UBS Research: Asia Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighasia UBS Research: Asia 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[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[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[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[Machinery Sector Watch Vol. 114 "Order rebound rate comparison to Jul-Sept"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17972|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
  • 6861.T Keyence

  • 6954.T Fanuc


Subjects
  • Industry Overview

  • Morning Note

]]> Hidehiko Hoshino 6861.T 6954.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17972|native|public|20091120150842 Fri, 20 Nov 2009 <![CDATA[US Tyre Shipments "September 2009: replacement tyres +9.3%, new vehicle ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17971|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Japanese Consumer, Cyclical

  • Japanese Automobiles

  • Japanese Auto Parts & Tires


Subjects
  • Industry Overview

  • Morning Note

]]> Kunihiro Matsumoto http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17971|native|public|20091120150822 Fri, 20 Nov 2009 <![CDATA[Unsecured Loan Monthly Trends (Oct) "Concerns mount towards the year end, ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17970|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
  • 8564.T Takefuji

  • 8572.T Acom

  • 8574.T Promise


Subjects
  • Industry Overview

  • Morning Note

]]> Aya Fujiki 8564.T 8572.T 8574.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17970|native|public|20091120150523 Fri, 20 Nov 2009 <![CDATA[Paper/Paperboard Supply-Demand in Oct "P&W paper inventories decline, but ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17968|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Paper Products

  • Global Basic Materials

  • Global Forest Products & Paper

  • Global Basic Resources

  • Japanese Paper Products

  • Japanese Basic Materials

  • Japanese Forest Products & Paper

  • Japanese Basic Resources


Subjects
  • Industry Overview

  • Morning Note

]]> Takaaki Muramatsu http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17968|native|public|20091120150437 Fri, 20 Nov 2009 <![CDATA[Chemical Market Weekly Update "Petrochemical prices rise for a fifth ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17969|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=uew17969|native|public|20091120150446 Fri, 20 Nov 2009 <![CDATA[Yamada Denki "Interview report: Q3 profit turnaround looking more likely" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17967|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Retailers, Specialty

  • Global Consumer, Cyclical

  • Global Retail

  • Japanese Retailers, Specialty

  • Japanese Consumer, Cyclical

  • Japanese Retail


Companies
  • 9831.T Yamada Denki


Subjects
  • Company Update

  • Morning Note

]]> Nozomi Moriya 9831.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17967|native|public|20091120150420 Fri, 20 Nov 2009 <![CDATA[Blast Furnace Sector H1 Results Review (6) "Japan's steel supply-demand balance"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17966|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


Subjects
  • Industry Overview

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17966|native|public|20091120150209 Fri, 20 Nov 2009 <![CDATA[BF Crude Steel Production Watch "Output recovers at Nippon Steel" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17965|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


Subjects
  • Industry Overview

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17965|native|public|20091120150153 Fri, 20 Nov 2009 <![CDATA[Shandong Weigao "Downgrade on valuation" (Sell) Zou]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51938|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Medical Supplies

  • Global Healthcare

  • Global Medical Products

  • Asian Medical Supplies

  • Chinese Medical Supplies

  • Asian Healthcare

  • Asian Medical Products

  • Chinese Healthcare

  • Chinese Medical Products

  • Asian Pacific Healthcare

  • Asian Pacific Medical Supplies

  • Asian Pacific Medical Products

  • Asian Pacific Ex. JP Healthcare

  • Asian Pacific Ex. JP Medical Supplies

  • Asian Pacific Ex. JP Medical Products


Companies
  • 8199.HK Shandong Weigao


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Amy Zou 8199.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51938|native|public|20091120143813 Fri, 20 Nov 2009 <![CDATA[Tracking Transport 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51937|native|public Regions
  • Global

  • Asia Pacific Ex. JP


Subjects
  • Industry Overview

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51937|native|public|20091120141451 Fri, 20 Nov 2009 <![CDATA[China COSCO "Oversupplied & profitable: a rare combination" (Sell) Horth]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51936|native|public Regions
  • Global

  • Asia

  • China

  • 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

  • Asian Industrial

  • Asian Industrial Transportation

  • Chinese Industrial

  • Chinese Industrial Transportation

  • Asian Industrial Goods & Services

  • Chinese 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
  • 1919.HK China COSCO


Subjects
  • Company Update

  • Morning Note

]]> Damien Horth 1919.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51936|native|public|20091120122133 Fri, 20 Nov 2009 <![CDATA[China Yangtze Power "Earnings raised to..." (Buy) Sun (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02155|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Electric Utilities

  • Global Utilities

  • Asian Electric Utilities

  • Chinese Electric Utilities

  • Asian Utilities

  • Chinese Utilities

  • Asian Pacific Electric Utilities

  • Asian Pacific Utilities

  • Asian Pacific Ex. JP Electric Utilities

  • Asian Pacific Ex. JP Utilities


Companies
  • 600900.SS China Yangtze Power


Subjects
  • Company Update

  • Morning Note

]]> Stephen Oldfield 600900.SS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02155|native|public|20091120115800 Fri, 20 Nov 2009 <![CDATA[Gamuda "Expectations overboard" (Sell) Lai]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51935|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Malaysia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Heavy Construction

  • Global Industrial

  • Global Construction

  • Asian Heavy Construction

  • Malaysian Heavy Construction

  • Asian Industrial

  • Malaysian Industrial

  • Asian Construction

  • Malaysian Construction

  • Asian Pacific Construction

  • Asian Pacific Heavy Construction

  • Asian Pacific Industrial

  • Asian Pacific Ex. JP Construction

  • Asian Pacific Ex. JP Heavy Construction

  • Asian Pacific Ex. JP Industrial

  • Asia Emerging Construction

  • Asia Emerging Heavy Construction

  • Asia Emerging Industrial


Companies
  • GAMU.KL Gamuda


Subjects
  • Company Update

  • Morning Note

]]> Alain Lai GAMU.KL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51935|native|public|20091120115639 Fri, 20 Nov 2009 <![CDATA[China Yangtze Power "Earnings raised to reflect higher tariffs" (Buy) Sun]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51934|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Electric Utilities

  • Global Utilities

  • Asian Electric Utilities

  • Chinese Electric Utilities

  • Asian Utilities

  • Chinese Utilities

  • Asian Pacific Electric Utilities

  • Asian Pacific Utilities

  • Asian Pacific Ex. JP Electric Utilities

  • Asian Pacific Ex. JP Utilities


Companies
  • 600900.SS China Yangtze Power


Subjects
  • Company Update

  • Morning Note

]]> Janet Sun 600900.SS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51934|native|public|20091120115535 Fri, 20 Nov 2009 <![CDATA[The Australasian Daily 23-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11570|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=uet11570|native|public|20091120102350 Fri, 20 Nov 2009