UBS Research: Basic Materials http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=BSC&MarketCode=GL&MarketCap=X UBS Research: Basic Materials en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Wed, 10 Feb 2010 Wed, 10 Feb 2010 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[Inmet Mining Corp. "Taking the Las Cruces bull by the horns" (Buy) Rutten]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06337|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Americas Mining

  • Canadian Mining

  • Americas Basic Materials

  • Americas Mining & Metals

  • Canadian Basic Materials

  • Canadian Mining & Metals

  • Americas Basic Resources

  • Canadian Basic Resources

  • North American Basic Resources

  • North American Basic Materials

  • North American Mining & Metals

  • North American Mining


Companies
  • IMN.TO Inmet Mining Corp.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Onno Rutten IMN.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06337|native|public|20100210051029 Wed, 10 Feb 2010 <![CDATA[US Chemicals "Cautious Optimism" 09-Feb-2010 Carson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86123|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Basic Materials

  • Global Chemicals

  • Americas Basic Materials

  • Americas Chemicals

  • US Basic Materials

  • US Chemicals

  • North American Basic Materials

  • North American Chemicals


Companies
  • AGU.N Agrium Inc.

  • POT.N Potash Corporation

  • APD.N Air Products & Chem.

  • DD.N DuPont

  • DOW.N Dow Chemical

  • FMC.N FMC Corp

  • PPG.N PPG Industries

  • PX.N Praxair

  • SHW.N Sherwin-Williams

  • OLN.N Olin

  • MON.N Monsanto

  • TRA.N Terra Industries

  • WLK.N Westlake Chemical

  • MOS.N Mosaic

  • CF.N CF Industries

  • VAL.N Valspar

  • IPI.N Intrepid Potash


Subjects
  • Company Update

  • Industry Overview

  • Operating Results

  • Morning Note

]]> Don Carson AGU.N POT.N APD.N DD.N DOW.N FMC.N PPG.N PX.N SHW.N OLN.N MON.N TRA.N WLK.N MOS.N CF.N VAL.N IPI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86123|native|public|20100210034044 Wed, 10 Feb 2010 <![CDATA[Teck Resources "Teck continues to pay down debt" (Buy) MacArthur]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06334|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Americas Mining

  • Canadian Mining

  • Americas Basic Materials

  • Americas Mining & Metals

  • Canadian Basic Materials

  • Canadian Mining & Metals

  • Americas Basic Resources

  • Canadian Basic Resources

  • North American Basic Resources

  • North American Basic Materials

  • North American Mining & Metals

  • North American Mining


Companies
  • TCKb.TO Teck Resources


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Brian MacArthur, CFA TCKb.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06334|native|public|20100209211018 Tue, 9 Feb 2010 <![CDATA[WASDE First Read "WASDE Positive Near-term for Corn" 09-Feb-2010 Carson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86084|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Basic Materials

  • Global Chemicals

  • Americas Basic Materials

  • Americas Chemicals

  • US Basic Materials

  • US Chemicals

  • North American Basic Materials

  • North American Chemicals


Companies
  • AGU.N Agrium Inc.

  • POT.N Potash Corporation

  • DD.N DuPont

  • DOW.N Dow Chemical

  • MON.N Monsanto

  • TRA.N Terra Industries

  • MOS.N Mosaic

  • CF.N CF Industries

  • IPI.N Intrepid Potash


Subjects
  • Industry Overview

  • Morning Note

]]> Don Carson AGU.N POT.N DD.N DOW.N MON.N TRA.N MOS.N CF.N IPI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86084|native|public|20100209154843 Tue, 9 Feb 2010 <![CDATA[Tokyo Steel "Financial strength may be waning" (Neutral) Takeuchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18773|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Steel

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5423.T Tokyo Steel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Katsuya Takeuchi 5423.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18773|native|public|20100209151048 Tue, 9 Feb 2010 <![CDATA[Kyoei Steel "A challenging operating environment, but could present ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18774|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Steel

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5440.T Kyoei Steel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Katsuya Takeuchi 5440.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18774|native|public|20100209151033 Tue, 9 Feb 2010 <![CDATA[Godo Steel "Slump is likely to linger" (Neutral) Takeuchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18775|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Steel

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5410.T Godo Steel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Katsuya Takeuchi 5410.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18775|native|public|20100209151040 Tue, 9 Feb 2010 <![CDATA[Agrium Inc. "Weak Retail Results Lead to EPS Miss" (Buy) Carson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86082|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Chemicals, Specialty

  • Global Basic Materials

  • Global Chemicals

  • Canadian Chemicals, Specialty

  • Americas Chemicals, Specialty

  • Americas Basic Materials

  • Americas Chemicals

  • Canadian Basic Materials

  • Canadian Chemicals

  • North American Basic Materials

  • North American Chemicals

  • North American Chemicals, Specialty


Companies
  • AGU.N Agrium Inc.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Don Carson AGU.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86082|native|public|20100209145718 Tue, 9 Feb 2010 <![CDATA[Agrium Inc. "Weak Retail Results Lead to EPS Miss" (Buy) MacArthur]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06332|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Chemicals, Specialty

  • Global Basic Materials

  • Global Chemicals

  • Canadian Chemicals, Specialty

  • Americas Chemicals, Specialty

  • Americas Basic Materials

  • Americas Chemicals

  • Canadian Basic Materials

  • Canadian Chemicals

  • North American Basic Materials

  • North American Chemicals

  • North American Chemicals, Specialty


Companies
  • AGU.N Agrium Inc.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Brian MacArthur, CFA AGU.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06332|native|public|20100209145651 Tue, 9 Feb 2010 <![CDATA[First Read: Temple-Inland "4Q weaker than expected-inventory/charge" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86071|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Containers & Packaging

  • Global Paper Products

  • Global Basic Materials

  • Global Forest Products & Paper

  • Global Industrial

  • Global Basic Resources

  • Global Industrial Goods & Services

  • Americas Containers & Packaging

  • Americas Paper Products

  • US Containers & Packaging

  • US Paper Products

  • Americas Basic Materials

  • Americas Forest Products & Paper

  • Americas Industrial

  • US Basic Materials

  • US Forest Products & Paper

  • US Industrial

  • Americas Basic Resources

  • Americas Industrial Goods & Services

  • US Basic Resources

  • US Industrial Goods & Services

  • North American Basic Resources

  • North American Basic Materials

  • North American Containers & Packaging

  • North American Forest Products & Paper

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Paper Products


Companies
  • TIN.N Temple-Inland


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Gail S. Glazerman, CFA TIN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86071|native|public|20100209141142 Tue, 9 Feb 2010 <![CDATA[First Read: Potlatch "Better than expected 4Q, in line ops" (Sell) Glazerman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86069|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Paper Products

  • Global Real Estate

  • Global Basic Materials

  • Global Financial

  • Global Forest Products & Paper

  • Global Basic Resources

  • Global Financial Services

  • Americas Paper Products

  • Americas Real Estate

  • US Paper Products

  • US Real Estate

  • Americas Basic Materials

  • Americas Financial

  • Americas Forest Products & Paper

  • US Basic Materials

  • US Financial

  • US Forest Products & Paper

  • Americas Basic Resources

  • Americas Financial Services

  • US Basic Resources

  • US Financial Services

  • North American Basic Resources

  • North American Basic Materials

  • North American Financial

  • North American Forest Products & Paper

  • North American Financial Services

  • North American Paper Products

  • North American Real Estate


Companies
  • PCH.N Potlatch


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Gail S. Glazerman, CFA PCH.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86069|native|public|20100209135258 Tue, 9 Feb 2010 <![CDATA[Rio Tinto Plc "2009 profit preview" (Buy) Ker]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72966|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Mining

  • British Mining

  • Global Mining

  • European Basic Materials

  • European Mining & Metals

  • British Basic Materials

  • British Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • European Basic Resources

  • British Basic Resources

  • Global Basic Resources


Companies
  • RIO.L Rio Tinto Plc

  • BLT.L BHP Billiton Plc


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Olivia Ker, CFA RIO.L BLT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72966|native|public|20100209103626 Tue, 9 Feb 2010 <![CDATA[ArcelorMittal "Q4 '09 Result Preview" (Buy) Snowdowne]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72965|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Luxembourg

  • UBSW EMEA


Sectors
  • European Steel

  • European Ex. UK Steel

  • Global Steel

  • Luxembourg Steel

  • European Basic Materials

  • European Mining & Metals

  • European Ex. UK Basic Materials

  • European Ex. UK Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Luxembourg Basic Materials

  • Luxembourg Mining & Metals

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Global Basic Resources

  • Luxembourg Basic Resources


Companies
  • ISPA.AS ArcelorMittal


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Snowdowne ISPA.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72965|native|public|20100209103207 Tue, 9 Feb 2010 <![CDATA[First Read: Victrex Plc "AGM statement: Light and Shadow" (Sell) Favre]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72960|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Chemicals, Specialty

  • European Chemicals, Specialty

  • Global Chemicals, Specialty

  • European Basic Materials

  • European Chemicals

  • British Basic Materials

  • British Chemicals

  • Global Basic Materials

  • Global Chemicals


Companies
  • VCTX.L Victrex Plc


Subjects
  • Company Update

  • Morning Note

]]> Laurent Favre, CFA VCTX.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72960|native|public|20100209092425 Tue, 9 Feb 2010 <![CDATA[Alumina Ltd "CY09 result inline, upgrades production" (Buy) Lawcock]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12052|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Aluminum

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Pacific Aluminum

  • Asian Pacific Basic Resources

  • Asian Pacific Basic Materials

  • Asian Pacific Mining & Metals

  • Asian Pacific Ex. JP Aluminum

  • Asian Pacific Ex. JP Basic Resources

  • Asian Pacific Ex. JP Basic Materials

  • Asian Pacific Ex. JP Mining & Metals

  • Australian Aluminum

  • Australian Basic Materials

  • Australian Mining & Metals

  • Australian Basic Resources

  • Australasian Aluminum

  • Australasian Basic Resources

  • Australasian Basic Materials

  • Australasian Mining & Metals


Companies
  • AWC.AX Alumina Ltd


Subjects
  • Morning Note

]]> Glyn Lawcock AWC.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12052|native|public|20100209091851 Tue, 9 Feb 2010 <![CDATA[Harmony "Volume recovery on the horizon" (Buy) Kendall]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01300|native|public Regions
  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Precious Metals

  • South African Precious Metals

  • EMEA Emerging Precious Metals

  • EMEA Emerging Basic Materials

  • EMEA Emerging Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • South African Basic Materials

  • South African Mining & Metals

  • EMEA Emerging Basic Resources

  • Global Basic Resources

  • South African Basic Resources

  • Global Emerging Basic Resources

  • Global Emerging Basic Materials

  • Global Emerging Mining & Metals

  • Global Emerging Precious Metals


Companies
  • HARJ.J Harmony


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Simon Kendall, CFA HARJ.J http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01300|native|public|20100209044857 Tue, 9 Feb 2010 <![CDATA[Israel Chemicals "Upgrade to Neutral" (Neutral) Biron]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86007|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Israeli Chemicals, Specialty

  • EMEA Emerging Chemicals, Specialty

  • Global Chemicals, Specialty

  • EMEA Emerging Basic Materials

  • EMEA Emerging Chemicals

  • Global Basic Materials

  • Global Chemicals

  • Israeli Basic Materials

  • Israeli Chemicals

  • Global Emerging Basic Materials

  • Global Emerging Chemicals

  • Global Emerging Chemicals, Specialty


Companies
  • ILCO.TA Israel Corp

  • ICL.TA Israel Chemicals


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Roni Biron ILCO.TA ICL.TA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86007|native|public|20100209040022 Tue, 9 Feb 2010 <![CDATA[Commodities & Mining Q&A "Value and catalysts" (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02546|native|public Regions
  • Global


Sectors
  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources


Companies
  • BLT.L BHP Billiton Plc


Subjects
  • Industry Overview

  • Morning Note

]]> Julien Garran BLT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02546|native|public|20100209015900 Tue, 9 Feb 2010 <![CDATA[Rio Tinto "2009 profit preview" (Buy) Lawcock]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12044|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Pacific Basic Resources

  • Asian Pacific Basic Materials

  • Asian Pacific Mining & Metals

  • Asian Pacific Mining

  • Asian Pacific Ex. JP Basic Resources

  • Asian Pacific Ex. JP Basic Materials

  • Asian Pacific Ex. JP Mining & Metals

  • Asian Pacific Ex. JP Mining

  • Australian Mining

  • Australian Basic Materials

  • Australian Mining & Metals

  • Australian Basic Resources

  • Australasian Basic Resources

  • Australasian Basic Materials

  • Australasian Mining & Metals

  • Australasian Mining


Companies
  • RIO.AX Rio Tinto

  • BHP.AX BHP Billiton Limited


Subjects
  • Morning Note

]]> Glyn Lawcock RIO.AX BHP.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12044|native|public|20100209005027 Tue, 9 Feb 2010 <![CDATA[Commodities & Mining Q&A "Value and catalysts" 09-Feb-2010 Garran]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72906|native|public Regions
  • Global


Sectors
  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources


Companies
  • BLT.L BHP Billiton Plc


Subjects
  • Industry Overview

  • Morning Note

]]> Julien Garran BLT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72906|native|public|20100209001007 Tue, 9 Feb 2010