Is it due to the unloved channels or is footwear losing wallet share? Hold: First quarter of impact of Maggi ban DAILY EDGE Morning Meeting Daily Doosan Heavy Buy: 2Q weak but core business outlook is improving Siam Cement Reduce: Another profit surge but likely unsustainable YES Bank Buy: 1Q – Stability all round Vedanta Limited Buy: 1QFY16—broadly in-line; merger the next trigger Security Bank Hold: Unattractive growth profile TPK Holding Hold: Disappointing 2Q but 2H should be an improvement