Installed capacity continued to expand rapidly Positive on Sunny group acquisition Investment Daily Lifting PT to HK$6.7 – Buy at the bottom of the glass cycle UW: Less of more, raise TP to HKD7.1 from HKD6.5 Acquiring 1.12% stake in Sinopec Marketing for Rmb4bn Cathay Pacific Sensitivity analysis on wind tariff cut; more -ve to equipment makers Metals Magnifier：Divergence in a post-strike market China Prop Weekly：Weekly volume fell another 4%