Hold: Under pressure A high-yield hydro play with upside from thermal tariff hike Hold: Capex announced for 2018 MacBook projects Looking beyond 2Q17 – what we learned from banks’ briefings Leveraging WTI factor model’s conditional projections for Q4 2017 EM STRATEGY PLUS Seven stocks where there is still value to be found August shipments: Low base effect Aug GGR within recently-lowered mkt expectation range Daily prices and news: Met coal up on strong demand and supply concerns