UBS Research: Europe Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghigheurope UBS Research: Europe Regional Highlights en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Wed, 10 Feb 2010 Wed, 10 Feb 2010 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[European Morning Meeting Highlights 10-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72989|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Paul Schneider http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72989|native|public|20100210051208 Wed, 10 Feb 2010 <![CDATA[Qiagen "MDx Strategy Key To Growth" (Neutral) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72985|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Advanced Medical Devices

  • European Advanced Medical Devices

  • European Ex. UK Biotechnology

  • European Ex. UK Advanced Medical Devices

  • Global Biotechnology

  • Global Advanced Medical Devices

  • German Healthcare

  • German Medical Products

  • European Healthcare

  • European Medical Products

  • European Ex. UK Healthcare

  • European Ex. UK Medical Products

  • Global Healthcare

  • Global Medical Products


Companies
  • QGEN.F Qiagen


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Martin Wales, PhD QGEN.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72985|native|public|20100210040129 Wed, 10 Feb 2010 <![CDATA[Swatch Group "After an upbeat conference call" (Buy) Quiroga]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72983|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Swiss Retailers, Specialty

  • European Retailers, Specialty

  • European Ex. UK Retailers, Specialty

  • Global Retailers, Specialty

  • Swiss Consumer, Cyclical

  • Swiss Retail

  • European Consumer, Cyclical

  • European Retail

  • European Ex. UK Consumer, Cyclical

  • European Ex. UK Retail

  • Global Consumer, Cyclical

  • Global Retail


Companies
  • UHR.VX Swatch Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Eva Quiroga UHR.VX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72983|native|public|20100210040027 Wed, 10 Feb 2010 <![CDATA[SABMiller "Reducing MillerCoors estimates" (Buy) DeRise]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72986|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=uer72986|native|public|20100210040022 Wed, 10 Feb 2010 <![CDATA[Veolia Env. "No visibility, but turnaround potential" (Neutral) Lekander]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72981|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Water Utilities

  • European Ex. UK Water Utilities

  • French Water Utilities

  • Global Water Utilities

  • European Utilities

  • European Ex. UK Utilities

  • French Utilities

  • Global Utilities


Companies
  • VIE.PA Veolia Env.

  • SEVI.PA Suez Environnement


Subjects
  • Company Update

  • Morning Note

]]> Per Lekander VIE.PA SEVI.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72981|native|public|20100210040024 Wed, 10 Feb 2010 <![CDATA[Assa Abloy "Q4 09 preview - results due on 12 February" (Buy) Stahl]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72975|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Industrial, Diversified

  • European Ex. UK Industrial, Diversified

  • Global Industrial, Diversified

  • Swedish Industrial, Diversified

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • Swedish Industrial

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services

  • Swedish Industrial Goods & Services

  • Nordic Industrial, Diversified

  • Nordic Industrial

  • Nordic Industrial Goods & Services


Companies
  • ASSAb.ST Assa Abloy


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Fredric Stahl, CFA ASSAb.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72975|native|public|20100210040018 Wed, 10 Feb 2010 <![CDATA[Crucell "Good FY09 results. More cautious in 2010." (Neutral) van Renterghem]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72979|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Netherlands

  • UBSW EMEA


Sectors
  • Netherlands Biotechnology

  • European Biotechnology

  • European Ex. UK Biotechnology

  • Global Biotechnology

  • European Healthcare

  • European Ex. UK Healthcare

  • Global Healthcare

  • Netherlands Healthcare


Companies
  • CRCL.AS Crucell


Subjects
  • Change in Recommendation

  • Company Update

  • Operating Results

  • Morning Note

]]> Guillaume van Renterghem CRCL.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72979|native|public|20100210040019 Wed, 10 Feb 2010 <![CDATA[British Land "Good letting progress (Q3 comment)" (Buy) Freeman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72984|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Real Estate

  • British Real Estate

  • Global Real Estate

  • European Financial

  • British Financial

  • Global Financial

  • European Financial Services

  • British Financial Services

  • Global Financial Services


Companies
  • BLND.L British Land

  • LAND.L Land Secs

  • SGRO.L SEGRO


Subjects
  • Company Update

]]> Quentin Freeman BLND.L LAND.L SGRO.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72984|native|public|20100209220657 Tue, 9 Feb 2010 <![CDATA[European Building Materials "FY09 results preview" 09-Feb-2010 Stockdale]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72982|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Building Materials

  • Global Building Materials

  • European Industrial

  • Global Industrial

  • European Construction

  • Global Construction


Companies
  • WBSV.VI Wienerberger

  • HOLN.VX Holcim

  • CRH.I CRH

  • HEIG.DE HeidelbergCement

  • SGOB.PA St. Gobain

  • LAFP.PA Lafarge

  • SHI.L SIG

  • TPK.L Travis Perkins

  • WOS.L Wolseley

  • KSP.I Kingspan


Subjects
  • Industry Overview

  • Morning Note

]]> Mark Stockdale WBSV.VI HOLN.VX CRH.I HEIG.DE SGOB.PA LAFP.PA SHI.L TPK.L WOS.L KSP.I http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72982|native|public|20100209205153 Tue, 9 Feb 2010 <![CDATA[Swedbank "Provision rebound no longer enough" (Sell) Davey]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72977|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Banks

  • European Ex. UK Banks

  • Global Banks

  • Swedish Banks

  • European Financial

  • European Ex. UK Financial

  • Global Financial

  • Swedish Financial

  • Swedish Banks, Ex-S&L

  • European Banks, Ex-S&L

  • European Ex. UK Banks, Ex-S&L

  • Nordic Banks, Ex-S&L

  • Nordic Banks

  • Nordic Financial

  • Global Banks, Ex-S&L


Companies
  • SWEDa.ST Swedbank


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Nick Davey SWEDa.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72977|native|public|20100209184623 Tue, 9 Feb 2010 <![CDATA[First Read: Agfa "Preliminary Q4 09 comment" (Neutral) Weier]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72976|native|public Regions
  • Belgium

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Belgian Advanced Industrial Equipment

  • European Advanced Industrial Equipment

  • European Ex. UK Advanced Industrial Equipment

  • Global Advanced Industrial Equipment

  • Belgian Industrial

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • Belgian Industrial Goods & Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • AGFB.BR Agfa


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Sven Weier AGFB.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72976|native|public|20100209181515 Tue, 9 Feb 2010 <![CDATA[First Read: Astaldi "Right on track" (Buy) D'Erme]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72973|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Heavy Construction

  • European Ex. UK Heavy Construction

  • Global Heavy Construction

  • Italian Heavy Construction

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • Italian Industrial

  • European Construction

  • European Ex. UK Construction

  • Global Construction

  • Italian Construction


Companies
  • AST.MI Astaldi


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Alessandro D'Erme AST.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72973|native|public|20100209153812 Tue, 9 Feb 2010 <![CDATA[SABMiller "Disappointing MillerCoors Q4 09CY" (Buy) DeRise]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72972|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=uer72972|native|public|20100209135213 Tue, 9 Feb 2010 <![CDATA[First Read: PSA "Faurecia debt deconsolidation likely" (Buy) Houchois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72971|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Automobile Manufacturers

  • European Ex. UK Automobile Manufacturers

  • French Automobile Manufacturers

  • Global Automobile Manufacturers

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • French Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Automobiles

  • European Ex. UK Automobiles

  • French Automobiles

  • Global Automobiles


Companies
  • PEUP.PA PSA


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Philippe Houchois PEUP.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72971|native|public|20100209124721 Tue, 9 Feb 2010 <![CDATA[BT Group "Solid results expected on Thursday 11th" (Sell) Lyall]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72970|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Fixed-Line Communications

  • European Fixed-Line Communications

  • Global Fixed-Line Communications

  • European Telecommunications

  • British Telecommunications

  • Global Telecommunications


Companies
  • BT.L BT Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Nick Lyall BT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72970|native|public|20100209122421 Tue, 9 Feb 2010 <![CDATA[First Read: Lagardere "FY revenue preview" (Buy) Reid]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72967|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • French Publishing

  • European Publishing

  • European Ex. UK Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • French Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • European Ex. UK Media

  • French Media

  • Global Media


Companies
  • LAGA.PA Lagardere


Subjects
  • Company Update

  • Morning Note

]]> Alastair Reid LAGA.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72967|native|public|20100209110026 Tue, 9 Feb 2010 <![CDATA[Rio Tinto Plc "2009 profit preview" (Buy) Ker]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72966|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Mining

  • British Mining

  • Global Mining

  • European Basic Materials

  • European Mining & Metals

  • British Basic Materials

  • British Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • European Basic Resources

  • British Basic Resources

  • Global Basic Resources


Companies
  • RIO.L Rio Tinto Plc

  • BLT.L BHP Billiton Plc


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Olivia Ker, CFA RIO.L BLT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72966|native|public|20100209103626 Tue, 9 Feb 2010 <![CDATA[ArcelorMittal "Q4 '09 Result Preview" (Buy) Snowdowne]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72965|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

  • Operating Results

  • Morning Note

]]> Andrew Snowdowne ISPA.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72965|native|public|20100209103207 Tue, 9 Feb 2010 <![CDATA[First Read: Freenet "Preannounced strong Q4 09 prelims" (Buy) Baeumer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72963|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Wireless Communications

  • European Wireless Communications

  • European Ex. UK Wireless Communications

  • Global Wireless Communications

  • German Telecommunications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • Global Telecommunications


Companies
  • FNTGn.DE Freenet


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Marcus Baeumer FNTGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72963|native|public|20100209101038 Tue, 9 Feb 2010 <![CDATA[First Read: Victrex Plc "AGM statement: Light and Shadow" (Sell) Favre]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72960|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Chemicals, Specialty

  • European Chemicals, Specialty

  • Global Chemicals, Specialty

  • European Basic Materials

  • European Chemicals

  • British Basic Materials

  • British Chemicals

  • Global Basic Materials

  • Global Chemicals


Companies
  • VCTX.L Victrex Plc


Subjects
  • Company Update

  • Morning Note

]]> Laurent Favre, CFA VCTX.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72960|native|public|20100209092425 Tue, 9 Feb 2010 <![CDATA[Technology Hardware Daily "Tech Hardware Daily - 09 Feb 2010" 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72959|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology

  • European Technology Hardware & Equipment

  • Global Technology Hardware & Equipment


Companies
  • SPT.L Spirent

  • NOK1V.HE Nokia

  • ALUA.PA Alcatel-Lucent

  • LRD.L Laird

  • ERICb.ST Ericsson

  • ASML.AS ASML

  • KUD.VX Kudelski

  • STM.PA STMicroelectronics

  • ARM.L ARM Holdings

  • IFXGn.F Infineon

  • GTO.PA Gemalto

  • CSR.L CSR

  • TOM2.AS TomTom

  • 005930.KS Samsung Electronics

  • 000660.KS Hynix Semiconductor

  • 2347.TW Synnex Technology

  • 0992.HK Lenovo Group

  • 2454.TW MediaTek

  • 2498.TW HTC Corporation

  • 066570.KS LG Electronics

  • AAPL.O Apple

  • VZ.N Verizon

  • CSCO.O Cisco Systems

  • GLW.N Corning

  • HPQ.N Hewlett-Packard

  • INTC.O Intel

  • MOT.N Motorola

  • NSM.N National Semiconduct

  • T.N AT&T Inc.

  • TLAB.O Tellabs Inc.

  • TXN.N Texas Instruments

  • AMAT.O Applied Materials

  • AMD.N Advanced Micro Dev.

  • ADTN.O Adtran

  • QCOM.O Qualcomm

  • ALTR.O Altera

  • ATML.O Atmel

  • XLNX.O Xilinx

  • ADCT.O ADC Telecom

  • ARRS.O Arris Group

  • CIEN.O Ciena

  • HLIT.O Harmonic

  • BBY.N Best Buy

  • LRCX.O LAM Research Corp.

  • DELL.O Dell

  • VECO.O Veeco Instruments

  • JNPR.N Juniper Networks

  • ADI.N Analog Devices

  • RIMM.O Research in Motion

  • PALM.O Palm

  • BRCM.O Broadcom

  • RFMD.O RF Micro Devices

  • SNDK.O SanDisk

  • BRCD.O Brocade

  • NVDA.O NVIDIA

  • SWKS.O Skyworks Solutions

  • MRVL.O Marvell Technology

  • GOOG.O Google Inc.

  • FFIV.O F5 Networks

  • ONNN.O ON Semiconductor

  • 6723.T NEC Electronics

  • 0763.HK ZTE

  • 3311.TW Silitech


Subjects
  • Industry Overview

  • Morning Note

]]> Gareth Jenkins SPT.L NOK1V.HE ALUA.PA LRD.L ERICb.ST ASML.AS KUD.VX STM.PA ARM.L IFXGn.F GTO.PA CSR.L TOM2.AS 005930.KS 000660.KS 2347.TW 0992.HK 2454.TW 2498.TW 066570.KS AAPL.O VZ.N CSCO.O GLW.N HPQ.N INTC.O MOT.N NSM.N T.N TLAB.O TXN.N AMAT.O AMD.N ADTN.O QCOM.O ALTR.O ATML.O XLNX.O ADCT.O ARRS.O CIEN.O HLIT.O BBY.N LRCX.O DELL.O VECO.O JNPR.N ADI.N RIMM.O PALM.O BRCM.O RFMD.O SNDK.O BRCD.O NVDA.O SWKS.O MRVL.O GOOG.O FFIV.O ONNN.O 6723.T 0763.HK 3311.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72959|native|public|20100209092120 Tue, 9 Feb 2010 <![CDATA[UK Small-Midcaps Daily 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72958|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72958|native|public|20100209085416 Tue, 9 Feb 2010 <![CDATA[European Small-Midcaps Daily 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72957|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72957|native|public|20100209085119 Tue, 9 Feb 2010 <![CDATA[Zodiac "A weakened competitor in the seats" (Buy) de Vigneral]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72956|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Ex. UK Aerospace

  • French Aerospace

  • Global Aerospace

  • European Industrial

  • European Ex. UK Industrial

  • French Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • French Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • ZODC.PA Zodiac


Subjects
  • Company Update

  • Morning Note

]]> Julie de Vigneral ZODC.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72956|native|public|20100209083718 Tue, 9 Feb 2010 <![CDATA[First Read: Mothercare "Strategic partnership with Boots" (Neutral) Green]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72955|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Retailers, Broadline

  • British Retailers, Broadline

  • Global Retailers, Broadline

  • British Retailers, Specialty

  • British Retailers, Apparel

  • European Retailers, Specialty

  • European Retailers, Apparel

  • Global Retailers, Specialty

  • Global Retailers, Apparel

  • European Consumer, Cyclical

  • European Retail

  • British Consumer, Cyclical

  • British Retail

  • Global Consumer, Cyclical

  • Global Retail


Companies
  • MTC.L Mothercare


Subjects
  • Company Update

  • Morning Note

]]> Isabel Green MTC.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72955|native|public|20100209083612 Tue, 9 Feb 2010 <![CDATA[European General Retail "Weak January BRC LFL sales as expected" 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72954|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Retailers, Specialty

  • Global Retailers, Specialty

  • European Consumer, Cyclical

  • European Retail

  • Global Consumer, Cyclical

  • Global Retail


Companies
  • CATVU.L Carpetright

  • KGF.L Kingfisher

  • NXT.L Next

  • ITX.MC Inditex

  • KESA.L Kesa

  • HOME.L Home Retail Group


Subjects
  • Industry Overview

  • Morning Note

]]> Adam Cochrane CATVU.L KGF.L NXT.L ITX.MC KESA.L HOME.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72954|native|public|20100209083339 Tue, 9 Feb 2010 <![CDATA[Pan Euro Food Retailers "Hope and experience" 09-Feb-2010 Taylor]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72916|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Food Retailers & Wholesalers

  • Global Food Retailers & Wholesalers

  • European Consumer, Non-Cyclical

  • Global Consumer, Non-Cyclical

  • European Non-Cyclical Goods & Services

  • Global Non-Cyclical Goods & Services


Companies
  • COLR.BR Colruyt

  • DELB.BR Delhaize

  • CARR.PA Carrefour

  • CASP.PA Casino

  • MRW.L Morrison (Wm.)

  • AHLN.AS Ahold

  • JMT.LS Jeronimo Martins

  • SBRY.L Sainsbury J

  • TSCO.L Tesco

  • MEOG.DE Metro AG


Subjects
  • Industry Overview

  • Morning Note

]]> Matthew Taylor COLR.BR DELB.BR CARR.PA CASP.PA MRW.L AHLN.AS JMT.LS SBRY.L TSCO.L MEOG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72916|native|public|20100209082514 Tue, 9 Feb 2010 <![CDATA[Daily Oil News "Key headlines" 09-Feb-2010 Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72952|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • Global Energy


Companies
  • SPMI.MI Saipem

  • BPCL.BO Bharat Petroleum

  • HPCL.BO Hindustan Petroleum

  • ONGC.BO Oil & Natural Gas

  • IOC.BO Indian Oil Corp.

  • GAIL.BO GAIL

  • HSE.TO Husky Energy

  • NKO.TO Niko Resources

  • WZR.V WesternZagros

  • STO.AX Santos


Subjects
  • Industry Overview

  • Morning Note

]]> Jon Rigby, CFA SPMI.MI BPCL.BO HPCL.BO ONGC.BO IOC.BO GAIL.BO HSE.TO NKO.TO WZR.V STO.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72952|native|public|20100209081910 Tue, 9 Feb 2010 <![CDATA[First Read: TUI Travel "Q1 Trading statement" (Neutral) Leinster]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72951|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Recreational Products & Services

  • European Recreational Products & Services

  • Global Recreational Products & Services

  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • British Consumer, Cyclical

  • British Leisure Goods & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • European Cyclical Goods & Services

  • British Cyclical Goods & Services

  • Global Cyclical Goods & Services


Companies
  • TT.L TUI Travel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jonathan Leinster TT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72951|native|public|20100209080828 Tue, 9 Feb 2010 <![CDATA[First Read: Rightmove "Surprise trading update - likely 10-15% consensus ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72950|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • European Technology

  • British Consumer, Cyclical

  • British Technology

  • Global Consumer, Cyclical

  • Global Technology

  • European Media

  • British Media

  • Global Media

  • British Internet Services

  • British Technology Services

  • European Internet Services

  • European Technology Services

  • Global Internet Services

  • Global Technology Services


Companies
  • RMV.L Rightmove


Subjects
  • Company Update

  • Morning Note

]]> Alex Hugh, CFA RMV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72950|native|public|20100209080818 Tue, 9 Feb 2010 <![CDATA[Global Daily Spark "European Daily Spark" 09-Feb-2010 Lekander]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72949|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Electric Utilities

  • Global Electric Utilities

  • European Utilities

  • Global Utilities


Companies
  • VERB.VI Verbund

  • RWEG.DE RWE

  • AGS.MC Agbar

  • ANA.MC Acciona

  • ELE.MC Endesa

  • IBE.MC Iberdrola

  • GAS.MC Gas Natural

  • ACS.MC Acs

  • SSE.L Scottish & Southern

  • SVT.L Severn Trent

  • NG.L National Grid

  • CNA.L Centrica

  • EDP.LS EDP

  • GAZPq.L Gazprom

  • FUM1V.HE Fortum

  • REE.MC Red Eléctrica

  • VWS.CO Vestas

  • VIE.PA Veolia Env.

  • IPR.L International Power

  • GAM.MC Gamesa

  • SRG.MI Snam RG

  • NWG.L Northumbrian

  • ENAG.MC Enagas

  • TRN.MI Terna

  • GSZ.PA GDF Suez

  • DRX.L Drax Group

  • RENE.LS REN

  • TENr.AT Terna Energy

  • HYDR.MM RusHydro

  • EDPR.LS EDP Renovaveis


Subjects
  • Industry Overview

  • Morning Note

]]> Per Lekander VERB.VI RWEG.DE AGS.MC ANA.MC ELE.MC IBE.MC GAS.MC ACS.MC SSE.L SVT.L NG.L CNA.L EDP.LS GAZPq.L FUM1V.HE REE.MC VWS.CO VIE.PA IPR.L GAM.MC SRG.MI NWG.L ENAG.MC TRN.MI GSZ.PA DRX.L RENE.LS TENr.AT HYDR.MM EDPR.LS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72949|native|public|20100209080626 Tue, 9 Feb 2010 <![CDATA[European Media Matters 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72948|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Industry Overview

  • Morning Note

]]> Neha Agarwal http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72948|native|public|20100209080240 Tue, 9 Feb 2010 <![CDATA[First Read: Douglas "Q1 10 results ahead of expectations"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72947|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Retailers, Specialty

  • European Retailers, Specialty

  • European Ex. UK Retailers, Specialty

  • Global Retailers, Specialty

  • German Consumer, Cyclical

  • German Retail

  • European Consumer, Cyclical

  • European Retail

  • European Ex. UK Consumer, Cyclical

  • European Ex. UK Retail

  • Global Consumer, Cyclical

  • Global Retail


Companies
  • DOHG.DE Douglas


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Laura Leonardelli DOHG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72947|native|public|20100209075556 Tue, 9 Feb 2010 <![CDATA[First Read: ITV "BSkyB placing ITV stake" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72926|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Broadcasting

  • European Broadcasting

  • Global Broadcasting

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • BSY.L BSkyB

  • ITV.L ITV


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang BSY.L ITV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72926|native|public|20100209073940 Tue, 9 Feb 2010 <![CDATA[European Support Services Daily 09-Feb-2010 Shepperd]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72944|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Industrial Services

  • European Industrial Services

  • European Ex. UK Industrial Services

  • Global Industrial Services

  • European Industrial

  • European General Industrial Services

  • European Ex. UK Industrial

  • European Ex. UK General Industrial Services

  • British Industrial

  • British General Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • ADEN.VX Adecco

  • RAND.AS Randstad

  • MAN.N Manpower, Inc.


Subjects
  • Industry Overview

  • Morning Note

]]> Mark Shepperd ADEN.VX RAND.AS MAN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72944|native|public|20100209073250 Tue, 9 Feb 2010 <![CDATA[European Technology "Alpha Preferences" 09-Feb-2010 Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72943|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology


Companies
  • SAPG.DE SAP AG

  • NOK1V.HE Nokia

  • CAPP.PA Capgemini

  • MSY.L Misys

  • ERICb.ST Ericsson

  • SGE.L Sage

  • ASML.AS ASML

  • DAST.PA Dassault Syst.

  • STM.PA STMicroelectronics

  • ARM.L ARM Holdings

  • AUTN.L Autonomy

  • LOG.L Logica

  • GTO.PA Gemalto

  • CSR.L CSR

  • MCRO.L Micro Focus

  • AVV.L Aveva Group


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Michael Briest SAPG.DE NOK1V.HE CAPP.PA MSY.L ERICb.ST SGE.L ASML.AS DAST.PA STM.PA ARM.L AUTN.L LOG.L GTO.PA CSR.L MCRO.L AVV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72943|native|public|20100209073024 Tue, 9 Feb 2010 <![CDATA[Tele2 "Q4 EBITDA 2% ahead" (Neutral) Khiroya]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72941|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • Swedish Fixed-Line Communications

  • European Fixed-Line Communications

  • European Ex. UK Fixed-Line Communications

  • Global Fixed-Line Communications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • Global Telecommunications

  • Swedish Telecommunications

  • Nordic Fixed-Line Communications

  • Nordic Telecommunications

  • Estonian Telecommunications


Companies
  • TEL2b.ST Tele2


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Keval Khiroya, CFA TEL2b.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72941|native|public|20100209072641 Tue, 9 Feb 2010 <![CDATA[Homeserve "Good momentum continues" (Neutral) Vanderpump]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72940|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Industrial Services

  • European Industrial Services

  • Global Industrial Services

  • European Industrial

  • European General Industrial Services

  • British Industrial

  • British General Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • HSV.L Homeserve


Subjects
  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> William Vanderpump HSV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72940|native|public|20100209072318 Tue, 9 Feb 2010 <![CDATA[First Read: Southern Cross "Steady start to the year" (Buy) Green]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72939|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Healthcare Providers

  • British Healthcare Providers

  • Global Healthcare Providers

  • European Healthcare

  • British Healthcare

  • Global Healthcare


Companies
  • SCHE.L Southern Cross


Subjects
  • Company Update

  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Isabel Green SCHE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72939|native|public|20100209072006 Tue, 9 Feb 2010 <![CDATA[Dow Jones-UBS Commodity Index "Dollar decline boosts commodities; natural ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72937|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Julien Garran http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72937|native|public|20100209071310 Tue, 9 Feb 2010 <![CDATA[First Read: Alfa Laval "Q4 results comment" (Neutral) Weier]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72936|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Industrial, Diversified

  • European Ex. UK Industrial, Diversified

  • Global Industrial, Diversified

  • Swedish Industrial, Diversified

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • Swedish Industrial

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services

  • Swedish Industrial Goods & Services

  • Nordic Industrial, Diversified

  • Nordic Industrial

  • Nordic Industrial Goods & Services


Companies
  • ALFA.ST Alfa Laval


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Sven Weier ALFA.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72936|native|public|20100209071041 Tue, 9 Feb 2010 <![CDATA[First Read: Demag Cranes "Q1 09/10 results comment" (Neutral) Ubert]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72935|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Industrial, Diversified

  • European Industrial, Diversified

  • European Ex. UK Industrial, Diversified

  • Global Industrial, Diversified

  • 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
  • D9CGn.DE Demag Cranes


Subjects
  • Company Update

  • Morning Note

]]> Sebastian Ubert D9CGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72935|native|public|20100209070744 Tue, 9 Feb 2010 <![CDATA[First Read: Swatch Group "Impressive results in a tough year" (Buy) Quiroga]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72934|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Swiss Retailers, Specialty

  • European Retailers, Specialty

  • European Ex. UK Retailers, Specialty

  • Global Retailers, Specialty

  • Swiss Consumer, Cyclical

  • Swiss Retail

  • European Consumer, Cyclical

  • European Retail

  • European Ex. UK Consumer, Cyclical

  • European Ex. UK Retail

  • Global Consumer, Cyclical

  • Global Retail


Companies
  • UHR.VX Swatch Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Eva Quiroga UHR.VX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72934|native|public|20100209070107 Tue, 9 Feb 2010 <![CDATA[SAP AG "A rebalancing of power back to R&D?" (Buy) Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72933|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Software

  • European Software

  • European Ex. UK Software

  • Global Software

  • German Technology

  • European Technology

  • European Ex. UK Technology

  • Global Technology


Companies
  • SAPG.DE SAP AG


Subjects
  • Company Update

  • Morning Note

]]> Michael Briest SAPG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72933|native|public|20100209064601 Tue, 9 Feb 2010 <![CDATA[First Read: Heidelberger Druck. "Q3 results comment" (Sell) Weier]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72931|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Factory Equipment

  • European Factory Equipment

  • European Ex. UK Factory Equipment

  • Global Factory Equipment

  • 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

  • German Industrial Equipment

  • European Industrial Equipment

  • European Ex. UK Industrial Equipment

  • Global Industrial Equipment


Companies
  • HDDG.DE Heidelberger Druck.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Sven Weier HDDG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72931|native|public|20100209063330 Tue, 9 Feb 2010 <![CDATA[Morning Expresso - Europe "Tuesday 9 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72930|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Themis Themistocleous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72930|native|public|20100209062746 Tue, 9 Feb 2010 <![CDATA[First Read: AstraZeneca "Crestor receives a broad label on JUPITER" (Buy) Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72929|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • European Pharmaceuticals

  • European Ex. UK Pharmaceuticals

  • British Pharmaceuticals

  • Global Pharmaceuticals

  • European Healthcare

  • European Ex. UK Healthcare

  • British Healthcare

  • Global Healthcare

  • Americas Pharmaceuticals

  • US Pharmaceuticals

  • Americas Healthcare

  • US Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Companies
  • AZN.L AstraZeneca

  • GSK.L GlaxoSmithKline


Subjects
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> Gbola Amusa, MD, CFA AZN.L GSK.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72929|native|public|20100209062148 Tue, 9 Feb 2010 <![CDATA[Morning Expresso - UK "Tuesday 09 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72928|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Themis Themistocleous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72928|native|public|20100209061443 Tue, 9 Feb 2010