招财日报 2QFY15 earnings seen improvement on strong refinery biz Commodities Comment：Highlights of China’s June trade data Bangkok Expressway ：2QFY15 net profit likely to remain flat y-y 2Q15 Results：Analyst Briefing Key Takeaways First REIT ：Growth Story Intact – Higher debt ceiling a boost Mid-term Concerns Dominate Asia HY: Event driven and Stressed names Strong Backlog for 2H Not yet seeing end of the tunnel