Hold: A 2020 digital Odyssey Gaming demand stood the test of the storms Brazil IR/DI strategy: Model triggering a receiving position in the long end of the curve Buy: Good progress on SLP Shenzhen to allocate 20% of new residential land for rental properties Yum Cha 1H beat; bullish guidance on 2H17 outlook and onwards Buy: Stong 1H17; expecting stronger 2H17 Hold: 1H17 results within expectations New management to exert stronger capex discipline