1H17 post-results conference call takeaways Low visibility for earnings growth recovery in 2017-2018 Solid 1H17 results with strong CCMG and recovered finished drugs. Maintain BUY. New opportunity brings by dual camera,broad prospect of fingerprint module Caixin China Manufacturing PMI(Aug 2017) Regional Morning Notes India wind – looking past the painful transition Asia Consumer & Media Daily Yum Cha Korea’s welfare plan and its impact on inflation, debt and policy rates.