Eminyakeni yamuva nje, amasheya embonini ye-cannabis avame ukuguquguquka kakhulu ngenxa yethemba lokugunyazwa ngokusemthethweni kwensangu e-United States. Lokhu kungenxa yokuthi nakuba amandla okukhula embonini ephawulekayo, ancike kakhulu ekuqhubekeleni phambili kokugunyazwa kwensangu emazingeni kahulumeni kanye ne-federal e-United States.
I-Tilray Brands (NASDAQ: TLRY), enekomkhulu eCanada, njengomholi embonini ye-cannabis, ivame ukuhlomula kakhulu egagasini lokugunyazwa kwensangu. Ngaphezu kwalokho, ukuze kuncishiswe ukuncika ebhizinisini le-cannabis, i-Tilray yandise ububanzi bebhizinisi layo futhi yangena emakethe yesiphuzo esidakayo.
U-Irwin Simon, oyi-CEO yakwaTilray, uthe njengoba uhulumeni waseRiphabhlikhi ethatha izintambo e-United States, ukholelwa ukuthi ukugunyazwa kwensangu kungaba yiqiniso ngesikhathi sokuphatha kukaTrump.
Ukugunyaza insangu ngokusemthethweni kungase kuvule ithuba
Ngemuva kokuthi uTrump ephumelele ukhetho lwaseMelika ngoNovemba 2024, amanani esitoko sensangu amaningi acishe ehla ngokushesha. Isibonelo, inani lemakethe le-AdvisorShares Pure US Cannabis ETF selicishe lehle ngohhafu kusukela ngomhla ka-5 Novemba, njengoba abatshalizimali abaningi bekholelwa ukuthi uhulumeni waseRiphabhulikhi ozobusa kuyizindaba ezimbi embonini, njengoba amaRiphabhulikhi ngokuvamile ethatha isimo esiqinile ezidakamizweni.
Noma kunjalo, u-Irwin Simon uhlala enethemba. Engxoxweni yakamuva, ukholelwa ukuthi ukugunyazwa kwensangu kuzoba ngokoqobo kwesinye isikhathi sokuphatha kukaTrump. Uveze ukuthi le mboni ingakwazi ukufukula umnotho uwonke ngesikhathi ingenisa imali yentela kuhulumeni, nokubaluleka kwayo kuyabonakala. Isibonelo, ukuthengiswa kwensangu eNew York State kuphela kufinyelele cishe ku-$1 billion kulo nyaka.
Ngokombono kazwelonke, iGrand View Research ilinganisela ukuthi ubukhulu bemakethe yensangu yase-US bungafinyelela ku-$76 billion ngo-2030, ngesilinganiso sokukhula esilindelekile sonyaka esingu-12%. Nokho, ukukhula kwemboni eminyakeni emihlanu ezayo kuzoncika kakhulu ekuthuthukisweni kwenqubo yomthetho.
Ingabe abatshalizimali kufanele bahlale benethemba mayelana nokugunyazwa kwakamuva kwensangu?
Lokhu kuthemba akuqali ukuvela. Kusukela kokuhlangenwe nakho komlando, nakuba abaphathi bemboni bebelokhu benethemba lokugunyazwa kwensangu, izinguquko ezinkulu azivamile ukwenzeka. Isibonelo, emikhankasweni yokhetho edlule, uTrump ukhombise isimo sengqondo esivulekile mayelana nokuxegiswa kwensangu futhi wathi, "Asikho isidingo sokulimaza izimpilo zabantu, futhi akudingeki ukuthi sichithe imali yabakhokhi bentela ukubopha abantu abaphethe insangu encane. .” Kodwa-ke, ngesikhathi sakhe sokuqala, akazange athathe noma yiziphi izinyathelo ezibalulekile zokukhuthaza ukugunyazwa kwensangu.
Ngakho-ke, okwamanje, akukaqinisekwa ukuthi ngabe uTrump uzolubeka phambili udaba lwensangu, nokuthi ngabe iCongress elawulwa yiRiphabhulikhi izophasisa yini izikweletu ezifanele nakho kuyabuzwa kakhulu.
Ingabe isitoko se-cannabis kufanelekile ukutshala imali kuso?
Ukuthi ukutshala imali ezitokisini ze-cannabis kuwukuhlakanipha kuya ngesineke sabatshalizimali. Uma umgomo wakho uwukuphishekela izinzuzo zesikhashana, kungase kube nzima ukuzuza impumelelo ekugunyazweni insangu esikhathini esizayo esiseduze, ngakho amasheya ensangu angase angafaneleki njengezinhloso zokutshala izimali zesikhashana. Ngokuphambene, yilabo kuphela abanezinhlelo zokutshala izimali zesikhathi eside abangavuna izinzuzo kulo mkhakha.
Izindaba ezinhle ukuthi ngenxa yethemba elingaqinisekile lokugunyazwa, ukulinganiswa kwemboni ye-cannabis kwehle kwaze kwaba sezingeni eliphansi. Manje kungase kube yisikhathi esihle sokuthenga amasheya e-cannabis ngentengo ephansi futhi uwabambe isikhathi eside. Kodwa-ke, noma kunjalo, kubatshalizimali abanokubekezelela ubungozi obuphansi, lokhu akusona inketho efanelekile.
Sithatha iTilray Brands njengesibonelo, naphezu kokuba enye yezinkampani ezidume umhlaba wonke ngensangu, inkampani isaqongelele ukulahlekelwa kwezigidi ezingu-212,6 zamaRandi ezinyangeni eziyi-12 ezedlule. Kubatshalizimali abaningi, ukuphishekela izitoko zokukhula eziphephile kungase kube ukukhetha okusebenziseka kalula. Kodwa-ke, uma unesikhathi esanele, ukubekezela, kanye nezimali, umqondo wokubamba amasheya ensangu isikhathi eside awunasisekelo.
Isikhathi sokuthumela: Jan-09-2025