Eminyakeni yamuva nje, amasheya embonini ye-cannabis ajwayele ukushintshashintsha ngokumangazayo ngenxa yethemba lokusemthethweni kwensangu e-United States. Lokhu kungenxa yokuthi yize amandla okukhula embonini kubalulekile, kuncike kakhulu ngentuthuko yokusemthethweni kwe-Marijuana Empeleni emazingeni ezwe nasezimalini e-United States.
I-Tilray Brands (NASDAQ: TLRE), ebhekiswe eCanada e-Canabis embonini yeCannabis, imizwa evamile kakhulu kusuka kugagasi lezemthetho lensangu. Ngaphezu kwalokho, ukuze unciphise ukuncika ebhizinisini le-cannabis, i-Tilray ikhulise ubukhulu bawo webhizinisi futhi yangena emakethe yesiphuzo yotshwala.
I-Irwin Simon, Isikhulu se-TILRAY, sasho ukuthi ngohulumeni waseRepublican ethatha isikhundla e-United States, ukholelwa ukuthi isezomthetho sensangu singase sibe ngokoqobo phakathi ne-Trump Administration.
Engokomthetho insangu ingangenisela ithuba
Ngemuva kokuthi uTrump uphumelele ukhetho lwe-US ngoNovemba 2024, amanani entengo yamasheya amasheya amaningi wensangu acishe awohloka ngokushesha. Isibonelo, inani lemakethe le-Advisorshares limsulwa i-US Cannabis ETF licishe lihleleke kusukela ngoNovemba 5, njengoba abatshalizimali abaningi bakholelwa ukuthi uhulumeni waseRiphabhulikhi uza ngezimo ezimbi ezidakamizweni.
Noma kunjalo, i-Irwin Simon ihlala inethemba. Engxoxweni yakamuva, wayekholelwa ukuthi ukubhaliswa kwensangu kuzoba ngokoqobo esigabeni esithile sokuphatha i-Trump. Uveze ukuthi lo mkhakha ungakhuphula umnotho ophelele ngenkathi ukhiqiza imali yentela kuhulumeni, futhi ukubaluleka kwako kuyabonakala. Isibonelo, ukuthengiswa kwensangu eNew York State kuphela kwafika cishe ama- $ 1 billion kulo nyaka.
Ngokombono kazwelonke, ukulinganisa okuhle kokucwaninga okungosayizi kasayizi weMakethe yase-US Cannabis kungafinyelela ama- $ 76 billion ngo-2030, ngesilinganiso sokukhula sonyaka esilindelekile. Kodwa-ke, ukukhula komkhakha eminyakeni emihlanu ezayo kuzoncika ekuthuthukisweni kwenqubo yokusemthethweni.
Ingabe abatshalizimali kufanele bahlale benethemba ngokusemthethweni kwenzalo?
Lokhu kwethemba akusikho okokuqala ngqa ukuvela. Ngokwesipiliyoni esingokomlando, yize kubaphathi bezimboni banethemba kaninginingi ngokusemthethweni kwensangu, izinguquko ezibalulekile ezingakaze zivele. Isibonelo, emikhankasweni yokhetho yangaphambilini, uTrump ukhombisile isimo sengqondo esivulekile ngokululama ukulawula insangu futhi wathi, "Akudingeki silimaze izimpilo zabantu, futhi asidingi ukuchitha imali yabakhokhi bentela, futhi asidingi ukuchitha imali yabakhokhi bentela yokubopha insangu encane." Kodwa-ke, phakathi nethemu lakhe lokuqala, akazange athathe izinyathelo ezibalulekile zokukhuthaza isemthethweni yensangu.
Ngakho-ke, njengamanje, kuhlala kungaqinisekile ukuthi uTrump uzobeka phambili udaba lwensangu, nokuthi iCongress elawulwa kabusha yaseRepublican izodlula izikweletu ezifanele futhi ibuzwa imibuzo kakhulu.
Ingabe i-cannabis stock kufanelekile ukuyitshala?
Ukuthi ukutshala imali kumasheya e-cannabis kuhlakaniphile kuya ngokubekezela kwabatshalizimali. Uma umgomo wakho ukuphishekela izinzuzo zesikhashana, kungaba nzima ukufeza ukuphumelela ekuvumeleni insangu esiseduze, ngakho-ke amasheya wensangu kungenzeka angafaneleki njengezinhloso zokutshala imali isikhashana. Ngokuphambene nalokho, yilabo kuphela abanezinhlelo zesikhathi eside zokutshala imali abangavuna ukubuya kulo mkhakha.
Izindaba ezimnandi ukuthi ngenxa yethemba elingaqinisekile lokulethwa ngokomthetho, ukulinganisa imboni ye-cannabis kwehle iphuzu eliphansi. Manje kungaba yisikhathi esihle sokuthenga amasheya e-cannabis ngentengo ephansi bese ubabamba isikhathi eside. Kodwa-ke, noma kunjalo, kubatshalizimali ngokubekezelelana kwengozi ephansi, lokhu akusikho ukukhetha okufanele.
Ukuthatha imikhiqizo ye-tilray njengesibonelo, yize kungenye yezinkampani ezaziwayo ze-cannabis ezaziwayo, inkampani isalokhu iqongelela ukulahleka kwama- $ 212.6 million ezinyangeni eziyi-12 ezedlule. Kwabatshalizimali abaningi, ukuphishekela amasheya aphephile wokukhula kungaba ukukhetha okusebenzayo. Kodwa-ke, uma unesikhathi esanele, ukubekezela, kanye nezimali, umbono wokubamba amasheya wensangu isikhathi eside awunacala.
Isikhathi sePosi: Jan-09-2025