UBS Research: Emerging Markets Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighemergingmarkets UBS Research: Emerging Markets Regional Highlights en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 20 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[Russian Oils "Oil price rises; ruble appreciates" 20-Nov-2009 Moshkov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69999|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Oil Companies, Major

  • Russian Oil Companies, Major

  • EMEA Emerging Oil Companies, Major

  • EMEA Emerging Energy

  • Global Energy

  • Russian Energy

  • Global Emerging Energy

  • Global Emerging Oil Companies, Major


Companies
  • LKOHyq.L Lukoil

  • SNGS.RTS Surgutneftegaz

  • TATNxq.L Tatneft

  • SIBN.RTS Gazprom Neft

  • TNBPI.RTS TNK-BP Holding

  • ROSNq.L Rosneft


Subjects
  • Industry Overview

  • Morning Note

]]> Maxim Moshkov LKOHyq.L SNGS.RTS TATNxq.L SIBN.RTS TNBPI.RTS ROSNq.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69999|native|public|20091120092859 Fri, 20 Nov 2009 <![CDATA[Russian Daily News "Market comment" 20-Nov-2009 Morozov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70039|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Companies
  • LKOHyq.L Lukoil

  • CHMFq.L Severstal

  • MAGNq.L MMK

  • PLZLq.L Polyus Gold

  • ROSNq.L Rosneft

  • MHPCq.L MHP


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Alexei Morozov LKOHyq.L CHMFq.L MAGNq.L PLZLq.L ROSNq.L MHPCq.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70039|native|public|20091120081807 Fri, 20 Nov 2009 <![CDATA[Morning Expresso - Emerging EMEA "Friday 20 November 2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70027|native|public Regions
  • Global

  • EMEA Emerging

  • Emerging Markets


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Themis Themistocleous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70027|native|public|20091120062136 Fri, 20 Nov 2009 <![CDATA[SABMiller "Strong EPS momentum: more fuel for SAB " (Buy) DeRise]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70019|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • British Distillers & Brewers

  • South African Distillers & Brewers

  • EMEA Emerging Distillers & Brewers

  • European Distillers & Brewers

  • Global Distillers & Brewers

  • EMEA Emerging Consumer, Non-Cyclical

  • European Consumer, Non-Cyclical

  • British Consumer, Non-Cyclical

  • Global Consumer, Non-Cyclical

  • South African Consumer, Non-Cyclical

  • EMEA Emerging Food & Beverage

  • European Food & Beverage

  • British Food & Beverage

  • Global Food & Beverage

  • South African Food & Beverage

  • British Beverage

  • South African Beverage

  • EMEA Emerging Beverage

  • European Beverage

  • Global Beverage

  • Global Emerging Beverage

  • Global Emerging Distillers & Brewers

  • Global Emerging Food & Beverage

  • Global Emerging Consumer, Non-Cyclical


Companies
  • SAB.L SABMiller


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jason DeRise, CFA SAB.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70019|native|public|20091120040125 Fri, 20 Nov 2009 <![CDATA[Hellenic Petroleum "Strong earnings, weak cash flow" (Sell) Kapadia]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70013|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Greece

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • European Oil Companies, Major

  • European Oil Companies, Secondary

  • European Ex. UK Oil Companies, Major

  • European Ex. UK Oil Companies, Secondary

  • Global Oil Companies, Major

  • Global Oil Companies, Secondary

  • Greek Oil Companies, Secondary

  • EMEA Emerging Oil Companies, Major

  • EMEA Emerging Energy

  • European Energy

  • European Ex. UK Energy

  • Global Energy

  • Greek Energy

  • Global Emerging Energy

  • Global Emerging Oil Companies, Major

  • CE Europe Oil Companies, Major


Companies
  • HEPr.AT Hellenic Petroleum


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Thomas Yoichi Adolff HEPr.AT http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70013|native|public|20091120040053 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[Gazprom "Downside is limited" (Buy) Moshkov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69984|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Gas Utilities

  • Russian Gas Utilities

  • EMEA Emerging Gas Utilities

  • EMEA Emerging Utilities

  • Global Utilities

  • Russian Utilities

  • Global Emerging Gas Utilities

  • Global Emerging Utilities


Companies
  • GAZPq.L Gazprom


Subjects
  • Company Update

  • Morning Note

]]> Maxim Moshkov GAZPq.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69984|native|public|20091120040017 Fri, 20 Nov 2009 <![CDATA[Investec "H1 10: At a turning point" (Buy) Potgieter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01218|native|public Regions
  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Banks

  • South African Banks

  • EMEA Emerging Banks

  • EMEA Emerging Financial

  • Global Financial

  • South African Financial

  • South African Banks, Ex-S&L

  • EMEA Emerging Banks, Ex-S&L

  • Global Banks, Ex-S&L

  • Global Emerging Banks, Ex-S&L

  • Global Emerging Banks

  • Global Emerging Financial


Companies
  • INVP.L Investec


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Stephan Potgieter, CFA INVP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01218|native|public|20091119215216 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 <![CDATA[SABMiller "Much stronger than expected H1 results" (Buy) DeRise]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69961|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • British Distillers & Brewers

  • South African Distillers & Brewers

  • EMEA Emerging Distillers & Brewers

  • European Distillers & Brewers

  • Global Distillers & Brewers

  • EMEA Emerging Consumer, Non-Cyclical

  • European Consumer, Non-Cyclical

  • British Consumer, Non-Cyclical

  • Global Consumer, Non-Cyclical

  • South African Consumer, Non-Cyclical

  • EMEA Emerging Food & Beverage

  • European Food & Beverage

  • British Food & Beverage

  • Global Food & Beverage

  • South African Food & Beverage

  • British Beverage

  • South African Beverage

  • EMEA Emerging Beverage

  • European Beverage

  • Global Beverage

  • Global Emerging Beverage

  • Global Emerging Distillers & Brewers

  • Global Emerging Food & Beverage

  • Global Emerging Consumer, Non-Cyclical


Companies
  • SAB.L SABMiller


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jason DeRise, CFA SAB.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69961|native|public|20091119082643 Thu, 19 Nov 2009 <![CDATA[Russian Daily News "Market comment" 19-Nov-2009 Morozov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69947|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Companies
  • TGKA.MM TGK-1

  • PHSTq.L Pharmstandard

  • HYDR.MM RusHydro


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Alexei Morozov TGKA.MM PHSTq.L HYDR.MM http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69947|native|public|20091119074502 Thu, 19 Nov 2009 <![CDATA[Morning Expresso - Emerging EMEA "Thursday 19 November 2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69943|native|public Regions
  • Global

  • EMEA Emerging

  • Emerging Markets


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Themis Themistocleous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69943|native|public|20091119061333 Thu, 19 Nov 2009 <![CDATA[Turkish Banks "Soon, there will be growth " 18-Nov-2009 Kyrtsis]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69923|native|public Regions
  • Global

  • Turkey

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Banks

  • Turkish Banks

  • EMEA Emerging Banks

  • EMEA Emerging Financial

  • Global Financial

  • Turkish Financial

  • Turkish Banks, Ex-S&L

  • EMEA Emerging Banks, Ex-S&L

  • Global Banks, Ex-S&L

  • Global Emerging Banks, Ex-S&L

  • Global Emerging Banks

  • Global Emerging Financial

  • Americas Banks


Companies
  • AKBNK.IS Akbank

  • GARAN.IS Garanti Bank

  • YKBNK.IS Yapi Kredi Bank

  • ISCTR.IS Isbank


Subjects
  • Company Update

  • Industry Overview

  • Initiating Coverage

]]> Alexander Kyrtsis AKBNK.IS GARAN.IS YKBNK.IS ISCTR.IS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69923|native|public|20091118173033 Wed, 18 Nov 2009 <![CDATA[Severstal "3Q09 results preview" (Neutral) Morozov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69921|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=uer69921|native|public|20091118155031 Wed, 18 Nov 2009 <![CDATA[First Read: TP "Mobile price war - Chapter 2" (Neutral) Palfi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69916|native|public Regions
  • Global

  • Poland

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • CE Europe


Sectors
  • Polish Fixed-Line Communications

  • Polish Telecommunications

  • CE Europe Fixed-Line Communications

  • CE Europe Telecommunications


Companies
  • TPSA.WA TP


Subjects
  • Company Update

  • Morning Note

]]> Zoltan Palfi TPSA.WA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69916|native|public|20091118110318 Wed, 18 Nov 2009 <![CDATA[First Read: Elbit Systems "Top-line decelerates " (Neutral) Biron]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82761|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Aerospace

  • Israeli Aerospace

  • EMEA Emerging Aerospace

  • EMEA Emerging Industrial

  • Global Industrial

  • Israeli Industrial

  • EMEA Emerging Industrial Goods & Services

  • Global Industrial Goods & Services

  • Israeli Industrial Goods & Services

  • Global Emerging Aerospace

  • Global Emerging Industrial

  • Global Emerging Industrial Goods & Services


Companies
  • ESLT.O Elbit Systems


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Roni Biron ESLT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82761|native|public|20091118094509 Wed, 18 Nov 2009 <![CDATA[Russian Daily News "Market comment" 18-Nov-2009 Morozov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69898|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Companies
  • MAGNq.L MMK


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Alexei Morozov MAGNq.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69898|native|public|20091118074346 Wed, 18 Nov 2009 <![CDATA[Morning Expresso - Emerging EMEA "Wednesday 18 November 2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69894|native|public Regions
  • Global

  • EMEA Emerging

  • Emerging Markets


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Themis Themistocleous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69894|native|public|20091118061322 Wed, 18 Nov 2009 <![CDATA[Mol "3Q09 earnings review" (Sell) Kapadia]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69876|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Hungary

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • CE Europe


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • Global Oil Companies, Major

  • Hungarian Oil Companies, Secondary

  • European Energy

  • European Ex. UK Energy

  • Global Energy

  • Hungarian Energy

  • Estonian Oil Companies, Major

  • CE Europe Energy

  • CE Europe Oil Companies, Major

  • CE Europe Oil Companies, Secondary


Companies
  • MOLB.BU Mol


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Anish Kapadia, CFA MOLB.BU http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69876|native|public|20091118040041 Wed, 18 Nov 2009