.9,"MJ":0.9,"CGC":0.9}},"isVote":1,"tweetType":1,"viewCount":2204,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/361289184"}
精彩评论