BOT stays calm，keeps policy unchanged Solid 1H13 results, but rising capex guidance is a clear negative First Take: 1H13 results miss; weak potash, better compound ASP Operating losses continue，tender offer launched Attractive valuation its saving grace in adull market（1Q FY14 results） Multiple funding channels to fuel growth Los ing its passion for sports BoCom - Steady results despite challenging environment; Buy maintained Ajisen China China Telecom