UBS Research: Capital Goods http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&sectorteam=engineering UBS Research: Capital Goods 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 UBS http://www.ubs.com 160 44 <![CDATA[Aerospace and Defence Daily "UK Defence, EADS, Civil Aerospace" 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50820|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Aerospace

  • Global Aerospace

  • European Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • TCFP.PA Thales

  • SAF.PA Safran

  • MGGT.L Meggitt

  • RR.L Rolls-Royce

  • EAD.PA EADS

  • SIFI.MI Finmeccanica

  • CHG.L Chemring

  • MTXGn.F MTU Aero Engines

  • QQ.L QinetiQ


Subjects
  • Industry Overview

  • Morning Note

]]> Colin Crook TCFP.PA SAF.PA MGGT.L RR.L EAD.PA SIFI.MI CHG.L MTXGn.F QQ.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50820|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Small-Midcaps Daily 06-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 <![CDATA[General Dynamics "Cites Continued Confidence in Deliveries & Backlog" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65271|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • GD.N General Dynamics


Subjects
  • Company Update

  • Morning Note

]]> David E. Strauss GD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65271|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 06-Oct-2008 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65247|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Americas Industrial

  • Americas Industrial Goods & Services


Companies
  • BA.N Boeing

  • GD.N General Dynamics

  • GR.N Goodrich

  • LMT.N Lockheed Martin

  • NOC.N Northrop Grumman

  • RTN.N Raytheon

  • TXT.N Textron

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • TGI.N Triumph Group

  • ATK.N Alliant Techsystems

  • ESL.N Esterline Tech.

  • COL.N Rockwell Collins

  • HXL.N Hexcel

  • TDG.N TransDigm

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts

  • CPII.O CPI

  • SPR.N Spirit AeroSystems

  • DRS.N DRS Technologies


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GD.N GR.N LMT.N NOC.N RTN.N TXT.N UTX.N HON.N TGI.N ATK.N ESL.N COL.N HXL.N TDG.N BEAV.O PCP.N CPII.O SPR.N DRS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65247|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: Boeing "Lower EPS Estimates on Missed Q3 Deliveries" (Sell) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65222|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BA.N Boeing


Subjects
  • Company Update

  • Morning Note

]]> David E. Strauss BA.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65222|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[MTU Aero Engines "Confirming market fears" (Neutral) Crook]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50726|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Aerospace

  • European Aerospace

  • European Ex. UK Aerospace

  • Global Aerospace

  • German Industrial

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • German Industrial Goods & Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • MTXGn.F MTU Aero Engines


Subjects
  • Company Update

  • Morning Note

]]> Colin Crook MTXGn.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50726|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[UBS Business Jet Update "Delivery Slots Listed for Sale Increasing" 03-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65192|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BBDb.TO Bombardier

  • GD.N General Dynamics

  • TXT.N Textron

  • COL.N Rockwell Collins

  • BEAV.O BE Aerospace


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BBDb.TO GD.N TXT.N COL.N BEAV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65192|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Business Jet Monthly "All Indicators Markedly Worse" 02-Oct-2008 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65151|native|public Regions
  • Global

  • Americas


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Americas Industrial

  • Americas Industrial Goods & Services


Companies
  • BBDb.TO Bombardier

  • GD.N General Dynamics

  • TXT.N Textron

  • BEAV.O BE Aerospace


Subjects
  • Industry Overview

]]> David E. Strauss BBDb.TO GD.N TXT.N BEAV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65151|native|public|20081002000000 Thu, 2 Oct 2008 <![CDATA[First Read: U.S. Aerospace "Decline in Asia Drives Further Deceleration in ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65065|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BA.N Boeing

  • GR.N Goodrich

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • COL.N Rockwell Collins

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GR.N UTX.N HON.N COL.N BEAV.O PCP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65065|native|public|20080930000000 Tue, 30 Sep 2008 <![CDATA[Aerospace and Defence Daily "BAE, Chinese traffic, QinetiQ" 30-Sep-2008 Crook]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50568|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Aerospace

  • Global Aerospace

  • European Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • BAES.L BAE SYSTEMS

  • TCFP.PA Thales

  • SAF.PA Safran

  • MGGT.L Meggitt

  • RR.L Rolls-Royce

  • EAD.PA EADS

  • SIFI.MI Finmeccanica

  • CHG.L Chemring

  • MTXGn.F MTU Aero Engines

  • QQ.L QinetiQ


Subjects
  • Industry Overview

  • Morning Note

]]> Colin Crook BAES.L TCFP.PA SAF.PA MGGT.L RR.L EAD.PA SIFI.MI CHG.L MTXGn.F QQ.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50568|native|public|20080930000000 Tue, 30 Sep 2008 <![CDATA[LatAm Aerospace and Transportation Valuations 29-Sep-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03482|native|public Regions
  • Global

  • Americas


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Americas Aerospace

  • Americas Industrial

  • Americas Industrial Transportation

  • Americas Industrial Goods & Services

  • Americas Transportation Services


]]> Rodrigo Goes, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03482|native|public|20080929000000 Mon, 29 Sep 2008 <![CDATA[Aerospace and Defence Daily "EADS, Chemring, Asian traffic" 29-Sep-2008 Crook]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50518|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Aerospace

  • Global Aerospace

  • European Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • TCFP.PA Thales

  • SAF.PA Safran

  • MGGT.L Meggitt

  • RR.L Rolls-Royce

  • EAD.PA EADS

  • SIFI.MI Finmeccanica

  • CHG.L Chemring

  • MTXGn.F MTU Aero Engines

  • QQ.L QinetiQ


Subjects
  • Industry Overview

  • Morning Note

]]> Colin Crook TCFP.PA SAF.PA MGGT.L RR.L EAD.PA SIFI.MI CHG.L MTXGn.F QQ.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50518|native|public|20080929000000 Mon, 29 Sep 2008 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 29-Sep-2008 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez64988|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Americas Industrial

  • Americas Industrial Goods & Services


Companies
  • BA.N Boeing

  • GD.N General Dynamics

  • GR.N Goodrich

  • LMT.N Lockheed Martin

  • NOC.N Northrop Grumman

  • RTN.N Raytheon

  • TXT.N Textron

  • UTX.N United Technologies

  • HON.N Honeywell Intl. Inc.

  • TGI.N Triumph Group

  • ATK.N Alliant Techsystems

  • ESL.N Esterline Tech.

  • COL.N Rockwell Collins

  • HXL.N Hexcel

  • TDG.N TransDigm

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts

  • CPII.O CPI

  • SPR.N Spirit AeroSystems

  • DRS.N DRS Technologies


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GD.N GR.N LMT.N NOC.N RTN.N TXT.N UTX.N HON.N TGI.N ATK.N ESL.N COL.N HXL.N TDG.N BEAV.O PCP.N CPII.O SPR.N DRS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez64988|native|public|20080929000000 Mon, 29 Sep 2008 <![CDATA[UK mid cap pensions "An age-old pension problem" 26-Sep-2008 Hugh]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50428|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Software

  • British Aerospace

  • British Software

  • Global Aerospace

  • Global Software

  • British Industrial Services

  • European Industrial Services

  • Global Industrial Services

  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • European Financial

  • European Industrial

  • European Insurance

  • European Retail

  • European General Industrial Services

  • European Technology

  • British Consumer, Cyclical

  • British Leisure Goods & Services

  • British Financial

  • British Industrial

  • British Insurance

  • British Retail

  • British General Industrial Services

  • British Technology

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Financial

  • Global Industrial

  • Global Insurance

  • Global Retail

  • Global General Industrial Services

  • Global Technology

  • European Cyclical Goods & Services

  • European Construction

  • European Industrial Goods & Services

  • British Cyclical Goods & Services

  • British Construction

  • British Industrial Goods & Services

  • Global Cyclical Goods & Services

  • Global Construction

  • Global Industrial Goods & Services


Companies
  • BDEV.L Barratt Dev.

  • BALF.L Balfour Beatty

  • CRDA.L Croda

  • GNK.L Greene King

  • GFRM.L Galiform

  • MNZS.L Menzies (John)

  • SMDS.L DS Smith Plc

  • TNI.L Trinity Mirror

  • IRV.L Interserve

  • TW.L Taylor Wimpey

  • GOG.L Go-Ahead Group

  • ATKW.L Atkins WS

  • DWN.L Dawson Holdings

  • CLLN.L Carillion

  • WLW.L Woolworths Group plc

  • KESA.L Kesa

  • PFD.L Premier Foods

  • SNWS.L Smiths News


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Smaller Capitalised Companies

]]> Alex Hugh, CFA BDEV.L BALF.L CRDA.L GNK.L GFRM.L MNZS.L SMDS.L TNI.L IRV.L TW.L GOG.L ATKW.L DWN.L CLLN.L WLW.L KESA.L PFD.L SNWS.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50428|native|public|20080926000000 Fri, 26 Sep 2008 <![CDATA[Smiths Group "A stock to own in this market" (Buy) Crook]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50442|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • British Aerospace

  • Global Aerospace

  • European Industrial

  • British Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • SMIN.L Smiths Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Colin Crook SMIN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50442|native|public|20080926000000 Fri, 26 Sep 2008 <![CDATA[European Small-Midcaps Daily 26-Sep-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50470|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Airlines

  • European Aerospace

  • European Software

  • British Aerospace

  • British Software

  • Global Airlines

  • Global Aerospace

  • Global Software

  • British Industrial Services

  • European Industrial Services

  • Global Industrial Services

  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • European Financial

  • European Industrial

  • European Insurance

  • European Retail

  • European General Industrial Services

  • European Technology

  • British Consumer, Cyclical

  • British Leisure Goods & Services

  • British Financial

  • British Industrial

  • British Insurance

  • British Retail

  • British General Industrial Services

  • British Technology

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Financial

  • Global Industrial

  • Global Insurance

  • Global Retail

  • Global General Industrial Services

  • Global Technology

  • European Cyclical Goods & Services

  • European Construction

  • European Industrial Goods & Services

  • British Cyclical Goods & Services

  • British Construction

  • British Industrial Goods & Services

  • Global Cyclical Goods & Services

  • Global Construction

  • Global Industrial Goods & Services


Subjects
  • Industry Overview

  • Morning Note

]]> Sakshi Jain http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50470|native|public|20080926000000 Fri, 26 Sep 2008 <![CDATA[UK Small-Midcaps Daily 26-Sep-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50472|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Airlines

  • European Aerospace

  • European Software

  • British Aerospace

  • British Software

  • Global Airlines

  • Global Aerospace

  • Global Software

  • British Industrial Services

  • European Industrial Services

  • Global Industrial Services

  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • European Financial

  • European Industrial

  • European Insurance

  • European Retail

  • European General Industrial Services

  • European Technology

  • British Consumer, Cyclical

  • British Leisure Goods & Services

  • British Financial

  • British Industrial

  • British Insurance

  • British Retail

  • British General Industrial Services

  • British Technology

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Financial

  • Global Industrial

  • Global Insurance

  • Global Retail

  • Global General Industrial Services

  • Global Technology

  • European Cyclical Goods & Services

  • European Construction

  • European Industrial Goods & Services

  • British Cyclical Goods & Services

  • British Construction

  • British Industrial Goods & Services

  • Global Cyclical Goods & Services

  • Global Construction

  • Global Industrial Goods & Services


Subjects
  • Industry Overview

  • Morning Note

]]> Sakshi Jain http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50472|native|public|20080926000000 Fri, 26 Sep 2008 <![CDATA[First Read: MTU Aero Engines "E50m cost reduction initiative" (Neutral) Crook]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50465|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Aerospace

  • European Aerospace

  • European Ex. UK Aerospace

  • Global Aerospace

  • German Industrial

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • German Industrial Goods & Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • MTXGn.F MTU Aero Engines


Subjects
  • Company Update

  • Morning Note

]]> Colin Crook MTXGn.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50465|native|public|20080926000000 Fri, 26 Sep 2008 <![CDATA[UBS Business Jet Update "Decline in Flight Activity Steepens" 26-Sep-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez64947|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BBDb.TO Bombardier

  • GD.N General Dynamics

  • TXT.N Textron

  • COL.N Rockwell Collins

  • BEAV.O BE Aerospace


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BBDb.TO GD.N TXT.N COL.N BEAV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez64947|native|public|20080926000000 Fri, 26 Sep 2008 <![CDATA[UBS Business Jet Survey "It Gets Worse " 26-Sep-2008 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez64949|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BBDb.TO Bombardier

  • GD.N General Dynamics

  • TXT.N Textron


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BBDb.TO GD.N TXT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez64949|native|public|20080926000000 Fri, 26 Sep 2008