UW: Wireless data upside muted by SMS pressure 3Q result disappointed on NIM and asset quality Upgrade to OW: Attractive entry point Slightly softer revenue but margin trends intact Gaming ambushes ramp-up in video and search 3Q13 beat the consensus, we see stronger 2014-15 What a difference a quarter makes Asia fund flow monitor 4 metrics you should notice Downgrade to UW: Challenges more than skin deep