Notes published this week Aluminum tracker: Prices jump on potential curtailments Consumer & Media Daily DB Today - Global/Macro China SPR and Teapots, North American Flows to Asia 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)