1H13 first take; recovery on track Delta Electronics OW: Night should turn to dawn Disappointing 1H13 results should trigger consensus to downgrade NP Leasing progress improving;absolute rental still low 2Q slightly beat on margin expansion DLF Ltd All Set For Strong Profit Recovery The MAD (multi-asset daily) Singapore Daily Soho China (410 HK) N: Still early days of the metamorphosis China Oilfield Services (H) (2883.HK) Above expectations: Drilling upcycle, CNOOC ramp-up aids growth