HK/China Property:HK/China Property Evening Daily Breakfast Spread Vietnam strategy unchanged despite TPP Maintaining strong profit growth; FX headwinds Initiate at Buy: Strong earnings growth and market share gains Grasberg extension in sight; O&G ops under review; Leverage too high 2Q FY3/16 operational results better than expected; 3Q may be better on low base Buy: Expect Q3 NBV to grow 15% CFO resignation is not a cause for concern Hold: 2QFY16 operational performance remains weak