DCON Products Record 2Q13 Profit Despite Low Season Market Express China/Hong Kong Stronger-than-Expected Dividend Likely to Support Share Price Shenzhen Expressway A&H Mixed outlook: Solid operation but toll rate cut & impairment loss are near-term overhangs Expecting better 2H13 but in the price; maintaining Hold Solid performer Winning the Qianhai plot could be a long-term positive Expect 1H13 core profit of Rmb2.7bn, down 19% YoY Hani Financial Express Morning Briefing China/Hong Kong Daily Views