In line with expectations: Getting over the hump Industrial waste treatment projects reaching full capacity ahead of our expectation Opportunity to accumulate on weakness; looking beyond the normalization year Early June CISA output rebounds Investment Daily Final destination Offshore wind power FiT finalised by NDRC：Quick Note Commodities Comment：The crucial H2 supply deltas Lack of positive catalysts, retain Underperform Revenue share payments to MRTA start in 2HFY14