Weak 3Q data despite peak season Q313 result weaker than expectation Third Plenary Session of Chinese Communist Party's Central Committee to be held 9-12 November A mixed 3Q13 Another bystander of the 3Q13 blues Initiating at Overweight - Riding the Solid Growth inDairy Beverage Key takeaways from analyst conference call - ALERT Q3 operating statement “Double Eleven” joint promo sees incremental demand; Yintai.com breakeven on-track for late 2014 Surprise, surprise