Article, page-8

My view FWIW

1. A significant percentage of investors won't touch the industry which automatically lowers its fair PE ratio.

2. One swallow does not make a summer. You need more than one good result to show that a company is a good earnings growth stock. These guys don't yet have enough track record.

3. We haven't seen the complete full year result yet. There could be large writedowns or something else unexpected to reduce the EPS number substantially.