UBS Research: Automobiles http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=ATO&MarketCode=GL&MarketCap=X UBS Research: Autobiles 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[Magna International "Bye Bye Opel; Hello again Tier 1 Magna" (Buy) Chamoun]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05945|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Auto Parts

  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Americas Auto Parts

  • Canadian Auto Parts

  • Americas Consumer, Cyclical

  • Canadian Consumer, Cyclical

  • Americas Automobiles

  • Canadian Automobiles

  • Canadian Auto Parts & Tires

  • Americas Auto Parts & Tires

  • North American Automobiles

  • North American Auto Parts & Tires

  • North American Auto Parts

  • North American Consumer, Cyclical


Companies
  • MGA.N Magna International


Subjects
  • Change in Recommendation

  • Company Update

  • Operating Results

  • Morning Note

]]> Fadi Chamoun, CFA MGA.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05945|native|public|20091106063326 Fri, 6 Nov 2009 <![CDATA[GKN "Targeting aerospace acquisitions" (Buy) Puetter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69261|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Auto Parts

  • British Aerospace

  • British Auto Parts

  • Global Aerospace

  • Global Auto Parts

  • European Consumer, Cyclical

  • European Industrial

  • British Consumer, Cyclical

  • British Industrial

  • Global Consumer, Cyclical

  • Global Industrial

  • European Automobiles

  • European Industrial Goods & Services

  • British Automobiles

  • British Industrial Goods & Services

  • Global Automobiles

  • Global Industrial Goods & Services

  • British Auto Parts & Tires

  • European Auto Parts & Tires

  • Global Auto Parts & Tires


Companies
  • GKN.L GKN


Subjects
  • Company Update

  • Morning Note

]]> Stephan Puetter GKN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69261|native|public|20091106040105 Fri, 6 Nov 2009 <![CDATA[Keihin "Sharp earnings recovery, but profitability in Japan an important issue"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17784|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Auto Parts

  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Japanese Auto Parts

  • Japanese Consumer, Cyclical

  • Japanese Automobiles

  • Japanese Auto Parts & Tires


Companies
  • 7251.T Keihin


Subjects
  • Company Update

  • Morning Note

]]> Kunihiro Matsumoto 7251.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17784|native|public|20091105172300 Thu, 5 Nov 2009 <![CDATA[European Auto Sector Weekly "Two weddings and a spurned suitor" 05-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69226|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Automobile Manufacturers

  • Global Automobile Manufacturers

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Automobiles

  • European Ex. UK Automobiles

  • Global Automobiles

  • European Ex. UK Auto Parts & Tires

  • Global Auto Parts & Tires


Companies
  • BMWG.F BMW

  • PSHG_p.DE Porsche

  • VOWG.DE Volkswagen

  • VLOF.PA Valeo

  • RENA.PA Renault

  • PEUP.PA PSA

  • FIA.MI Fiat

  • DAIGn.F Daimler

  • 000270.KS Kia Motors

  • 005380.KS Hyundai Motor

  • F.N Ford

  • 7201.T Nissan


Subjects
  • Industry Overview

  • Morning Note

]]> Philippe Houchois BMWG.F PSHG_p.DE VOWG.DE VLOF.PA RENA.PA PEUP.PA FIA.MI DAIGn.F 000270.KS 005380.KS F.N 7201.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69226|native|public|20091105092206 Thu, 5 Nov 2009 <![CDATA[First Read: Fiat "Early views on Chrysler turnaround plan" (Buy) Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69193|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Automobile Manufacturers

  • European Ex. UK Automobile Manufacturers

  • Global Automobile Manufacturers

  • Italian Automobile Manufacturers

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • Global Consumer, Cyclical

  • Italian Consumer, Cyclical

  • European Automobiles

  • European Ex. UK Automobiles

  • Global Automobiles

  • Italian Automobiles


Companies
  • FIA.MI Fiat


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Philippe Houchois FIA.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69193|native|public|20091105063555 Thu, 5 Nov 2009 <![CDATA[Bridgestone "FY09: guidance looks conservative; FY10: output growth to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17759|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Tires

  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Japanese Tires

  • Japanese Consumer, Cyclical

  • Japanese Automobiles

  • Japanese Auto Parts & Tires


Companies
  • 5108.T Bridgestone


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Kunihiro Matsumoto 5108.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17759|native|public|20091104173900 Wed, 4 Nov 2009 <![CDATA[Toyota "Q2 results above estimates, awaiting full recovery in auto business"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17752|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Japanese Automobile Manufacturers

  • Japanese Consumer, Cyclical

  • Japanese Automobiles


Companies
  • 7203.T Toyota


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Tatsuo Yoshida 7203.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17752|native|public|20091104162600 Wed, 4 Nov 2009 <![CDATA[Domestic Auto Sales (Oct) "Registrations up for third straight month, ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17726|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Japanese Automobile Manufacturers

  • Japanese Consumer, Cyclical

  • Japanese Automobiles


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Tatsuo Yoshida http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17726|native|public|20091104151559 Wed, 4 Nov 2009 <![CDATA[US Auto Sales (October 2009) "Sales bottoming and improving, albeit gradually"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17718|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Japanese Automobile Manufacturers

  • Japanese Consumer, Cyclical

  • Japanese Automobiles


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Tatsuo Yoshida http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17718|native|public|20091104060134 Wed, 4 Nov 2009 <![CDATA[Nissan "Better than assumed results; FY guidance now calls for a return to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17734|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Japanese Automobile Manufacturers

  • Japanese Consumer, Cyclical

  • Japanese Automobiles


Companies
  • 7201.T Nissan


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Tatsuo Yoshida 7201.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17734|native|public|20091103180700 Tue, 3 Nov 2009 <![CDATA[First Read: BMW "Q3 EBIT miss, but pension funding positive" (Neutral) Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69062|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Automobile Manufacturers

  • European Automobile Manufacturers

  • European Ex. UK Automobile Manufacturers

  • Global Automobile Manufacturers

  • German Consumer, Cyclical

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • Global Consumer, Cyclical

  • German Automobiles

  • European Automobiles

  • European Ex. UK Automobiles

  • Global Automobiles


Companies
  • BMWG.F BMW


Subjects
  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Philippe Houchois BMWG.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69062|native|public|20091103093232 Tue, 3 Nov 2009 <![CDATA[US Monthly Auto Sales "First Signs of Real Auto Recovery " 03-Nov-2009 Langan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82033|native|public Regions
  • Global

  • Americas


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Americas Automobile Manufacturers

  • Americas Consumer, Cyclical

  • Americas Automobiles


Companies
  • F.N Ford

  • MTLQQ.PK Motors Liquidation

  • JCI.N Johnson Controls

  • BWA.N BorgWarner Inc.

  • AN.N AutoNation

  • SAH.N Sonic Automotive


Subjects
  • Industry Overview

  • Morning Note

]]> Colin Langan, CFA F.N MTLQQ.PK JCI.N BWA.N AN.N SAH.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82033|native|public|20091103072000 Tue, 3 Nov 2009 <![CDATA[Ford "Big Beat; Balance Sheet Plan Announced " (Buy) Langan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81952|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Americas Automobile Manufacturers

  • US Automobile Manufacturers

  • Americas Consumer, Cyclical

  • US Consumer, Cyclical

  • Americas Automobiles

  • US Automobiles

  • North American Automobiles

  • North American Automobile Manufacturers

  • North American Consumer, Cyclical


Companies
  • F.N Ford


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Colin Langan, CFA F.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81952|native|public|20091103035931 Tue, 3 Nov 2009 <![CDATA[First Read: Ford "Beats Big Again; Everything Going Right " (Buy) Langan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81886|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Americas Automobile Manufacturers

  • US Automobile Manufacturers

  • Americas Consumer, Cyclical

  • US Consumer, Cyclical

  • Americas Automobiles

  • US Automobiles

  • North American Automobiles

  • North American Automobile Manufacturers

  • North American Consumer, Cyclical


Companies
  • F.N Ford


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Colin Langan, CFA F.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81886|native|public|20091102134415 Mon, 2 Nov 2009 <![CDATA[Korean October Monthly Sales "Solid volume growth continued" 02-Nov-2009 Chang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51430|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Korea

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Asian Automobile Manufacturers

  • Korean Automobile Manufacturers

  • Asian Consumer, Cyclical

  • Korean Consumer, Cyclical

  • Asian Automobiles

  • Korean Automobiles

  • Asian Pacific Automobiles

  • Asian Pacific Automobile Manufacturers

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Ex. JP Automobiles

  • Asian Pacific Ex. JP Automobile Manufacturers

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asia Emerging Automobiles

  • Asia Emerging Automobile Manufacturers

  • Asia Emerging Consumer, Cyclical


Companies
  • 000270.KS Kia Motors

  • 005380.KS Hyundai Motor


Subjects
  • Industry Overview

  • Morning Note

]]> Young Chang 000270.KS 005380.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51430|native|public|20091102091531 Mon, 2 Nov 2009 <![CDATA[First Read: PSA "A first step in the right direction" (Buy) Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69001|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Automobile Manufacturers

  • European Ex. UK Automobile Manufacturers

  • French Automobile Manufacturers

  • Global Automobile Manufacturers

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • French Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Automobiles

  • European Ex. UK Automobiles

  • French Automobiles

  • Global Automobiles


Companies
  • PEUP.PA PSA


Subjects
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> Philippe Houchois PEUP.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69001|native|public|20091102084100 Mon, 2 Nov 2009 <![CDATA[Fiat "Agent of transformational change" (Buy) Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69014|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Automobile Manufacturers

  • European Ex. UK Automobile Manufacturers

  • Global Automobile Manufacturers

  • Italian Automobile Manufacturers

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • Global Consumer, Cyclical

  • Italian Consumer, Cyclical

  • European Automobiles

  • European Ex. UK Automobiles

  • Global Automobiles

  • Italian Automobiles


Companies
  • PEUP.PA PSA

  • FIA.MI Fiat


Subjects
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> Philippe Houchois PEUP.PA FIA.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69014|native|public|20091102083800 Mon, 2 Nov 2009 <![CDATA[Fuji Heavy Ind. "Turn to OP in Q2, small profit also planned for full year"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17712|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Japanese Automobile Manufacturers

  • Japanese Consumer, Cyclical

  • Japanese Automobiles


Companies
  • 7270.T Fuji Heavy Ind.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Tatsuo Yoshida 7270.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17712|native|public|20091101182100 Sun, 1 Nov 2009 <![CDATA[Daihatsu Motor "Focus on Daihatsu's essential role as a small-car specialist"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17710|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Japanese Automobile Manufacturers

  • Japanese Consumer, Cyclical

  • Japanese Automobiles


Companies
  • 7262.T Daihatsu Motor


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Tatsuo Yoshida 7262.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17710|native|public|20091101175100 Sun, 1 Nov 2009 <![CDATA[India Auto Sector "Oct'09: Festive growth continues" 02-Nov-2009 Gupta]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51454|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Consumer, Cyclical

  • Global Automobiles

  • Asian Consumer, Cyclical

  • Indian Consumer, Cyclical

  • Asian Automobiles

  • Indian Automobiles

  • Asian Pacific Automobiles

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Ex. JP Automobiles

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asia Emerging Automobiles

  • Asia Emerging Consumer, Cyclical


Companies
  • BAJA.BO Bajaj Auto

  • MAHM.BO Mahindra & Mahindra

  • TAMO.BO Tata Motors

  • HROH.BO Hero Honda

  • MRTI.BO Maruti Suzuki India


Subjects
  • Industry Overview

  • Morning Note

]]> Sonal Gupta BAJA.BO MAHM.BO TAMO.BO HROH.BO MRTI.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51454|native|public|20091101172000 Sun, 1 Nov 2009