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 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Sat, 21 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[N.A. Mining, Metals & Gold Weekly "Silver outshines them all" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06037|native|public Regions
  • Global

  • Americas

  • Canada

  • United States

  • North America


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Americas Mining

  • Americas Basic Materials

  • Americas Mining & Metals

  • Americas Basic Resources

  • North American Basic Resources

  • North American Basic Materials

  • North American Mining & Metals


Companies
  • AEM.N Agnico-Eagle Mines

  • AGU.N Agrium Inc.

  • CCO.TO Cameco Corporation

  • EGO.N Eldorado Gold Corp

  • GG.N Goldcorp

  • IMN.TO Inmet Mining Corp.

  • KGC.N Kinross Gold

  • TCKb.TO Teck Resources

  • S.TO Sherritt Int'l

  • AA.N Alcoa

  • FCX.N Freeport-McMoRan

  • NEM.N Newmont Mining Corp.

  • HW.TO Harry Winston

  • IAG.N IAMGOLD

  • ABX.N Barrick Gold Corp

  • MEOH.O Methanex Corp.

  • FM.TO First Quantum

  • FNX.TO FNX Mining

  • CG.TO Centerra Gold

  • AUY.N Yamana Gold

  • CDE.N Coeur d'Alene

  • SLW.N Silver Wheaton

  • PAAS.O Pan American Silver

  • SSRI.O Silver Standard

  • QUA.TO Quadra Mining

  • HL.N Hecla Mining

  • UUU.TO Uranium One

  • TCM.TO Thompson Creek

  • AGI.TO Alamos Gold

  • LUN.TO Lundin Mining

  • HBM.TO HudBay Minerals

  • ELR.TO Eastern Platinum

  • EQN.TO Equinox

  • KAT.TO Katanga Mining

  • FNV.TO Franco-Nevada

  • MNB.TO Mirabela Nickel

  • RBI.TO Red Back Mining

  • OSK.TO Osisko Mining

  • SVM.N Silvercorp


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Brian MacArthur, CFA AEM.N AGU.N CCO.TO EGO.N GG.N IMN.TO KGC.N TCKb.TO S.TO AA.N FCX.N NEM.N HW.TO IAG.N ABX.N MEOH.O FM.TO FNX.TO CG.TO AUY.N CDE.N SLW.N PAAS.O SSRI.O QUA.TO HL.N UUU.TO TCM.TO AGI.TO LUN.TO HBM.TO ELR.TO EQN.TO KAT.TO FNV.TO MNB.TO RBI.TO OSK.TO SVM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06037|native|public|20091121001120 Sat, 21 Nov 2009 <![CDATA[Paper/Paperboard Supply-Demand in Oct "P&W paper inventories decline, but ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17968|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Paper Products

  • Global Basic Materials

  • Global Forest Products & Paper

  • Global Basic Resources

  • Japanese Paper Products

  • Japanese Basic Materials

  • Japanese Forest Products & Paper

  • Japanese Basic Resources


Subjects
  • Industry Overview

  • Morning Note

]]> Takaaki Muramatsu http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17968|native|public|20091120150437 Fri, 20 Nov 2009 <![CDATA[Chemical Market Weekly Update "Petrochemical prices rise for a fifth ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17969|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Chemicals, Commodity

  • Global Basic Materials

  • Global Chemicals

  • Japanese Chemicals, Commodity

  • Japanese Basic Materials

  • Japanese Chemicals


Subjects
  • Industry Overview

  • Morning Note

]]> Takaaki Muramatsu http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17969|native|public|20091120150446 Fri, 20 Nov 2009 <![CDATA[Blast Furnace Sector H1 Results Review (6) "Japan's steel supply-demand balance"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17966|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


Subjects
  • Industry Overview

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17966|native|public|20091120150209 Fri, 20 Nov 2009 <![CDATA[BF Crude Steel Production Watch "Output recovers at Nippon Steel" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17965|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


Subjects
  • Industry Overview

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17965|native|public|20091120150153 Fri, 20 Nov 2009 <![CDATA[Global Steel Market Update "Global steel supply remains strong in Oct"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70062|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Steel

  • Global Steel

  • European Basic Materials

  • European Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • European Basic Resources

  • Global Basic Resources


Companies
  • KCOGn.DE Klöckner

  • TKAG.F ThyssenKrupp

  • MAGNq.L MMK

  • MTL.N Mechel

  • 005490.KS POSCO

  • 600019.SS Baosteel

  • STLD.O Steel Dynamics

  • BSL.AX BlueScope Steel


Subjects
  • Industry Overview

  • Morning Note

]]> Andrew Snowdowne KCOGn.DE TKAG.F MAGNq.L MTL.N 005490.KS 600019.SS STLD.O BSL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70062|native|public|20091120145745 Fri, 20 Nov 2009 <![CDATA[Sims Metal Mgmt "Sims positions itself for more acquisitions" (Buy) Busuttil]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11569|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Pacific Basic Resources

  • Asian Pacific Basic Materials

  • Asian Pacific Mining & Metals

  • Asian Pacific Steel

  • Asian Pacific Ex. JP Basic Resources

  • Asian Pacific Ex. JP Basic Materials

  • Asian Pacific Ex. JP Mining & Metals

  • Asian Pacific Ex. JP Steel

  • Australian Steel

  • Australian Basic Materials

  • Australian Mining & Metals

  • Australian Basic Resources

  • Australasian Basic Resources

  • Australasian Basic Materials

  • Australasian Mining & Metals

  • Australasian Steel


Companies
  • SGM.AX Sims Metal Mgmt


Subjects
  • Morning Note

]]> Mark Busuttil SGM.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11569|native|public|20091120092808 Fri, 20 Nov 2009 <![CDATA[Australian Resources Weekly "Cobalt 101" 20-Nov-2009 Lawcock]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11567|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=uet11567|native|public|20091120090515 Fri, 20 Nov 2009 <![CDATA[Assore "Good assets but all in the price " (Sell) Bennett]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01217|native|public Regions
  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Mining

  • South African Mining

  • EMEA Emerging Mining

  • 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 Mining


Companies
  • ARIJ.J ARM

  • ASRJ.J Assore


Subjects
  • Company Update

  • Initiating Coverage

  • Morning Note

]]> James Bennett ARIJ.J ASRJ.J http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01217|native|public|20091120040046 Fri, 20 Nov 2009 <![CDATA[European Chemicals "Alpha Preferences" 20-Nov-2009 Gilbert]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69996|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Basic Materials

  • European Chemicals

  • Global Basic Materials

  • Global Chemicals


Companies
  • UMI.BR Umicore

  • EMSN.VX Ems-Chemie

  • BASF.F BASF

  • BAYGn.F Bayer

  • LING.DE Linde

  • AIRP.PA Air Liquide

  • AKZO.AS Akzo Nobel

  • DSMN.AS DSM

  • CLN.VX Clariant

  • MAIN.TA MA Industries

  • LONN.VX Lonza Group

  • SYNN.VX Syngenta

  • SDFG.DE K+S

  • NZYMb.CO Novozymes A/S

  • YAR.OL Yara

  • LXSG.DE Lanxess AG

  • WCHG.DE Wacker Chemie

  • AKE.PA Arkema

  • SY1G.DE Symrise

  • MON.N Monsanto

  • NUF.AX Nufarm Ltd


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Thomas Gilbert, PhD UMI.BR EMSN.VX BASF.F BAYGn.F LING.DE AIRP.PA AKZO.AS DSMN.AS CLN.VX MAIN.TA LONN.VX SYNN.VX SDFG.DE NZYMb.CO YAR.OL LXSG.DE WCHG.DE AKE.PA SY1G.DE MON.N NUF.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69996|native|public|20091120040020 Fri, 20 Nov 2009 <![CDATA[UBS Global I/O: Global Steel "JSW-JFE in technical..." (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02148|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Steel

  • Indian Steel

  • Asian Basic Materials

  • Asian Mining & Metals

  • Indian Basic Materials

  • Indian Mining & Metals

  • Asian Basic Resources

  • Indian Basic Resources

  • Asian Pacific Basic Resources

  • Asian Pacific Basic Materials

  • Asian Pacific Mining & Metals

  • Asian Pacific Steel

  • Asian Pacific Ex. JP Basic Resources

  • Asian Pacific Ex. JP Basic Materials

  • Asian Pacific Ex. JP Mining & Metals

  • Asian Pacific Ex. JP Steel

  • Asia Emerging Basic Resources

  • Asia Emerging Basic Materials

  • Asia Emerging Mining & Metals

  • Asia Emerging Steel


Companies
  • 5411.T JFE Holdings

  • JSTL.BO JSW Steel


Subjects
  • Industry Overview

  • Morning Note

]]> Navin Gupta, CFA 5411.T JSTL.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02148|native|public|20091120033329 Fri, 20 Nov 2009 <![CDATA[First Read: Bumi Resources "The Newmont Indonesia endgame? " (Buy) Bokkenheuser]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51918|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Indonesia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Mining

  • Indonesian Mining

  • Asian Basic Materials

  • Asian Mining & Metals

  • Indonesian Basic Materials

  • Indonesian Mining & Metals

  • Asian Basic Resources

  • Indonesian 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

  • Asia Emerging Basic Resources

  • Asia Emerging Basic Materials

  • Asia Emerging Mining & Metals

  • Asia Emerging Mining


Companies
  • BUMI.JK Bumi Resources


Subjects
  • Company Update

  • Morning Note

]]> Andreas Bokkenheuser BUMI.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51918|native|public|20091120014608 Fri, 20 Nov 2009 <![CDATA[UBS Global I/O: Global Steel "JSW-JFE in technical collaboration" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51905|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Asian Steel

  • Indian Steel

  • Asian Basic Materials

  • Asian Mining & Metals

  • Indian Basic Materials

  • Indian Mining & Metals

  • Asian Basic Resources

  • Indian Basic Resources

  • Asian Pacific Basic Resources

  • Asian Pacific Basic Materials

  • Asian Pacific Mining & Metals

  • Asian Pacific Steel

  • Asian Pacific Ex. JP Basic Resources

  • Asian Pacific Ex. JP Basic Materials

  • Asian Pacific Ex. JP Mining & Metals

  • Asian Pacific Ex. JP Steel

  • Asia Emerging Basic Resources

  • Asia Emerging Basic Materials

  • Asia Emerging Mining & Metals

  • Asia Emerging Steel


Companies
  • 5411.T JFE Holdings

  • JSTL.BO JSW Steel


Subjects
  • Industry Overview

  • Morning Note

]]> Navin Gupta, CFA 5411.T JSTL.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51905|native|public|20091119200027 Thu, 19 Nov 2009 <![CDATA[Fujikura "Momentum weakens near term" (Neutral) Yamaguchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17950|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Non-Ferrous Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Non-Ferrous Metals

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5803.T Fujikura


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5803.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17950|native|public|20091119151445 Thu, 19 Nov 2009 <![CDATA[Crude Steel Production Watch "Output grows at the BFs, declines at EAFs"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17941|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


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17941|native|public|20091119151120 Thu, 19 Nov 2009 <![CDATA[Furukawa Electric "Sharp growth, but the level is the problem" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17949|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Non-Ferrous Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Non-Ferrous Metals

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5801.T Furukawa Electric


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5801.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17949|native|public|20091119151137 Thu, 19 Nov 2009 <![CDATA[Blast Furnace Sector H1 Results Review (5) "Steelmaking material trends"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17940|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


Subjects
  • Industry Overview

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17940|native|public|20091119151113 Thu, 19 Nov 2009 <![CDATA[Hitachi Cable "Set to move back into profit, but at a low level" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17948|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Non-Ferrous Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Japanese Non-Ferrous Metals

  • Japanese Basic Materials

  • Japanese Mining & Metals

  • Japanese Basic Resources


Companies
  • 5812.T Hitachi Cable


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5812.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17948|native|public|20091119150734 Thu, 19 Nov 2009 <![CDATA[Severstal "3Q09 results review: back to profitability" (Neutral) Morozov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69979|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Steel

  • Russian Steel

  • EMEA Emerging Steel

  • EMEA Emerging Basic Materials

  • EMEA Emerging Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Russian Basic Materials

  • Russian Mining & Metals

  • EMEA Emerging Basic Resources

  • Global Basic Resources

  • Russian Basic Resources

  • Global Emerging Basic Resources

  • Global Emerging Basic Materials

  • Global Emerging Mining & Metals

  • Global Emerging Steel


Companies
  • CHMFq.L Severstal


Subjects
  • Company Update

  • Morning Note

]]> Alexei Morozov CHMFq.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69979|native|public|20091119140201 Thu, 19 Nov 2009 <![CDATA[MA Industries "MA signs Azoxystrobin reselling agreement " (Neutral) Biron]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82813|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
  • MAIN.TA MA Industries


Subjects
  • Company Update

  • Morning Note

]]> Roni Biron MAIN.TA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82813|native|public|20091119112726 Thu, 19 Nov 2009