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, 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[US Tyre Shipments "September 2009: replacement tyres +9.3%, new vehicle ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17971|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Japanese Consumer, Cyclical

  • Japanese Automobiles

  • Japanese Auto Parts & Tires


Subjects
  • Industry Overview

  • Morning Note

]]> Kunihiro Matsumoto http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17971|native|public|20091120150822 Fri, 20 Nov 2009 <![CDATA[European Auto Sector Weekly "Taking a break from Fiat" 20-Nov-2009 Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70048|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

  • GKN.L GKN

  • MRTI.BO Maruti Suzuki India

  • F.N Ford


Subjects
  • Industry Overview

  • Morning Note

]]> Philippe Houchois BMWG.F PSHG_p.DE VOWG.DE VLOF.PA RENA.PA PEUP.PA FIA.MI DAIGn.F GKN.L MRTI.BO F.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70048|native|public|20091120105410 Fri, 20 Nov 2009 <![CDATA[Fiat "Time for a break - Downgrade to Neutral" (Neutral) Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70009|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
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> Philippe Houchois PEUP.PA FIA.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70009|native|public|20091120084324 Fri, 20 Nov 2009 <![CDATA[Hyundai Mobis "Overhang lifted; strong business intact" (Buy) Chang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51899|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Korea

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Auto Parts

  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Asian Auto Parts

  • Korean Auto Parts

  • Asian Consumer, Cyclical

  • Korean Consumer, Cyclical

  • Asian Automobiles

  • Korean Automobiles

  • Korean Auto Parts & Tires

  • Asian Auto Parts & Tires

  • Asian Pacific Automobiles

  • Asian Pacific Auto Parts & Tires

  • Asian Pacific Auto Parts

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Ex. JP Automobiles

  • Asian Pacific Ex. JP Auto Parts & Tires

  • Asian Pacific Ex. JP Auto Parts

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asia Emerging Automobiles

  • Asia Emerging Auto Parts & Tires

  • Asia Emerging Auto Parts

  • Asia Emerging Consumer, Cyclical


Companies
  • 012330.KS Hyundai Mobis


Subjects
  • Company Update

  • Morning Note

]]> Young Chang 012330.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51899|native|public|20091119121637 Thu, 19 Nov 2009 <![CDATA[US Automakers "GM on Track; Ford Remains Strong" 16-Nov-2009 Langan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82689|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


Subjects
  • Industry Overview

  • Morning Note

]]> Colin Langan, CFA F.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82689|native|public|20091117020932 Tue, 17 Nov 2009 <![CDATA[Maruti Suzuki India "Driving India" (Buy) Gupta]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51770|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Automobile Manufacturers

  • Global Consumer, Cyclical

  • Global Automobiles

  • Asian Automobile Manufacturers

  • Indian Automobile Manufacturers

  • Asian Consumer, Cyclical

  • Indian Consumer, Cyclical

  • Asian Automobiles

  • Indian 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
  • MRTI.BO Maruti Suzuki India


Subjects
  • Morning Note

]]> Sonal Gupta MRTI.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51770|native|public|20091116213300 Mon, 16 Nov 2009 <![CDATA[US Automakers "GM Shows Progress, but Cautious on Q4" 16-Nov-2009 Langan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82667|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


Subjects
  • Industry Overview

  • Morning Note

]]> Colin Langan, CFA F.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82667|native|public|20091116150926 Mon, 16 Nov 2009 <![CDATA[3rd UBS Auto Dealer Survey "Outlook remains positive " 16-Nov-2009 Gupta]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51772|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
  • MAHM.BO Mahindra & Mahindra

  • TAMO.BO Tata Motors

  • MRTI.BO Maruti Suzuki India


Subjects
  • Industry Overview

  • Morning Note

]]> Sonal Gupta MAHM.BO TAMO.BO MRTI.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51772|native|public|20091115211829 Sun, 15 Nov 2009 <![CDATA[Exedy "Estimates up on growth areas, AT recovery" (Buy) Matsumoto]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17900|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
  • 7278.T Exedy


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Kunihiro Matsumoto 7278.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17900|native|public|20091115164000 Sun, 15 Nov 2009 <![CDATA[Domestic Tyre Sales "Oct: replacement vehicle tyres -4.4% yoy, new vehicle ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17869|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Japanese Consumer, Cyclical

  • Japanese Automobiles

  • Japanese Auto Parts & Tires


Companies
  • F.N Ford

  • 5108.T Bridgestone

  • 6902.T Denso

  • 7201.T Nissan

  • 7203.T Toyota

  • 7248.T Calsonic Kansei

  • 7259.T Aisin Seiki

  • 7267.T Honda

  • 7269.T Suzuki Motor

  • 3116.T Toyota Boshoku

  • 5101.T Yokohama Rubber

  • 5105.T Toyo Tire & Rubber

  • 5110.T Sumitomo Rubber

  • 5191.T Tokai Rubber

  • 6201.T Toyota Industries

  • 6923.T Stanley Electric

  • 6995.T Tokai Rika

  • 7230.T Nissin Kogyo

  • 7240.T NOK

  • 7251.T Keihin

  • 7274.T Showa

  • 7276.T Koito Mfg.

  • 7278.T Exedy

  • 7282.T Toyoda Gosei

  • 7296.T F.C.C.

  • 7220.T Musashi Seimitsu

  • 7312.T Takata


Subjects
  • Industry Overview

  • Morning Note

]]> Kunihiro Matsumoto F.N 5108.T 6902.T 7201.T 7203.T 7248.T 7259.T 7267.T 7269.T 3116.T 5101.T 5105.T 5110.T 5191.T 6201.T 6923.T 6995.T 7230.T 7240.T 7251.T 7274.T 7276.T 7278.T 7282.T 7296.T 7220.T 7312.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17869|native|public|20091113153237 Fri, 13 Nov 2009 <![CDATA[First Read: Brembo "Will 2010 bring back growth?" (Neutral) D'Erme]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69729|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Auto Parts

  • European Ex. UK Auto Parts

  • Global Auto Parts

  • Italian Auto Parts

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • Global Consumer, Cyclical

  • Italian Consumer, Cyclical

  • European Automobiles

  • European Ex. UK Automobiles

  • Global Automobiles

  • Italian Automobiles

  • Italian Auto Parts & Tires

  • European Auto Parts & Tires

  • European Ex. UK Auto Parts & Tires

  • Global Auto Parts & Tires


Companies
  • BRBI.MI Brembo


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Alessandro D'Erme BRBI.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69729|native|public|20091113125538 Fri, 13 Nov 2009 <![CDATA[Automotive Holdings "Hits cruise control" (Buy) David]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11507|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Auto Parts

  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Asian Pacific Automobiles

  • Asian Pacific Auto Parts & Tires

  • Asian Pacific Auto Parts

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Ex. JP Automobiles

  • Asian Pacific Ex. JP Auto Parts & Tires

  • Asian Pacific Ex. JP Auto Parts

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Australian Auto Parts

  • Australian Consumer, Cyclical

  • Australian Automobiles

  • Australian Auto Parts & Tires

  • Australasian Automobiles

  • Australasian Auto Parts & Tires

  • Australasian Auto Parts

  • Australasian Consumer, Cyclical


Companies
  • AHE.AX Automotive Holdings


Subjects
  • Company Update

  • Morning Note

]]> Ray David AHE.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11507|native|public|20091113110223 Fri, 13 Nov 2009 <![CDATA[PSA "More upside from balance sheet and M&A" (Buy) Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69661|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=uer69661|native|public|20091113090819 Fri, 13 Nov 2009 <![CDATA[Halla Climate Ctrl. "Q3 above estimates, but maintain Neutral" (Neutral) Kim]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51753|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Korea

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Auto Parts

  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Asian Auto Parts

  • Korean Auto Parts

  • Asian Consumer, Cyclical

  • Korean Consumer, Cyclical

  • Asian Automobiles

  • Korean Automobiles

  • Korean Auto Parts & Tires

  • Asian Auto Parts & Tires

  • Asian Pacific Automobiles

  • Asian Pacific Auto Parts & Tires

  • Asian Pacific Auto Parts

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Ex. JP Automobiles

  • Asian Pacific Ex. JP Auto Parts & Tires

  • Asian Pacific Ex. JP Auto Parts

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asia Emerging Automobiles

  • Asia Emerging Auto Parts & Tires

  • Asia Emerging Auto Parts

  • Asia Emerging Consumer, Cyclical


Companies
  • 018880.KS Halla Climate Ctrl.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> D.S. Kim 018880.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51753|native|public|20091113072756 Fri, 13 Nov 2009 <![CDATA[Fiat "Chrysler: Markets to the rescue" (Buy) Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69680|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
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> Philippe Houchois FIA.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69680|native|public|20091113040124 Fri, 13 Nov 2009 <![CDATA[European Auto Sector Weekly "VW-Porsche: will surprises ever stop?" 13-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69684|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

  • MANG.DE MAN

  • PSHG_p.DE Porsche

  • VOWG.DE Volkswagen

  • VLOF.PA Valeo

  • RENA.PA Renault

  • PEUP.PA PSA

  • FIA.MI Fiat

  • VOLVb.ST Volvo B

  • DAIGn.F Daimler

  • GKN.L GKN

  • 000240.KS Hankook Tire


Subjects
  • Industry Overview

  • Morning Note

]]> Philippe Houchois BMWG.F MANG.DE PSHG_p.DE VOWG.DE VLOF.PA RENA.PA PEUP.PA FIA.MI VOLVb.ST DAIGn.F GKN.L 000240.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69684|native|public|20091113040018 Fri, 13 Nov 2009 <![CDATA[Fuji Heavy Ind. "OP moves into the black in Q2; NP should return to surplus ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17844|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=uew17844|native|public|20091112151050 Thu, 12 Nov 2009 <![CDATA[GKN "Targeting higher Auto margins" (Buy) Puetter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69577|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Auto Parts

  • European Industrial, Diversified

  • British Aerospace

  • British Auto Parts

  • British Industrial, Diversified

  • Global Aerospace

  • Global Auto Parts

  • Global Industrial, Diversified

  • 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=uer69577|native|public|20091112040029 Thu, 12 Nov 2009 <![CDATA[3 Auto parts/Honda group suppliers "Increasingly attractive on motorcycle ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17856|native|public Regions
  • Global

  • Asia Pacific

  • Americas

  • Japan


Sectors
  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Americas Consumer, Cyclical

  • Americas Automobiles

  • Americas Auto Parts & Tires


Companies
  • 7230.T Nissin Kogyo

  • 7296.T F.C.C.

  • 7220.T Musashi Seimitsu


Subjects
  • Company Update

  • Industry Overview

  • Operating Results

  • Morning Note

]]> Kunihiro Matsumoto 7230.T 7296.T 7220.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17856|native|public|20091111175200 Wed, 11 Nov 2009 <![CDATA[Hankook Tire "Approaching fair value; D/G to Neutral" (Neutral) Kim]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51656|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Korea

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Tires

  • Global Consumer, Cyclical

  • Global Automobiles

  • Global Auto Parts & Tires

  • Korean Tires

  • Asian Tires

  • Asian Consumer, Cyclical

  • Korean Consumer, Cyclical

  • Asian Automobiles

  • Korean Automobiles

  • Korean Auto Parts & Tires

  • Asian Auto Parts & Tires

  • Asian Pacific Automobiles

  • Asian Pacific Auto Parts & Tires

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Tires

  • Asian Pacific Ex. JP Automobiles

  • Asian Pacific Ex. JP Auto Parts & Tires

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Tires

  • Asia Emerging Automobiles

  • Asia Emerging Auto Parts & Tires

  • Asia Emerging Consumer, Cyclical

  • Asia Emerging Tires


Companies
  • 000240.KS Hankook Tire


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> D.S. Kim 000240.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51656|native|public|20091110124738 Tue, 10 Nov 2009