Solid revenue growth on sales recovery; margin squeeze is surprising First take: In line 3Q; Mediatek’s CDMA smartphone is coming In line with expectations: better port but less container leasing profit Below expectations on GPM, but new regions solid; 4Q to pick up Morning Research Focus Clermont cash switch from East to West News on pricing mechanism could overpower weak 3Q results China Gas Holdings (0384.HK)Positive profit alert on cost control and solid organic growth SJM Holdings highlighted as a potential addition Shanghai Pharmaceuticals Holding (H) In line with expectations: fine-tune EPS on softened distribution