Shipyards & Oil Services：BAB MK wins US$300 mn FSU job；Seadrill denies move to relinquish 30% Sete rigs stake Indonesia: March trade surplus widens on weak energy imports –watching for further policy easing as growth softens Feedback from tourism-related investment tour;reaffirms KPJ as one of our top country picks Historical Wireless Pricing Analysis Suggests Lower $/GB but Relatively Stable Prices Overall as Usage Increases North America Metals & Mining：Q1 Earnings Preview & Calendar Philippines: February remittances ease, FX translation effects may have had an impact Everbright Spot：What’s Inside Upgraded for a great year Korea: Jobless rate turned back down in March Multiple risks leading to sell-off