Looking for cashflow improvement; in line 1H17 results 1H17: Higher offshore interbank rates a key driver for earnings beat? Expecting growth acceleration in 2018 More ramp-up time than expected for LAA occluders 1H17 results: economy hotel/SH based hotels are the main growth drivers Buy: Benign asset quality trend continues Remain OW as ratings pressure subsides. Good set of results Bank of Korea 1H17 as guided; uncertain sales outlook warrants a Hold SJ tariff cut overhang removed for BEHL and Kunlun; Buy