Assessing Rustenburg exit options A bargain compared with FGEN China Banks Hong Kong Weekly Liquidity Monitor Monday 16th June 2014 Hong Kong Daybreak China Environmental Protection Sector：More than half of 12th FYP period has passed;environmental pressure remains high in 2014/1 Macau Sensitivity: Bumpy GGR +Solid EBITDA Growth = Opportunity Sunlight REIT：Solid rental reversion to persist FX Positioning Analysis