Buy: Good progress on SLP Shenzhen to allocate 20% of new residential land for rental properties DB Today - Global/Macro Yum Cha 1H beat; bullish guidance on 2H17 outlook and onwards Hold: 1H17 results within expectations New management to exert stronger capex discipline Strong growth with cheap valuation;top pick among small caps 1H17 in-line; strength in CV and Honda JVs offset by weak PSA JV 1H17 boosted by lumpy property sales