http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighallregions UBS Research: All Regional Highlights en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 6 Nov 2009 Sat, 7 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif http://www.ubs.com 160 44 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82317|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Aerospace


• Global Industrial


• Global Industrial Goods & Services


• Americas Aerospace


• US Aerospace


• Americas Industrial


• US Industrial


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• North American Aerospace


• North American Industrial


• North American Industrial Goods & Services

Companies

• GR.N Goodrich

Subjects

• Company Update


• Morning Note

]]> David E. Strauss GR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82317|native|public|20091106234619 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82315|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Semiconductors


• Global Technology


• Americas Semiconductors


• US Semiconductors


• Americas Technology


• US Technology


• North American Semiconductors


• North American Technology

Companies

• 2303.TW UMC


• 2330.TW TSMC


• CSCO.O Cisco Systems


• AMD.N Advanced Micro Dev.


• ATML.O Atmel


• MCHP.O Microchip Technology


• XLNX.O Xilinx


• NVDA.O NVIDIA


• IRF.N Intl. Rectifier


• NETL.O NetLogic Microsystem


• ONNN.O ON Semiconductor

Subjects

• Industry Overview


• Morning Note

]]> Uche Orji 2303.TW 2330.TW CSCO.O AMD.N ATML.O MCHP.O XLNX.O NVDA.O IRF.N NETL.O ONNN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82315|native|public|20091106225317 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82312|native|public Regions

• Global


• Americas


• North America

Companies

• BP.L BP


• REP.MC Repsol YPF


• TOTF.PA TOTAL


• RDSa.L Royal Dutch Shell


• ENI.MI Eni


• TLW.L Tullow


• SASY.PA Sanofi-Aventis


• STL.OL Statoil


• PPHN.VX Petroplus


• GALP.LS GALP


• ONGC.BO Oil & Natural Gas


• PTTE.BK PTT E&P (F)


• 0386.HK Sinopec


• CNQ.TO Canadian Natural


• CNR.TO Canadian National


• NXY.TO Nexen


• IMO.TO Imperial Oil Ltd.


• ECA.N EnCana


• SU.TO Suncor Energy Inc.


• TLM.TO Talisman Energy


• TRP.TO TransCanada Corp.


• HES.N Hess Corp.


• CVX.N Chevron Corp.


• MRO.N Marathon Oil


• OXY.N Occidental Petroleum


• COP.N ConocoPhillips


• XOM.N ExxonMobil


• APC.N Anadarko Petroleum


• APA.N Apache Corp.


• FST.N Forest Oil


• EOG.N EOG Resources


• NBL.N Noble Energy


• CHK.N Chesapeake Energy


• XTO.N XTO Energy Corp.


• DVN.N Devon Energy


• NFX.N Newfield Exploration


• PXD.N Pioneer Natural Res.


• MUR.N Murphy Oil


• PBG.N Pepsi Bottling Group


• PAA.N Plains All American


• STR.N Questar


• SFY.N Swift Energy


• PWT_u.TO Penn West Energy


• COG.N Cabot Oil & Gas


• COS_u.TO Canadian Oil Sands


• DNR.N Denbury Resources


• XEC.N Cimarex


• KWK.N Quicksilver Res.


• UPL.N Ultra Petroleum


• CMT.TO Compton Petroleum


• PBG.TO Petrobank


• CLR.N Continental


• OPC.TO OPTI


• UTS.TO UTS Energy


• NVA.TO NuVista Energy


• GO.TO Galleon Energy


• CXO.N Concho Resources


• PMG.TO Petrominerales


• PQ.N PetroQuest


• HK.N Petrohawk Energy


• SD.N SandRidge Energy


• PXP.N Plains Exp. & Prod.


• SVY.TO Savanna Energy


• KEG.N Key Energy Services


• PDC.A Pioneer Drilling


• ARD.N Arena Resources


• PBN.TO PetroBakken


• STO.AX Santos


• OSH.AX Oil Search

Subjects

• Market Strategy / Comment


• Morning Note

]]> William A. Featherston BP.L REP.MC TOTF.PA RDSa.L ENI.MI TLW.L SASY.PA STL.OL PPHN.VX GALP.LS ONGC.BO PTTE.BK 0386.HK CNQ.TO CNR.TO NXY.TO IMO.TO ECA.N SU.TO TLM.TO TRP.TO HES.N CVX.N MRO.N OXY.N COP.N XOM.N APC.N APA.N FST.N EOG.N NBL.N CHK.N XTO.N DVN.N NFX.N PXD.N MUR.N PBG.N PAA.N STR.N SFY.N PWT_u.TO COG.N COS_u.TO DNR.N XEC.N KWK.N UPL.N CMT.TO PBG.TO CLR.N OPC.TO UTS.TO NVA.TO GO.TO CXO.N PMG.TO PQ.N HK.N SD.N PXP.N SVY.TO KEG.N PDC.A ARD.N PBN.TO STO.AX OSH.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82312|native|public|20091106222613 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05961|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Americas Oil Companies, Secondary


• Canadian Oil Companies, Secondary


• Americas Energy


• Canadian Energy


• North American Energy


• North American Oil Companies, Secondary

Companies

• SU.TO Suncor Energy Inc.

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Potter SU.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05961|native|public|20091106222319 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51584|native|public Regions

• Global


• Asia


• China


• Asia Pacific


• Asia Pacific Ex. JP

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Asian Real Estate


• Chinese Real Estate


• Asian Financial


• Chinese Financial


• Asian Financial Services


• Chinese Financial Services


• Asian Pacific Financial


• Asian Pacific Financial Services


• Asian Pacific Real Estate


• Asian Pacific Ex. JP Financial


• Asian Pacific Ex. JP Financial Services


• Asian Pacific Ex. JP Real Estate

Companies

• 0688.HK COLI


• 2777.HK Guangzhou R&F


• 3383.HK Agile Property


• 0813.HK Shimao


• 2007.HK Country Garden


• 0410.HK SOHO China


• 600048.SS Poly


• 600383.SS Gemdale


• 000002.SZ Vanke


• 000024.SZ China Merchants Prop

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Haiyun Zhang 0688.HK 2777.HK 3383.HK 0813.HK 2007.HK 0410.HK 600048.SS 600383.SS 000002.SZ 000024.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51584|native|public|20091106222157 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82311|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Biotechnology


• Global Healthcare


• US Biotechnology


• Americas Biotechnology


• Americas Healthcare


• US Healthcare


• North American Biotechnology


• North American Healthcare

Companies

• BIIB.O Biogen Idec Inc.

Subjects

• Company Update


• Morning Note

]]> Maged Shenouda BIIB.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82311|native|public|20091106221603 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05960|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Mining


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Americas Mining


• Canadian Mining


• Americas Basic Materials


• Americas Mining & Metals


• Canadian Basic Materials


• Canadian Mining & Metals


• Americas Basic Resources


• Canadian Basic Resources


• North American Basic Resources


• North American Basic Materials


• North American Mining & Metals


• North American Mining

Companies

• TCM.TO Thompson Creek

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Brian MacArthur, CFA TCM.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05960|native|public|20091106220122 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82309|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Heavy Machinery


• Global Industrial


• Global Industrial Goods & Services


• Global Industrial Equipment


• Americas Heavy Machinery


• US Heavy Machinery


• Americas Industrial


• US Industrial


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• Americas Industrial Equipment


• US Industrial Equipment


• North American Industrial


• North American Industrial Equipment


• North American Industrial Goods & Services


• North American Heavy Machinery

Companies

• RAIL.O FreightCar America

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Jason Feldman RAIL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82309|native|public|20091106213831 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82308|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Pharmaceuticals


• Global Healthcare


• Americas Pharmaceuticals


• US Pharmaceuticals


• Americas Healthcare


• US Healthcare


• North American Pharmaceuticals


• North American Healthcare

Companies

• TEVA.O Teva Pharmaceuticals


• SASY.PA Sanofi-Aventis


• REDY.BO Dr. Reddy's Labs


• FRX.N Forest Labs


• MYL.O Mylan Inc.


• WPI.N Watson


• CEPH.O Cephalon


• SNTS.O Santarus


• ENDP.O Endo

Subjects

• Industry Overview


• Morning Note

]]> Marc Goodman TEVA.O SASY.PA REDY.BO FRX.N MYL.O WPI.N CEPH.O SNTS.O ENDP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82308|native|public|20091106212306 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82307|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Insurance, Full-Line


• Global Financial


• Global Insurance


• US Insurance, Full-Line


• Americas Insurance, Full-Line


• Americas Financial


• Americas Insurance


• US Financial


• US Insurance


• North American Financial


• North American Insurance, Full-Line


• North American Insurance

Companies

• AIG.N AIG

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Kligerman AIG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82307|native|public|20091106210716 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82306|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• MGM.N MGM MIRAGE

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Robin M. Farley MGM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82306|native|public|20091106210709 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05959|native|public Regions

• Global


• Americas


• Canada


• North America

Companies

• L.TO Loblaw Companies Ltd


• AEM.N Agnico-Eagle Mines


• AGU.N Agrium Inc.


• BBDb.TO Bombardier


• BCE.TO BCE


• CAE.TO CAE Inc.


• CCO.TO Cameco Corporation


• CNQ.TO Canadian Natural


• CNR.TO Canadian National


• NXY.TO Nexen


• EGO.N Eldorado Gold Corp


• GG.N Goldcorp


• IMN.TO Inmet Mining Corp.


• IMO.TO Imperial Oil Ltd.


• KGC.N Kinross Gold


• MGA.N Magna International


• ECA.N EnCana


• POT.N Potash Corporation


• QBRb.TO Quebecor Inc.


• RCIb.TO Rogers Comms Inc.


• SJRb.TO Shaw Communications


• SU.TO Suncor Energy Inc.


• TCKb.TO Teck Resources


• TLM.TO Talisman Energy


• TRP.TO TransCanada Corp.


• S.TO Sherritt Int'l


• AA.N Alcoa


• FCX.N Freeport-McMoRan


• NEM.N Newmont Mining Corp.


• HW.TO Harry Winston


• IAG.N IAMGOLD


• ABX.N Barrick Gold Corp


• ESI.TO Ensign Energy


• PD_u.TO Precision Drilling


• FTT.TO Finning Inc.


• LNR.TO Linamar Corporation


• BVF.N Biovail


• CM.TO CIBC


• BMO.TO Bank of Montreal


• RY.TO RBC Financial Group


• BNS.TO Scotiabank


• TD.TO TD Bank


• NA.TO National Bank


• TRI.N Thomson Reuters


• GIB.N CGI Group Inc.


• Ta.TO TELUS Corporation


• ENB.TO Enbridge


• MBT.TO MTS Allstream


• MEOH.O Methanex Corp.


• CCA.TO Cogeco Cable


• RIMM.O Research in Motion


• COT.N Cott


• MFC.TO Manulife Financial


• HSE.TO Husky Energy


• PWT_u.TO Penn West Energy


• BTE_u.TO Baytex Energy


• BNP_u.TO Bonavista Energy


• MRUa.TO Metro


• CP.TO Canadian Pacific


• PJCa.TO Jean Coutu Group


• SC.TO Shoppers Drug Mart


• CTCa.TO Canadian Tire


• PGF_u.TO Pengrowth Energy


• ERF_u.TO Enerplus Resources


• AET_u.TO ARC Energy Trust


• COS_u.TO Canadian Oil Sands


• ATDb.TO Couche-Tard


• RON.TO RONA


• WJAa.TO WestJet


• FM.TO First Quantum


• FNX.TO FNX Mining


• CG.TO Centerra Gold


• COM.TO Cardiome Pharma


• CMT.TO Compton Petroleum


• GIL.TO Gildan Activewear


• NKO.TO Niko Resources


• PBG.TO Petrobank


• AUY.N Yamana Gold


• CDE.N Coeur d'Alene


• SLW.N Silver Wheaton


• OPC.TO OPTI


• UTS.TO UTS Energy


• PAAS.O Pan American Silver


• GNA.N Gerdau Ameristeel


• GRS.N Gammon Gold


• SSRI.O Silver Standard


• NVA.TO NuVista Energy


• GO.TO Galleon Energy


• QUA.TO Quadra Mining


• HL.N Hecla Mining


• UUU.TO Uranium One


• BA_u.TO Bell Aliant Reg. Com


• TCM.TO Thompson Creek


• AGI.TO Alamos Gold


• LUN.TO Lundin Mining


• HBM.TO HudBay Minerals


• NOA.TO N.A. Energy Partners


• THI.TO Tim Hortons Inc.


• ACb.TO Air Canada


• CPG.TO Crescent Point


• HTE_u.TO Harvest Energy


• PRQ.TO Progress Energy


• VET_u.TO Vermilion Energy


• ELR.TO Eastern Platinum


• EQN.TO Equinox


• TCW.TO Trican


• PMG.TO Petrominerales


• KAT.TO Katanga Mining


• FNV.TO Franco-Nevada


• WZR.V WesternZagros


• MNB.TO Mirabela Nickel


• VT.TO Viterra, Inc.


• CFW.TO Calfrac


• SVY.TO Savanna Energy


• TDG.TO Trinidad Drilling


• RBI.TO Red Back Mining


• OSK.TO Osisko Mining


• PRE.TO Pacific Rubiales


• SVM.N Silvercorp


• BNK.TO Bankers


• PDP.TO Petrolifera


• PBN.TO PetroBakken

Subjects

• Market Strategy / Comment


• Morning Note

]]> Garry M. Cooper L.TO AEM.N AGU.N BBDb.TO BCE.TO CAE.TO CCO.TO CNQ.TO CNR.TO NXY.TO EGO.N GG.N IMN.TO IMO.TO KGC.N MGA.N ECA.N POT.N QBRb.TO RCIb.TO SJRb.TO SU.TO TCKb.TO TLM.TO TRP.TO S.TO AA.N FCX.N NEM.N HW.TO IAG.N ABX.N ESI.TO PD_u.TO FTT.TO LNR.TO BVF.N CM.TO BMO.TO RY.TO BNS.TO TD.TO NA.TO TRI.N GIB.N Ta.TO ENB.TO MBT.TO MEOH.O CCA.TO RIMM.O COT.N MFC.TO HSE.TO PWT_u.TO BTE_u.TO BNP_u.TO MRUa.TO CP.TO PJCa.TO SC.TO CTCa.TO PGF_u.TO ERF_u.TO AET_u.TO COS_u.TO ATDb.TO RON.TO WJAa.TO FM.TO FNX.TO CG.TO COM.TO CMT.TO GIL.TO NKO.TO PBG.TO AUY.N CDE.N SLW.N OPC.TO UTS.TO PAAS.O GNA.N GRS.N SSRI.O NVA.TO GO.TO QUA.TO HL.N UUU.TO BA_u.TO TCM.TO AGI.TO LUN.TO HBM.TO NOA.TO THI.TO ACb.TO CPG.TO HTE_u.TO PRQ.TO VET_u.TO ELR.TO EQN.TO TCW.TO PMG.TO KAT.TO FNV.TO WZR.V MNB.TO VT.TO CFW.TO SVY.TO TDG.TO RBI.TO OSK.TO PRE.TO SVM.N BNK.TO PDP.TO PBN.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05959|native|public|20091106210317 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05958|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Americas Oil Companies, Secondary


• Canadian Oil Companies, Secondary


• Americas Energy


• Canadian Energy


• North American Energy


• North American Oil Companies, Secondary

Companies

• VET_u.TO Vermilion Energy

Subjects

• Company Update


• Morning Note

]]> Travis Wood VET_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05958|native|public|20091106203128 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82305|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Banks


• Global Diversified Financial


• Global Savings & Loan


• Global Investment Services


• Global Insurance, Life


• Global Insurance, Property & Casualty


• Global Financial


• Global Insurance


• Global Financial Services


• Global Banks, Ex-S&L


• Americas Banks


• Americas Diversified Financial


• Americas Savings & Loan


• Americas Investment Services


• US Banks


• US Diversified Financial


• US Savings & Loan


• US Investment Services


• US Insurance, Life


• US Insurance, Property & Casualty


• Americas Insurance, Life


• Americas Insurance, Property & Casualty


• Americas Financial


• Americas Insurance


• US Financial


• US Insurance


• Americas Financial Services


• US Financial Services


• US Banks, Ex-S&L


• Americas Banks, Ex-S&L


• North American Banks, Ex-S&L


• North American Banks


• North American Financial


• North American Diversified Financial


• North American Financial Services


• North American Insurance, Life


• North American Insurance, Property & Casualty


• North American Insurance


• North American Savings & Loan


• North American Investment Services

]]> Andrew Kligerman http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82305|native|public|20091106203045 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82304|native|public Regions

• Global


• Americas


• Canada


• United States


• North America

Sectors

• Global Railroads


• Global Industrial


• Global Industrial Transportation


• Global Industrial Goods & Services


• Americas Railroads


• Canadian Railroads


• US Railroads


• Americas Industrial


• Americas Industrial Transportation


• Canadian Industrial


• Canadian Industrial Transportation


• US Industrial


• US Industrial Transportation


• Americas Industrial Goods & Services


• Canadian Industrial Goods & Services


• US Industrial Goods & Services


• North American Industrial


• North American Industrial Goods & Services


• North American Railroads


• North American Industrial Transportation

Companies

• CNR.TO Canadian National


• BNI.N Burlington Northern


• CSX.N CSX


• NSC.N Norfolk Southern


• UNP.N Union Pacific


• KSU.N Kansas City Southern


• CP.TO Canadian Pacific

Subjects

• Industry Overview


• Morning Note

]]> Rick Paterson CNR.TO BNI.N CSX.N NSC.N UNP.N KSU.N CP.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82304|native|public|20091106194955 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17789|native|public Regions

• Global


• Asia Pacific


• Japan

Subjects

• Change in Recommendation


• Company Update


• Market Strategy / Comment


• Operating Results


• Morning Note

]]> Hiroko Kanda http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17789|native|public|20091106193005 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82302|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Technology


• Global Technology Services


• Global Diversified Technology Services


• Americas Technology


• US Technology


• US Technology Services


• US Diversified Technology Services


• Americas Technology Services


• Americas Diversified Technology Services


• North American Technology


• North American Technology Services


• North American Diversified Technology Services

Companies

• ADP.O Automatic Data Proc.


• CSC.N Computer Sciences


• HRS.N Harris


• MMS.N Maximus


• PAYX.O Paychex


• DOX.N Amdocs


• CVG.N Convergys


• GIB.N CGI Group Inc.


• SAPE.O Sapient


• TSS.N TSYS


• CTSH.O Cognizant Corp.


• ACN.N Accenture


• SRX.N SRA Intl.


• HEW.N Hewitt Associates


• ACS.N ACS


• GPN.N Global Payments


• CACI.N CACI


• ICFI.O ICF International


• MA.N MasterCard


• WU.N Western Union


• SAI.N SAIC


• G.N Genpact


• V.N Visa Inc.

Subjects

• Industry Overview


• Morning Note

]]> Jason Kupferberg ADP.O CSC.N HRS.N MMS.N PAYX.O DOX.N CVG.N GIB.N SAPE.O TSS.N CTSH.O ACN.N SRX.N HEW.N ACS.N GPN.N CACI.N ICFI.O MA.N WU.N SAI.N G.N V.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82302|native|public|20091106185547 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82301|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Electric Components & Equipment


• Global Industrial


• Global Industrial Goods & Services


• Americas Electric Components & Equipment


• US Electric Components & Equipment


• Americas Industrial


• US Industrial


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• North American Electric Components & Equipment


• North American Industrial


• North American Industrial Goods & Services

Companies

• OPTT.O Ocean Power

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Jason Feldman OPTT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82301|native|public|20091106184217 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11446|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• Australia


• Australasia

Sectors

• Global Advanced Medical Devices


• Global Healthcare


• Global Medical Products


• Asian Pacific Healthcare


• Asian Pacific Advanced Medical Devices


• Asian Pacific Medical Products


• Asian Pacific Ex. JP Healthcare


• Asian Pacific Ex. JP Advanced Medical Devices


• Asian Pacific Ex. JP Medical Products


• Australian Advanced Medical Devices


• Australian Healthcare


• Australian Medical Products


• Australasian Healthcare


• Australasian Advanced Medical Devices


• Australasian Medical Products

Companies

• RMD.N Resmed

Subjects

• Morning Note

]]> Dan Hurren RMD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11446|native|public|20091106183859 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69350|native|public Regions

• Global


• Asia Pacific


• Japan

]]> Maylan Cheung http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69350|native|public|20091106183031 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69351|native|public Regions

• Global


• South Africa


• EMEA Emerging


• UBSW EMEA


• Emerging Markets

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69351|native|public|20091106182900 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11439|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• New Zealand


• Australasia

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Asian Pacific Financial


• Asian Pacific Financial Services


• Asian Pacific Real Estate


• Asian Pacific Ex. JP Financial


• Asian Pacific Ex. JP Financial Services


• Asian Pacific Ex. JP Real Estate


• New Zealand Real Estate


• New Zealand Financial


• New Zealand Financial Services


• Australasian Financial


• Australasian Financial Services


• Australasian Real Estate

Companies

• GMT.NZ Goodman Prop Trust

Subjects

• Company Update


• Morning Note

]]> Lance Reynolds GMT.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11439|native|public|20091106181228 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69347|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

]]> Maylan Cheung http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69347|native|public|20091106175912 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82300|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Retailers, Specialty


• Global Consumer, Cyclical


• Global Retail


• US Retailers, Specialty


• Americas Retailers, Specialty


• Americas Consumer, Cyclical


• Americas Retail


• US Consumer, Cyclical


• US Retail


• North American Consumer, Cyclical


• North American Retailers, Specialty


• North American Retail

Companies

• SPLS.O Staples

Subjects

• Company Update


• Morning Note

]]> William B. Truelove SPLS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82300|native|public|20091106175546 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69345|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69345|native|public|20091106175315 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82314|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Pipelines


• Global Energy


• Americas Pipelines


• US Pipelines


• Americas Energy


• US Energy


• North American Energy


• North American Pipelines

Companies

• TCLP.O TC PipeLines

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone TCLP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82314|native|public|20091106175202 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82299|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Advanced Medical Devices


• Global Healthcare


• Global Medical Products


• Americas Advanced Medical Devices


• Americas Healthcare


• Americas Medical Products

Companies

• SYK.N Stryker


• ZMH.N Zimmer

Subjects

• Industry Overview


• Morning Note

]]> Bruce Nudell, PhD SYK.N ZMH.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82299|native|public|20091106173522 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69343|native|public Regions

• Europe Including UK


• Global

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69343|native|public|20091106173005 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69342|native|public Regions

• Global


• Americas


• North America

]]> Maylan Cheung http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69342|native|public|20091106171852 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69341|native|public Regions

• Global


• Asia Pacific


• Japan

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69341|native|public|20091106171616 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69340|native|public Regions

• Global


• Asia Pacific Ex. JP

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69340|native|public|20091106171151 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69339|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69339|native|public|20091106170352 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69337|native|public Regions

• Global


• Russia


• EMEA Emerging


• UBSW EMEA


• Emerging Markets

Sectors

• Global Steel


• Russian Steel


• EMEA Emerging Steel


• EMEA Emerging Basic Materials


• EMEA Emerging Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• Russian Basic Materials


• Russian Mining & Metals


• EMEA Emerging Basic Resources


• Global Basic Resources


• Russian Basic Resources


• Global Emerging Basic Resources


• Global Emerging Basic Materials


• Global Emerging Mining & Metals


• Global Emerging Steel

Companies

• MTL.N Mechel

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Alexei Morozov MTL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69337|native|public|20091106170137 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69336|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

]]> Maylan Cheung http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69336|native|public|20091106170108 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05954|native|public Regions

• Global


• Americas


• Canada


• North America

Subjects

• Market Strategy / Comment


• Morning Note

]]> George D. Vasic http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05954|native|public|20091106170015 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69335|native|public Regions

• Global

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69335|native|public|20091106165751 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82298|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• IGT.N International Game

Subjects

• Company Update


• Morning Note

]]> Robin M. Farley IGT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82298|native|public|20091106165652 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69333|native|public Regions

• Europe Including UK


• Global

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69333|native|public|20091106165336 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82297|native|public Regions

• Global


• Americas


• United States


• North America

Companies

• DIS.N Walt Disney Co.


• MDR.N McDermott


• WMT.N Wal-Mart


• AMAT.O Applied Materials


• AMD.N Advanced Micro Dev.


• WCRX.O Warner Chilcott


• ERTS.O Electronic Arts


• COST.O Costco


• MBI.N MBIA Inc.


• DISH.O DISH Network


• ARNA.O Arena Pharm.


• FLR.N Fluor


• HEW.N Hewitt Associates


• AAP.N Advance Auto Parts


• URS.N URS Corporation


• WIN.N Windstream


• RGNC.O Regency Energy LP


• KGS.P Quicksilver Gas


• ACM.N AECOM Technology


• CPIX.O Cumberland


• TYC.N Tyco International


• WES.N Western Gas Partners


• KMT.N Kennametal


• CLWR.O Clearwire

Subjects

• Market Strategy / Comment


• Morning Note

]]> Ruben Avila DIS.N MDR.N WMT.N AMAT.O AMD.N WCRX.O ERTS.O COST.O MBI.N DISH.O ARNA.O FLR.N HEW.N AAP.N URS.N WIN.N RGNC.O KGS.P ACM.N CPIX.O TYC.N WES.N KMT.N CLWR.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82297|native|public|20091106164932 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69330|native|public Regions

• Europe Ex. UK


• Global

]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69330|native|public|20091106163716 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05957|native|public Regions

• Global

Sectors

• Global Electric Utilities


• Global Gas Utilities


• Global Utilities

]]> Ronald J. Barone http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05957|native|public|20091106163649 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05956|native|public Regions

• Global

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05956|native|public|20091106163139 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69329|native|public Regions

• Europe Including UK


• Global


• Americas

Sectors

• European Food Retailers & Wholesalers


• Global Food Retailers & Wholesalers


• European Consumer, Cyclical


• European Consumer, Non-Cyclical


• European Retail


• Global Consumer, Cyclical


• Global Consumer, Non-Cyclical


• Global Retail


• Global Textiles & Apparel


• European Non-Cyclical Goods & Services


• Global Cyclical Goods & Services


• Global Non-Cyclical Goods & Services


• Americas Consumer, Cyclical


• Americas Textiles & Apparel


• Americas Cyclical Goods & Services

Companies

• DELB.BR Delhaize


• NXT.L Next


• SBRY.L Sainsbury J


• SIG.L Signet Group


• SMWH.L Smith (W.H.)


• MEOG.DE Metro AG


• TOD.MI Tod's


• MKS.L Marks & Spencer


• DNLM.L Dunelm Group

Subjects

• Industry Overview


• Morning Note

]]> Andrew Hughes DELB.BR NXT.L SBRY.L SIG.L SMWH.L MEOG.DE TOD.MI MKS.L DNLM.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69329|native|public|20091106162220 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69328|native|public Regions

• Europe Including UK


• Global

Sectors

• European Consumer, Cyclical


• European Retail


• Global Consumer, Cyclical


• Global Retail

]]> Matthew Taylor http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69328|native|public|20091106161659 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05955|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Fixed-Line Communications


• Global Telecommunications


• Canadian Fixed-Line Communications


• Americas Fixed-Line Communications


• Americas Telecommunications


• Canadian Telecommunications


• North American Fixed-Line Communications


• North American Telecommunications

Companies

• Ta.TO TELUS Corporation

Subjects

• Company Update


• Morning Note

]]> Phillip Huang, CFA Ta.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05955|native|public|20091106161555 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17776|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Non-Ferrous Metals


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Japanese Non-Ferrous Metals


• Japanese Basic Materials


• Japanese Mining & Metals


• Japanese Basic Resources

Companies

• 5706.T Mitsui Mining

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Atsushi Yamaguchi 5706.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17776|native|public|20091106153339 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82296|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Telecommunications


• Americas Telecommunications


• US Telecommunications


• North American Telecommunications

Companies

• TLIT.MI Telecom Italia


• ADVA.BK Adv Info Service


• CTL.N CenturyLink


• DISH.O DISH Network


• DTV.O DIRECTV Group


• NTLS.O NTELOS Holdings


• PCS.N Metro PCS


• WIN.N Windstream


• TWC.N Time Warner Cable


• TEL.NZ Telecom NZ

Subjects

• Industry Overview


• Morning Note

]]> John C. Hodulik, CFA TLIT.MI ADVA.BK CTL.N DISH.O DTV.O NTLS.O PCS.N WIN.N TWC.N TEL.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82296|native|public|20091106153347 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17775|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Advertising


• Global Consumer, Cyclical


• Global Media


• Japanese Advertising


• Japanese Consumer, Cyclical


• Japanese Media

Companies

• 4324.T Dentsu

Subjects

• Company Update


• Morning Note

]]> Shinsuke Iwasa 4324.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17775|native|public|20091106151328 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17769|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Non-Ferrous Metals


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Japanese Non-Ferrous Metals


• Japanese Basic Materials


• Japanese Mining & Metals


• Japanese Basic Resources

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17769|native|public|20091106151335 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17773|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Factory Equipment


• Global Industrial


• Global Industrial Goods & Services


• Global Industrial Equipment


• Japanese Factory Equipment


• Japanese Industrial


• Japanese Industrial Goods & Services


• Japanese Industrial Equipment

Companies

• 6326.T Kubota

Subjects

• Company Update


• Morning Note

]]> Hidehiko Hoshino 6326.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17773|native|public|20091106151304 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17774|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Steel


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Japanese Steel


• Japanese Basic Materials


• Japanese Mining & Metals


• Japanese Basic Resources

Companies

• 5451.T Yodogawa Steel

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Atsushi Yamaguchi 5451.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17774|native|public|20091106151314 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17771|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Diversified Financial


• Global Financial


• Global Financial Services


• Japanese Diversified Financial


• Japanese Financial


• Japanese Financial Services

Companies

• 8253.T Credit Saison


• 8572.T Acom


• 8591.T ORIX


• 8570.T Aeon Credit Service


• 8795.T T&D Holdings

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Aya Fujiki 8253.T 8572.T 8591.T 8570.T 8795.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17771|native|public|20091106151248 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17772|native|public Regions

• Global


• Asia Pacific


• Japan

Subjects

• Market Strategy / Comment


• Morning Note

]]> Shoji Hirakawa http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17772|native|public|20091106151256 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17768|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Chemicals, Commodity


• Global Basic Materials


• Global Chemicals


• Japanese Chemicals, Commodity


• Japanese Basic Materials


• Japanese Chemicals

Subjects

• Industry Overview


• Morning Note

]]> Takaaki Muramatsu http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17768|native|public|20091106151218 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17770|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Japanese Oil Companies, Secondary


• Japanese Energy

Companies

• 5007.T Cosmo Oil

Subjects

• Change in Recommendation


• Company Update


• Operating Results


• Morning Note

]]> Toshinori Ito 5007.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17770|native|public|20091106151233 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17767|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Retailers, Apparel


• Global Consumer, Cyclical


• Global Retail


• Japanese Retailers, Apparel


• Japanese Consumer, Cyclical


• Japanese Retail

Companies

• 8281.T Xebio

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Nozomi Moriya 8281.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17767|native|public|20091106151205 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04583|native|public Regions

• Global


• Americas


• Latin America

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04583|native|public|20091106151041 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82295|native|public Regions

• Global


• Americas


• United States


• North America

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82295|native|public|20091106150857 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69327|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global


• Italy


• UBSW EMEA

Sectors

• Italian Insurance, Full-Line


• European Insurance, Full-Line


• European Ex. UK Insurance, Full-Line


• Global Insurance, Full-Line


• European Financial


• European Insurance


• European Ex. UK Financial


• European Ex. UK Insurance


• Global Financial


• Global Insurance


• Italian Financial


• Italian Insurance

Companies

• GASI.MI Generali

Subjects

• Company Update


• Morning Note

]]> Marc Thiele GASI.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69327|native|public|20091106150054 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02116|native|public Regions

• Global


• Asia


• China


• Asia Pacific


• Asia Pacific Ex. JP

Sectors

• Global Pharmaceuticals


• Global Healthcare


• Asian Pharmaceuticals


• Chinese Pharmaceuticals


• Asian Healthcare


• Chinese Healthcare


• Asian Pacific Pharmaceuticals


• Asian Pacific Healthcare


• Asian Pacific Ex. JP Pharmaceuticals


• Asian Pacific Ex. JP Healthcare

Companies

• 000423.SZ Dong-E E-Jiao

Subjects

• Change in Recommendation


• Company Update


• Morning Note

]]> Amy Zou 000423.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02116|native|public|20091106145430 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82294|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Pipelines


• Global Energy


• Americas Pipelines


• US Pipelines


• Americas Energy


• US Energy


• North American Energy


• North American Pipelines

Companies

• GEL.A Genesis Energy

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone GEL.A http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82294|native|public|20091106143432 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82293|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Americas Real Estate


• US Real Estate


• Americas Financial


• US Financial


• Americas Financial Services


• US Financial Services


• North American Financial


• North American Financial Services


• North American Real Estate

Companies

• KIM.N Kimco Realty

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Christy McElroy KIM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82293|native|public|20091106143241 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82292|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Gas Utilities


• Global Oil Companies, Secondary


• Global Pipelines


• Global Energy


• Global Utilities


• Americas Gas Utilities


• Americas Oil Companies, Secondary


• Americas Pipelines


• US Gas Utilities


• US Oil Companies, Secondary


• US Pipelines


• Americas Energy


• Americas Utilities


• US Energy


• US Utilities


• North American Energy


• North American Gas Utilities


• North American Oil Companies, Secondary


• North American Pipelines


• North American Utilities

Companies

• NFG.N Nat Fuel Gas

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone NFG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82292|native|public|20091106143201 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69325|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global

Sectors

• European Industrial Services


• European Ex. UK Industrial Services


• Global Industrial Services


• European Industrial


• European General Industrial Services


• European Ex. UK Industrial


• European Ex. UK General Industrial Services


• Global Industrial


• Global General Industrial Services


• European Industrial Goods & Services


• European Ex. UK Industrial Goods & Services


• Global Industrial Goods & Services

Companies

• ADEN.VX Adecco


• HAYS.L Hays


• RAND.AS Randstad


• MPI.L Michael Page


• USGP.AS USG People

Subjects

• Industry Overview


• Morning Note

]]> Jaime Brandwood, CFA ADEN.VX HAYS.L RAND.AS MPI.L USGP.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69325|native|public|20091106143149 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82291|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Energy


• Global Oil Drilling, Equipment & Services


• Americas Energy


• US Energy


• US Oil Drilling, Equipment & Services


• Americas Oil Drilling, Equipment & Services


• North American Energy


• North American Oil Drilling, Equipment & Services

Companies

• BRNC.O Bronco Drilling

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Coleman BRNC.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82291|native|public|20091106142823 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05950|native|public Regions

• Global


• Americas


• Canada


• North America

]]> George D. Vasic http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05950|native|public|20091106142736 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82290|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Heavy Machinery


• Global Industrial


• Global Industrial Goods & Services


• Global Industrial Equipment


• Americas Heavy Machinery


• US Heavy Machinery


• Americas Industrial


• US Industrial


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• Americas Industrial Equipment


• US Industrial Equipment


• North American Industrial


• North American Industrial Equipment


• North American Industrial Goods & Services


• North American Heavy Machinery

Companies

• RAIL.O FreightCar America

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Jason Feldman RAIL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82290|native|public|20091106142225 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82289|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Industrial Services


• Global Industrial


• Global General Industrial Services


• Global Industrial Goods & Services


• US Industrial Services


• Americas Industrial Services


• Americas Industrial


• Americas General Industrial Services


• US Industrial


• US General Industrial Services


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• North American Industrial Services


• North American Industrial


• North American Industrial Goods & Services


• North American General Industrial Services

Companies

• WW.N Watson Wyatt

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Fones WW.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82289|native|public|20091106141956 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82288|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Consumer Services


• Global Consumer, Non-Cyclical


• Global Non-Cyclical Goods & Services


• US Consumer Services


• Americas Consumer Services


• Americas Consumer, Non-Cyclical


• US Consumer, Non-Cyclical


• Americas Non-Cyclical Goods & Services


• US Non-Cyclical Goods & Services


• North American Consumer Services


• North American Non-Cyclical Goods & Services


• North American Consumer, Non-Cyclical

Companies

• MAN.N Manpower, Inc.


• RHI.N Robert Half


• APOL.O Apollo Group


• KFY.N KornFerry


• MWW.N Monster Worldwide


• HSII.O Heidrick & Struggles


• ASGN.O On Assignment


• FCN.N FTI Consulting


• HURN.O Huron Consulting

Subjects

• Industry Overview


• Morning Note

]]> Andrew Fones MAN.N RHI.N APOL.O KFY.N MWW.N HSII.O ASGN.O FCN.N HURN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82288|native|public|20091106141828 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Healthcare Providers


• Global Healthcare


• Americas Healthcare Providers


• US Healthcare Providers


• Americas Healthcare


• US Healthcare


• North American Healthcare


• North American Healthcare Providers

Companies

• LPNT.O LifePoint Hospitals

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Justin Lake, CFA LPNT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public|20091106140557 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05949|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Americas Oil Companies, Secondary


• Canadian Oil Companies, Secondary


• Americas Energy


• Canadian Energy


• North American Energy


• North American Oil Companies, Secondary

Companies

• GTE.TO Gran Tierra

Subjects

• Company Update


• Morning Note

]]> George Toriola GTE.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05949|native|public|20091106140525 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82286|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Americas Real Estate


• US Real Estate


• Americas Financial


• US Financial


• Americas Financial Services


• US Financial Services


• North American Financial


• North American Financial Services


• North American Real Estate

Companies

• FRT.N Federal Realty

Subjects

• Company Update


• Morning Note

]]> Christy McElroy FRT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82286|native|public|20091106135156 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82285|native|public Regions

• Global


• Emerging Markets


• Americas


• Brazil


• Latin America


• Latin America Emerging

Sectors

• Global Home Construction


• Global Consumer, Cyclical


• Global Home Construction & Furnishings


• Global Cyclical Goods & Services


• Global Emerging Cyclical Goods & Services


• Global Emerging Consumer, Cyclical


• Global Emerging Home Construction & Furnishings


• Global Emerging Home Construction


• Brazilian Home Construction


• Latin American Home Construction


• Brazilian Consumer, Cyclical


• Brazilian Home Construction & Furnishings


• Latin American Consumer, Cyclical


• Latin American Home Construction & Furnishings


• Brazilian Cyclical Goods & Services


• Latin American Cyclical Goods & Services


• Latin America Emerging Cyclical Goods & Services


• Latin America Emerging Consumer, Cyclical


• Latin America Emerging Home Construction & Furnishings


• Latin America Emerging Home Construction

Companies

• GFSA3.SA Gafisa

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Gordon Lee GFSA3.SA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82285|native|public|20091106134829 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69269|native|public Regions

• Europe Including UK


• Global

]]> Themis Themistocleous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69269|native|public|20091106133945 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82284|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Entertainment


• Global Consumer, Cyclical


• Global Media


• US Entertainment


• Americas Entertainment


• Americas Consumer, Cyclical


• US Consumer, Cyclical


• Americas Media


• US Media


• North American Consumer, Cyclical


• North American Media


• North American Entertainment

Companies

• SNI.N Scripps Networks

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Michael C. Morris, CFA SNI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82284|native|public|20091106133705 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82283|native|public Regions

• Global


• Americas


• United States


• North America

Subjects

• Market Strategy / Comment


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82283|native|public|20091106133620 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69323|native|public Regions

• Europe Including UK


• Global

Sectors

• European Technology


• Global Technology

Companies

• NOK1V.HE Nokia


• ERICb.ST Ericsson


• ASML.AS ASML


• ATOS.PA Atos Origin


• ACY.OL Acergy


• SOWG.DE Software AG


• TIE1V.HE Tieto


• MCRO.L Micro Focus


• TOM2.AS TomTom


• TEMN.S Temenos


• AVV.L Aveva Group


• INFY.BO Infosys Technologies


• WIPR.BO Wipro


• CSMF.SI Chartered Semi


• HCLT.BO HCL Technologies


• 2353.TW Acer Inc.


• 2409.TW AU Optronics


• 066570.KS LG Electronics


• AAPL.O Apple


• CSC.N Computer Sciences


• IBM.N IBM


• INTC.O Intel


• TXN.N Texas Instruments


• AMAT.O Applied Materials


• AMD.N Advanced Micro Dev.


• ADTN.O Adtran


• QCOM.O Qualcomm


• ALTR.O Altera


• XLNX.O Xilinx


• NVLS.O Novellus Systems Inc


• LRCX.O LAM Research Corp.


• CVG.N Convergys


• CY.N Cypress


• GIB.N CGI Group Inc.


• JNPR.N Juniper Networks


• BRCM.O Broadcom


• SNDK.O SanDisk


• APH.N Amphenol


• LLTC.O Linear Technology


• ISIL.O Intersil


• SWKS.O Skyworks Solutions


• WFR.N MEMC Electronic


• FFIV.O F5 Networks


• FCS.N Fairchild


• TCS.BO TCS

Subjects

• Industry Overview


• Morning Note

]]> Michael Briest NOK1V.HE ERICb.ST ASML.AS ATOS.PA ACY.OL SOWG.DE TIE1V.HE MCRO.L TOM2.AS TEMN.S AVV.L INFY.BO WIPR.BO CSMF.SI HCLT.BO 2353.TW 2409.TW 066570.KS AAPL.O CSC.N IBM.N INTC.O TXN.N AMAT.O AMD.N ADTN.O QCOM.O ALTR.O XLNX.O NVLS.O LRCX.O CVG.N CY.N GIB.N JNPR.N BRCM.O SNDK.O APH.N LLTC.O ISIL.O SWKS.O WFR.N FFIV.O FCS.N TCS.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69323|native|public|20091106125733 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69321|native|public Regions

• Global


• Russia


• EMEA Emerging


• UBSW EMEA


• Emerging Markets

Sectors

• Global Industrial, Diversified


• Russian Industrial, Diversified


• EMEA Emerging Industrial, Diversified


• EMEA Emerging Industrial


• Global Industrial


• Russian Industrial


• EMEA Emerging Industrial Goods & Services


• Global Industrial Goods & Services


• Russian Industrial Goods & Services


• Global Emerging Industrial, Diversified


• Global Emerging Industrial


• Global Emerging Industrial Goods & Services

Companies

• TRMKq.L TMK

Subjects

• Company Update


• Morning Note

]]> Alexei Morozov TRMKq.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69321|native|public|20091106122149 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05948|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Americas Oil Companies, Secondary


• Canadian Oil Companies, Secondary


• Americas Energy


• Canadian Energy


• North American Energy


• North American Oil Companies, Secondary

Companies

• SU.TO Suncor Energy Inc.

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Potter SU.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05948|native|public|20091106121754 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82209|native|public Regions

• Global


• Americas

Sectors

• Global Consumer, Non-Cyclical


• Global Food & Beverage


• Global Beverage


• Americas Consumer, Non-Cyclical


• Americas Food & Beverage


• Americas Beverage

Companies

• PEP.N PepsiCo


• PBG.N Pepsi Bottling Group


• STZ.N Constellation


• BFb.N Brown-Forman


• HANS.O Hansen Natural


• DPS.N Dr Pepper Snapple

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Kaumil S. Gajrawala PEP.N PBG.N STZ.N BFb.N HANS.O DPS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82209|native|public|20091106121518 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82233|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Consumer, Cyclical


• Global Retail


• Americas Consumer, Cyclical


• Americas Retail


• US Consumer, Cyclical


• US Retail


• North American Consumer, Cyclical


• North American Retail

Companies

• ANN.N Ann Taylor


• ARO.N Aeropostale


• ZUMZ.O Zumiez Inc

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Roxanne Meyer, CFA ANN.N ARO.N ZUMZ.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82233|native|public|20091106121516 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69320|native|public Regions

• Europe Including UK


• Global

Sectors

• European Industrial, Diversified


• Global Industrial, Diversified


• European Industrial


• Global Industrial


• European Industrial Goods & Services


• Global Industrial Goods & Services

Companies

• AMEC.L Amec


• MMKV.VI Mayr-Melnhof


• BEKB.BR Bekaert


• BALF.L Balfour Beatty


• FIN.S Georg Fischer


• SIK.S Sika


• KUNN.S Kuoni


• CHTR.L Charter


• CKSN.L Cookson


• GBFG.DE Bilfinger Berger


• CLSGn.F Celesio AG


• KCOGn.DE Klöckner


• RHMG.DE Rheinmetall


• GN.CO GN Great Nordic


• ECM.L Electrocomponents


• ERM.L Euromoney


• OHL.MC Obrascon Huarte


• SXS.L Spectris


• CMFP.PA Ciments Fr.


• GEPH.PA CGG Veritas


• SEBF.PA SEB SA


• TFFP.PA TF1


• GPOR.L Great Portland


• IMI.L IMI


• BNG.MI Benetton


• GEMI.MI Gemina


• MOED.MI Mondadori


• BZU.MI Buzzi Unicem


• GFRM.L Galiform


• MKLW.L Mucklow


• NFDS.L Northern Foods


• SBMO.AS SBM Offshore


• VOPA.AS Vopak


• BCP.LS BCP


• SECUb.ST Securitas


• ELUXb.ST Electrolux B


• SHI.L SIG


• SMWH.L Smith (W.H.)


• SPX.L Spirax-Sarco


• TNI.L Trinity Mirror


• TOMK.L Tomkins


• YSO.LS Sonae


• BRBI.MI Brembo


• AFG.S Arbonia-Forster


• SLHN.VX Swiss Life


• AGL.MI Autogrill


• DCG.L Dairy Crest


• SBST.OL Schibsted


• BOSN.AS Boskalis


• GCO.MC Catalana Occidente


• JPR.L Johnston Press


• AGGK.L Aggreko


• HDDG.DE Heidelberger Druck.


• PMII.MI BPM


• FNTGn.DE Freenet


• BARN.S Barry Callebaut


• FIEG.DE Fielmann


• ISOS.PA Ipsos


• IDR.MC Indra


• UTDI.DE United Internet


• PSPN.S PSP Swiss Property


• GAM.MC Gamesa


• GEN.CO Genmab


• TOD.MI Tod's


• ABG.MC Abengoa


• CPRI.MI Campari


• IBLA.MC Iberia


• STAGn.DE STADA


• IHG.L InterContinental


• LTO.MI Lottomatica


• YELL.L Yell


• PGIT.MI Seat Pagine Gialle


• RCSM.MI RCS MediaGroup SpA


• WING.DE Wincor Nixdorf


• LXSG.DE Lanxess AG


• SKYDn.DE Sky Deutschland


• MOTA.LS Mota Engil


• ITMI.MI Italmobiliare


• MCRO.L Micro Focus


• ISA.L Inmarsat


• TEMN.S Temenos


• ERG.MI ERG


• QCEG.DE Q-Cells


• CGYG.DE Conergy


• WCHG.DE Wacker Chemie


• EURA.PA Eurazeo


• ZUMV.VI Zumtobel


• AKE.PA Arkema


• WACGn.DE Wacker Neuson


• SCHE.L Southern Cross


• AST.MI Astaldi


• SRS.MI Saras


• DTY.L Dignity


• DUFN.S Dufry


• DNLM.L Dunelm Group


• SLGC.PA SeLoger


• GEO.MI Geox


• AVV.L Aveva Group


• VOC.MC Vocento


• POST.VI Austrian Post


• CDRE.MC Codere


• ICEL.VI Intercell


• ZV.MI Zignago Vetro


• HUSQb.ST Husqvarna


• SKG.I Smurfit Kappa Group


• SOOG.DE Solon


• PRAI.MI Premafin


• CAMI.MI Camfin


• BCHN.S Burckhardt


• LSG.OL Leroy Seafood


• TGMG.DE Tognum


• S92G.DE SMA


• ODHN.S ODH


• AUSS.OL Austevoll Seafood


• HHFGn.DE HHLA


• KORI.PA Korian


• EXOR.MI Exor


• GAMH.VX GAM Holding

Subjects

• Industry Overview


• Market Strategy / Comment


• Smaller Capitalised Companies


• Morning Note

]]> Alex Hugh, CFA AMEC.L MMKV.VI BEKB.BR BALF.L FIN.S SIK.S KUNN.S CHTR.L CKSN.L GBFG.DE CLSGn.F KCOGn.DE RHMG.DE GN.CO ECM.L ERM.L OHL.MC SXS.L CMFP.PA GEPH.PA SEBF.PA TFFP.PA GPOR.L IMI.L BNG.MI GEMI.MI MOED.MI BZU.MI GFRM.L MKLW.L NFDS.L SBMO.AS VOPA.AS BCP.LS SECUb.ST ELUXb.ST SHI.L SMWH.L SPX.L TNI.L TOMK.L YSO.LS BRBI.MI AFG.S SLHN.VX AGL.MI DCG.L SBST.OL BOSN.AS GCO.MC JPR.L AGGK.L HDDG.DE PMII.MI FNTGn.DE BARN.S FIEG.DE ISOS.PA IDR.MC UTDI.DE PSPN.S GAM.MC GEN.CO TOD.MI ABG.MC CPRI.MI IBLA.MC STAGn.DE IHG.L LTO.MI YELL.L PGIT.MI RCSM.MI WING.DE LXSG.DE SKYDn.DE MOTA.LS ITMI.MI MCRO.L ISA.L TEMN.S ERG.MI QCEG.DE CGYG.DE WCHG.DE EURA.PA ZUMV.VI AKE.PA WACGn.DE SCHE.L AST.MI SRS.MI DTY.L DUFN.S DNLM.L SLGC.PA GEO.MI AVV.L VOC.MC POST.VI CDRE.MC ICEL.VI ZV.MI HUSQb.ST SKG.I SOOG.DE PRAI.MI CAMI.MI BCHN.S LSG.OL TGMG.DE S92G.DE ODHN.S AUSS.OL HHFGn.DE KORI.PA EXOR.MI GAMH.VX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69320|native|public|20091106120711 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69319|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

Sectors

• European Industrial


• British Industrial


• Global Industrial

Companies

• CHTR.L Charter


• CKSN.L Cookson


• ECM.L Electrocomponents


• ERM.L Euromoney


• SXS.L Spectris


• GPOR.L Great Portland


• GFRM.L Galiform


• MKLW.L Mucklow


• NFDS.L Northern Foods


• RSW.L Renishaw


• SHI.L SIG


• SMWH.L Smith (W.H.)


• SPX.L Spirax-Sarco


• TNI.L Trinity Mirror


• DCG.L Dairy Crest


• JPR.L Johnston Press


• AGGK.L Aggreko


• INF.L Informa


• DNX.L Dana Petroleum


• IHG.L InterContinental


• YELL.L Yell


• PHIT.L Phoenix IT


• MCRO.L Micro Focus


• SCHE.L Southern Cross


• DTY.L Dignity


• DNLM.L Dunelm Group


• AVV.L Aveva Group

Subjects

• Industry Overview


• Market Strategy / Comment


• Smaller Capitalised Companies


• Morning Note

]]> Alex Hugh, CFA CHTR.L CKSN.L ECM.L ERM.L SXS.L GPOR.L GFRM.L MKLW.L NFDS.L RSW.L SHI.L SMWH.L SPX.L TNI.L DCG.L JPR.L AGGK.L INF.L DNX.L IHG.L YELL.L PHIT.L MCRO.L SCHE.L DTY.L DNLM.L AVV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69319|native|public|20091106120416 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51579|native|public Regions

• Global


• Asia


• China


• Asia Pacific


• Asia Pacific Ex. JP

Sectors

• Global Pharmaceuticals


• Global Healthcare


• Asian Pharmaceuticals


• Chinese Pharmaceuticals


• Asian Healthcare


• Chinese Healthcare


• Asian Pacific Pharmaceuticals


• Asian Pacific Healthcare


• Asian Pacific Ex. JP Pharmaceuticals


• Asian Pacific Ex. JP Healthcare

Companies

• 000423.SZ Dong-E E-Jiao

Subjects

• Change in Recommendation


• Company Update


• Morning Note

]]> Amy Zou 000423.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51579|native|public|20091106115443 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05947|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Americas Oil Companies, Secondary


• Canadian Oil Companies, Secondary


• Americas Energy


• Canadian Energy


• North American Energy


• North American Oil Companies, Secondary

Companies

• BNP_u.TO Bonavista Energy

Subjects

• Company Update


• Morning Note

]]> Travis Wood BNP_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05947|native|public|20091106114851 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82281|native|public Regions

• Global


• Americas


• United States


• North America

Subjects

• Market Strategy / Comment


• Morning Note

]]> Ruben Avila http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82281|native|public|20091106114710 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51578|native|public Regions

• Global


• Emerging Markets


• Asia


• Thailand


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Broadcasting


• Global Consumer, Cyclical


• Global Media


• Thai Broadcasting


• Asian Broadcasting


• Asian Consumer, Cyclical


• Thai Consumer, Cyclical


• Asian Media


• Thai Media


• Asian Pacific Broadcasting


• Asian Pacific Consumer, Cyclical


• Asian Pacific Media


• Asian Pacific Ex. JP Broadcasting


• Asian Pacific Ex. JP Consumer, Cyclical


• Asian Pacific Ex. JP Media


• Asia Emerging Broadcasting


• Asia Emerging Consumer, Cyclical


• Asia Emerging Media

Companies

• BEC.BK BEC


• MCOT.BK MCOT

Subjects

• Change in Recommendation


• Company Update


• Morning Note

]]> Athaporn Arayasantiparb BEC.BK MCOT.BK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51578|native|public|20091106114359 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69318|native|public Regions

• Global

]]> Simon Stoye http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69318|native|public|20091106113935 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69317|native|public Regions

• Global

Subjects

• Market Strategy / Comment


• Morning Note

]]> Paul Schneider http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69317|native|public|20091106113418 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82280|native|public Regions

• Global

Sectors

• Global Consumer, Cyclical


• Global Media

Companies

• AEGS.L Aegis


• VIV.PA Vivendi


• LAGA.PA Lagardere


• WLSNc.AS Wolters-Kluwer


• WPP.L WPP


• PSMG_p.DE ProSiebenSat1


• INF.L Informa


• JCDX.PA JCDecaux


• ITV.L ITV


• PAJ.PA PagesJaunes


• RMV.L Rightmove


• CTCM.O CTC Media


• CMCSA.O Comcast Corporation


• VIAb.N Viacom


• ATVI.O Activision Blizzard


• ERTS.O Electronic Arts


• TWX.N Time Warner Inc.


• CBS.N CBS Corp.


• CVC.N Cablevision Systems


• TRI.N Thomson Reuters


• DTV.O DIRECTV Group


• NWSA.O News Corporation


• TWC.N Time Warner Cable


• DISCA.O Discovery Comm


• WAN.AX West Aust Newspapers


• 9401.T TBS Holdings


• 9404.T NTV


• 4676.T Fuji Media Holdings


• 9684.T Square Enix Holdings


• 4755.Q Rakuten


• 9409.T TV Asahi


• 2433.T Hakuhodo DY HD


• 2121.T mixi


• DWS.AX DWS

Subjects

• Industry Overview


• Morning Note

]]> Matthieu Coppet AEGS.L VIV.PA LAGA.PA WLSNc.AS WPP.L PSMG_p.DE INF.L JCDX.PA ITV.L PAJ.PA RMV.L CTCM.O CMCSA.O VIAb.N ATVI.O ERTS.O TWX.N CBS.N CVC.N TRI.N DTV.O NWSA.O TWC.N DISCA.O WAN.AX 9401.T 9404.T 4676.T 9684.T 4755.Q 9409.T 2433.T 2121.T DWS.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82280|native|public|20091106111835 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82279|native|public Regions

• Global


• Americas


• United States


• North America

Subjects

• Market Strategy / Comment


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82279|native|public|20091106111731 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51577|native|public Regions

• Global


• Emerging Markets


• Asia


• Thailand


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Wireless Communications


• Global Telecommunications


• Thai Wireless Communications


• Asian Wireless Communications


• Asian Telecommunications


• Thai Telecommunications


• Asian Pacific Wireless Communications


• Asian Pacific Telecommunications


• Asian Pacific Ex. JP Wireless Communications


• Asian Pacific Ex. JP Telecommunications


• Asia Emerging Wireless Communications


• Asia Emerging Telecommunications

Companies

• ADVA.BK Adv Info Service


• TRUE.BK True Corporation


• DTAC.BK Total Access

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Athaporn Arayasantiparb ADVA.BK TRUE.BK DTAC.BK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51577|native|public|20091106111312 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82278|native|public Regions

• Global

Subjects

• Industry Overview


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82278|native|public|20091106110712 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69316|native|public Regions

• Europe Including UK


• Global

Sectors

• European Biotechnology


• Global Biotechnology


• European Healthcare


• Global Healthcare

Companies

• GALN.S Galenica


• SN.L Smith & Nephew


• NOBN.VX Nobel Biocare


• SOON.VX Sonova


• TECN.S Tecan Group


• GDRB.BU Gedeon Richter


• GETIb.ST Getinge AB


• SHP.L Shire Pharmaceutical


• QGEN.F Qiagen


• STMN.S Straumann


• SYST.VX Synthes Inc


• WDH.CO William Demant


• LONN.VX Lonza Group


• CRCL.AS Crucell


• GEN.CO Genmab


• ATLN.VX Actelion


• BIOX.PA Biomerieux


• ELN.I Elan Corp.


• FMEG.DE Fresenius Medical


• BSLN.S Basilea


• ICEL.VI Intercell


• DIAS.MI Diasorin


• PRON.OL Pronova Biopharma


• ROVI.MC Laboratorios Rovi

Subjects

• Industry Overview


• Morning Note

]]> Martin Wales, PhD GALN.S SN.L NOBN.VX SOON.VX TECN.S GDRB.BU GETIb.ST SHP.L QGEN.F STMN.S SYST.VX WDH.CO LONN.VX CRCL.AS GEN.CO ATLN.VX BIOX.PA ELN.I FMEG.DE BSLN.S ICEL.VI DIAS.MI PRON.OL ROVI.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69316|native|public|20091106110202 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82277|native|public Regions

• Global

Subjects

• Industry Overview


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82277|native|public|20091106105643 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82276|native|public Regions

• Global

Subjects

• Industry Overview


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82276|native|public|20091106105326 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69315|native|public Regions

• Global

Sectors

• Global Banks


• Global Diversified Financial


• Global Financial


• Global Financial Services


• Global Banks, Ex-S&L

Subjects

• Industry Overview

]]> Philip Finch http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69315|native|public|20091106105204 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82275|native|public Regions

• Global

Subjects

• Industry Overview


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82275|native|public|20091106105034 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69314|native|public Regions

• Global

Sectors

• Global Banks


• Global Diversified Financial


• Global Financial


• Global Financial Services


• Global Banks, Ex-S&L

Subjects

• Industry Overview

]]> Philip Finch http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69314|native|public|20091106104829 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82274|native|public Regions

• Global

Subjects

• Industry Overview


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82274|native|public|20091106103925 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82273|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Technology


• Americas Technology


• US Technology


• North American Technology

Companies

• SPT.L Spirent


• NOK1V.HE Nokia


• CAPP.PA Capgemini


• WCHG.DE Wacker Chemie


• 2330.TW TSMC


• 0992.HK Lenovo Group


• 2409.TW AU Optronics


• 066570.KS LG Electronics


• 3009.TW Chi Mei Opto


• CSCO.O Cisco Systems


• GLW.N Corning


• MOT.N Motorola


• ATML.O Atmel


• ATVI.O Activision Blizzard


• CY.N Cypress


• SAPE.O Sapient


• RIMM.O Research in Motion


• ESLR.O Evergreen Solar


• NVDA.O NVIDIA


• SWKS.O Skyworks Solutions


• ICFI.O ICF International


• 6752.T Panasonic


• 6758.T Sony


• 7731.T Nikon


• 7751.T Canon


• 9766.T Konami


• 4062.T IBIDEN


• 5201.T Asahi Glass


• 5334.T NGK Spark Plug


• 6967.T Shinko Electric Ind.


• 9684.T Square Enix Holdings


• 9437.T NTT DoCoMo


• 4755.Q Rakuten


• 034220.KS LG Display


• 6665.T Elpida Memory


• 8046.TW Nanya PCB


• 6244.TWO Motech


• 2121.T mixi

Subjects

• Industry Overview


• Morning Note

]]> James F. Hillier SPT.L NOK1V.HE CAPP.PA WCHG.DE 2330.TW 0992.HK 2409.TW 066570.KS 3009.TW CSCO.O GLW.N MOT.N ATML.O ATVI.O CY.N SAPE.O RIMM.O ESLR.O NVDA.O SWKS.O ICFI.O 6752.T 6758.T 7731.T 7751.T 9766.T 4062.T 5201.T 5334.T 6967.T 9684.T 9437.T 4755.Q 034220.KS 6665.T 8046.TW 6244.TWO 2121.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82273|native|public|20091106103704 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05952|native|public Regions

• Global

Sectors

• Global Mining


• Global Non-Ferrous Metals


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources

]]> Peter Hickson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05952|native|public|20091106103505 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05951|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Banks


• Global Diversified Financial


• Global Financial


• Global Financial Services


• Global Banks, Ex-S&L

]]> Glenn Schorr, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05951|native|public|20091106103217 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05953|native|public Regions

• Global

]]> Larry Hatheway http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05953|native|public|20091106102946 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51575|native|public Regions

• Global


• Asia Pacific Ex. JP

Subjects

• Industry Overview


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51575|native|public|20091106102845 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69313|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

Subjects

• Market Strategy / Comment


• Morning Note

]]> Peter Hickson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69313|native|public|20091106101613 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51573|native|public Regions

• Global


• Asia


• Singapore


• Asia Pacific


• Asia Pacific Ex. JP

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Asian Real Estate


• Singaporean Real Estate


• Asian Financial


• Singaporean Financial


• Asian Financial Services


• Singaporean Financial Services


• Asian Pacific Financial


• Asian Pacific Financial Services


• Asian Pacific Real Estate


• Asian Pacific Ex. JP Financial


• Asian Pacific Ex. JP Financial Services


• Asian Pacific Ex. JP Real Estate

Companies

• CATL.SI CapitaLand


• AEMN.SI A-REIT


• CACT.SI CapitaCommercial


• CDLT.SI CDL Hospitality

Subjects

• Industry Overview


• Morning Note

]]> Regina Lim CATL.SI AEMN.SI CACT.SI CDLT.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51573|native|public|20091106100823 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA


• Americas


• United States


• North America

Sectors

• British Advanced Medical Devices


• European Advanced Medical Devices


• Global Advanced Medical Devices


• European Healthcare


• European Medical Products


• British Healthcare


• British Medical Products


• Global Healthcare


• Global Medical Products


• US Advanced Medical Devices


• Americas Advanced Medical Devices


• Americas Healthcare


• Americas Medical Products


• US Healthcare


• US Medical Products


• North American Healthcare


• North American Advanced Medical Devices


• North American Medical Products

Companies

• SN.L Smith & Nephew

Subjects

• Company Update


• Morning Note

]]> Martin Wales, PhD SN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public|20091106100430 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69311|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• German Advanced Industrial Equipment


• European Advanced Industrial Equipment


• European Ex. UK Advanced Industrial Equipment


• Global Advanced Industrial Equipment


• German Industrial


• European Industrial


• European Ex. UK Industrial


• Global Industrial


• German Industrial Goods & Services


• European Industrial Goods & Services


• European Ex. UK Industrial Goods & Services


• Global Industrial Goods & Services

Companies

• SM7.DE Smartrac N.V

Subjects

• Company Update


• Morning Note

]]> Joern Iffert SM7.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69311|native|public|20091106100141 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69310|native|public Regions

• Europe Including UK


• Global


• Americas

Sectors

• Global Healthcare


• Global Medical Products


• Americas Healthcare


• Americas Medical Products

Companies

• GALN.S Galenica


• FREG_p.DE Fresenius


• CLSGn.F Celesio AG


• GN.CO GN Great Nordic


• SN.L Smith & Nephew


• NOBN.VX Nobel Biocare


• SOON.VX Sonova


• TECN.S Tecan Group


• GETIb.ST Getinge AB


• SHP.L Shire Pharmaceutical


• QGEN.F Qiagen


• STMN.S Straumann


• SYST.VX Synthes Inc


• WDH.CO William Demant


• BIOX.PA Biomerieux


• ELN.I Elan Corp.


• FMEG.DE Fresenius Medical


• DIAS.MI Diasorin

Subjects

• Industry Overview


• Morning Note

]]> Maja S. Pataki GALN.S FREG_p.DE CLSGn.F GN.CO SN.L NOBN.VX SOON.VX TECN.S GETIb.ST SHP.L QGEN.F STMN.S SYST.VX WDH.CO BIOX.PA ELN.I FMEG.DE DIAS.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69310|native|public|20091106100125 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82272|native|public Regions

• Global

]]> Matthieu Coppet http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82272|native|public|20091106095712 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51572|native|public Regions

• Global


• Asia


• Asia Pacific


• Asia Pacific Ex. JP

Companies

• GENT.KL Genting


• 0012.HK Henderson Land


• 000720.KS Hyundai E&C


• KBAN.BK Kasikornbank


• 0914.HK Anhui Conch Cement


• 0857.HK PetroChina


• PTT.BK PTT Public Company


• 1919.HK China COSCO


• 600585.SS Anhui Conch - A


• 1333.HK Zhongwang

Subjects

• Market Strategy / Comment


• Morning Note

]]> Bill Sohn GENT.KL 0012.HK 000720.KS KBAN.BK 0914.HK 0857.HK PTT.BK 1919.HK 600585.SS 1333.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51572|native|public|20091106094600 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11448|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• Australia


• New Zealand


• Australasia

Subjects

• Company Update


• Market Strategy / Comment

]]> David Wilson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11448|native|public|20091106094232 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51571|native|public Regions

• Global


• Emerging Markets


• Asia


• Korea


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Technology


• Global Internet Services


• Global Technology Services


• Asian Technology


• Korean Technology


• Korean Internet Services


• Korean Technology Services


• Asian Internet Services


• Asian Technology Services


• Asian Pacific Internet Services


• Asian Pacific Technology


• Asian Pacific Technology Services


• Asian Pacific Ex. JP Internet Services


• Asian Pacific Ex. JP Technology


• Asian Pacific Ex. JP Technology Services


• Asia Emerging Internet Services


• Asia Emerging Technology


• Asia Emerging Technology Services

Companies

• 036570.KS NCsoft

Subjects

• Company Update


• Morning Note

]]> Seung Shin 036570.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51571|native|public|20091106094038 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69273|native|public Regions

• Switzerland


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• Swiss Pharmaceuticals


• European Pharmaceuticals


• European Ex. UK Pharmaceuticals


• Global Pharmaceuticals


• Swiss Healthcare


• European Healthcare


• European Ex. UK Healthcare


• Global Healthcare

Companies

• ROG.VX Roche


• NESN.VX Nestlé


• NOVN.VX Novartis


• AZN.L AstraZeneca


• GSK.L GlaxoSmithKline


• BMY.N Bristol-Myers


• ACL.N Alcon

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Fabian Wenner, PhD ROG.VX NESN.VX NOVN.VX AZN.L GSK.L BMY.N ACL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69273|native|public|20091106092845 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69309|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global


• Italy


• UBSW EMEA


• Emerging Markets


• Americas


• Argentina


• Latin America


• Latin America Emerging

Sectors

• European Energy


• European Ex. UK Energy


• Global Energy


• Italian Energy


• Italian Oil Drilling, Equipment & Services


• European Oil Drilling, Equipment & Services


• European Ex. UK Oil Drilling, Equipment & Services


• Global Oil Drilling, Equipment & Services


• Global Emerging Energy


• Global Emerging Oil Drilling, Equipment & Services


• Argentinan Energy


• Latin American Energy


• Argentinan Oil Drilling, Equipment & Services


• Latin American Oil Drilling, Equipment & Services


• Latin America Emerging Energy


• Latin America Emerging Oil Drilling, Equipment & Services

Companies

• VLLP.PA Vallourec


• TS.N Tenaris

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Alex Brooks, CFA VLLP.PA TS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69309|native|public|20091106092404 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69308|native|public Regions

• Europe Including UK


• Global

Sectors

• European Technology


• Global Technology


• European Technology Hardware & Equipment


• Global Technology Hardware & Equipment

Companies

• SPT.L Spirent


• ALUA.PA Alcatel-Lucent


• LRD.L Laird


• ASML.AS ASML


• KUD.VX Kudelski


• ARM.L ARM Holdings


• IFXGn.F Infineon


• GTO.PA Gemalto


• CSR.L CSR


• TOM2.AS TomTom


• 2347.TW Synnex Technology


• 2454.TW MediaTek


• 2498.TW HTC Corporation


• 066570.KS LG Electronics


• AAPL.O Apple


• CSCO.O Cisco Systems


• GLW.N Corning


• HPQ.N Hewlett-Packard


• INTC.O Intel


• MOT.N Motorola


• TLAB.O Tellabs Inc.


• TXN.N Texas Instruments


• ADTN.O Adtran


• QCOM.O Qualcomm


• ALTR.O Altera


• XLNX.O Xilinx


• ADCT.O ADC Telecom


• ARRS.O Arris Group


• CIEN.O Ciena


• HLIT.O Harmonic


• DELL.O Dell


• JNPR.N Juniper Networks


• ADI.N Analog Devices


• RIMM.O Research in Motion


• PALM.O Palm


• BRCM.O Broadcom


• RFMD.O RF Micro Devices


• SWKS.O Skyworks Solutions


• MRVL.O Marvell Technology


• 0763.HK ZTE


• 3311.TW Silitech

Subjects

• Industry Overview


• Morning Note

]]> Gareth Jenkins SPT.L ALUA.PA LRD.L ASML.AS KUD.VX ARM.L IFXGn.F GTO.PA CSR.L TOM2.AS 2347.TW 2454.TW 2498.TW 066570.KS AAPL.O CSCO.O GLW.N HPQ.N INTC.O MOT.N TLAB.O TXN.N ADTN.O QCOM.O ALTR.O XLNX.O ADCT.O ARRS.O CIEN.O HLIT.O DELL.O JNPR.N ADI.N RIMM.O PALM.O BRCM.O RFMD.O SWKS.O MRVL.O 0763.HK 3311.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69308|native|public|20091106092338 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69264|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• European Semiconductors


• Global Semiconductors


• German Chemicals, Specialty


• European Chemicals, Specialty


• European Ex. UK Chemicals, Specialty


• Global Chemicals, Specialty


• German Basic Materials


• German Chemicals


• European Basic Materials


• European Chemicals


• European Technology


• European Ex. UK Basic Materials


• European Ex. UK Chemicals


• Global Basic Materials


• Global Chemicals


• Global Technology

Companies

• WCHG.DE Wacker Chemie

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Patrick Hummel, CFA WCHG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69264|native|public|20091106091919 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69255|native|public Regions

• Europe Including UK


• Global

Companies

• TEF.MC Telefonica


• ERICb.ST Ericsson

Subjects

• Market Strategy / Comment


• Morning Note

]]> Nick Nelson TEF.MC ERICb.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69255|native|public|20091106091609 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05946|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Americas Oil Companies, Secondary


• Canadian Oil Companies, Secondary


• Americas Energy


• Canadian Energy


• North American Energy


• North American Oil Companies, Secondary

Companies

• AET_u.TO ARC Energy Trust

Subjects

• Company Update


• Morning Note

]]> Travis Wood AET_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05946|native|public|20091106091216 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02115|native|public Regions

• Global


• Asia


• China


• Asia Pacific


• Asia Pacific Ex. JP

Sectors

• Global Footwear


• Global Consumer, Cyclical


• Global Textiles & Apparel


• Global Cyclical Goods & Services


• Chinese Footwear


• Asian Footwear


• Asian Consumer, Cyclical


• Asian Textiles & Apparel


• Chinese Consumer, Cyclical


• Chinese Textiles & Apparel


• Asian Cyclical Goods & Services


• Chinese Cyclical Goods & Services


• Asian Pacific Cyclical Goods & Services


• Asian Pacific Consumer, Cyclical


• Asian Pacific Footwear


• Asian Pacific Textiles & Apparel


• Asian Pacific Ex. JP Cyclical Goods & Services


• Asian Pacific Ex. JP Consumer, Cyclical


• Asian Pacific Ex. JP Footwear


• Asian Pacific Ex. JP Textiles & Apparel

Companies

• 0210.HK Daphne International


• 2020.HK Anta


• 2331.HK Li Ning


• 1368.HK Xtep

Subjects

• Industry Overview


• Morning Note

]]> Spencer Leung 0210.HK 2020.HK 2331.HK 1368.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02115|native|public|20091106090746 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11447|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• Australia


• Australasia

Sectors

• Global Chemicals, Specialty


• Global Basic Materials


• Global Chemicals


• Asian Pacific Basic Materials


• Asian Pacific Chemicals


• Asian Pacific Chemicals, Specialty


• Asian Pacific Ex. JP Basic Materials


• Asian Pacific Ex. JP Chemicals


• Asian Pacific Ex. JP Chemicals, Specialty


• Australian Chemicals, Specialty


• Australian Basic Materials


• Australian Chemicals


• Australasian Basic Materials


• Australasian Chemicals


• Australasian Chemicals, Specialty

Companies

• IPL.AX Incitec Pivot Ltd

Subjects

• Company Update


• Morning Note

]]> Simon Mitchell IPL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11447|native|public|20091106090128 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69307|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global


• Norway


• Nordic


• UBSW EMEA

Sectors

• European Oil Companies, Major


• European Ex. UK Oil Companies, Major


• Global Oil Companies, Major


• European Energy


• European Ex. UK Energy


• Global Energy


• Norwegian Energy


• Norwegian Oil Drilling, Equipment & Services


• European Oil Drilling, Equipment & Services


• European Ex. UK Oil Drilling, Equipment & Services


• Nordic Energy


• Nordic Oil Drilling, Equipment & Services


• Global Oil Drilling, Equipment & Services

Companies

• SDRL.OL Seadrill

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Alex Brooks, CFA SDRL.OL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69307|native|public|20091106085926 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69306|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

Subjects

• Market Strategy / Comment


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69306|native|public|20091106085503 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69305|native|public Regions

• Europe Including UK


• Global

Subjects

• Market Strategy / Comment


• Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69305|native|public|20091106084921 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82271|native|public Regions

• Global

Sectors

• Global Financial


• Global Insurance

Subjects

• Industry Overview


• Morning Note

]]> Andrew Kligerman http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82271|native|public|20091106084603 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11445|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• Australia


• New Zealand


• Australasia

Sectors

• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Australasian Basic Resources


• Australasian Basic Materials


• Australasian Mining & Metals

Subjects

• Industry Overview


• Morning Note

]]> Glyn Lawcock http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11445|native|public|20091106083413 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69304|native|public Regions

• Europe Including UK


• Global

Sectors

• European Telecommunications


• Global Telecommunications

Companies

• TEF.MC Telefonica


• TLIT.MI Telecom Italia


• BEZQ.TA Bezeq


• DTEGn.F Deutsche Telekom


• OTEr.AT OTE


• FTE.PA France Telecom


• MTEL.BU Magyar Telekom


• SCMN.VX Swisscom


• TLSN.ST TeliaSonera

Subjects

• Company Update


• Industry Overview


• Morning Note

]]> Laura Janssens TEF.MC TLIT.MI BEZQ.TA DTEGn.F OTEr.AT FTE.PA MTEL.BU SCMN.VX TLSN.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69304|native|public|20091106082803 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69303|native|public Regions

• Europe Including UK


• Global

Sectors

• European Consumer, Cyclical


• Global Consumer, Cyclical


• European Media


• Global Media

Companies

• WLSNc.AS Wolters-Kluwer


• REL.L Reed Elsevier plc


• TRI.N Thomson Reuters

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Polo Tang WLSNc.AS REL.L TRI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69303|native|public|20091106082729 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69302|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global


• Italy


• UBSW EMEA

Sectors

• Italian Fixed-Line Communications


• European Wireless Communications


• European Fixed-Line Communications


• European Ex. UK Wireless Communications


• European Ex. UK Fixed-Line Communications


• Global Wireless Communications


• Global Fixed-Line Communications


• European Telecommunications


• European Ex. UK Telecommunications


• Global Telecommunications


• Italian Telecommunications

Companies

• TLIT.MI Telecom Italia

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Nick Lyall TLIT.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69302|native|public|20091106082309 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69301|native|public Regions

• Europe Including UK


• Europe Ex. UK


• United Kingdom


• Global


• UBSW EMEA

Sectors

• British Industrial Services


• European Industrial Services


• European Ex. UK Industrial Services


• Global Industrial Services


• European Industrial


• European General Industrial Services


• European Ex. UK Industrial


• European Ex. UK General Industrial Services


• British Industrial


• British General Industrial Services


• Global Industrial


• Global General Industrial Services


• European Industrial Goods & Services


• European Ex. UK Industrial Goods & Services


• British Industrial Goods & Services


• Global Industrial Goods & Services

Companies

• RTO.L Rentokil Initial


• XCH.L Xchanging

Subjects

• Industry Overview


• Morning Note

]]> Mark Shepperd RTO.L XCH.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69301|native|public|20091106081949 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69300|native|public Regions

• Europe Including UK


• Europe Ex. UK


• France


• United Kingdom


• Global


• Russia


• EMEA Emerging


• UBSW EMEA


• Emerging Markets


• Americas


• United States


• North America

Subjects

• Company Update


• Industry Overview


• Market Strategy / Comment


• Operating Results


• Morning Note

]]> Neha Agarwal http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69300|native|public|20091106081711 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69299|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

Sectors

• European Banks


• British Banks


• Global Banks


• European Financial


• British Financial


• Global Financial


• British Banks, Ex-S&L


• European Banks, Ex-S&L


• Global Banks, Ex-S&L

Companies

• RBS.L RBS Group

Subjects

• Company Update


• Morning Note

]]> John-Paul Crutchley RBS.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69299|native|public|20091106081531 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69298|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global

Sectors

• European Oil Companies, Major


• European Ex. UK Oil Companies, Major


• Global Oil Companies, Major


• European Energy


• European Ex. UK Energy


• Global Energy

Companies

• TLW.L Tullow


• SIA.L SOCO


• PPHN.VX Petroplus


• CNQ.TO Canadian Natural


• EOG.N EOG Resources


• PWT_u.TO Penn West Energy


• DNR.N Denbury Resources


• NKO.TO Niko Resources


• CLR.N Continental


• CPG.TO Crescent Point


• CXO.N Concho Resources


• PMG.TO Petrominerales


• HK.N Petrohawk Energy


• SD.N SandRidge Energy


• CFW.TO Calfrac


• PDC.A Pioneer Drilling

Subjects

• Industry Overview


• Morning Note

]]> Jon Rigby, CFA TLW.L SIA.L PPHN.VX CNQ.TO EOG.N PWT_u.TO DNR.N NKO.TO CLR.N CPG.TO CXO.N PMG.TO HK.N SD.N CFW.TO PDC.A http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69298|native|public|20091106081459 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69268|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• German Factory Equipment


• German Industrial, Diversified


• European Factory Equipment


• European Industrial, Diversified


• European Ex. UK Factory Equipment


• European Ex. UK Industrial, Diversified


• Global Factory Equipment


• Global Industrial, Diversified


• German Industrial


• European Industrial


• European Ex. UK Industrial


• Global Industrial


• German Industrial Goods & Services


• European Industrial Goods & Services


• European Ex. UK Industrial Goods & Services


• Global Industrial Goods & Services


• German Industrial Equipment


• European Industrial Equipment


• European Ex. UK Industrial Equipment


• Global Industrial Equipment

Companies

• KU2G.DE Kuka

Subjects

• Company Update


• Morning Note

]]> Sebastian Ubert KU2G.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69268|native|public|20091106081412 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82270|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• IGT.N International Game


• ALL.AX Aristocrat

Subjects

• Company Update


• Morning Note

]]> Robin M. Farley IGT.N ALL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82270|native|public|20091106080854 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82269|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• MGM.N MGM MIRAGE

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Robin M. Farley MGM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82269|native|public|20091106080508 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11444|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• Australia


• Australasia

Sectors

• Global Oil Companies, Major


• Global Energy


• Asian Pacific Energy


• Asian Pacific Oil Companies, Major


• Asian Pacific Ex. JP Energy


• Asian Pacific Ex. JP Oil Companies, Major


• Australian Oil Companies, Major


• Australian Energy


• Australasian Energy


• Australasian Oil Companies, Major

Companies

• OMVV.VI OMV


• CNE.L Cairn


• PMO.L Premier


• ENI.MI Eni


• MOLB.BU Mol


• JKX.L JKX Oil and Gas


• LKOHyq.L Lukoil


• SNGS.RTS Surgutneftegaz


• SIBN.RTS Gazprom Neft


• FOE.OL Fred Olsen Energy


• FUGRc.AS Fugro


• CADP.L Cadogan


• 0857.HK PetroChina


• 0386.HK Sinopec


• COP.N ConocoPhillips


• NBL.N Noble Energy


• HSE.TO Husky Energy


• COS_u.TO Canadian Oil Sands


• DNR.N Denbury Resources


• XEC.N Cimarex


• CMT.TO Compton Petroleum


• UTS.TO UTS Energy


• PQ.N PetroQuest

Subjects

• Industry Overview


• Morning Note

]]> Gordon Ramsay OMVV.VI CNE.L PMO.L ENI.MI MOLB.BU JKX.L LKOHyq.L SNGS.RTS SIBN.RTS FOE.OL FUGRc.AS CADP.L 0857.HK 0386.HK COP.N NBL.N HSE.TO COS_u.TO DNR.N XEC.N CMT.TO UTS.TO PQ.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11444|native|public|20091106080233 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69297|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

Sectors

• British Publishing


• European Publishing


• Global Publishing


• European Consumer, Cyclical


• British Consumer, Cyclical


• Global Consumer, Cyclical


• European Media


• British Media


• Global Media

Companies

• UBM.L UBM

Subjects

• Company Update


• Morning Note

]]> Alastair Reid UBM.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69297|native|public|20091106080239 Fri, 6 Nov 2009