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, 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[UBS South Africa Style Indices 6-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69351|native|public Regions
  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69351|native|public|20091106182900 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[TMK "1H09 likely to have been the trough" (Buy) Morozov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69321|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Industrial, Diversified

  • Russian Industrial, Diversified

  • EMEA Emerging Industrial, Diversified

  • EMEA Emerging Industrial

  • Global Industrial

  • Russian Industrial

  • EMEA Emerging Industrial Goods & Services

  • Global Industrial Goods & Services

  • Russian Industrial Goods & Services

  • Global Emerging Industrial, Diversified

  • Global Emerging Industrial

  • Global Emerging Industrial Goods & Services


Companies
  • TRMKq.L TMK


Subjects
  • Company Update

  • Morning Note

]]> Alexei Morozov TRMKq.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69321|native|public|20091106122149 Fri, 6 Nov 2009 <![CDATA[First Read: Tenaris "3Q: Soft profits on lower volumes" (Buy) Brooks]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69309|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA

  • Emerging Markets

  • Americas

  • Argentina

  • Latin America

  • Latin America Emerging


Sectors
  • European Energy

  • European Ex. UK Energy

  • Global Energy

  • Italian Energy

  • Italian Oil Drilling, Equipment & Services

  • European Oil Drilling, Equipment & Services

  • European Ex. UK Oil Drilling, Equipment & Services

  • Global Oil Drilling, Equipment & Services

  • Global Emerging Energy

  • Global Emerging Oil Drilling, Equipment & Services

  • Argentinan Energy

  • Latin American Energy

  • Argentinan Oil Drilling, Equipment & Services

  • Latin American Oil Drilling, Equipment & Services

  • Latin America Emerging Energy

  • Latin America Emerging Oil Drilling, Equipment & Services


Companies
  • VLLP.PA Vallourec

  • TS.N Tenaris


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Alex Brooks, CFA VLLP.PA TS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69309|native|public|20091106092404 Fri, 6 Nov 2009 <![CDATA[European Media Matters 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69300|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • United Kingdom

  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • Americas

  • United States

  • North America


Subjects
  • Company Update

  • Industry Overview

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Neha Agarwal http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69300|native|public|20091106081711 Fri, 6 Nov 2009 <![CDATA[Russian Daily News "Market comment" 06-Nov-2009 Morozov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69293|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Companies
  • LKOHyq.L Lukoil

  • SBER.RTS Sberbank

  • PLZLq.L Polyus Gold

  • CTCM.O CTC Media


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Alexei Morozov LKOHyq.L SBER.RTS PLZLq.L CTCM.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69293|native|public|20091106073504 Fri, 6 Nov 2009 <![CDATA[Morning Expresso - Emerging EMEA "Friday 6 November 2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69285|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=uer69285|native|public|20091106062856 Fri, 6 Nov 2009 <![CDATA[CTC Media "Strong 3Q09 US GAAP results" (Buy) Sukhanova]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69281|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Russian Broadcasting

  • EMEA Emerging Broadcasting

  • Global Broadcasting

  • EMEA Emerging Consumer, Cyclical

  • Global Consumer, Cyclical

  • Russian Consumer, Cyclical

  • EMEA Emerging Media

  • Global Media

  • Russian Media

  • Global Emerging Broadcasting

  • Global Emerging Consumer, Cyclical

  • Global Emerging Media


Companies
  • CTCM.O CTC Media


Subjects
  • Company Update

  • Morning Note

]]> Svetlana Sukhanova CTCM.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69281|native|public|20091106054711 Fri, 6 Nov 2009 <![CDATA[Old Mutual ZA "Q3 interim management statement" (Neutral) Christelis]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01203|native|public Regions
  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • South African Insurance, Life

  • EMEA Emerging Insurance, Life

  • Global Insurance, Life

  • EMEA Emerging Financial

  • EMEA Emerging Insurance

  • Global Financial

  • Global Insurance

  • South African Financial

  • South African Insurance

  • Global Emerging Financial

  • Global Emerging Insurance, Life

  • Global Emerging Insurance


Companies
  • OMLJ.J Old Mutual ZA


Subjects
  • Company Update

  • Morning Note

]]> Michael Christelis, FIA, CFA OMLJ.J http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01203|native|public|20091106040039 Fri, 6 Nov 2009 <![CDATA[Magyar Telekom "No signs of a turnaround yet" (Sell) Palfi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69254|native|public Regions
  • Global

  • Hungary

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • CE Europe


Sectors
  • Hungarian Fixed-Line Communications

  • Hungarian Telecommunications

  • CE Europe Fixed-Line Communications

  • CE Europe Telecommunications


Companies
  • MTEL.BU Magyar Telekom


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Zoltan Palfi MTEL.BU http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69254|native|public|20091106040041 Fri, 6 Nov 2009 <![CDATA[Magnit "Reiterate Buy, PT increased to $79/share" (Buy) Sukhanova]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69240|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Food Retailers & Wholesalers

  • Russian Food Retailers & Wholesalers

  • EMEA Emerging Food Retailers & Wholesalers

  • EMEA Emerging Consumer, Non-Cyclical

  • Global Consumer, Non-Cyclical

  • Russian Consumer, Non-Cyclical

  • EMEA Emerging Non-Cyclical Goods & Services

  • Global Non-Cyclical Goods & Services

  • Russian Non-Cyclical Goods & Services

  • Global Emerging Food Retailers & Wholesalers

  • Global Emerging Non-Cyclical Goods & Services

  • Global Emerging Consumer, Non-Cyclical


Companies
  • MGNT.RTS Magnit


Subjects
  • Company Update

  • Morning Note

]]> Svetlana Sukhanova MGNT.RTS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69240|native|public|20091106040059 Fri, 6 Nov 2009 <![CDATA[Globaltrans "Recovery is well under way" (Buy) Pushkina]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69260|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • EMEA Emerging Industrial

  • EMEA Emerging Industrial Transportation

  • Global Industrial

  • Global Industrial Transportation

  • Russian Industrial

  • Russian Industrial Transportation

  • EMEA Emerging Industrial Goods & Services

  • Global Industrial Goods & Services

  • Russian Industrial Goods & Services

  • Russian Transportation Services

  • EMEA Emerging Transportation Services

  • Global Transportation Services

  • Global Emerging Industrial

  • Global Emerging Industrial Goods & Services

  • Global Emerging Industrial Transportation

  • Global Emerging Transportation Services


Companies
  • GLTRq.L Globaltrans


Subjects
  • Company Update

  • Morning Note

]]> Natalia Pushkina, ACCA GLTRq.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69260|native|public|20091106040013 Fri, 6 Nov 2009 <![CDATA[First Read: Foschini "H1 FY 10 results" (Neutral) Cohn]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01201|native|public Regions
  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • South African Retailers, Apparel

  • EMEA Emerging Retailers, Apparel

  • Global Retailers, Apparel

  • EMEA Emerging Consumer, Cyclical

  • EMEA Emerging Retail

  • Global Consumer, Cyclical

  • Global Retail

  • South African Consumer, Cyclical

  • South African Retail

  • Global Emerging Consumer, Cyclical

  • Global Emerging Retail

  • Global Emerging Retailers, Apparel


Companies
  • FOSJ.J Foschini


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Darren Cohn, CFA FOSJ.J http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01201|native|public|20091105132647 Thu, 5 Nov 2009 <![CDATA[First Read: Ormat "Ormat Tech beats on product strength" (Neutral) Biron]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82199|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Global Electric Components & Equipment

  • Israeli Electric Components & Equipment

  • EMEA Emerging Electric Components & Equipment

  • EMEA Emerging Industrial

  • Global Industrial

  • Israeli Industrial

  • EMEA Emerging Industrial Goods & Services

  • Global Industrial Goods & Services

  • Israeli Industrial Goods & Services

  • Global Emerging Electric Components & Equipment

  • Global Emerging Industrial

  • Global Emerging Industrial Goods & Services


Companies
  • ORMT.TA Ormat


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Roni Biron ORMT.TA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82199|native|public|20091105122758 Thu, 5 Nov 2009 <![CDATA[Gazprom "2Q09 IFRS results preview" (Buy) Moshkov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69236|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=uer69236|native|public|20091105113039 Thu, 5 Nov 2009 <![CDATA[SABMiller "MillerCoors cost savings drives an upgrade" (Buy) DeRise]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69161|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=uer69161|native|public|20091105105034 Thu, 5 Nov 2009 <![CDATA[KTK "Emerging Russian thermal coal benchmark" (Buy) Chuyko]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69229|native|public Regions
  • Russia


Sectors
  • Russian Coal


Companies
  • KBTKI.RTS KTK


Subjects
  • Market Strategy / Comment

  • Smaller Capitalised Companies

]]> Kirill Chuyko KBTKI.RTS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69229|native|public|20091105095811 Thu, 5 Nov 2009 <![CDATA[First Read: Bezeq "Earnings momentum intact" (Buy) Shaw]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82156|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Israeli Fixed-Line Communications

  • EMEA Emerging Fixed-Line Communications

  • Global Fixed-Line Communications

  • EMEA Emerging Telecommunications

  • Global Telecommunications

  • Israeli Telecommunications

  • Global Emerging Fixed-Line Communications

  • Global Emerging Telecommunications


Companies
  • BEZQ.TA Bezeq


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Darren Shaw BEZQ.TA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82156|native|public|20091105090724 Thu, 5 Nov 2009 <![CDATA[Russian Daily News "Market comment" 05-Nov-2009 Morozov]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69202|native|public Regions
  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Companies
  • GMKN.RTS Norilsk Nickel

  • GAZPq.L Gazprom

  • CHMFq.L Severstal

  • MAGNq.L MMK

  • NLMKq.L Novolipetsk

  • TNBPI.RTS TNK-BP Holding

  • PJPq.L X5 Retail Group

  • ROSNq.L Rosneft

  • DIXY.RTS Dixy


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Alexei Morozov GMKN.RTS GAZPq.L CHMFq.L MAGNq.L NLMKq.L TNBPI.RTS PJPq.L ROSNq.L DIXY.RTS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69202|native|public|20091105074526 Thu, 5 Nov 2009 <![CDATA[Morning Expresso - Emerging EMEA "Thursday 5 November 2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69192|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=uer69192|native|public|20091105063219 Thu, 5 Nov 2009