August sales up 5% MoM; September and October sales to be stronger Sands have shifted for iron ore after the major(s) supply storm The dollar/euro exchange rate and the different theories of exchange-rate determination Gov’t to deregulate sporting events; l-t positive for sportswear Yanzhou Coal 1H14: Still structurally challenged; capex cuts were positives Yum Cha VIEWPOINTS EXPRESS Two significant index rule changes announced Nakorn Si Thammarat project to push FY16 profit Negative expectation have been priced in basically