http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=BSC&MarketCode=GL&MarketCap=X UBS Research: Basic Materials en Copyright (C) UBS 2008. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Mon, 6 Oct 2008 Mon, 6 Oct 2008 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif http://www.ubs.com 160 44 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet08107|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• Australia


• Australasia

Sectors

• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Asian Pacific Basic Resources


• Asian Pacific Basic Materials


• Asian Pacific Mining & Metals


• Asian Pacific Ex. JP Basic Resources


• Asian Pacific Ex. JP Basic Materials


• Asian Pacific Ex. JP Mining & Metals


• Australian Basic Materials


• Australian Mining & Metals


• Australian Basic Resources


• Australasian Basic Resources


• Australasian Basic Materials


• Australasian Mining & Metals

Companies

• RIO.AX Rio Tinto


• CEY.AX Centennial Coal


• CNA.AX Coal & Allied


• ERA.AX Energy Resources Aus


• NCM.AX Newcrest Mining


• AWC.AX Alumina Ltd


• ILU.AX Iluka Resources


• LGL.AX Lihir Gold


• PEM.AX Perilya Limited


• OZL.AX OZ Minerals


• MCC.AX Macarthur Coal Ltd


• MRE.AX Minara Resources Ltd


• GCL.AX Gloucester Coal Ltd


• PDN.AX Paladin Energy


• KZL.AX Kagara Limited


• WSA.AX Western Areas


• MGX.AX Mt Gibson Iron Ltd


• ABY.AX Aditya Birla


• AVO.AX Avoca Resources Ltd


• MMX.AX Murchison Metals Ltd


• WHC.AX Whitehaven Coal


• IVA.AX Ivanhoe Australia

Subjects

• Industry Overview


• Morning Note

]]> Glyn Lawcock RIO.AX CEY.AX CNA.AX ERA.AX NCM.AX AWC.AX ILU.AX LGL.AX PEM.AX OZL.AX MCC.AX MRE.AX GCL.AX PDN.AX KZL.AX WSA.AX MGX.AX ABY.AX AVO.AX MMX.AX WHC.AX IVA.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet08107|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50815|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

Sectors

• European Building Materials


• European Industrial, Diversified


• European Real Estate


• European Semiconductors


• British Industrial, Diversified


• Global Building Materials


• Global Industrial, Diversified


• Global Real Estate


• Global Semiconductors


• European Industrial Services


• Global Industrial Services


• European Basic Materials


• European Consumer, Cyclical


• European Financial


• European Industrial


• European Mining & Metals


• European General Industrial Services


• European Technology


• British Industrial


• Global Basic Materials


• Global Consumer, Cyclical


• Global Financial


• Global Industrial


• Global Mining & Metals


• Global General Industrial Services


• Global Technology


• European Basic Resources


• European Construction


• European Financial Services


• European Industrial Goods & Services


• European Media


• British Industrial Goods & Services


• Global Basic Resources


• Global Construction


• Global Financial Services


• Global Industrial Goods & Services


• Global Media

Subjects

• Industry Overview


• Morning Note

]]> Sakshi Jain http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50815|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50814|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

Sectors

• European Aerospace


• European Building Materials


• European Industrial, Diversified


• European Advanced Industrial Equipment


• European Real Estate


• European Semiconductors


• European Steel


• British Industrial, Diversified


• Global Aerospace


• Global Building Materials


• Global Industrial, Diversified


• Global Advanced Industrial Equipment


• Global Real Estate


• Global Semiconductors


• Global Steel


• European Industrial Services


• Global Industrial Services


• European Basic Materials


• European Consumer, Cyclical


• European Financial


• European Industrial


• European Mining & Metals


• European General Industrial Services


• European Technology


• British Industrial


• Global Basic Materials


• Global Consumer, Cyclical


• Global Financial


• Global Industrial


• Global Mining & Metals


• Global General Industrial Services


• Global Technology


• European Basic Resources


• European Construction


• European Financial Services


• European Industrial Goods & Services


• European Media


• British Industrial Goods & Services


• Global Basic Resources


• Global Construction


• Global Financial Services


• Global Industrial Goods & Services


• Global Media

Subjects

• Industry Overview


• Morning Note

]]> Sakshi Jain http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50814|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50810|native|public Regions

• Europe Including UK


• Global

Sectors

• European Basic Materials


• European Chemicals


• Global Basic Materials


• Global Chemicals

Companies

• UMI.BR Umicore


• SOLB.BR Solvay


• TESB.BR Tessenderlo


• EMSN.VX Ems-Chemie


• CRDA.L Croda


• ALTG.F ALTANA


• BASF.F BASF


• BAYG.F Bayer


• LING.DE Linde


• AIRP.PA Air Liquide


• JMAT.L Johnson Matthey


• AKZO.AS Akzo Nobel


• DSMN.AS DSM


• CLN.VX Clariant


• CIBN.VX Ciba


• RHA.PA Rhodia


• LONN.VX Lonza Group


• GIVN.VX Givaudan


• SYNN.VX Syngenta


• SDFG.DE K+S


• NZYMb.CO Novozymes A/S


• YAR.OL Yara


• LXSG.DE Lanxess AG


• KRA1V.HE Kemira


• WCHG.DE Wacker Chemie


• AKE.PA Arkema


• SY1G.DE Symrise


• DOW.N Dow Chemical


• CYT.N Cytec Industries


• NCX.N Nova Chemicals


• GGC.N Georgia Gulf


• MON.N Monsanto


• ALB.N Albemarle


• WLK.N Westlake Chemical


• CE.N Celanese Corp.


• NLC.N Nalco


• HUN.N Huntsman

Subjects

• Industry Overview


• Morning Note

]]> Thomas Gilbert, PhD UMI.BR SOLB.BR TESB.BR EMSN.VX CRDA.L ALTG.F BASF.F BAYG.F LING.DE AIRP.PA JMAT.L AKZO.AS DSMN.AS CLN.VX CIBN.VX RHA.PA LONN.VX GIVN.VX SYNN.VX SDFG.DE NZYMb.CO YAR.OL LXSG.DE KRA1V.HE WCHG.DE AKE.PA SY1G.DE DOW.N CYT.N NCX.N GGC.N MON.N ALB.N WLK.N CE.N NLC.N HUN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50810|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40966|native|public Regions

• Global


• Emerging Markets


• Asia


• Korea


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Chemicals, Commodity


• Global Basic Materials


• Global Chemicals


• Korean Chemicals, Commodity


• Asian Chemicals, Commodity


• Asian Basic Materials


• Asian Chemicals


• Korean Basic Materials


• Korean Chemicals


• Asian Pacific Basic Materials


• Asian Pacific Chemicals, Commodity


• Asian Pacific Chemicals


• Asian Pacific Ex. JP Basic Materials


• Asian Pacific Ex. JP Chemicals, Commodity


• Asian Pacific Ex. JP Chemicals


• Asia Emerging Basic Materials


• Asia Emerging Chemicals, Commodity


• Asia Emerging Chemicals

Companies

• 051910.KS LG Chemical

Subjects

• Company Update


• Morning Note

]]> Kim-Chong Tan 051910.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40966|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13339|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Basic Materials


• Global Chemicals


• Japanese Basic Materials


• Japanese Chemicals

Companies

• 3405.T Kuraray


• 3407.T Asahi Kasei


• 4063.T Shin-Etsu Chemical


• 4208.T Ube Industries


• 4021.T Nissan Chemical


• 4185.T JSR


• 3436.T SUMCO

Subjects

• Industry Overview

]]> Takaaki Muramatsu 3405.T 3407.T 4063.T 4208.T 4021.T 4185.T 3436.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13339|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50771|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Finland


• Global


• Nordic


• UBSW EMEA

Sectors

• European Steel


• European Ex. UK Steel


• Finnish Steel


• Global Steel


• European Basic Materials


• European Mining & Metals


• European Ex. UK Basic Materials


• European Ex. UK Mining & Metals


• Finnish Basic Materials


• Finnish Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• European Basic Resources


• European Ex. UK Basic Resources


• Finnish Basic Resources


• Global Basic Resources


• Nordic Basic Resources


• Nordic Basic Materials


• Nordic Mining & Metals


• Nordic Steel

Companies

• RTRKS.HE Rautaruukki

Subjects

• Company Update


• Morning Note

]]> Olof Cederholm RTRKS.HE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50771|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50796|native|public Regions

• Global


• Turkey


• EMEA Emerging


• UBSW EMEA


• Emerging Markets

Sectors

• Global Airlines


• Global Automobile Manufacturers


• Global Building Materials


• Global Banks


• Global Food Retailers & Wholesalers


• Global Industrial, Diversified


• Global Advanced Industrial Equipment


• Global Oil Companies, Secondary


• Global Real Estate


• Global Steel


• Turkish Airlines


• Turkish Automobile Manufacturers


• Turkish Building Materials


• Turkish Banks


• Turkish Food Retailers & Wholesalers


• Turkish Industrial, Diversified


• Turkish Advanced Industrial Equipment


• Turkish Oil Companies, Secondary


• Turkish Real Estate


• Turkish Steel


• Turkish Wireless Communications


• Turkish Distillers & Brewers


• Turkish Furnishings & Appliances


• Turkish Insurance, Full-Line


• Turkish Publishing


• EMEA Emerging Airlines


• EMEA Emerging Automobile Manufacturers


• EMEA Emerging Building Materials


• EMEA Emerging Banks


• EMEA Emerging Wireless Communications


• EMEA Emerging Distillers & Brewers


• EMEA Emerging Food Retailers & Wholesalers


• EMEA Emerging Furnishings & Appliances


• EMEA Emerging Industrial, Diversified


• EMEA Emerging Insurance, Full-Line


• EMEA Emerging Advanced Industrial Equipment


• EMEA Emerging Oil Companies, Secondary


• EMEA Emerging Publishing


• EMEA Emerging Real Estate


• EMEA Emerging Steel


• Global Wireless Communications


• Global Distillers & Brewers


• Global Furnishings & Appliances


• Global Insurance, Full-Line


• Global Publishing


• EMEA Emerging Basic Materials


• EMEA Emerging Consumer, Cyclical


• EMEA Emerging Energy


• EMEA Emerging Financial


• EMEA Emerging Home Construction & Furnishings


• EMEA Emerging Industrial


• EMEA Emerging Insurance


• EMEA Emerging Mining & Metals


• EMEA Emerging Consumer, Non-Cyclical


• EMEA Emerging Telecommunications


• EMEA Emerging Industrial Transportation


• Global Basic Materials


• Global Consumer, Cyclical


• Global Energy


• Global Financial


• Global Home Construction & Furnishings


• Global Industrial


• Global Insurance


• Global Mining & Metals


• Global Consumer, Non-Cyclical


• Global Telecommunications


• Global Industrial Transportation


• Turkish Basic Materials


• Turkish Consumer, Cyclical


• Turkish Energy


• Turkish Financial


• Turkish Home Construction & Furnishings


• Turkish Industrial


• Turkish Insurance


• Turkish Mining & Metals


• Turkish Consumer, Non-Cyclical


• Turkish Telecommunications


• Turkish Industrial Transportation


• EMEA Emerging Automobiles


• EMEA Emerging Basic Resources


• EMEA Emerging Cyclical Goods & Services


• EMEA Emerging Construction


• EMEA Emerging Food & Beverage


• EMEA Emerging Financial Services


• EMEA Emerging Industrial Goods & Services


• EMEA Emerging Media


• EMEA Emerging Non-Cyclical Goods & Services


• Global Automobiles


• Global Basic Resources


• Global Cyclical Goods & Services


• Global Construction


• Global Food & Beverage


• Global Financial Services


• Global Industrial Goods & Services


• Global Media


• Global Non-Cyclical Goods & Services


• Turkish Automobiles


• Turkish Basic Resources


• Turkish Cyclical Goods & Services


• Turkish Construction


• Turkish Food & Beverage


• Turkish Financial Services


• Turkish Industrial Goods & Services


• Turkish Media


• Turkish Non-Cyclical Goods & Services


• Turkish Banks, Ex-S&L


• Turkish Beverage


• Turkish Transportation Services


• EMEA Emerging Banks, Ex-S&L


• EMEA Emerging Beverage


• EMEA Emerging Transportation Services


• Global Banks, Ex-S&L


• Global Beverage


• Global Transportation Services


• Global Emerging Airlines


• Global Emerging Automobiles


• Global Emerging Automobile Manufacturers


• Global Emerging Basic Resources


• Global Emerging Banks, Ex-S&L


• Global Emerging Building Materials


• Global Emerging Banks


• Global Emerging Basic Materials


• Global Emerging Beverage


• Global Emerging Cyclical Goods & Services


• Global Emerging Construction


• Global Emerging Wireless Communications


• Global Emerging Consumer, Cyclical


• Global Emerging Distillers & Brewers


• Global Emerging Energy


• Global Emerging Food Retailers & Wholesalers


• Global Emerging Financial


• Global Emerging Food & Beverage


• Global Emerging Furnishings & Appliances


• Global Emerging Financial Services


• Global Emerging Home Construction & Furnishings


• Global Emerging Industrial, Diversified


• Global Emerging Industrial


• Global Emerging Industrial Goods & Services


• Global Emerging Insurance, Full-Line


• Global Emerging Insurance


• Global Emerging Advanced Industrial Equipment


• Global Emerging Media


• Global Emerging Mining & Metals


• Global Emerging Non-Cyclical Goods & Services


• Global Emerging Consumer, Non-Cyclical


• Global Emerging Oil Companies, Secondary


• Global Emerging Publishing


• Global Emerging Real Estate


• Global Emerging Steel


• Global Emerging Telecommunications


• Global Emerging Industrial Transportation


• Global Emerging Transportation Services

Companies

• AKBNK.IS Akbank


• ARCLK.IS Arcelik


• GARAN.IS Garanti


• MIGRS.IS Migros Turk


• FROTO.IS Ford Otosan


• EREGL.IS Erdemir


• AKCNS.IS Akcansa


• KCHOL.IS Koc Holding


• TUPRS.IS Tupras


• THYAO.IS Turkish Airlines


• YKBNK.IS YKB


• ISCTR.IS Is Bank


• SAHOL.IS Sabanci Holding


• SISE.IS Sisecam


• TOASO.IS Tofas Oto Fabrika


• AKGRT.IS Aksigorta


• ENKAI.IS ENKA


• DYHOL.IS Dogan Yayin Holding


• TKC.N Turkcell


• AEFES.IS Anadolu Efes


• VAKBN.IS Vakifbank


• ISGYO.IS Is REIT


• BIMAS.IS BIM


• TAVHL.IS TAV


• ASYAB.IS Bank Asya


• ALBRK.IS Albaraka

]]> Batuhan Ozsahin AKBNK.IS ARCLK.IS GARAN.IS MIGRS.IS FROTO.IS EREGL.IS AKCNS.IS KCHOL.IS TUPRS.IS THYAO.IS YKBNK.IS ISCTR.IS SAHOL.IS SISE.IS TOASO.IS AKGRT.IS ENKAI.IS DYHOL.IS TKC.N AEFES.IS VAKBN.IS ISGYO.IS BIMAS.IS TAVHL.IS ASYAB.IS ALBRK.IS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50796|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40965|native|public Regions

• Global


• Emerging Markets


• Asia


• Taiwan


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Chemicals, Specialty


• Global Basic Materials


• Global Chemicals


• Taiwanese Chemicals, Specialty


• Asian Chemicals, Specialty


• Asian Basic Materials


• Asian Chemicals


• Taiwanese Basic Materials


• Taiwanese Chemicals


• Asian Pacific Basic Materials


• Asian Pacific Chemicals


• Asian Pacific Chemicals, Specialty


• Asian Pacific Ex. JP Basic Materials


• Asian Pacific Ex. JP Chemicals


• Asian Pacific Ex. JP Chemicals, Specialty


• Asia Emerging Basic Materials


• Asia Emerging Chemicals


• Asia Emerging Chemicals, Specialty

Companies

• 1402.TW Far Eastern Textile

Subjects

• Company Update


• Morning Note

]]> John Chung 1402.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40965|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50777|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• German Steel


• European Steel


• European Ex. UK Steel


• Global Steel


• German Basic Materials


• German Mining & Metals


• European Basic Materials


• European Mining & Metals


• European Ex. UK Basic Materials


• European Ex. UK Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• German Basic Resources


• European Basic Resources


• European Ex. UK Basic Resources


• Global Basic Resources

Companies

• KCOGn.DE Klöckner

Subjects

• Company Update


• Morning Note

]]> Andrew Snowdowne KCOGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50777|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50778|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• German Steel


• European Steel


• European Ex. UK Steel


• Global Steel


• German Basic Materials


• German Mining & Metals


• European Basic Materials


• European Mining & Metals


• European Ex. UK Basic Materials


• European Ex. UK Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• German Basic Resources


• European Basic Resources


• European Ex. UK Basic Resources


• Global Basic Resources

Companies

• TKAG.F ThyssenKrupp

Subjects

• Company Update


• Morning Note

]]> Andrew Snowdowne TKAG.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50778|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50784|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


• Morning Note

]]> Andrew Snowdowne ISPA.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50784|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50776|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• German Steel


• European Steel


• European Ex. UK Steel


• Global Steel


• German Basic Materials


• German Mining & Metals


• European Basic Materials


• European Mining & Metals


• European Ex. UK Basic Materials


• European Ex. UK Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• German Basic Resources


• European Basic Resources


• European Ex. UK Basic Resources


• Global Basic Resources

Companies

• SZGG.DE Salzgitter

Subjects

• Company Update


• Morning Note

]]> Andrew Snowdowne SZGG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50776|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50785|native|public Regions

• Austria


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• Austrian Steel


• European Steel


• European Ex. UK Steel


• Global Steel


• Austrian Basic Materials


• Austrian Mining & Metals


• European Basic Materials


• European Mining & Metals


• European Ex. UK Basic Materials


• European Ex. UK Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• Austrian Basic Resources


• European Basic Resources


• European Ex. UK Basic Resources


• Global Basic Resources

Companies

• VOES.VI Voestalpine

Subjects

• Company Update


• Morning Note

]]> Andrew Snowdowne VOES.VI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50785|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50746|native|public Regions

• Belgium


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• Belgian Chemicals, Commodity


• European Chemicals, Commodity


• European Ex. UK Chemicals, Commodity


• Global Chemicals, Commodity


• Belgian Basic Materials


• Belgian Chemicals


• Belgian Healthcare


• European Basic Materials


• European Chemicals


• European Healthcare


• European Ex. UK Basic Materials


• European Ex. UK Chemicals


• European Ex. UK Healthcare


• Global Basic Materials


• Global Chemicals


• Global Healthcare

Companies

• SOLB.BR Solvay

Subjects

• Company Update


• Morning Note

]]> Fabian Wenner, PhD SOLB.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50746|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03502|native|public Regions

• Global


• Americas


• Latin America

Sectors

• Global Steel


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Americas Steel


• Americas Basic Materials


• Americas Mining & Metals


• Americas Basic Resources

Companies

• ICHB.MX Industrias CH


• SIM.A Grupo Simec


• USIM5.SA Usiminas


• CSNA3.SA CSN


• GGBR4.SA Gerdau


• GOAU4.SA Metalurgica Gerdau


• TX.N Ternium

Subjects

• Change in Recommendation


• Company Update


• Industry Overview


• Morning Note

]]> Edmo Chagas ICHB.MX SIM.A USIM5.SA CSNA3.SA GGBR4.SA GOAU4.SA TX.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03502|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03501|native|public Regions

• Global


• Americas


• Latin America

Sectors

• Global Mining


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Americas Mining


• Americas Basic Materials


• Americas Mining & Metals


• Americas Basic Resources

Companies

• VALE5.SA Vale (PN)


• PCU.N Southern Copper


• GMEXICOB.MX Grupo Mexico


• BRAP4.SA Bradespar


• VALE3.SA Vale (ON)

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Edmo Chagas VALE5.SA PCU.N GMEXICOB.MX BRAP4.SA VALE3.SA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03501|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50770|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global


• Sweden


• Nordic


• UBSW EMEA

Sectors

• European Steel


• European Ex. UK Steel


• Global Steel


• Swedish Steel


• European Basic Materials


• European Mining & Metals


• European Ex. UK Basic Materials


• European Ex. UK Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• Swedish Basic Materials


• Swedish Mining & Metals


• European Basic Resources


• European Ex. UK Basic Resources


• Global Basic Resources


• Swedish Basic Resources


• Nordic Basic Resources


• Nordic Basic Materials


• Nordic Mining & Metals


• Nordic Steel

Companies

• SSABa.ST SSAB

Subjects

• Company Update


• Morning Note

]]> Olof Cederholm SSABa.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50770|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40946|native|public Regions

• Global


• Emerging Markets


• Asia


• Indonesia


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• 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 Ex. JP Basic Resources


• Asian Pacific Ex. JP Basic Materials


• Asian Pacific Ex. JP Mining & Metals


• Asia Emerging Basic Resources


• Asia Emerging Basic Materials


• Asia Emerging Mining & Metals

Companies

• ANTM.JK Antam


• INCO.JK Inco Indonesia

Subjects

• Industry Overview


• Morning Note

]]> Andreas Bokkenheuser ANTM.JK INCO.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40946|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40945|native|public Regions

• Global


• Emerging Markets


• Asia


• India


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Mining


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Asian Mining


• Indian Mining


• 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 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

• SESA.BO Sesa

Subjects

• Change in Recommendation


• Company Update


• Morning Note

]]> Sunita Sachdev SESA.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40945|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40944|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

• SAIL.BO SAIL


• TISC.BO Tata Steel


• JSTL.BO JSW Steel

Subjects

• Change in Recommendation


• Company Update


• Industry Overview


• Morning Note

]]> Sunita Sachdev SAIL.BO TISC.BO JSTL.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40944|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40941|native|public Regions

• Global


• Emerging Markets


• Asia


• India


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• 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 Ex. JP Basic Resources


• Asian Pacific Ex. JP Basic Materials


• Asian Pacific Ex. JP Mining & Metals


• Asia Emerging Basic Resources


• Asia Emerging Basic Materials


• Asia Emerging Mining & Metals

Companies

• HALC.BO Hindalco


• STRL.BO Sterlite Industries


• NALU.BO National Aluminium

Subjects

• Change in Recommendation


• Company Update


• Industry Overview


• Morning Note

]]> Sunita Sachdev HALC.BO STRL.BO NALU.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40941|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50766|native|public Regions

• Europe Including UK


• Global


• Americas


• United States


• North America

Sectors

• European Steel


• Global Steel


• European Basic Materials


• European Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• European Basic Resources


• Global Basic Resources


• Americas Steel


• US Steel


• Americas Basic Materials


• Americas Mining & Metals


• US Basic Materials


• US Mining & Metals


• Americas Basic Resources


• US Basic Resources


• North American Basic Resources


• North American Basic Materials


• North American Mining & Metals


• North American Steel

Companies

• KCOGn.DE Klöckner


• SSABa.ST SSAB


• VOES.VI Voestalpine


• RTRKS.HE Rautaruukki


• TKAG.F ThyssenKrupp


• CHMFq.L Severstal


• NLMKq.L Novolipetsk


• MTL.N Mechel


• HK1q.L Evraz


• ISPA.AS ArcelorMittal


• SZGG.DE Salzgitter


• 2002.TW China Steel


• SAIL.BO SAIL


• TISC.BO Tata Steel


• NUE.N Nucor Corp.


• X.N United States Steel


• AKS.N AK Steel


• USIM5.SA Usiminas


• CSNA3.SA CSN


• GGBR4.SA Gerdau


• STLD.O Steel Dynamics


• RS.N Reliance Steel


• TX.N Ternium


• GNA.N Gerdau Ameristeel


• CMC.N Commercial Metals


• SCHN.O Schnitzer Steel


• JSTL.BO JSW Steel

Subjects

• Industry Overview


• Morning Note

]]> Andrew Snowdowne KCOGn.DE SSABa.ST VOES.VI RTRKS.HE TKAG.F CHMFq.L NLMKq.L MTL.N HK1q.L ISPA.AS SZGG.DE 2002.TW SAIL.BO TISC.BO NUE.N X.N AKS.N USIM5.SA CSNA3.SA GGBR4.SA STLD.O RS.N TX.N GNA.N CMC.N SCHN.O JSTL.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50766|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65257|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Steel


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Americas Steel


• US Steel


• Americas Basic Materials


• Americas Mining & Metals


• US Basic Materials


• US Mining & Metals


• Americas Basic Resources


• US Basic Resources


• North American Basic Resources


• North American Basic Materials


• North American Mining & Metals


• North American Steel

Companies

• NUE.N Nucor Corp.


• X.N United States Steel


• AKS.N AK Steel


• STLD.O Steel Dynamics


• RS.N Reliance Steel


• GNA.N Gerdau Ameristeel


• CMC.N Commercial Metals


• SCHN.O Schnitzer Steel

Subjects

• Company Update


• Industry Overview


• Morning Note

]]> Timna Tanners NUE.N X.N AKS.N STLD.O RS.N GNA.N CMC.N SCHN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65257|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65256|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Steel


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Americas Steel


• US Steel


• Americas Basic Materials


• Americas Mining & Metals


• US Basic Materials


• US Mining & Metals


• Americas Basic Resources


• US Basic Resources


• North American Basic Resources


• North American Basic Materials


• North American Mining & Metals


• North American Steel

Companies

• AKS.N AK Steel

Subjects

• Company Update


• Initiating Coverage


• Morning Note

]]> Timna Tanners AKS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65256|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50758|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global


• Sweden


• Nordic


• UBSW EMEA

Sectors

• European Mining


• European Ex. UK Mining


• Global Mining


• Swedish Mining


• European Basic Materials


• European Mining & Metals


• European Ex. UK Basic Materials


• European Ex. UK Mining & Metals


• Global Basic Materials


• Global Mining & Metals


• Swedish Basic Materials


• Swedish Mining & Metals


• European Basic Resources


• European Ex. UK Basic Resources


• Global Basic Resources


• Swedish Basic Resources


• Nordic Basic Resources


• Nordic Basic Materials


• Nordic Mining & Metals


• Nordic Mining

Companies

• BOL.ST Boliden

Subjects

• Company Update


• Morning Note

]]> Olof Cederholm BOL.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50758|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04361|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

• POT.N Potash Corporation

Subjects

• Company Update


• Morning Note

]]> Brian MacArthur, CFA POT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04361|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04362|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Aluminum


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• US Aluminum


• Americas Aluminum


• Americas Basic Materials


• Americas Mining & Metals


• US Basic Materials


• US Mining & Metals


• Americas Basic Resources


• US Basic Resources


• North American Aluminum


• North American Basic Resources


• North American Basic Materials


• North American Mining & Metals

Companies

• AA.N Alcoa

Subjects

• Company Update


• Morning Note

]]> Brian MacArthur, CFA AA.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04362|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04360|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Precious Metals


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Americas Precious Metals


• Canadian Precious Metals


• 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 Precious Metals

Companies

• HW.TO Harry Winston

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Brian MacArthur, CFA HW.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04360|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04358|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


• Morning Note

]]> Brian MacArthur, CFA AGU.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04358|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04357|native|public Regions

• Global


• Americas


• North America

Sectors

• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• 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


• GG.N Goldcorp


• KGC.N Kinross Gold


• NEM.N Newmont Mining Corp.


• ABX.N Barrick Gold Corp


• CG.TO Centerra Gold


• SLW.N Silver Wheaton


• FNV.TO Franco-Nevada

Subjects

• Industry Overview


• Morning Note

]]> Brian MacArthur, CFA AEM.N GG.N KGC.N NEM.N ABX.N CG.TO SLW.N FNV.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04357|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04355|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

• LUN.TO Lundin Mining

Subjects

• Company Update


• Morning Note

]]> Onno Rutten LUN.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04355|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04356|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

• KAT.TO Katanga Mining

Subjects

• Company Update


• Morning Note

]]> Onno Rutten KAT.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04356|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04354|native|public Regions

• Global


• Americas


• Canada


• United States


• North America

Sectors

• Global Precious Metals


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Americas Precious Metals


• Canadian Precious Metals


• US Precious Metals


• Americas Basic Materials


• Americas Mining & Metals


• Canadian Basic Materials


• Canadian Mining & Metals


• US Basic Materials


• US Mining & Metals


• Americas Basic Resources


• Canadian Basic Resources


• US Basic Resources


• North American Basic Resources


• North American Basic Materials


• North American Mining & Metals


• North American Precious Metals

Companies

• AEM.N Agnico-Eagle Mines


• CCO.TO Cameco Corporation


• GG.N Goldcorp


• IMN.TO Inmet Mining Corp.


• KGC.N Kinross Gold


• TCKb.TO Teck Cominco


• S.TO Sherritt Int'l


• AA.N Alcoa


• FCX.N Freeport-McMoRan


• NEM.N Newmont Mining Corp.


• ABX.N Barrick Gold Corp


• FM.TO First Quantum


• FNX.TO FNX Mining


• CG.TO Centerra Gold


• QUA.TO Quadra Mining


• UUU.TO Uranium One


• TCM.TO Thompson Creek


• LUN.TO Lundin Mining


• HBM.TO HudBay Minerals


• EQN.TO Equinox


• KAT.TO Katanga Mining


• FNV.TO Franco-Nevada


• MNB.TO Mirabela Nickel

Subjects

• Industry Overview


• Morning Note

]]> Brian MacArthur, CFA AEM.N CCO.TO GG.N IMN.TO KGC.N TCKb.TO S.TO AA.N FCX.N NEM.N ABX.N FM.TO FNX.TO CG.TO QUA.TO UUU.TO TCM.TO LUN.TO HBM.TO EQN.TO KAT.TO FNV.TO MNB.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04354|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq00685|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

• ANGJ.J Anglogold


• GFIJ.J Gold Fields Ltd


• HARJ.J Harmony


• DRDJ.J DRDGOLD Ltd

Subjects

• Industry Overview

]]> Simon Kendall, CFA ANGJ.J GFIJ.J HARJ.J DRDJ.J http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq00685|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq00684|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

• LMI.L Lonmin


• GFIJ.J Gold Fields Ltd


• IMPJ.J Implats


• NHMJ.J Northam


• AMSJ.J Anglo Platinum Ltd


• HARJ.J Harmony


• AQP.L Aquarius Platinum

Subjects

• Company Update


• Industry Overview


• Morning Note

]]> Simon Kendall, CFA LMI.L GFIJ.J IMPJ.J NHMJ.J AMSJ.J HARJ.J AQP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq00684|native|public|20081005000000 Sun, 5 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50750|native|public Regions

• Global

Sectors

• Global Basic Materials

Companies

• UMI.BR Umicore


• BP.L BP


• HOLN.VX Holcim


• BASF.F BASF


• LING.DE Linde


• TOTF.PA TOTAL


• LAFP.PA Lafarge


• JMAT.L Johnson Matthey


• RDSa.L Royal Dutch Shell


• ICL.TA Israel Chemicals


• XTA.L Xstrata Plc


• UPM1V.HE UPM


• IMPJ.J Implats


• MAIN.TA MA Industries


• PKNA.WA PKN


• GIVN.VX Givaudan


• SYNN.VX Syngenta


• ANTO.L Antofagasta


• SDFG.DE K+S


• YAR.OL Yara


• URKA.RTS Uralkali


• ISPA.AS ArcelorMittal


• WCHG.DE Wacker Chemie


• KSP.I Kingspan


• 1301.TW Formosa Plastics


• 1326.TW Formosa C&Fibre


• RELI.BO Reliance Industries


• UNPO.BO UPL


• 0857.HK PetroChina


• 0386.HK Sinopec


• VALE5.SA Vale (PN)


• AGU.N Agrium Inc.


• POT.N Potash Corporation


• DD.N DuPont


• DOW.N Dow Chemical


• EMN.N Eastman Chemical


• FCX.N Freeport-McMoRan


• IP.N International Paper


• NUE.N Nucor Corp.


• ROH.N Rohm & Haas


• WY.N Weyerhaeuser


• X.N United States Steel


• XOM.N ExxonMobil


• NCX.N Nova Chemicals


• MON.N Monsanto


• CNX.N CONSOL Energy


• WLK.N Westlake Chemical


• IPLDA.AX Incitec Pivot Ltd


• BUMI.JK Bumi Resources


• 0297.HK Sinofert


• 3983.HK China BlueChemical


• 000792.SZ Salt Lake Potash


• 1722.TW Taiwan Fertilizer

Subjects

• Industry Overview


• Morning Note

]]> Peter Hickson UMI.BR BP.L HOLN.VX BASF.F LING.DE TOTF.PA LAFP.PA JMAT.L RDSa.L ICL.TA XTA.L UPM1V.HE IMPJ.J MAIN.TA PKNA.WA GIVN.VX SYNN.VX ANTO.L SDFG.DE YAR.OL URKA.RTS ISPA.AS WCHG.DE KSP.I 1301.TW 1326.TW RELI.BO UNPO.BO 0857.HK 0386.HK VALE5.SA AGU.N POT.N DD.N DOW.N EMN.N FCX.N IP.N NUE.N ROH.N WY.N X.N XOM.N NCX.N MON.N CNX.N WLK.N IPLDA.AX BUMI.JK 0297.HK 3983.HK 000792.SZ 1722.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50750|native|public|20081006000000 Mon, 6 Oct 2008 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50749|native|public Regions

• Global

Sectors

• Global Basic Materials


• Global Basic Resources

Companies

• XTA.L Xstrata Plc


• ANTO.L Antofagasta


• KAZ.L Kazakhmys


• GG.N Goldcorp


• AA.N Alcoa


• ABX.N Barrick Gold Corp


• VALE3.SA Vale (ON)


• BUMI.JK Bumi Resources

Subjects

• Industry Overview


• Morning Note

]]> Daniel Brebner, CFA XTA.L ANTO.L KAZ.L GG.N AA.N ABX.N VALE3.SA BUMI.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50749|native|public|20081006000000 Mon, 6 Oct 2008