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, 3 Jul 2009 Sat, 4 Jul 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[Santos "Gunnedah Basin (NSW) CSG acquisition" (Buy) Ramsay]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10347|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

STO.AX Santos

Subjects

Company Update

Morning Note

]]> Gordon Ramsay STO.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10347|native|public|20090703195053 Fri, 3 Jul 2009 <![CDATA[ASX Limited "Global Exchange Volumes vs ASX" (Buy) Williams]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10346|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=uet10346|native|public|20090703195025 Fri, 3 Jul 2009 <![CDATA[Tracking Transport 03-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48290|native|public Regions

Global

Asia

China

Asia Pacific

Asia Pacific Ex. JP

Australia

New Zealand

Australasia

Subjects

Company Update

Industry Overview

Morning Note

]]> Kishore Samanuri http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48290|native|public|20090703155235 Fri, 3 Jul 2009 <![CDATA[The Australasian Daily 06-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10352|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=uet10352|native|public|20090703104855 Fri, 3 Jul 2009 <![CDATA[CSL "Launches US market share grab for FY10" alternative strategy to buying ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10351|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Pharmaceuticals

Global Healthcare

Asian Pacific Pharmaceuticals

Asian Pacific Healthcare

Asian Pacific Ex. JP Pharmaceuticals

Asian Pacific Ex. JP Healthcare

Australian Pharmaceuticals

Australian Healthcare

Australasian Pharmaceuticals

Australasian Healthcare

Companies

CSL.AX CSL

Subjects

Morning Note

]]> Andrew Goodsall CSL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10351|native|public|20090703102709 Fri, 3 Jul 2009 <![CDATA[AED Oil Limited "FPSO Contract Terminated" (Sell) Ramsay]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10350|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=uet10350|native|public|20090703095832 Fri, 3 Jul 2009 <![CDATA[ANZ Healthcare & Pharmaceutical "Sep 09 quarter FX update brings headwinds"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10349|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australasia

Sectors

Global Healthcare

Australasian Healthcare

Companies

COH.AX Cochlear

CSL.AX CSL

ANN.AX Ansell Limited

SHL.AX Sonic Healthcare

RHC.AX Ramsay Health Care

RMD.N Resmed

Subjects

Industry Overview

Morning Note

]]> Andrew Goodsall COH.AX CSL.AX ANN.AX SHL.AX RHC.AX RMD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10349|native|public|20090703092559 Fri, 3 Jul 2009 <![CDATA[Australian Oil Weekly "IEA cuts 5-year World oil demand outlook" 03-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10348|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

SPMI.MI Saipem

PMO.L Premier

ENI.MI Eni

MOLB.BU Mol

TLW.L Tullow

BG.L BG Group

JKX.L JKX Oil and Gas

LKOHyq.L Lukoil

SNGS.RTS Surgutneftegaz

SIBN.RTS Gazprom Neft

KMGq.L KazMunaiGas EP

FOE.OL Fred Olsen Energy

SUB.OL Subsea 7

FUGRc.AS Fugro

CADP.L Cadogan

096770.KS SK Energy

PTTE.BK PTT E&P (F)

0857.HK PetroChina

0386.HK Sinopec

0883.HK CNOOC Ltd

NXY.TO Nexen

PCA.TO Petro-Canada

ECA.N EnCana

SU.TO Suncor Energy Inc.

TLM.TO Talisman Energy

OXY.N Occidental Petroleum

COP.N ConocoPhillips

APC.N Anadarko Petroleum

APA.N Apache Corp.

EOG.N EOG Resources

NBL.N Noble Energy

DVN.N Devon Energy

NFX.N Newfield Exploration

HSE.TO Husky Energy

COS_u.TO Canadian Oil Sands

DNR.N Denbury Resources

XEC.N Cimarex

KWK.N Quicksilver Res.

UPL.N Ultra Petroleum

CMT.TO Compton Petroleum

UTS.TO UTS Energy

CXG.N CNX Gas

PQ.N PetroQuest

HK.N Petrohawk Energy

PXP.N Plains Exp. & Prod.

CTX.AX Caltex Australia

STO.AX Santos

WPL.AX Woodside Petroleum

OSH.AX Oil Search

TAP.AX Tap Oil Ltd

ORG.AX Origin Energy

AWE.AX AustWorldwideExplor

ROC.AX ROC Oil

BPT.AX Beach Petroleum Ltd

NZO.NZ NZ Oil & Gas Ltd

AOE.AX Arrow Energy

AED.AX AED Oil Limited

Subjects

Industry Overview

Morning Note

]]> Gordon Ramsay OMVV.VI CNE.L SPMI.MI PMO.L ENI.MI MOLB.BU TLW.L BG.L JKX.L LKOHyq.L SNGS.RTS SIBN.RTS KMGq.L FOE.OL SUB.OL FUGRc.AS CADP.L 096770.KS PTTE.BK 0857.HK 0386.HK 0883.HK NXY.TO PCA.TO ECA.N SU.TO TLM.TO OXY.N COP.N APC.N APA.N EOG.N NBL.N DVN.N NFX.N HSE.TO COS_u.TO DNR.N XEC.N KWK.N UPL.N CMT.TO UTS.TO CXG.N PQ.N HK.N PXP.N CTX.AX STO.AX WPL.AX OSH.AX TAP.AX ORG.AX AWE.AX ROC.AX BPT.AX NZO.NZ AOE.AX AED.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10348|native|public|20090703092537 Fri, 3 Jul 2009 <![CDATA[Australian Resources Weekly "Australian bulk export data for May 09" 03-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10345|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

Companies

MCC.AX Macarthur Coal Ltd

GCL.AX Gloucester Coal Ltd

Subjects

Industry Overview

Morning Note

]]> Glyn Lawcock MCC.AX GCL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10345|native|public|20090703081331 Fri, 3 Jul 2009 <![CDATA[Gunns "FEA at the right price " (Neutral) Parker]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10344|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Forest Products

Global Basic Materials

Global Forest Products & Paper

Global Basic Resources

Asian Pacific Basic Resources

Asian Pacific Basic Materials

Asian Pacific Forest Products

Asian Pacific Forest Products & Paper

Asian Pacific Ex. JP Basic Resources

Asian Pacific Ex. JP Basic Materials

Asian Pacific Ex. JP Forest Products

Asian Pacific Ex. JP Forest Products & Paper

Australian Forest Products

Australian Basic Materials

Australian Forest Products & Paper

Australian Basic Resources

Australasian Basic Resources

Australasian Basic Materials

Australasian Forest Products

Australasian Forest Products & Paper

Companies

GNS.AX Gunns

Subjects

Company Update

Morning Note

]]> Lachlan Parker GNS.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10344|native|public|20090703062931 Fri, 3 Jul 2009 <![CDATA[New Zealand Weekly Bulletin 03-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10343|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

New Zealand

Australasia

Subjects

Company Update

Market Strategy / Comment

Morning Note

]]> Ieuan Albury http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10343|native|public|20090702225217 Thu, 2 Jul 2009 <![CDATA[Macquarie Infr Group "What is in an APRR deal?" (Buy) Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10337|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=uet10337|native|public|20090702205323 Thu, 2 Jul 2009 <![CDATA[The Australasian Daily 03-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10342|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Subjects

Company Update

Market Strategy / Comment

]]> David Wilson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10342|native|public|20090702120340 Thu, 2 Jul 2009 <![CDATA[Cochlear "European clinics briefed on new implant; multi-centre 'launch' ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10341|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=uet10341|native|public|20090702113509 Thu, 2 Jul 2009 <![CDATA[Australian Insurance Sector Update "Mark to market leads to upgrades"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10340|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Financial

Global Insurance

Asian Pacific Financial

Asian Pacific Insurance

Asian Pacific Ex. JP Financial

Asian Pacific Ex. JP Insurance

Australian Financial

Australian Insurance

Australasian Financial

Australasian Insurance

Companies

AXA.AX AXA Asia Pacific

QBE.AX QBE

SUN.AX Suncorp-Metway

AMP.AX AMP

IAG.AX Insurance Aust Group

Subjects

Industry Overview

Morning Note

]]> Ross Curran AXA.AX QBE.AX SUN.AX AMP.AX IAG.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10340|native|public|20090702112134 Thu, 2 Jul 2009 <![CDATA[Australian Equity Strategy "How Much Earnings Recovery Potential?" 02-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10339|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Subjects

Market Strategy / Comment

Morning Note

]]> David Cassidy http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10339|native|public|20090702093215 Thu, 2 Jul 2009 <![CDATA[Australian Banking Sector Update "2Q09 Where the money was made" 02-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10338|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Banks

Global Financial

Asian Pacific Banks

Asian Pacific Financial

Asian Pacific Ex. JP Banks

Asian Pacific Ex. JP Financial

Australian Banks

Australian Financial

Australasian Banks

Australasian Financial

Companies

CBA.AX Commonwealth Bank

NAB.AX National Aust. Bank

ANZ.AX ANZ Banking Group

BEN.AX Bendigo & Adelaide

BOQ.AX Bank of Queensland

WBC.AX Westpac Banking Corp

Subjects

Industry Overview

Market Strategy / Comment

Morning Note

]]> Jonathan Mott CBA.AX NAB.AX ANZ.AX BEN.AX BOQ.AX WBC.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10338|native|public|20090702092051 Thu, 2 Jul 2009 <![CDATA[ANZ Infrastructure "Changes to Alpha Preferences" 02-Jul-2009 Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10336|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

CEU.AX ConnectEast

Subjects

Industry Overview

Market Strategy / Comment

Morning Note

]]> Scott Kelly, CFA TCL.AX MIG.AX CEU.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10336|native|public|20090702082106 Thu, 2 Jul 2009 <![CDATA[Asia Pacific Banking Daily Comment 02-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48252|native|public Regions

Global

Asia

China

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Subjects

Company Update

Industry Overview

Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48252|native|public|20090702045253 Thu, 2 Jul 2009 <![CDATA[Hastings Div Utils "Raises $250m" (Neutral) Leitch]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10335|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Gas Utilities

Global Utilities

Asian Pacific Gas Utilities

Asian Pacific Utilities

Asian Pacific Ex. JP Gas Utilities

Asian Pacific Ex. JP Utilities

Australian Gas Utilities

Australian Utilities

Australasian Gas Utilities

Australasian Utilities

Companies

HDF.AX Hastings Div Utils

Subjects

Market Strategy / Comment

Morning Note

]]> David Leitch HDF.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10335|native|public|20090701234936 Wed, 1 Jul 2009