Key takeaways from management briefing 1H13 net profit of Rmb3.2bil,down 38% YoY, in-line 1H13 first take; recovery on track Delta Electronics OW: Night should turn to dawn Disappointing 1H13 results should trigger consensus to downgrade NP 2Q slightly beat on margin expansion Thailand Central Bank Watch A pause, despite 1H ‘recession’ DLF Ltd All Set For Strong Profit Recovery The MAD (multi-asset daily) Singapore Daily