它们配得上15%的涨幅吗?也就是我们现在所处的水平。到目前为止,这家公司已经成功建立了良好的声誉,能够以不同于该行业许多其他公司的方式吸引客户。他们本季度开始展示的是,有能力以可扩展的方式将这种优势转化为盈利能力。
我认为这正是市场一直在等待的。再次强调,初步迹象仍需进一步确认,但我认为,随着事态发展,这些初步信号给了那些一直在等待这一刻的投资者极大的信心。
Did they deserve a 15% rise, which is the level we are at now? The company has so far managed to build a good reputation for attracting customers in a way that is unlike many other companies in this sector.
What they have begun to demonstrate this quarter is their ability to turn that into profitability in a scalable way. I think this is what the market was waiting for . Again, the initial indications still need further confirmation, but I think the initial signals have given investors who have been waiting for this moment a great deal of confidence as the story unfolds.