On the shoulders of giants Lower EPS and TP on lower utilization,ASP and profitability; Hold NDR takeaways Hold: Under pressure A high-yield hydro play with upside from thermal tariff hike Looking beyond 2Q17 – what we learned from banks’ briefings Leveraging WTI factor model’s conditional projections for Q4 2017 Inflow momentum revitalised EM STRATEGY PLUS Seven stocks where there is still value to be found