Extra provision unlikely in 2HFY15 Margins improvement with cost control measures The Erawan Group：2QFY15 net loss seen narrowing from 2QFY14 Yum Cha 饮茶 A-Share Non-Ferrous Gold desired neither as a currency or a commodity – we downgrade Great Wall 2Q preliminary earnings in line with our expectation Morning Meeting Daily Deleveraging continues despite turbulent Al prices; FCF intact; Buy Delta's minority investment lifts sentiment