$Aphria In_老虎社区_美港股上老虎 - 老虎社区

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Ordreality
2020-12-21

$Aphria Inc.(APHA)$美国fed疯狂印钞，但是共和党肯定要卡纾困资金，必然走向向瘾君子要求的道路，合法化大势所趋。看好龙头公司

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风险收益比
·2020-12-22
为啥跌成这🐶样？
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- Ordreality:
  因为溢价收购tilray在他们看来是利空，apha不仅要背负更大的债务，同时也不构成协同效应和垄断地位。同时他们认为在一月份的参议院投票中民主党并不占优势。但是我的观点是并购方首先收购甜水，继而收购tilray，目的是在美国的食品饮料和娱乐大麻中占据先发优势，apha在加拿大和德国都有着非常丰富的大麻运营经验，自身的债务情况也很好，同时美国放开大麻管制，从瘾君子身上捞钱是大势所趋。
  2020-12-22
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斯巴达克斯m
·2020-12-22
赞成👍
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