Tuesday, 23 February 2016 Read-through for consumer space from Parkson Retail FY15 results Shanghai adjusted land supply rules for more small-medium sized units Limited visibility on NT catalysts;cloud and mobile games materialization still a way off FY15 results slightly below on weaker PPOP, special dividend is a positive but not a surprise Conviction OW as both a defensive and offensive player January AC: output cut softened helped by export demand Top Stories Towards the end of group restructuring Renewable energy：NEA working meeting calls for more support to improve grid curtailment