Transport Sector, China and Asia-focused Research

Charles De Trenck

Equity Bottom-Up

We are at the start of a new page for an old industry, with marijuana becoming legal in many markets faster than we could have imagined a decade ago. The move this week by<a href="https://www.smartkarma.com/entities/8065" target="_blank" data-smartkarma-citation="entities:8065:1">Constellation Brands Inc A (STZ US)</a> to increase its stake in <a href="https://www.smartkarma.com/entities/25083" target="_blank" data-smartkarma-citation="entities:25083:1">Canopy Growth (WEED CN)</a> is a game changer.Some US states have made the move into medical and recreational marijuana, with California becoming the big catch in Jan 2018. We all know this, and this has been reflected in share prices of many counters in 2017-18 rallies.…

We are at the start of a new page for an old industry, with marijuana becoming legal in many markets faster than we could have imagined a decade ago. The move this week byConstellation Brands Inc A (STZ US) to increase its stake in Canopy Growth (WEED CN) is a game changer.Some US states have made the move into medical and recreational marijuana, with California becoming the big catch in Jan 2018. We all know this, and this has been reflected in share prices of many counters in 2017-18 rallies.…

Cannabis: Game Change Buy In from Alcoholic Beverages Player (Constellation Brands + Canopy Growth)

United States

CNBX Pharmaceuticals Inc. operates as a pharmaceutical company. The Company develops cannabinoid-based antitumor drug candidate for the treatment of colorectal cancer based on novel and proprietary formulation. CNBX Pharmaceuticals serves patients in the United States.

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CNBX Pharmaceuticals (CNBX US)

Cannabis: Game Change Buy In from Alcoholic Beverages Player (Constellation Brands + Canopy Growth)

We are at the start of a new page for an old industry, with marijuana becoming legal in many markets faster than we could have imagined a decade...

Charles De Trenck

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