Visit takeaways – A niche China sports play No Black Friday surprises – NBs slightly better on inventory builds; more iPhone 4s, fewer 5c and 5s forecast unchanged Shanghai FTZ:no major surprise over deposit rates Mediatek’s leadership and emerging market product cycle continues to drive growth into 2014 NagaCorp Limited Freetech Road Recycling Technology (6888.HK, Not Rated): Key Takeaways Iron ore – low cost supply growth continues unabated ASIA EX-JAPAN MORNING RESEARCH SUMMARY Asian Daily EQUITY RESEARCH