Indonesia Strategy Key themes for 2017 Hold: Lacklustre outlook Key takeaways from conference call on shares subscription in China Enterprise Opportunity to buy on erratic stock move Short-term cash crunch creates a buying opportunity Reiterate the competitive pressure, strong US dollar a further negative 3Q16 results beat on outstanding gaming business CSPC Pharmaceutical Group Key takeaways from reverse NDR Further re-rating on shaped-up innovation and retailing muscles; initiate at BUY