港股周三收高 建行强势涨逾3% General offer being considered by controlling shareholder Results missed on higher opex. Earnings growth guidance of 30% To scale a brand Underlying business not as bad as profit warning; but with no recovery difficult to get constructive 金属市场依旧黯淡，维持“减持”评级 Below expectation on booking mix; healthy financial position 简要分析：业绩符合预期；机车/货车业务疲弱，高铁业务稳健，城轨业务强劲 Above expectations on PE realized gain; new businesses on track Below expectation on margins; balance sheet further deteriorated