China Resources Power (836 HK) OW: Overreaction to power tariff risks; 1H13 results strong Shandong Weigao (1066 hk) N(V): Soft results to linger, recovery should take time Below expectations: weak earnings growth despite utilization gain First Take：1H13 OP missed；net income in line on interest and FX Growth beat consensus and peers Strong H113 results -金鹰商贸集团（）OPEX to ramp up in 2H13 SVOA PCL：Surge In Operating Profit -Analyst briefing takeaways 1H13 in line with 12.8% gas volume growth