Buy: Equipment sales continue to soar Bank of Korea Watch: Hunky-dory Reduce: UK water unable to offset weakness at others Another round of successful Another round of successful TP cut due to 5M17 weak content; maintaining Hold A solid quarter; multiple catalysts incoming Local brand price cut underway; JV brand be the next? DB TODAY - GLOBAL/MACRO Inside the Great Wall: Beihai and Lanzhou announce tightening measures US Daily Economic Notes: Growth remains poised to rebound