A slow recovery at best First take: 1H results miss on one-off; Special div of HK$1/sh Investment Research：China Longyuan Power Group First Read: Shenzhen Expressway：H113 net profit -8% YoY, mixed outlook ASIA EX-JAPAN MORNING RESEARCH SUMMARY Yuexiu Transport Infrastructure Limited Improving, but not enough to justify a higher rating; UPF Cost and project challenges, d/g to Sell Focus on asset class diversification The Hang Seng Index is expected to trade at 22,300 to 22,700 today