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Global Cannabis Stock Index Meltdown in September, 'Didn't Matter Much,' Expert Says

Global Cannabis Stock Index Meltdown in September, 'Didn't Matter Much,' Expert Says

专家称，9月份全球大麻股指崩盘并不重要
Benzinga Real-time News ·  2022/10/03 17:48

In September, the Global Cannabis Stock Index closed low on 9/30 and ended the month down 25.9%, wrote Alan Brochstein, CFA and founder of New Cannabis Ventures and 420 Investor.

在9月份，全球大麻股票指数9月30日收盘低点，当月下跌25.9%，写道艾伦·布罗赫斯坦CFA，新大麻风险投资公司和420投资者的创始人。

Cannabis Companies Affected

受影响的大麻公司

According to New Cannabis Ventures, the strongest 4 names in September all fell:

根据新大麻风险投资公司(New Cannabis Ventures)的数据，9月份排名最靠前的4家公司都名列前茅：

  • Innovative Industrial Properties (NYSE:IIPR): -3.5%
  • Chicago Atlantic Real Estate Finance (NASDAQ:REFI): -5.6%
  • Cronos Group (NASDAQ:CRON) (TSX:CRON): -7.5%
  • Turning Point Brands (NYSE:TPB): -9.0%
  • 创新工业地产(纽约证券交易所代码：IIPR)：-3.5%
  • 芝加哥大西洋房地产金融(纳斯达克：REFI)：-5.6%
  • 克罗诺斯集团(纳斯达克：CRON)(多伦多证券交易所：CRON)：-7.5%
  • Turning Point Brands(纽约证券交易所代码：TPB)：-9.0%

"Innovative Industrial Properties fell the least, but it lost 19.5% during Q3 and is down 66.3% year-to-date. Chicago Atlantic, and IPO from late 2021, fell just 4.3% during Q3 and is down just 13.5% year-to-date," according to Brockstein. "Cronos Group was unchanged during the quarter and is down 28.1% year-to-date. Turning Point Brands, a hybrid business, dropped 21.7% during the quarter and is down 43.8% so far in 2022."

根据布罗克斯坦的数据，创新工业地产的跌幅最小，但它在第三季度下跌了19.5%，今年到目前为止已经下跌了66.3%。芝加哥大西洋公司和2021年末的IPO在第三季度只下跌了4.3%，今年到目前为止只下跌了13.5%。Cronos Group在本季度没有变化，今年到目前为止下降了28.1%。混合企业Turning Point Brands在本季度下降了21.7%，2022年到目前为止下降了43.8%。


Image by New Cannabis Ventures


新大麻风险投资公司提供的图片

The 4 weakest names in September all declined by over 40%:

9月份最弱的4家公司的跌幅均超过40%：

  • Leafly (NASDAQ:LFLY): -57.0%
  • Ayr Wellness (OTC:AYRWF) (CSE:AYR): -46.6%
  • Hydrofarm (NASDAQ:HYFM): -42.9%
  • Trulieve (OTC:TCNNF) (CSE:TRUL): -40.6%
  • Leafly(纳斯达克：Lfly)：-57.0%
  • Ayr Wellness(场外交易：AYRWF)(CSE：AYR)：-46.6%
  • 水务农场(纳斯达克：海亚FM)：-42.9%
  • Trulieve(场外交易代码：TCNNF)(CSE：TRUL)：-40.6%

The report noted that "Leafly was the worst stock for the second straight month. It has dropped 93.2% since the end of 2021 when it was trading as a SPAC." Moreover, "in Q3, it dropped 84.9%. Ayr Wellness lost 84.4% in 2022, and it fell 52.2% in Q3. Hydrofarm, down 93.2% year-to-date, like Leafly, dropped 44.3% during the quarter. Trulieve has declined 67.3% so far in 2022, and it fell 43.9% during Q3."

报告指出，“Leafly是连续第二个月表现最差的股票。自2021年底作为SPAC交易以来，它已经下跌了93.2%。”更有甚者第三季度下跌了84.9%。Ayr Wellness在2022年下跌了84.4%，第三季度下跌了52.2%。今年到目前为止下跌了93.2%，像Leafly一样，在本季度下跌了44.3%。Trulieve在2022年到目前为止下跌了67.3%，第三季度下跌了43.9%。

Not Too Bad

不算太坏

In September, Q3 turned into a massive loss of 23.7% for the index.

在9月份，第三季度大幅亏损23.7%用于索引。

Nevertheless, Brochstein's new report noted that "despite including the worst month [Sep.] in three years, the quarterly return, which was also bad historically, was not nearly the worst:"

尽管如此，Brochstein的新报告指出，尽管包括了最糟糕的月份[9月]在三年的时间里，历史上也很糟糕的季度回报率还不是最差的：

Image by New Cannabis Ventures
"Year-to-date, the Global Cannabis Stock Index has declined 65.7%, and it is down 75.0% from a year ago," said Brochstein. However, "the continued decline seems unjustified. There were no negative industry news or known material changes in company operations."

图片来源：新大麻风险投资公司
今年到目前为止，全球大麻股票指数已经下跌了65.7%，比一年前下降了75.0%，Brochstein说。然而，“持续的下滑似乎没有道理。没有负面的行业消息，也没有公司运营的已知重大变化。”

"We think that the return of the bear market to stocks, which posted a new low last week, has delayed a resumption of interest in our sector from investors," stated Brochstein. "We believe that the upcoming earnings season if it passes without large disappointments, could help investors to better appreciate the sector's valuation and growth prospects."

Brochstein表示：“我们认为，上周创下新低的熊市重回股市，推迟了投资者对我们这个行业兴趣的恢复。”“我们相信，如果即将到来的财报季没有太大的令人失望之处，可能有助于投资者更好地欣赏该行业的估值和增长前景。”

Photo: Courtesy Of Christine Roy On Unsplash

图片：由克里斯汀·罗伊在Unspash上提供

声明：本内容仅用作提供资讯及教育之目的，不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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