Hold: Strong 2Q driven by higher tariffs and cost control Daily prices and news: China's June thermal coal imports hit 4-year low Weekly Healthcare Pulse First read on 2Q data shows weaker consumption in many areas Regional Morning Notes Gome Buys 578 Stores from Major Shareholder at High Cost First foray into Shanghai office 2Q14 update and key takeaways from meetings with tire companies Mobile drives upside, downside seems protected; Buy Leju/E-house China: Retail: Is it game over for bricks & mortar? Buy Intime/Anta, Li Ning to Buy