Consumer & Media Daily Hong Kong/China Property Daily ASEAN Utilities: Three ills Focus this week will be on South Africa’s S&P rating review on Friday Takeaways from consumer sector field trip 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? Upgrade to Hold: Better margins but mostly priced in Hold: Takeaways from our recent site visit