China/Hong Kong Company Focus Recovery in the price Lonking Holdings Ltd Not on the front foot of a recovery Global Commodities Daily US Crops - A Fluid Situation Hang Seng Index–Daily Futures Fair Value Monitor 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 Operating losses continue，tender offer launched Attractive valuation its saving grace in adull market（1Q FY14 results）