Subdued gas equipment sales,but better 2H15 in store Results in line. Special DPS possible in Feb 2016 H1 2015 – results ahead on unallocated items Waiting for new strategy to be announced YHD gains Wal-Mart's full support Fairly valued; earnings revisions to turn positive; Wynn to CL-Buy Today's research headlines Asian Edition NCI Alert：Profit alert – 1H15 net profit up ~80% on investments South Korea: Growth Slowed Further In 2Q15 Brazil 1, Germany 2