Hang Seng Index–Daily Futures Fair Value Monitor 2Q GDP：Consumption-driven growth BOT stays calm，keeps policy unchanged Solid 1H13 results, but rising capex guidance is a clear negative First Take: 1H13 results miss; weak potash, better compound ASP Attractive valuation its saving grace in adull market（1Q FY14 results） Yet to see the light Multiple funding channels to fuel growth Los ing its passion for sports BoCom - Steady results despite challenging environment; Buy maintained