Visible growth outlook with attractive valuation Looking beyond 3Q weakness; we continue to prefer NARI Tech Patient enrollment completed for pivotal cHL study, earlier than expected Robust growth beyond market expectation in Q3; reiterate Buy Hong Kong NDR takeaways Apple supply chain – X marks the spot Chinese to be back Key Takeaways: Dr Ray Chen on the EV space in China Argentina: Taxing times 2018 - store opening acceleration to deliver operating leverage; Buy