PTT Exploration and Production：Return to profitability expected in 1QFY15 Charoen Pokphand Foods：Operating loss expected in 1QFY15 hit by falling meat prices Mar/1Q15 GDP: real economy even weaker than growth number suggests CHINA ECONOMICS UPDATE Chinese medicine sector：Right time to do the right thing March trade data fell below market expectations significantly Transpacific rates rose while Asia-Europe rates reached record low; CMA CGM orders 20K teu ships Stronger 1Q results likely priced in, upside to our 2015 GRM forecast but current strength to fade in 2H Global Display Market：Size migration battles against weak currencies and giant fabs from China Raising PT to HK$6.7-Better pricing for MSG following consolidation