A value stock with catalyst in store Guosen Expert Series: Accounting and Regulatory Challenges to VIEs in China Strong 1H14 net profit mainly due to one-off gain; Still Sell Latin America Daily Spotlight Oil price sensitivity, Total, Statoil, BP (+), Gulf Keystone (=) Sales in May rebounded at a modest pace DB Today - Global/Macro May activity data improved on infrastructure investments Brazil: Re-entering the paying position in DI Jan-21 US LNG export approvals: Burden shifts to FERC