UBS Research: Australasia Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighaustralasia UBS Research: Australasia Regional Highlights en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 20 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[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[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[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 <![CDATA[Sims Metal Mgmt "Sims positions itself for more acquisitions" (Buy) Busuttil]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11569|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Pacific Basic Resources

  • Asian Pacific Basic Materials

  • Asian Pacific Mining & Metals

  • Asian Pacific Steel

  • Asian Pacific Ex. JP Basic Resources

  • Asian Pacific Ex. JP Basic Materials

  • Asian Pacific Ex. JP Mining & Metals

  • Asian Pacific Ex. JP Steel

  • Australian Steel

  • Australian Basic Materials

  • Australian Mining & Metals

  • Australian Basic Resources

  • Australasian Basic Resources

  • Australasian Basic Materials

  • Australasian Mining & Metals

  • Australasian Steel


Companies
  • SGM.AX Sims Metal Mgmt


Subjects
  • Morning Note

]]> Mark Busuttil SGM.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11569|native|public|20091120092808 Fri, 20 Nov 2009 <![CDATA[Australian Resources Weekly "Cobalt 101" 20-Nov-2009 Lawcock]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11567|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=uet11567|native|public|20091120090515 Fri, 20 Nov 2009 <![CDATA[Australian Oil Weekly "Offshore oil storage volumes increase" 20-Nov-2009 Ramsay]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11566|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=uet11566|native|public|20091120080736 Fri, 20 Nov 2009 <![CDATA[Prime Infrastructure "Prime Time" (Sell) Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11565|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
  • BBI.AX Prime Infrastructure


Subjects
  • Company Update

  • Morning Note

]]> Scott Kelly, CFA BBI.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11565|native|public|20091120073602 Fri, 20 Nov 2009 <![CDATA[Webjet Limited "Stock down, rating up" (Neutral) David]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11564|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Recreational Products & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Asian Pacific Cyclical Goods & Services

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Leisure Goods & Services

  • Asian Pacific Recreational Products & Services

  • Asian Pacific Ex. JP Cyclical Goods & Services

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Leisure Goods & Services

  • Asian Pacific Ex. JP Recreational Products & Services

  • Australian Recreational Products & Services

  • Australian Consumer, Cyclical

  • Australian Leisure Goods & Services

  • Australian Cyclical Goods & Services

  • Australasian Cyclical Goods & Services

  • Australasian Consumer, Cyclical

  • Australasian Leisure Goods & Services

  • Australasian Recreational Products & Services


Companies
  • WEB.AX Webjet Limited


Subjects
  • Company Update

  • Morning Note

]]> Ray David WEB.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11564|native|public|20091120072221 Fri, 20 Nov 2009 <![CDATA[ANZ Infrastructure & Utilities "TCL now the preferred pick" 20-Nov-2009 Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11563|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australasia


Sectors
  • Global Utilities

  • Australasian Utilities


Companies
  • TCL.AX Transurban

  • MIG.AX Macquarie Infr Group

  • APA.AX APA Group


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Scott Kelly, CFA TCL.AX MIG.AX APA.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11563|native|public|20091120062612 Fri, 20 Nov 2009 <![CDATA[Seek Ltd "Upgrading on stronger volume growth" (Neutral) Eary]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11562|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Advertising

  • Global Consumer, Cyclical

  • Global Media

  • Asian Pacific Advertising

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Media

  • Asian Pacific Ex. JP Advertising

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Media

  • Australian Advertising

  • Australian Consumer, Cyclical

  • Australian Media

  • Australasian Advertising

  • Australasian Consumer, Cyclical

  • Australasian Media


Companies
  • SEK.AX Seek Ltd


Subjects
  • Company Update

  • Morning Note

]]> Richard Eary SEK.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11562|native|public|20091120060743 Fri, 20 Nov 2009 <![CDATA[PGW "Capital restructure announced" (Neutral) Gardiner]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11561|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • Australasia


Sectors
  • Global Agriculture

  • Global Consumer, Non-Cyclical

  • Global Food & Beverage

  • Global Food

  • Asian Pacific Food

  • Asian Pacific Food & Beverage

  • Asian Pacific Consumer, Non-Cyclical

  • Asian Pacific Agriculture

  • Asian Pacific Ex. JP Food

  • Asian Pacific Ex. JP Food & Beverage

  • Asian Pacific Ex. JP Consumer, Non-Cyclical

  • Asian Pacific Ex. JP Agriculture

  • New Zealand Agriculture

  • New Zealand Consumer, Non-Cyclical

  • New Zealand Food & Beverage

  • New Zealand Food

  • Australasian Food

  • Australasian Food & Beverage

  • Australasian Consumer, Non-Cyclical

  • Australasian Agriculture


Companies
  • PGW.NZ PGW


Subjects
  • Company Update

  • Morning Note

]]> Wade Gardiner PGW.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11561|native|public|20091120052923 Fri, 20 Nov 2009 <![CDATA[Macquarie Infr Group "Performance fee deficit update" (Buy) Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11559|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Industrial Transportation

  • Asian Pacific Transportation Services

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Industrial Transportation

  • Asian Pacific Ex. JP Transportation Services

  • Australian Industrial

  • Australian Industrial Transportation

  • Australian Industrial Goods & Services

  • Australian Transportation Services

  • Australasian Industrial

  • Australasian Industrial Goods & Services

  • Australasian Industrial Transportation

  • Australasian Transportation Services


Companies
  • MIG.AX Macquarie Infr Group


Subjects
  • Company Update

  • Morning Note

]]> Scott Kelly, CFA MIG.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11559|native|public|20091120045845 Fri, 20 Nov 2009 <![CDATA[Woodside Petroleum "Pluto LNG T-1 capex increase" (Buy) Ramsay]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11558|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=uet11558|native|public|20091120012339 Fri, 20 Nov 2009 <![CDATA[Cochlear "Advanced Bionics fresh recall" (Buy) Goodsall]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11557|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=uet11557|native|public|20091120010114 Fri, 20 Nov 2009 <![CDATA[New Zealand Weekly Bulletin 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11556|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • Australasia


Subjects
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Ieuan Albury http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11556|native|public|20091119220428 Thu, 19 Nov 2009 <![CDATA[Brambles Limited "Trading update delays turnaround slightly" (Buy) Mitchell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11553|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
  • BXB.AX Brambles Limited


Subjects
  • Company Update

  • Morning Note

]]> Simon Mitchell BXB.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11553|native|public|20091119203319 Thu, 19 Nov 2009 <![CDATA[F&P Healthcare "1H result - FX impacting, but growth strong" (Buy) Bloom]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11550|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • 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

  • New Zealand Advanced Medical Devices

  • New Zealand Healthcare

  • New Zealand Medical Products

  • Australasian Healthcare

  • Australasian Advanced Medical Devices

  • Australasian Medical Products


Companies
  • FPH.NZ F&P Healthcare

  • RMD.N Resmed


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jason Bloom FPH.NZ RMD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11550|native|public|20091119195210 Thu, 19 Nov 2009 <![CDATA[Australian Domestic Healthcare "Health demographics compelling & coming; ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11548|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> David Cassidy http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11548|native|public|20091119184519 Thu, 19 Nov 2009 <![CDATA[The Australasian Daily 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11554|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • New Zealand

  • Australasia


Subjects
  • Company Update

  • Initiating Coverage

  • Market Strategy / Comment

  • Operating Results

]]> David Wilson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11554|native|public|20091119112848 Thu, 19 Nov 2009 <![CDATA[Australian Real Estate Sector Update "Residential earnings normalised, not ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11552|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

  • LEI.AX Leighton Holdings

  • THG.AX Thakral Holdings

  • MCW.AX Macq Countrywide

  • CFX.AX CFS Retail Tst

  • GPT.AX GPT Group

  • MOF.AX Macquarie Office

  • SGP.AX Stockland

  • MGR.AX Mirvac Group

  • IIF.AX ING Industrial Fund

  • IOF.AX ING Office Fund

  • CPA.AX Commonwealth Office

  • LLCDA.AX Lend Lease Group

  • BWP.AX Bunnings W/h Prop

  • VPG.AX Valad Property Group

  • FKP.AX FKP Ltd

  • PPC.AX Peet

  • WDC.AX Westfield

  • DXS.AX Dexus Property Grp

  • TSO.AX Tishman Speyer Fund

  • GMG.AX Goodman Group

  • AJADA.AX Astro Japan Trust

  • SDG.AX Sunland

  • CHC.AX Charter Hall Group


Subjects
  • Industry Overview

  • Morning Note

]]> John Freedman ALZ.AX LEI.AX THG.AX MCW.AX CFX.AX GPT.AX MOF.AX SGP.AX MGR.AX IIF.AX IOF.AX CPA.AX LLCDA.AX BWP.AX VPG.AX FKP.AX PPC.AX WDC.AX DXS.AX TSO.AX GMG.AX AJADA.AX SDG.AX CHC.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11552|native|public|20091119103626 Thu, 19 Nov 2009