Takeaways from consumer sector field trip China Property：Weekly sales dropped to monthly average, MTD sales -17% MoM Vietnam at a glance：Cautiously optimistic on trade Business stabilizes but market expectations remain too high Buy: Tumi one-offs in, finally time to focus on fundamentals? Hold: Takeaways from our recent site visit Upgrade to Buy: Recent underperformance and a better 2017 create a good entry point Hold: Looking beyond 1H FY17 Acoustics competition heating up for Apple and Non-Apple in 2017 Outperformance at HC and TS another booster