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 Fri, 6 Nov 2009 Sat, 7 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[Thompson Creek "Solid Q3; guidance and reserves up" (Buy) MacArthur]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05960|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
  • TCM.TO Thompson Creek


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Brian MacArthur, CFA TCM.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05960|native|public|20091106220122 Fri, 6 Nov 2009 <![CDATA[Mechel "2Q09 results preview" (Buy) Gracheva]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69337|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
  • MTL.N Mechel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Alexei Morozov MTL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69337|native|public|20091106170137 Fri, 6 Nov 2009 <![CDATA[Mitsui Mining "Restructuring benefits emerge" (Neutral) Yamaguchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17776|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
  • 5706.T Mitsui Mining


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5706.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17776|native|public|20091106153339 Fri, 6 Nov 2009 <![CDATA[Copper Smelting Margin Update "FY10 negotiations could be very tough"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17769|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


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Atsushi Yamaguchi http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17769|native|public|20091106151335 Fri, 6 Nov 2009 <![CDATA[Yodogawa Steel "Recovering, but the outlook is uncertain" (Neutral) Yamaguchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17774|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
  • 5451.T Yodogawa Steel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Atsushi Yamaguchi 5451.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17774|native|public|20091106151314 Fri, 6 Nov 2009 <![CDATA[Chemical Market Weekly Update "Petrochem prices up for 3rd straight week"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17768|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=uew17768|native|public|20091106151218 Fri, 6 Nov 2009 <![CDATA[The UBS Global Macro Conference "Commodities: Are higher prices sustainable?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05952|native|public Regions
  • Global


Sectors
  • Global Mining

  • Global Non-Ferrous Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources


]]> Peter Hickson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05952|native|public|20091106103505 Fri, 6 Nov 2009 <![CDATA[Wacker Chemie "Raising PT to E130, reiterate Buy" (Buy) Hummel]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69264|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • European Semiconductors

  • Global Semiconductors

  • German Chemicals, Specialty

  • European Chemicals, Specialty

  • European Ex. UK Chemicals, Specialty

  • Global Chemicals, Specialty

  • German Basic Materials

  • German Chemicals

  • European Basic Materials

  • European Chemicals

  • European Technology

  • European Ex. UK Basic Materials

  • European Ex. UK Chemicals

  • Global Basic Materials

  • Global Chemicals

  • Global Technology


Companies
  • WCHG.DE Wacker Chemie


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Patrick Hummel, CFA WCHG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69264|native|public|20091106091919 Fri, 6 Nov 2009 <![CDATA[Incitec Pivot Ltd "Upgrade to Buy" (Buy) Mitchell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11447|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Chemicals, Specialty

  • Global Basic Materials

  • Global 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

  • Australian Chemicals, Specialty

  • Australian Basic Materials

  • Australian Chemicals

  • Australasian Basic Materials

  • Australasian Chemicals

  • Australasian Chemicals, Specialty


Companies
  • IPL.AX Incitec Pivot Ltd


Subjects
  • Company Update

  • Morning Note

]]> Simon Mitchell IPL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11447|native|public|20091106090128 Fri, 6 Nov 2009 <![CDATA[Australian Resources Weekly "Diamonds 101" 06-Nov-2009 Lawcock]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11445|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=uet11445|native|public|20091106083413 Fri, 6 Nov 2009 <![CDATA[Asia Oil and Chemicals "Alpha Preferences" 06-Nov-2009 Gastreich]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51568|native|public Regions
  • Global

  • Asia

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Oil Companies, Major

  • Global Oil Companies, Secondary

  • Global Basic Materials

  • Global Chemicals

  • Global Energy

  • Asian Oil Companies, Major

  • Asian Oil Companies, Secondary

  • Asian Basic Materials

  • Asian Chemicals

  • Asian Energy


Companies
  • 096770.KS SK Energy

  • 0857.HK PetroChina

  • PTT.BK PTT Public Company

  • TOP.BK Thai Oil

  • PTTC.BK PTT Chemical

  • 0297.HK Sinofert


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Peter Gastreich 096770.KS 0857.HK PTT.BK TOP.BK PTTC.BK 0297.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51568|native|public|20091106061654 Fri, 6 Nov 2009 <![CDATA[Sinofert "Valuation looks stretched" (Sell) Ho]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51567|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Chemicals, Specialty

  • Global Basic Materials

  • Global Chemicals

  • Chinese Chemicals, Specialty

  • Asian Chemicals, Specialty

  • Asian Basic Materials

  • Asian Chemicals

  • Chinese Basic Materials

  • Chinese 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


Companies
  • 0297.HK Sinofert


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Dennis Ho 0297.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51567|native|public|20091106060825 Fri, 6 Nov 2009 <![CDATA[Goldcorp "2009 guidance revised up" (Neutral) MacArthur]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05939|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
  • GG.N Goldcorp


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Brian MacArthur, CFA GG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05939|native|public|20091106051028 Fri, 6 Nov 2009 <![CDATA[Coeur d'Alene "Significant progress, couple items to watch" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05938|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Precious Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Americas Precious Metals

  • US Precious Metals

  • 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 Precious Metals


Companies
  • CDE.N Coeur d'Alene


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Chris Lichtenheldt, CFA CDE.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05938|native|public|20091106051052 Fri, 6 Nov 2009 <![CDATA[Gerdau Ameristeel "Q3 Tops Expectations; Revising Q4 Lower" (Neutral) Tanners]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82221|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
  • GNA.N Gerdau Ameristeel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Timna Tanners GNA.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82221|native|public|20091106051038 Fri, 6 Nov 2009 <![CDATA[First Read: Silver Standard "Start-up challenges, guidance down" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05943|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
  • SSRI.O Silver Standard


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Chris Lichtenheldt, CFA SSRI.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05943|native|public|20091106040046 Fri, 6 Nov 2009 <![CDATA[Nuplex Industries "Upgrades guidance at the AGM" (Neutral) Bloom]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11441|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • Australasia


Sectors
  • Global Chemicals, Commodity

  • Global Basic Materials

  • Global 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

  • New Zealand Chemicals, Commodity

  • New Zealand Basic Materials

  • New Zealand Chemicals

  • Australasian Basic Materials

  • Australasian Chemicals, Commodity

  • Australasian Chemicals


Companies
  • NPX.NZ Nuplex Industries


Subjects
  • Company Update

  • Morning Note

]]> Jason Bloom NPX.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11441|native|public|20091106032833 Fri, 6 Nov 2009 <![CDATA[Tokuyama "Upward revision for H1, downward revision for the full term"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17783|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Chemicals, Commodity

  • Global Basic Materials

  • Global Chemicals

  • Japanese Chemicals, Commodity

  • Japanese Basic Materials

  • Japanese Chemicals


Companies
  • 4043.T Tokuyama


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Takaaki Muramatsu 4043.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17783|native|public|20091105171200 Thu, 5 Nov 2009 <![CDATA[First Read: Agrium Inc. "Agrium increases offer for CF again" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05932|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=ueu05932|native|public|20091105165420 Thu, 5 Nov 2009 <![CDATA[Norske Skog "2010 news price and NKr major concerns" (Neutral) Allsop]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69249|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Norway

  • Nordic

  • UBSW EMEA


Sectors
  • European Paper Products

  • European Ex. UK Paper Products

  • Global Paper Products

  • Norwegian Paper Products

  • European Basic Materials

  • European Forest Products & Paper

  • European Ex. UK Basic Materials

  • European Ex. UK Forest Products & Paper

  • Global Basic Materials

  • Global Forest Products & Paper

  • Norwegian Basic Materials

  • Norwegian Forest Products & Paper

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Global Basic Resources

  • Norwegian Basic Resources

  • Nordic Basic Resources

  • Nordic Basic Materials

  • Nordic Forest Products & Paper

  • Nordic Paper Products


Companies
  • NSG.OL Norske Skog


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Myles Allsop NSG.OL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69249|native|public|20091105164436 Thu, 5 Nov 2009