Stay defensive in 2H15 IT Services： The News Flow Bundled ITO Deals, Lockheed's Govt. IT, Digital M&As, ITO/Applications Growth Rates, And Solid AWS Re HK/China Basic Materials：Cement/paper should outperform metals/coal in coming quarters 2Q rev evaporation due to moratorium; uncertainty persists China Cement Weekly EZION HOLDINGS(EZI.SP):CREDIT WORTHINESS AFFIRMED Seven M&A Deals Announced Last Week But YTD Deal Count Trending Slightly Lower on YoY Basis Starhill Global REIT Is it due to the unloved channels or is footwear losing wallet share? Hold: First quarter of impact of Maggi ban