UBS Research: Australasia Regional Highlights

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, 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 UBS http://www.ubs.com 160 44 <![CDATA[Resmed "1QFY10 - US growth underpins strong result; but best is yet to come"]]> 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 <![CDATA[Goodman Prop Trust "1H10 result" (Neutral) Reynolds]]> 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 <![CDATA[The Australasian Daily 09-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 <![CDATA[Incitec Pivot Ltd "Upgrade to Buy" (Buy) Mitchell]]> 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 <![CDATA[Australian Resources Weekly "Diamonds 101" 06-Nov-2009 Lawcock]]> 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 <![CDATA[Australian Oil Weekly "IEA to slash world oil demand outlook " 06-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 <![CDATA[NRW Holdings "RGP 5 Contract Expanded" (Buy) Evans]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11443|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Heavy Construction

Global Industrial

Global 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

Australian Heavy Construction

Australian Industrial

Australian Construction

Australasian Construction

Australasian Heavy Construction

Australasian Industrial

Companies

NWH.AX NRW Holdings

Subjects

Company Update

Morning Note

]]> Owen Evans NWH.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11443|native|public|20091106073057 Fri, 6 Nov 2009 <![CDATA[Telecom NZ "Q1 result operationally weak" (Neutral) Eary]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11442|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

New Zealand

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

New Zealand Fixed-Line Communications

New Zealand Telecommunications

Australasian Fixed-Line Communications

Australasian Telecommunications

Companies

TEL.NZ Telecom NZ

Subjects

Company Update

Morning Note

]]> Richard Eary TEL.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11442|native|public|20091106072525 Fri, 6 Nov 2009 <![CDATA[Nuplex Industries "Upgrades guidance at the AGM" (Neutral) Bloom]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11441|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

New Zealand

Australasia

Sectors

Global Chemicals, Commodity

Global Basic Materials

Global Chemicals

Asian Pacific Basic Materials

Asian Pacific Chemicals, Commodity

Asian Pacific Chemicals

Asian Pacific Ex. JP Basic Materials

Asian Pacific Ex. JP Chemicals, Commodity

Asian Pacific Ex. JP Chemicals

New Zealand Chemicals, Commodity

New Zealand Basic Materials

New Zealand Chemicals

Australasian Basic Materials

Australasian Chemicals, Commodity

Australasian Chemicals

Companies

NPX.NZ Nuplex Industries

Subjects

Company Update

Morning Note

]]> Jason Bloom NPX.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11441|native|public|20091106032833 Fri, 6 Nov 2009 <![CDATA[New Zealand Weekly Bulletin 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11440|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

New Zealand

Australasia

Subjects

Company Update

Market Strategy / Comment

Operating Results

Morning Note

]]> Ieuan Albury http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11440|native|public|20091105224046 Thu, 5 Nov 2009 <![CDATA[David Jones "Momentum strengthening into Christmas" (Neutral) Gilbert]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11437|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=uet11437|native|public|20091105193101 Thu, 5 Nov 2009 <![CDATA[ASX Limited "October Activity" (Neutral) Williams]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11433|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

ASX.AX ASX Limited

Subjects

Company Update

Morning Note

]]> Chris Williams, CFA ASX.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11433|native|public|20091105185100 Thu, 5 Nov 2009 <![CDATA[The Australasian Daily 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11438|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Americas

United States

North America

Australia

New Zealand

Australasia

Subjects

Company Update

Industry Overview

Market Strategy / Comment

Operating Results

]]> David Wilson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11438|native|public|20091105105515 Thu, 5 Nov 2009 <![CDATA[Transurban "Don't call it a comeback" (Buy) Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11436|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

TCL.AX Transurban

CEU.AX ConnectEast

Subjects

Company Update

Morning Note

]]> Scott Kelly, CFA TCL.AX CEU.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11436|native|public|20091105095301 Thu, 5 Nov 2009 <![CDATA[Australian Equity Strategy "Cyclicals Versus Defensives" 05-Nov-2009 Cassidy]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11435|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Companies

CSR.L CSR

ABC.AX Adelaide Brighton

ALL.AX Aristocrat

BXB.AX Brambles Limited

CSL.AX CSL

CSR.AX CSR Ltd

DJS.AX David Jones

LEI.AX Leighton Holdings

ANN.AX Ansell Limited

QAN.AX Qantas Airways

TAH.AX Tabcorp

TOL.AX Toll Holdings

WAN.AX West Aust Newspapers

TLS.AX Telstra

PRY.AX Primary Health Care

LLC.AX Lend Lease Corp

TSE.AX Transfield Services

DOW.AX Downer EDI

BBG.AX Billabong Int'l Ltd

WOR.AX WorleyParsons Ltd

IPL.AX Incitec Pivot Ltd

BKN.AX Bradken Limited

AIO.AX Asciano

NWH.AX NRW Holdings

CWN.AX Crown

Subjects

Market Strategy / Comment

Morning Note

]]> David Cassidy CSR.L ABC.AX ALL.AX BXB.AX CSL.AX CSR.AX DJS.AX LEI.AX ANN.AX QAN.AX TAH.AX TOL.AX WAN.AX TLS.AX PRY.AX LLC.AX TSE.AX DOW.AX BBG.AX WOR.AX IPL.AX BKN.AX AIO.AX NWH.AX CWN.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11435|native|public|20091105094909 Thu, 5 Nov 2009 <![CDATA[Leighton Holdings "1Q in-line; Upward momentum continues" (Sell) Freedman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11434|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

LEI.AX Leighton Holdings

Subjects

Company Update

Morning Note

]]> John Freedman LEI.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11434|native|public|20091105090608 Thu, 5 Nov 2009 <![CDATA[Asia Pacific Banking Daily Comment 05-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51532|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Subjects

Company Update

Industry Overview

Operating Results

Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51532|native|public|20091105032633 Thu, 5 Nov 2009 <![CDATA[Westpac Banking Corp "FY09 Result: comes through with the goods" (Buy) Mott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11431|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

WBC.AX Westpac Banking Corp

Subjects

Company Update

Operating Results

Morning Note

]]> Jonathan Mott WBC.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11431|native|public|20091104211458 Wed, 4 Nov 2009 <![CDATA[Coca-Cola Amatil "2H09 Trading Update" (Neutral) Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11423|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Soft Drinks

Global Consumer, Non-Cyclical

Global Food & Beverage

Global Beverage

Asian Pacific Beverage

Asian Pacific Food & Beverage

Asian Pacific Consumer, Non-Cyclical

Asian Pacific Soft Drinks

Asian Pacific Ex. JP Beverage

Asian Pacific Ex. JP Food & Beverage

Asian Pacific Ex. JP Consumer, Non-Cyclical

Asian Pacific Ex. JP Soft Drinks

Australian Soft Drinks

Australian Consumer, Non-Cyclical

Australian Food & Beverage

Australian Beverage

Australasian Beverage

Australasian Food & Beverage

Australasian Consumer, Non-Cyclical

Australasian Soft Drinks

Companies

CCL.AX Coca-Cola Amatil

Subjects

Company Update

Morning Note

]]> Scott Kelly, CFA CCL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11423|native|public|20091104205722 Wed, 4 Nov 2009 <![CDATA[The Australasian Daily 05-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11432|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Subjects

Company Update

Market Strategy / Comment

Operating Results

]]> David Wilson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11432|native|public|20091104123823 Wed, 4 Nov 2009