Yip's Chemical Holdings First Take: 1H results in-line, solid growth, margin expansion; Buy BBMG Corporation (H) (2009.HK) In line with expectations; still cautious on cement business Techtronic Industries (669.HK, Sell): First Look – 1H13 Results AirAsia (AIRA MK) N: A mixed bag of fuel, currency, and competition in 2Q13 China Wireless Technologies (2369.HK) Below expectations, but core earnings stronger; maintain CL-Buy China Telecom (0728.HK) HK$4.06 First Take: In-line 1H, vague LTE but firm rural broadband strategy China: Aerospace & Defense 1H results in line: defense spending to continue to propel growth Guangzhou R&F Properties (2777.HK) In line with expectation: Faster investment to fuel better growth Huadian Power International (H) (1071.HK) Above expectations: outsized operating leverage continued; Buy

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