Macau Gaming：Our quick thoughts here after Sands' 2Q Cheung Kong Infrastructure：Above expectation: steady ops; focus on restructuring potential Biostime International Holdings：First Take: 1H profit warning, misses our lowest on Street forecasts Power Assets Holdings Hold: 1H15 earnings within expectations Tencent：Expect another solid quarter Korea: 2Q GDP was weaker than expected, with consumption hit more severly by MERS scarce in June Asia Essentials INVESTMENT DAILY NOTE INVESTMENT DAILY NOTE INVESTMENT DAILY NOTE