First Gen ( FGEN PM )：Another transformer damaged Asia Consumer & Media Daily a milder slowdown in Taiwan and better China growth Global EquityInsights Quarterly MORNING RESEARCH FOCUS Longyuan Power ? Stock to re-rate;we expect +25% yoy in 1Q14 profit Market Buzz FX shouldn't fully detract from underlying improvement 1Q SSSG at low end of guidance, but off a high base; CL Buy Bright spots emerging