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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

專家稱，9月份全球大麻股指崩盤並不重要
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，全球大麻股票指數9月30日收盤低點，當月下跌25.9%，寫道艾倫·布羅赫斯坦CFA，新大麻風險投資公司和420投資者的創始人。

Cannabis Companies Affected

受影響的大麻公司

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

根據新大麻風險投資公司(New Cannabis Ventures)的數據，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%
  • 創新工業地產(紐約證券交易所代碼：IIPR)：-3.5%
  • 芝加哥大西洋房地產金融(納斯達克：REFI)：-5.6%
  • 克羅諾斯集團(納斯達克：CRON)(多倫多證券交易所：CRON)：-7.5%
  • Turning Point Brands(紐約證券交易所代碼：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."

根據布羅克斯坦的數據，創新工業地產的跌幅最小，但它在第三季度下跌了19.5%，今年到目前為止已經下跌了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%，今年到目前為止只下跌了13.5%。Cronos Group在本季度沒有變化，今年到目前為止下降了28.1%。混合企業Turning Point Brands在本季度下降了21.7%，2022年到目前為止下降了43.8%。


Image by New Cannabis Ventures


新大麻風險投資公司提供的圖片

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

9月份最弱的4家公司的跌幅均超過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(納斯達克：Lfly)：-57.0%
  • Ayr Wellness(場外交易：AYRWF)(CSE：AYR)：-46.6%
  • 水務農場(納斯達克：海亞FM)：-42.9%
  • Trulieve(場外交易代碼：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."

報告指出，“Leafly是連續第二個月表現最差的股票。自2021年底作為SPAC交易以來，它已經下跌了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%。今年到目前為止下跌了93.2%，像Leafly一樣，在本季度下跌了44.3%。Trulieve在2022年到目前為止下跌了67.3%，第三季度下跌了43.9%。

Not Too Bad

不算太壞

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

在9月份，第三季度大幅虧損23.7%用於索引。

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:"

儘管如此，Brochstein的新報告指出，儘管包括了最糟糕的月份[9月]在三年的時間裏，歷史上也很糟糕的季度回報率還不是最差的：

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."

圖片來源：新大麻風險投資公司
今年到目前為止，全球大麻股票指數已經下跌了65.7%，比一年前下降了75.0%，Brochstein説。然而，“持續的下滑似乎沒有道理。沒有負面的行業消息，也沒有公司運營的已知重大變化。”

"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：“我們認為，上週創下新低的熊市重回股市，推遲了投資者對我們這個行業興趣的恢復。”“我們相信，如果即將到來的財報季沒有太大的令人失望之處，可能有助於投資者更好地欣賞該行業的估值和增長前景。”

Photo: Courtesy Of Christine Roy On Unsplash

圖片：由克里斯汀·羅伊在Unspash上提供

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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