UBS Research: Australasia Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighaustralasia UBS Research: Australasia Regional Highlights en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Wed, 10 Feb 2010 Wed, 10 Feb 2010 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[AED Oil Limited "Indonesia provides further diversification" (Buy) Ramsay]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12062|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Asian Pacific Energy

  • Asian Pacific Oil Companies, Secondary

  • Asian Pacific Ex. JP Energy

  • Asian Pacific Ex. JP Oil Companies, Secondary

  • Australian Oil Companies, Secondary

  • Australian Energy

  • Australasian Energy

  • Australasian Oil Companies, Secondary


Companies
  • AED.AX AED Oil Limited


Subjects
  • Company Update

  • Morning Note

]]> Gordon Ramsay AED.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12062|native|public|20100210040514 Wed, 10 Feb 2010 <![CDATA[Industrea Limited "More orders from China" (Buy) Byers]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12061|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Industrial, Diversified

  • Global Industrial

  • Global Industrial Goods & Services

  • Asian Pacific Industrial, Diversified

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Ex. JP Industrial, Diversified

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Australian Industrial, Diversified

  • Australian Industrial

  • Australian Industrial Goods & Services

  • Australasian Industrial, Diversified

  • Australasian Industrial

  • Australasian Industrial Goods & Services


Companies
  • IDL.AX Industrea Limited


Subjects
  • Company Update

  • Morning Note

]]> Martin Byers IDL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12061|native|public|20100210023656 Wed, 10 Feb 2010 <![CDATA[Methven "Ceasing Coverage" (Buy) Bloom]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12060|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • Australasia


Sectors
  • Global Household Products, Durable

  • Global Household Products

  • Global Consumer, Non-Cyclical

  • Global Non-Cyclical Goods & Services

  • Asian Pacific Household Products

  • Asian Pacific Household Products, Durable

  • Asian Pacific Non-Cyclical Goods & Services

  • Asian Pacific Consumer, Non-Cyclical

  • Asian Pacific Ex. JP Household Products

  • Asian Pacific Ex. JP Household Products, Durable

  • Asian Pacific Ex. JP Non-Cyclical Goods & Services

  • Asian Pacific Ex. JP Consumer, Non-Cyclical

  • New Zealand Household Products, Durable

  • New Zealand Household Products

  • New Zealand Consumer, Non-Cyclical

  • New Zealand Non-Cyclical Goods & Services

  • Australasian Household Products

  • Australasian Household Products, Durable

  • Australasian Non-Cyclical Goods & Services

  • Australasian Consumer, Non-Cyclical


Subjects
  • Company Update

  • Morning Note

]]> Jason Bloom http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12060|native|public|20100210003846 Wed, 10 Feb 2010 <![CDATA[Australian Domestic Healthcare "Domestic Shopping List; consolidation ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12059|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australasia


Sectors
  • Global Healthcare

  • Australasian Healthcare


Companies
  • HSP.AX Healthscope

  • SHL.AX Sonic Healthcare

  • RHC.AX Ramsay Health Care

  • PRY.AX Primary Health Care


Subjects
  • Industry Overview

  • Morning Note

]]> Andrew Goodsall HSP.AX SHL.AX RHC.AX PRY.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12059|native|public|20100210002929 Wed, 10 Feb 2010 <![CDATA[Fletcher Building "Still short term risk, however on a 12 mth view looks ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12045|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • Australasia


Sectors
  • Global Building Materials

  • Global Industrial

  • Global Construction

  • Asian Pacific Building Materials

  • Asian Pacific Construction

  • Asian Pacific Industrial

  • Asian Pacific Ex. JP Building Materials

  • Asian Pacific Ex. JP Construction

  • Asian Pacific Ex. JP Industrial

  • New Zealand Building Materials

  • New Zealand Industrial

  • New Zealand Construction

  • Australasian Building Materials

  • Australasian Construction

  • Australasian Industrial


Companies
  • FBU.NZ Fletcher Building


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Jason Bloom FBU.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12045|native|public|20100209130818 Tue, 9 Feb 2010 <![CDATA[The Australasian Daily 10-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12058|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • New Zealand

  • Australasia


Subjects
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Operating Results

]]> David Wilson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12058|native|public|20100209130145 Tue, 9 Feb 2010 <![CDATA[Australand Holdings "Back to the future" (Buy) Bodor]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12056|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • 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

  • Australian Real Estate

  • Australian Financial

  • Australian Financial Services

  • Australasian Financial

  • Australasian Financial Services

  • Australasian Real Estate


Companies
  • ALZ.AX Australand Holdings


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Tom Bodor ALZ.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12056|native|public|20100209102514 Tue, 9 Feb 2010 <![CDATA[Challenger DPG "Operational execution to provide upside" (Buy) McCasker]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12055|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • 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

  • Australian Real Estate

  • Australian Financial

  • Australian Financial Services

  • Australasian Financial

  • Australasian Financial Services

  • Australasian Real Estate


Companies
  • CDI.AX Challenger DPG


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Grant McCasker, CFA CDI.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12055|native|public|20100209101945 Tue, 9 Feb 2010 <![CDATA[David Jones "Solid Q2 drives upgrade to guidance" (Neutral) Gilbert]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12054|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
  • DJS.AX David Jones


Subjects
  • Company Update

  • Morning Note

]]> Ben Gilbert DJS.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12054|native|public|20100209095901 Tue, 9 Feb 2010 <![CDATA[Macquarie Group "A more integrated strategy" (Neutral) Mott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12053|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Banks

  • Global Financial

  • Global Banks, Ex-S&L

  • Asian Pacific Banks, Ex-S&L

  • Asian Pacific Banks

  • Asian Pacific Financial

  • Asian Pacific Ex. JP Banks, Ex-S&L

  • Asian Pacific Ex. JP Banks

  • Asian Pacific Ex. JP Financial

  • Australian Banks

  • Australian Financial

  • Australian Banks, Ex-S&L

  • Australasian Banks, Ex-S&L

  • Australasian Banks

  • Australasian Financial


Companies
  • MQG.AX Macquarie Group


Subjects
  • Company Update

  • Morning Note

]]> Jonathan Mott MQG.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12053|native|public|20100209093548 Tue, 9 Feb 2010 <![CDATA[Alumina Ltd "CY09 result inline, upgrades production" (Buy) Lawcock]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12052|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Aluminum

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Pacific Aluminum

  • Asian Pacific Basic Resources

  • Asian Pacific Basic Materials

  • Asian Pacific Mining & Metals

  • Asian Pacific Ex. JP Aluminum

  • Asian Pacific Ex. JP Basic Resources

  • Asian Pacific Ex. JP Basic Materials

  • Asian Pacific Ex. JP Mining & Metals

  • Australian Aluminum

  • Australian Basic Materials

  • Australian Mining & Metals

  • Australian Basic Resources

  • Australasian Aluminum

  • Australasian Basic Resources

  • Australasian Basic Materials

  • Australasian Mining & Metals


Companies
  • AWC.AX Alumina Ltd


Subjects
  • Morning Note

]]> Glyn Lawcock AWC.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12052|native|public|20100209091851 Tue, 9 Feb 2010 <![CDATA[Spotless Group "Cleaning up" (Neutral) Byers]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12051|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • Global Industrial Goods & Services

  • Asian Pacific Industrial Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific General Industrial Services

  • Asian Pacific Ex. JP Industrial Services

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP General Industrial Services

  • Australian Industrial Services

  • Australian Industrial

  • Australian General Industrial Services

  • Australian Industrial Goods & Services

  • Australasian Industrial Services

  • Australasian Industrial

  • Australasian Industrial Goods & Services

  • Australasian General Industrial Services


Companies
  • SPT.AX Spotless Group


Subjects
  • Company Update

  • Morning Note

]]> Martin Byers SPT.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12051|native|public|20100209083009 Tue, 9 Feb 2010 <![CDATA[Woodside Petroleum "Browse LNG Development Concept" (Buy) Ramsay]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12050|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Asian Pacific Energy

  • Asian Pacific Oil Companies, Secondary

  • Asian Pacific Ex. JP Energy

  • Asian Pacific Ex. JP Oil Companies, Secondary

  • Australian Oil Companies, Secondary

  • Australian Energy

  • Australasian Energy

  • Australasian Oil Companies, Secondary


Companies
  • WPL.AX Woodside Petroleum


Subjects
  • Company Update

  • Morning Note

]]> Gordon Ramsay WPL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12050|native|public|20100209082400 Tue, 9 Feb 2010 <![CDATA[Bradken Limited "Costs controlled" (Buy) Byers]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12049|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Heavy Machinery

  • Global Industrial

  • Global Industrial Goods & Services

  • Global Industrial Equipment

  • Asian Pacific Industrial

  • Asian Pacific Industrial Equipment

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Heavy Machinery

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Equipment

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Heavy Machinery

  • Australian Heavy Machinery

  • Australian Industrial

  • Australian Industrial Goods & Services

  • Australian Industrial Equipment

  • Australasian Industrial

  • Australasian Industrial Equipment

  • Australasian Industrial Goods & Services

  • Australasian Heavy Machinery


Companies
  • BKN.AX Bradken Limited


Subjects
  • Company Update

  • Morning Note

]]> Martin Byers BKN.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12049|native|public|20100209074017 Tue, 9 Feb 2010 <![CDATA[Cochlear "1HFY10 result: 'transition result' we had to have; FY NPAT grows ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12057|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
  • COH.AX Cochlear


Subjects
  • Morning Note

]]> Andrew Goodsall COH.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12057|native|public|20100209071100 Tue, 9 Feb 2010 <![CDATA[Infigen Energy "Winds up" (Buy) Leitch]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12048|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Electric Utilities

  • Global Utilities

  • Asian Pacific Electric Utilities

  • Asian Pacific Utilities

  • Asian Pacific Ex. JP Electric Utilities

  • Asian Pacific Ex. JP Utilities

  • Australian Electric Utilities

  • Australian Utilities

  • Australasian Electric Utilities

  • Australasian Utilities


Companies
  • IFN.AX Infigen Energy


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> David Leitch IFN.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12048|native|public|20100209070846 Tue, 9 Feb 2010 <![CDATA[WHK Group "Move to Neutral" (Neutral) Parker]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12047|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Diversified Financial

  • Global Financial

  • Global Financial Services

  • Asian Pacific Financial

  • Asian Pacific Diversified Financial

  • Asian Pacific Financial Services

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Diversified Financial

  • Asian Pacific Ex. JP Financial Services

  • Australian Diversified Financial

  • Australian Financial

  • Australian Financial Services

  • Australasian Financial

  • Australasian Diversified Financial

  • Australasian Financial Services


Companies
  • WHG.AX WHK Group


Subjects
  • Company Update

  • Morning Note

]]> Lachlan Parker WHG.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12047|native|public|20100209041540 Tue, 9 Feb 2010 <![CDATA[Rio Tinto "2009 profit preview" (Buy) Lawcock]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12044|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Pacific Basic Resources

  • Asian Pacific Basic Materials

  • Asian Pacific Mining & Metals

  • Asian Pacific Mining

  • Asian Pacific Ex. JP Basic Resources

  • Asian Pacific Ex. JP Basic Materials

  • Asian Pacific Ex. JP Mining & Metals

  • Asian Pacific Ex. JP Mining

  • Australian Mining

  • Australian Basic Materials

  • Australian Mining & Metals

  • Australian Basic Resources

  • Australasian Basic Resources

  • Australasian Basic Materials

  • Australasian Mining & Metals

  • Australasian Mining


Companies
  • RIO.AX Rio Tinto

  • BHP.AX BHP Billiton Limited


Subjects
  • Morning Note

]]> Glyn Lawcock RIO.AX BHP.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12044|native|public|20100209005027 Tue, 9 Feb 2010 <![CDATA[Resmed "RMD analyst briefing - we are excited by S9" (Buy) Hurren]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12043|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=uet12043|native|public|20100208215811 Mon, 8 Feb 2010 <![CDATA[JB Hi-Fi "CEO retirement overshadows solid 1H result"" (Buy) Gilbert]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12037|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Retailers, Specialty

  • Global Consumer, Cyclical

  • Global Retail

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Retailers, Specialty

  • Asian Pacific Retail

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Retailers, Specialty

  • Asian Pacific Ex. JP Retail

  • Australian Retailers, Specialty

  • Australian Consumer, Cyclical

  • Australian Retail

  • Australasian Consumer, Cyclical

  • Australasian Retailers, Specialty

  • Australasian Retail


Companies
  • JBH.AX JB Hi-Fi


Subjects
  • Company Update

  • Morning Note

]]> Ben Gilbert JBH.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12037|native|public|20100208203307 Mon, 8 Feb 2010