When the strong get stronger Yip's Chemical Holdings First Take: 1H results in-line, solid growth, margin expansion; Buy BBMG Corporation (H) (2009.HK) In line with expectations; still cautious on cement business Techtronic Industries (669.HK, Sell): First Look – 1H13 Results Shimao Property (0813.HK) Above expectations on other gains and JV contribution China Wireless Technologies (2369.HK) Below expectations, but core earnings stronger; maintain CL-Buy China Telecom (0728.HK) HK$4.06 First Take: In-line 1H, vague LTE but firm rural broadband strategy China: Aerospace & Defense 1H results in line: defense spending to continue to propel growth Guangzhou R&F Properties (2777.HK) In line with expectation: Faster investment to fuel better growth