Results should bottom out this year,CCMG to trigger a re-rating.Reiterate BUY. On the right track Encouraging 1H FY2017 results, better outlook ahead A strong delivery amid market turbulence Strong Cotai Franchise; Initiate with BUY Taikang gets on board Asia Pacific Equity Strategy How watertight is the relationship between DXY and MXASJ? Walmart SSSG at 1.6%; Ferragamo ML China constant currency sales up 11%; Orion China currency-neutral sales grew 2.3% China SMID Ideas