See Strong "Black Friday" for Autos Pushing November SAAR to ~17.7 mn; ATPs Continue to Climb Despite Higher Incentives We expect a better second half ahead Improved incentive structure from Elex-Tech's likely IPO in NEEQ Could recovering GP breeder imports hinder chicken meat prices from rising in 2017? Hold: short-term pain; but long-term gain – when? ASP expects to stay strong after off season Yum Cha A world of higher yields Prepare for take off Japan Research Pack Morning Research Focus