Brazil: And now for verbal intervention In line with expectations：Transition still at early stage but on track 17% QoQ improvement (luck-adjusted)/Raise PO to HK$50.2 Mature stores' margin drag;near-term visibility still low BNP Paribas STEER H113 largely in line Colombia: TES Report - July China Cement Weekly Cement ASP to stabilize till Sep, cement production in July slowed to 9.6% Daily prices & news: China's steel (iron ore) dilemma Emerging winner in mid-end ASP smartphone market; new Buy