Property: tightening concerns overdone; Sina Weibo vs. Twitter Research ● Capital goods ● Annual Report November gaming revenue up 21.3% YoY, slightly higher than expectations Navigator November US ISM manufacturing PMI increased to 57.3 mirroring a housing-based recovery and progress in competitiveness About to clean up Hong Kong/China Property Daily Asian Daily TD-LTE licences issued, as is a fixed line licence for China Mobile MIIT issues TD-LTE licenses to three operators, as expected Wing Hang Bank