3Q core earnings up by 5% YoY driven by port unit growth CCB briefing takeaways 3Q13 beat consensus; positive 4G progress; maintain Buy Much reduced visibility；earnings reset Neutral: 3Q13 weak, though coal has bottomed Slow bottom line growth could disappoint the market Del Monte Pacific Still on-course for a good year China Shenhua Energy Company Limited Maintain OUTPERFORM 3Q13 results summary: Solid 3Q, further improvement in 4Q expected Key takeaways from 3Q13 post results conference call