Daily Tanker Report In line with expectations: margin boosted by direct VIP hold rate Above expectations on solid PPOP and credit cost; retain Buy Semiconductor Manufacturing Intl Corp Revenue, EBITDA and net profit grow due to successful data monetisation 3Q13 results missed on weak sssg and high opex/ETR Anhui Conch Cement Co., Ltd. 3Q13 results – beat from lower SG&A and finance cost Solid 3Q13 as expected; shame about the 4G overhang Tracking in line with expectations Hong Kong Property Not crying wolf