Weifu positioned as structural winner on product upgrades; initiating B share at CL-Buy Wheel loader sales in May miss expectation Sogou-Wechat search Online services expanded; efforts to reduce cyclical impact; Buy VIEWPOINTS EXPRESS Commodities Advantage：Trouble and Strife Natural Gas Weekly & Storage Recap：Price action suggests gas market recognition of lower end-October storage trajectory potentia Intel raises PC guidance, yet another +ve PC datapoint; we prefer Compal, Quanta and Lenovo Daily Economic Briefing:European factories still ramping up Daily Economic Briefing: EM Asia tech bounce underway