16 Bcf injection expected PC Update KWG Property Holding Limited 2Q14E sales to remain strong due to Tier 1 cities’ exposure Xinjiang Goldwind Science & Technology Co., Ltd. Recent price correction offers good investment opportunity; maintain sector top A strong quarter in China offsets slower HK; attractive business mix In line with expectations; best-in-class CF/risk management; CL-Buy China Merchants Holding International Americas: Technology: Hardware 1Q preliminary PC shipments decline 4.4% yoy Below expectations on GM miss/higher provisions; Neutral on A/H Fundamentals intact despite recent weakness