1H15 preview – Expecting a strong result season with upside on VNB China sales deteriorate further Priced as of July 24, 2015 Earnings Outlook for the Week Ahead: OMI, LH,ESRX, HSIC, MCK, CAH 1H15 results in line; Lack of near term catalysts; Maintain HOLD Rocky month of results ahead Hold： Strong quarter, but margins have peaked The Week in Chemicals：Agriculture and Chemical Menu 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