China banks: Trip takeaways: PPP financing and debt-to-equity swaps (DES) Consumer & Media Daily Overseas progress to benefit L/T outlook, but weak earnings in 2016-17 Lower PT to HK$10.5 - tough startup period for Vietnam Inside the Great Wall: Hong Kong/China Property Daily One step closer to obtaining NEV licence Continued Disposal of Non-core Assets 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