Article, page-9

My view FWIW worth discussing

1. A significant percentage of investors won't touch the industry which automatically lowers its fair PE ratio <--- this could be a reason, although i find very few isntos let morals get in the way of making money - just look at the tobacco industry or online gambling. It could be a factor, but i believe its more a case of " tech" stock

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. 4 swallows in fact, 4 quarterlies of growth.

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 - summary of full year results are in. You are right, could happen, but not much their to write down and they result did say growth in all sectors of their business.