UBS Research: All Regional Highlights

UBS Research: All Regional Highlights 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 Sat, 21 Nov 2009 Sun, 22 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[Sinopharm "Well positioned to leverage industry consolidation [EXTRACT]"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51931|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

1099.HK Sinopharm

Subjects

Company Update

Initiating Coverage

Morning Note

]]> Amy Zou 1099.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51931|native|public|20091121004606 Sat, 21 Nov 2009 <![CDATA[N.A. Mining, Metals & Gold Weekly "Silver outshines them all" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06037|native|public Regions

Global

Americas

Canada

United States

North America

Sectors

Global Mining

Global Basic Materials

Global Mining & Metals

Global Basic Resources

Americas Mining

Americas Basic Materials

Americas Mining & Metals

Americas Basic Resources

North American Basic Resources

North American Basic Materials

North American Mining & Metals

Companies

AEM.N Agnico-Eagle Mines

AGU.N Agrium Inc.

CCO.TO Cameco Corporation

EGO.N Eldorado Gold Corp

GG.N Goldcorp

IMN.TO Inmet Mining Corp.

KGC.N Kinross Gold

TCKb.TO Teck Resources

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

MEOH.O Methanex Corp.

FM.TO First Quantum

FNX.TO FNX Mining

CG.TO Centerra Gold

AUY.N Yamana Gold

CDE.N Coeur d'Alene

SLW.N Silver Wheaton

PAAS.O Pan American Silver

SSRI.O Silver Standard

QUA.TO Quadra Mining

HL.N Hecla Mining

UUU.TO Uranium One

TCM.TO Thompson Creek

AGI.TO Alamos Gold

LUN.TO Lundin Mining

HBM.TO HudBay Minerals

ELR.TO Eastern Platinum

EQN.TO Equinox

KAT.TO Katanga Mining

FNV.TO Franco-Nevada

MNB.TO Mirabela Nickel

RBI.TO Red Back Mining

OSK.TO Osisko Mining

SVM.N Silvercorp

Subjects

Company Update

Industry Overview

Morning Note

]]> Brian MacArthur, CFA AEM.N AGU.N CCO.TO EGO.N GG.N IMN.TO KGC.N TCKb.TO S.TO AA.N FCX.N NEM.N HW.TO IAG.N ABX.N MEOH.O FM.TO FNX.TO CG.TO AUY.N CDE.N SLW.N PAAS.O SSRI.O QUA.TO HL.N UUU.TO TCM.TO AGI.TO LUN.TO HBM.TO ELR.TO EQN.TO KAT.TO FNV.TO MNB.TO RBI.TO OSK.TO SVM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06037|native|public|20091121001120 Sat, 21 Nov 2009 <![CDATA[North American E&P Weekly "Weekly Summary" 20-Nov-2009 Featherston]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82892|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

XOM.N ExxonMobil

APC.N Anadarko Petroleum

APA.N Apache Corp.

NBL.N Noble Energy

XTO.N XTO Energy Corp.

DVN.N Devon Energy

PXD.N Pioneer Natural Res.

MUR.N Murphy Oil

PBG.N Pepsi Bottling Group

PAA.N Plains All American

STR.N Questar

PWT_u.TO Penn West Energy

COG.N Cabot Oil & Gas

COS_u.TO Canadian Oil Sands

KWK.N Quicksilver Res.

CMT.TO Compton Petroleum

PBG.TO Petrobank

OPC.TO OPTI

UTS.TO UTS Energy

NVA.TO NuVista Energy

GO.TO Galleon Energy

SWN.N Southwestern Energy

CXO.N Concho Resources

PMG.TO Petrominerales

PQ.N PetroQuest

HK.N Petrohawk 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 XOM.N APC.N APA.N NBL.N XTO.N DVN.N PXD.N MUR.N PBG.N PAA.N STR.N PWT_u.TO COG.N COS_u.TO KWK.N CMT.TO PBG.TO OPC.TO UTS.TO NVA.TO GO.TO SWN.N CXO.N PMG.TO PQ.N HK.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=uez82892|native|public|20091120232906 Fri, 20 Nov 2009 <![CDATA[US Biotechnology "UBS Biotech Weekly Check-Up: 11/20/09" 20-Nov-2009 Shenouda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82889|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

GENZ.O Genzyme

ITMN.O Intermune

MDCO.O Medicines

Subjects

Industry Overview

Market Strategy / Comment

Morning Note

]]> Maged Shenouda GENZ.O ITMN.O MDCO.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82889|native|public|20091120230655 Fri, 20 Nov 2009 <![CDATA[UBS SemiBytes "AMD Debt Reduction Hat-trick. Week Ahead: ADI, HPQ Results"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82888|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

HPQ.N Hewlett-Packard

INTC.O Intel

MU.N Micron Technology

AMD.N Advanced Micro Dev.

ALTR.O Altera

DELL.O Dell

ADI.N Analog Devices

MRVL.O Marvell Technology

Subjects

Industry Overview

Morning Note

]]> Uche Orji HPQ.N INTC.O MU.N AMD.N ALTR.O DELL.O ADI.N MRVL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82888|native|public|20091120224012 Fri, 20 Nov 2009 <![CDATA[K-Sea Transportation "Cautions Endure; Lowering Price Target" (Neutral) Barone]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82887|native|public Regions

Global

Americas

United States

North America

Sectors

Global Marine Transport

Global Energy

Global Industrial

Global Industrial Transportation

Global Industrial Goods & Services

Americas Marine Transport

US Marine Transport

Americas Energy

Americas Industrial

Americas Industrial Transportation

US Energy

US Industrial

US Industrial Transportation

Americas Industrial Goods & Services

US Industrial Goods & Services

North American Energy

North American Industrial

North American Industrial Goods & Services

North American Marine Transport

North American Industrial Transportation

Companies

KSP.N K-Sea Transportation

Subjects

Company Update

Morning Note

]]> Ronald J. Barone KSP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82887|native|public|20091120215057 Fri, 20 Nov 2009 <![CDATA[Harley-Davidson "HOG Looks Likely to Stay In York" (Neutral) Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82886|native|public Regions

Global

Americas

United States

North America

Sectors

Global Recreational Products & Services

Global Consumer, Cyclical

Global Leisure Goods & Services

Global Cyclical Goods & Services

US Recreational Products & Services

Americas Recreational Products & Services

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 Consumer, Cyclical

North American Leisure Goods & Services

North American Recreational Products & Services

Companies

HOG.N Harley-Davidson

Subjects

Company Update

Operating Results

Morning Note

]]> Robin M. Farley HOG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82886|native|public|20091120211345 Fri, 20 Nov 2009 <![CDATA[UBS Global I/O: Global Software "Enterprise Software Spending Outlook"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82885|native|public Regions

Global

Sectors

Global Software

Global Technology

Companies

SAPG.DE SAP AG

ORCL.O Oracle

Subjects

Industry Overview

Morning Note

]]> Brent Thill SAPG.DE ORCL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82885|native|public|20091120195056 Fri, 20 Nov 2009 <![CDATA[Canadian Watch List "The Week Ahead"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06035|native|public Regions

Global

Americas

Canada

North America

Companies

BMO.TO Bank of Montreal

ATDb.TO Couche-Tard

Subjects

Market Strategy / Comment

Morning Note

]]> Garry M. Cooper BMO.TO ATDb.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06035|native|public|20091120184924 Fri, 20 Nov 2009 <![CDATA[Wesfarmers "A closer look at WES' valuation"" (Neutral) Gilbert]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11568|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Retailers, Broadline

Global Consumer, Cyclical

Global Retail

Asian Pacific Consumer, Cyclical

Asian Pacific Retailers, Broadline

Asian Pacific Retail

Asian Pacific Ex. JP Consumer, Cyclical

Asian Pacific Ex. JP Retailers, Broadline

Asian Pacific Ex. JP Retail

Australian Retailers, Broadline

Australian Consumer, Cyclical

Australian Retail

Australasian Consumer, Cyclical

Australasian Retailers, Broadline

Australasian Retail

Companies

WES.AX Wesfarmers

Subjects

Company Update

Morning Note

]]> Ben Gilbert WES.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11568|native|public|20091120183226 Fri, 20 Nov 2009 <![CDATA[Unibail-Rodamco "7% upgrade to NAV, Neutral retained" (Neutral) Wright]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70065|native|public Regions

Europe Including UK

Europe Ex. UK

France

Global

UBSW EMEA

Sectors

European Real Estate

European Ex. UK Real Estate

French Real Estate

Global Real Estate

European Financial

European Ex. UK Financial

French Financial

Global Financial

European Financial Services

European Ex. UK Financial Services

French Financial Services

Global Financial Services

Companies

UNBP.PA Unibail-Rodamco

Subjects

Company Update

Morning Note

]]> Kim Wright, CFA UNBP.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70065|native|public|20091120182421 Fri, 20 Nov 2009 <![CDATA[Japan Daily Notes 21-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17976|native|public Regions

Global

Asia Pacific

Japan

Subjects

Company Update

Market Strategy / Comment

Operating Results

Morning Note

]]> Hiroko Kanda http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17976|native|public|20091120181725 Fri, 20 Nov 2009 <![CDATA[Telstra "Senate sitting preview" (Buy) Eary]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11560|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Fixed-Line Communications

Global Telecommunications

Asian Pacific Fixed-Line Communications

Asian Pacific Telecommunications

Asian Pacific Ex. JP Fixed-Line Communications

Asian Pacific Ex. JP Telecommunications

Australian Fixed-Line Communications

Australian Telecommunications

Australasian Fixed-Line Communications

Australasian Telecommunications

Companies

TLS.AX Telstra

Subjects

Company Update

Morning Note

]]> Richard Eary TLS.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11560|native|public|20091120181439 Fri, 20 Nov 2009 <![CDATA[European Contextual Diary "The Week Ahead" 20-Nov-2009 Themistocleous]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70012|native|public Regions

Europe Including UK

Global

]]> Themis Themistocleous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70012|native|public|20091120173807 Fri, 20 Nov 2009 <![CDATA[US Contextual Diary "Two Weeks Ahead" 20-Nov-2009 Avila]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82883|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=uez82883|native|public|20091120173235 Fri, 20 Nov 2009 <![CDATA[Cdn Strat & Eco "Foreign investors: too hot for Canada?" Vasic]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06034|native|public Regions

Global

Americas

Canada

North America

Companies

BCE.TO BCE

CNR.TO Canadian National

GG.N Goldcorp

ECA.N EnCana

POT.N Potash Corporation

SU.TO Suncor Energy Inc.

TLM.TO Talisman Energy

TRP.TO TransCanada Corp.

ABX.N Barrick Gold Corp

CM.TO CIBC

RY.TO RBC Financial Group

BNS.TO Scotiabank

RIMM.O Research in Motion

OCX.TO Onex Corporation

CP.TO Canadian Pacific

SC.TO Shoppers Drug Mart

GIL.TO Gildan Activewear

THI.TO Tim Hortons Inc.

Subjects

Market Strategy / Comment

Morning Note

]]> George D. Vasic BCE.TO CNR.TO GG.N ECA.N POT.N SU.TO TLM.TO TRP.TO ABX.N CM.TO RY.TO BNS.TO RIMM.O OCX.TO CP.TO SC.TO GIL.TO THI.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06034|native|public|20091120170128 Fri, 20 Nov 2009 <![CDATA[Energy Sector "Highlights from Meetings with Management" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82882|native|public Regions

Global

Americas

Sectors

Global Oil Companies, Major

Global Energy

Americas Oil Companies, Major

Americas Energy

Companies

BG.L BG Group

HES.N Hess Corp.

CVX.N Chevron Corp.

OXY.N Occidental Petroleum

APC.N Anadarko Petroleum

APA.N Apache Corp.

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

UPL.N Ultra Petroleum

SWN.N Southwestern Energy

CXO.N Concho Resources

SD.N SandRidge Energy

Subjects

Industry Overview

Morning Note

]]> William A. Featherston BG.L HES.N CVX.N OXY.N APC.N APA.N EOG.N NBL.N CHK.N XTO.N DVN.N NFX.N UPL.N SWN.N CXO.N SD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82882|native|public|20091120163135 Fri, 20 Nov 2009 <![CDATA[Salesforce.com "User Conf; Spoke w/10+ Partners; Key Pts" (Neutral) Thill]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82881|native|public Regions

Global

Americas

United States

North America

Sectors

Global Software

Global Technology

Americas Software

US Software

Americas Technology

US Technology

North American Software

North American Technology

Companies

CRM.N Salesforce.com

Subjects

Company Update

Morning Note

]]> Brent Thill CRM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82881|native|public|20091120154229 Fri, 20 Nov 2009 <![CDATA[Sinotrans Shipping "Upside limited; downgrade to Neutral" (Neutral) Kwan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51939|native|public Regions

Global

Asia

China

Hong Kong

Asia Pacific

Asia Pacific Ex. JP

Sectors

Global Marine Transport

Global Industrial

Global Industrial Transportation

Global Industrial Goods & Services

Asian Marine Transport

Chinese Marine Transport

Hong Kong Marine Transport

Asian Industrial

Asian Industrial Transportation

Chinese Industrial

Chinese Industrial Transportation

Hong Kong Industrial

Hong Kong Industrial Transportation

Asian Industrial Goods & Services

Chinese Industrial Goods & Services

Hong Kong Industrial Goods & Services

Asian Pacific Industrial

Asian Pacific Industrial Goods & Services

Asian Pacific Marine Transport

Asian Pacific Industrial Transportation

Asian Pacific Ex. JP Industrial

Asian Pacific Ex. JP Industrial Goods & Services

Asian Pacific Ex. JP Marine Transport

Asian Pacific Ex. JP Industrial Transportation

Companies

2343.HK PacBasin

1919.HK China COSCO

0368.HK Sinotrans Shipping

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Thomas Kwan, CFA 2343.HK 1919.HK 0368.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51939|native|public|20091120153254 Fri, 20 Nov 2009 <![CDATA[Hansen Natural "HANS Share Gains Accelerate" (Buy) Gajrawala]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82880|native|public Regions

Global

Americas

United States

North America

Sectors

Global Soft Drinks

Global Consumer, Non-Cyclical

Global Food & Beverage

Global Beverage

US Soft Drinks

Americas Soft Drinks

Americas Consumer, Non-Cyclical

US Consumer, Non-Cyclical

Americas Food & Beverage

US Food & Beverage

Americas Beverage

US Beverage

North American Beverage

North American Food & Beverage

North American Consumer, Non-Cyclical

North American Soft Drinks

Companies

KO.N Coca-Cola

PEP.N PepsiCo

PAS.N PepsiAmericas

CCE.N Coca-Cola Ent.

PBG.N Pepsi Bottling Group

HANS.O Hansen Natural

Subjects

Company Update

Morning Note

]]> Kaumil S. Gajrawala KO.N PEP.N PAS.N CCE.N PBG.N HANS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82880|native|public|20091120152540 Fri, 20 Nov 2009