There's more art than science to this. Put yourself in their shoes. You don't have a crystal ball. You don't know what to expect.
Companies (retailers) are being very cautious about their guidance for the second quarter, so we're not completely taking it to heart that these (strong sales) results will carry through,
Zhao Ziyang, on the other hand, was very much at the centre of that particular storm, and thus will be harder to rehabilitate.