Global Commodities Daily Event Risk Heading Into September Core profit surged 208%, high earnings visibility 1H recurring net profit tripled; FCF positive; grid curtailment down 11ppt Long-term Lihir at 600kozpa? Key takeaways from management briefing 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