Investing for the future UBS Investment Research：Morning Expresso - Asia Strong results, 0.8x P/B, 8% yield,asset injection potential; Buy Guotai Junan Int’l OW(V): Improved franchise amid market weakness Ju Ten g Int’l Holdings OW(V): Margin to surprise on the upside Marico Industries (MRCO IN) N: Earnings beat led by international; domestic FMCG growth modest Hon Hai (2317 TT) N: Another miss on margin offset by strong non-op gain Security Bank Corp：Weak results prompt downgrade Ticon Industrial Connection：2Q13 strong as expected Top news: CMB said to pursue rights issue