Above expectations on margins；rising capex needs for multi assets Korea Autos Likely 3Q earnings cuts from the Street 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 BNP Paribas STEER 1H13 earnings on track 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%