COMPANY NEWS ASEAN: Beware the sucking sound of the strong USD Malaysia: Output throttling back in February 2014 leaders & laggards: losses prevalent but will improve from 2015; lower fuel priced in, stay selective Delayed cycle, slower growth and weaker asset quality; Tactical d/g of DBS to Neutral Riding the high tide: Raise EPS/TP again, affirm Buy, add to CL Asia ex-Japan Morning Research Summary Morning Notes Asian Daily What is running with the Southbound herd