Morning Meeting Daily Doosan Heavy Buy: 2Q weak but core business outlook is improving What is different in the United States? Siam Cement Reduce: Another profit surge but likely unsustainable YES Bank Buy: 1Q – Stability all round Security Bank Hold: Unattractive growth profile TPK Holding Hold: Disappointing 2Q but 2H should be an improvement Hang Lung Properties Buy: Largely steady 1H15 earnings expected Anta Sports Upgrade to Buy: Pulling ahead in the lead Xinyi Glass：1H15 results first take - Net profit rises 24% in a tough market