For one, I'd say the low capex needed for growth in CCME versus a manufacturer (lack of need of future cash infusions), the size of the company (scalability), and the sector difference (advertising in China is in a secular bull market) is the main things you need to look at. ONP also had a terrible Q3 from what I can tell, which would make the stock lag regardless of the hit pieces, IMO.. They haven't reported since that disappointing quarter, so maybe all they need is to get earnings and revenue back on track before they move higher.. I'll admit, I don't follow ONP so I don't know the specifics and may be wrong, but the revenues were off YOY in Q3 considerably according to google finance.. That may have had more of an effect than the allegations..
If it don't make dollaz, it don't make sense. -DJ Quik