UBS Research: Europe Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghigheurope UBS Research: Europe Regional Highlights 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[Carlsberg "Cost savings protect if macro weakens" (Buy) Earlam]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50782|native|public Regions
  • Denmark

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Nordic

  • UBSW EMEA


Sectors
  • Danish Distillers & Brewers

  • European Distillers & Brewers

  • European Ex. UK Distillers & Brewers

  • Global Distillers & Brewers

  • Danish Consumer, Non-Cyclical

  • European Consumer, Non-Cyclical

  • European Ex. UK Consumer, Non-Cyclical

  • Global Consumer, Non-Cyclical

  • Danish Food & Beverage

  • European Food & Beverage

  • European Ex. UK Food & Beverage

  • Global Food & Beverage

  • Danish Beverage

  • European Beverage

  • European Ex. UK Beverage

  • Nordic Beverage

  • Nordic Distillers & Brewers

  • Nordic Food & Beverage

  • Nordic Consumer, Non-Cyclical

  • Global Beverage


Companies
  • CARLb.CO Carlsberg


Subjects
  • Company Update

  • Morning Note

]]> Melissa Earlam CARLb.CO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50782|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Building and Construction "Seven years of feast, seven years of ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50732|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

  • BDEV.L Barratt Dev.

  • BALF.L Balfour Beatty

  • BKG_u.L Berkeley Group

  • BWY.L Bellway

  • FORN.S Forbo

  • HOLN.VX Holcim

  • SIK.S Sika

  • CRH.I CRH

  • GBFG.DE Bilfinger Berger

  • HOTG.DE Hochtief

  • ANA.MC Acciona

  • FCC.MC FCC

  • OHL.MC Obrascon Huarte

  • ACS.MC Acs

  • CMFP.PA Ciments Fr.

  • SGOB.PA St. Gobain

  • LAFP.PA Lafarge

  • SGEF.PA Vinci

  • IPGI.MI Impregilo

  • ITAI.MI I'cementi

  • BZU.MI Buzzi Unicem

  • BAMN.AS BAM

  • PSN.L Persimmon

  • RDW.L Redrow

  • SKAb.ST Skanska

  • SHI.L SIG

  • TPK.L Travis Perkins

  • TW.L Taylor Wimpey

  • WOS.L Wolseley

  • CPR.LS Cimpor

  • AFG.S Arbonia-Forster

  • CPLN.MC Cementos Portland

  • BOSN.AS Boskalis

  • NCCb.ST NCC

  • BVS.L Bovis Homes

  • YTY1V.HE YIT

  • FER.MC Grupo Ferrovial

  • GEBN.VX Geberit

  • CLLN.L Carillion

  • HEIJ.AS Heijmans

  • AST.MI Astaldi

  • KSP.I Kingspan

  • WAVIN.AS Wavin

  • UNR1V.HE Uponor


Subjects
  • Industry Overview

]]> Mark Stockdale WBSV.VI BDEV.L BALF.L BKG_u.L BWY.L FORN.S HOLN.VX SIK.S CRH.I GBFG.DE HOTG.DE ANA.MC FCC.MC OHL.MC ACS.MC CMFP.PA SGOB.PA LAFP.PA SGEF.PA IPGI.MI ITAI.MI BZU.MI BAMN.AS PSN.L RDW.L SKAb.ST SHI.L TPK.L TW.L WOS.L CPR.LS AFG.S CPLN.MC BOSN.AS NCCb.ST BVS.L YTY1V.HE FER.MC GEBN.VX CLLN.L HEIJ.AS AST.MI KSP.I WAVIN.AS UNR1V.HE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50732|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[GEM Wizard 6-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50825|native|public Regions
  • Europe Including UK

  • Global


]]> Stephen Mo http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50825|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Semiconductor sector "Cycle update and 3Q08 preview" 06-Oct-2008 Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50781|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Semiconductors

  • Global Semiconductors

  • European Technology

  • Global Technology


Companies
  • MASN.S Micronas

  • ASML.AS ASML

  • STM.PA STMicroelectronics

  • ARM.L ARM Holdings

  • IFXGn.F Infineon

  • AMS.S AMS

  • CSR.L CSR

  • QI.N Qimonda


Subjects
  • Industry Overview

  • Morning Note

]]> Nicolas Gaudois MASN.S ASML.AS STM.PA ARM.L IFXGn.F AMS.S CSR.L QI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50781|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ARM Holdings "Cycle impact offset by currency" (Neutral) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50761|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Semiconductors

  • British Semiconductors

  • Global Semiconductors

  • European Technology

  • British Technology

  • Global Technology


Companies
  • ARM.L ARM Holdings


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Nicolas Gaudois ARM.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50761|native|public|20081006000000 Mon, 6 Oct 2008 <![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 Telecoms Valuation 6-Oct-08 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50819|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Ex. UK Telecommunications

  • Global Telecommunications


]]> Nick Lyall http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50819|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Global Daily Dose 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50818|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Americas


Sectors
  • Global Healthcare Providers

  • Global Retailers, Drug-Based

  • European Healthcare

  • European Ex. UK Healthcare

  • Global Consumer, Cyclical

  • Global Healthcare

  • Global Retail

  • Americas Healthcare Providers

  • Americas Retailers, Drug-Based

  • Americas Consumer, Cyclical

  • Americas Healthcare

  • Americas Retail


Subjects
  • Industry Overview

  • Morning Note

]]> Kanchan Diwan http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50818|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ Euro Healthcare Morning Monitor II "Breaking News" 06-Oct-2008 Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50817|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Healthcare

  • Global Healthcare


Companies
  • UCB.BR UCB

  • GALN.S Galenica

  • ROG.VX Roche

  • CLSGn.F Celesio AG

  • NOVOb.CO Novo Nordisk

  • NOBN.VX Nobel Biocare

  • SOON.S Sonova

  • TECN.S Tecan Group

  • MRCG.DE Merck KGaA

  • NOVN.VX Novartis

  • SHP.L Shire Pharmaceutical

  • AZN.L AstraZeneca

  • SASY.PA Sanofi-Aventis

  • GSK.L GlaxoSmithKline

  • LUN.CO Lundbeck

  • SPPN.S Speedel

  • FMEG.DE Fresenius Medical

  • BSLN.S Basilea

  • CYTN.S Cytos


Subjects
  • Industry Overview

  • Morning Note

]]> Martin Wales, PhD UCB.BR GALN.S ROG.VX CLSGn.F NOVOb.CO NOBN.VX SOON.S TECN.S MRCG.DE NOVN.VX SHP.L AZN.L SASY.PA GSK.L LUN.CO SPPN.S FMEG.DE BSLN.S CYTN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50817|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ Euro Healthcare Morning Monitor I "Breaking News" 06-Oct-2008 Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50816|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Healthcare

  • Global Healthcare


Companies
  • UCB.BR UCB

  • GALN.S Galenica

  • ROG.VX Roche

  • CLSGn.F Celesio AG

  • NOVOb.CO Novo Nordisk

  • NOBN.VX Nobel Biocare

  • TECN.S Tecan Group

  • MRCG.DE Merck KGaA

  • NOVN.VX Novartis

  • SHP.L Shire Pharmaceutical

  • AZN.L AstraZeneca

  • SASY.PA Sanofi-Aventis

  • GSK.L GlaxoSmithKline

  • LUN.CO Lundbeck

  • SPPN.S Speedel

  • FMEG.DE Fresenius Medical

  • BSLN.S Basilea

  • CYTN.S Cytos


Subjects
  • Industry Overview

  • Morning Note

]]> Gbola Amusa, MD, CFA UCB.BR GALN.S ROG.VX CLSGn.F NOVOb.CO NOBN.VX TECN.S MRCG.DE NOVN.VX SHP.L AZN.L SASY.PA GSK.L LUN.CO SPPN.S FMEG.DE BSLN.S CYTN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50816|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[UK Small-Midcaps Daily 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50815|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Building Materials

  • European Industrial, Diversified

  • European Real Estate

  • European Semiconductors

  • British Industrial, Diversified

  • Global Building Materials

  • Global Industrial, Diversified

  • Global Real Estate

  • Global Semiconductors

  • 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=uer50815|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[Daily Oil News "Key headlines" 06-Oct-2008 Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50811|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
  • BP.L BP

  • TOTF.PA TOTAL

  • BG.L BG Group

  • PETR4.SA Petrobras

  • CNQ.TO Canadian Natural

  • ECA.N EnCana

  • TLM.TO Talisman Energy

  • CVX.N Chevron Corp.

  • OXY.N Occidental Petroleum

  • XOM.N ExxonMobil

  • FTT.TO Finning Inc.

  • APC.N Anadarko Petroleum

  • APA.N Apache Corp.

  • NBL.N Noble Energy

  • COG.N Cabot Oil & Gas

  • PBG.TO Petrobank

  • GOa.TO Galleon Energy

  • NOA.TO N.A. Energy Partners

  • CPG_u.TO Crescent Point

  • VET_u.TO Vermilion Energy


Subjects
  • Industry Overview

  • Morning Note

]]> Jon Rigby, CFA BP.L TOTF.PA BG.L PETR4.SA CNQ.TO ECA.N TLM.TO CVX.N OXY.N XOM.N FTT.TO APC.N APA.N NBL.N COG.N PBG.TO GOa.TO NOA.TO CPG_u.TO VET_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50811|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Chemicals Valuation Update "Valuation update & Key changes" 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50810|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Basic Materials

  • European Chemicals

  • Global Basic Materials

  • Global Chemicals


Companies
  • UMI.BR Umicore

  • SOLB.BR Solvay

  • TESB.BR Tessenderlo

  • EMSN.VX Ems-Chemie

  • CRDA.L Croda

  • ALTG.F ALTANA

  • BASF.F BASF

  • BAYG.F Bayer

  • LING.DE Linde

  • AIRP.PA Air Liquide

  • JMAT.L Johnson Matthey

  • AKZO.AS Akzo Nobel

  • DSMN.AS DSM

  • CLN.VX Clariant

  • CIBN.VX Ciba

  • RHA.PA Rhodia

  • LONN.VX Lonza Group

  • GIVN.VX Givaudan

  • SYNN.VX Syngenta

  • SDFG.DE K+S

  • NZYMb.CO Novozymes A/S

  • YAR.OL Yara

  • LXSG.DE Lanxess AG

  • KRA1V.HE Kemira

  • WCHG.DE Wacker Chemie

  • AKE.PA Arkema

  • SY1G.DE Symrise

  • DOW.N Dow Chemical

  • CYT.N Cytec Industries

  • NCX.N Nova Chemicals

  • GGC.N Georgia Gulf

  • MON.N Monsanto

  • ALB.N Albemarle

  • WLK.N Westlake Chemical

  • CE.N Celanese Corp.

  • NLC.N Nalco

  • HUN.N Huntsman


Subjects
  • Industry Overview

  • Morning Note

]]> Thomas Gilbert, PhD UMI.BR SOLB.BR TESB.BR EMSN.VX CRDA.L ALTG.F BASF.F BAYG.F LING.DE AIRP.PA JMAT.L AKZO.AS DSMN.AS CLN.VX CIBN.VX RHA.PA LONN.VX GIVN.VX SYNN.VX SDFG.DE NZYMb.CO YAR.OL LXSG.DE KRA1V.HE WCHG.DE AKE.PA SY1G.DE DOW.N CYT.N NCX.N GGC.N MON.N ALB.N WLK.N CE.N NLC.N HUN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50810|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: Pearson "California seeks emergency funding" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50809|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • PSON.L Pearson


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Polo Tang PSON.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50809|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[UBS European Telecoms Daily "06 October 2008" 06-Oct-2008 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50808|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Telecommunications

  • Global Telecommunications


Companies
  • OTEr.AT OTE

  • VIP.N VimpelCom

  • TELA.VI Telekom Austria

  • BCOM.BR Belgacom


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Laura Janssens OTEr.AT VIP.N TELA.VI BCOM.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50808|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[UK Utilities "OFGEM supply probe" 06-Oct-2008 Patel]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50807|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Utilities

  • Global Utilities


Companies
  • SSE.L Scottish & Southern

  • CNA.L Centrica


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Ajay Patel SSE.L CNA.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50807|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Morning Expresso - UK "Monday 6 October 2008" 06-Oct-2008 Themistocleous]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50805|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • UBS Key Calls - Europe


Companies
  • BAY.L British Airways

  • BALF.L Balfour Beatty

  • BLND.L British Land

  • BP.L BP

  • UHR.VX Swatch Group

  • CRH.I CRH

  • NOK1V.HE Nokia

  • TOTF.PA TOTAL

  • SOGN.PA Soc Gen

  • LAFP.PA Lafarge

  • SGEF.PA Vinci

  • LAD.L Ladbrokes

  • LMI.L Lonmin

  • MKLW.L Mucklow

  • RDSa.L Royal Dutch Shell

  • NXT.L Next

  • PSON.L Pearson

  • RSW.L Renishaw

  • SSABa.ST SSAB

  • SGE.L Sage

  • SHI.L SIG

  • TPK.L Travis Perkins

  • WOS.L Wolseley

  • WTB.L Whitbread

  • ICL.TA Israel Chemicals

  • XTA.L Xstrata Plc

  • MASN.S Micronas

  • ASML.AS ASML

  • UBM.L UBM

  • IMPJ.J Implats

  • STM.PA STMicroelectronics

  • BG.L BG Group

  • ARM.L ARM Holdings

  • TKAG.F ThyssenKrupp

  • AAL.L Anglo American

  • CLLN.L Carillion

  • IFXGn.F Infineon

  • AUTN.L Autonomy

  • ANTO.L Antofagasta

  • AQP.L Aquarius Platinum

  • VED.L Vedanta Resources

  • AMS.S AMS

  • CSR.L CSR

  • URKA.RTS Uralkali

  • ISPA.AS ArcelorMittal

  • KAZ.L Kazakhmys

  • PAYP.L PayPoint

  • EXPN.L Experian Group

  • HOCM.L Hochschild Mining

  • XCH.L Xchanging

  • KSP.I Kingspan

  • FRES.L Fresnillo

  • 005930.KS Samsung Electronics

  • VALE5.SA Vale (PN)

  • GG.N Goldcorp

  • POT.N Potash Corporation

  • TCKb.TO Teck Cominco

  • AAPL.O Apple

  • IP.N International Paper

  • MOT.N Motorola

  • NUE.N Nucor Corp.

  • WY.N Weyerhaeuser

  • X.N United States Steel

  • AMAT.O Applied Materials

  • ABX.N Barrick Gold Corp

  • GGBR4.SA Gerdau

  • NVLS.O Novellus Systems Inc

  • LRCX.O LAM Research Corp.

  • KLAC.O KLA-Tencor Corp.

  • VSEA.O Varian Semiconductor

  • RIMM.O Research in Motion

  • CNX.N CONSOL Energy

  • TX.N Ternium

  • QI.N Qimonda

  • CMC.N Commercial Metals

  • 8035.T Tokyo Electron

  • BUMI.JK Bumi Resources

  • STRL.SI Straits Asia Res


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Themis Themistocleous BAY.L BALF.L BLND.L BP.L UHR.VX CRH.I NOK1V.HE TOTF.PA SOGN.PA LAFP.PA SGEF.PA LAD.L LMI.L MKLW.L RDSa.L NXT.L PSON.L RSW.L SSABa.ST SGE.L SHI.L TPK.L WOS.L WTB.L ICL.TA XTA.L MASN.S ASML.AS UBM.L IMPJ.J STM.PA BG.L ARM.L TKAG.F AAL.L CLLN.L IFXGn.F AUTN.L ANTO.L AQP.L VED.L AMS.S CSR.L URKA.RTS ISPA.AS KAZ.L PAYP.L EXPN.L HOCM.L XCH.L KSP.I FRES.L 005930.KS VALE5.SA GG.N POT.N TCKb.TO AAPL.O IP.N MOT.N NUE.N WY.N X.N AMAT.O ABX.N GGBR4.SA NVLS.O LRCX.O KLAC.O VSEA.O RIMM.O CNX.N TX.N QI.N CMC.N 8035.T BUMI.JK STRL.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50805|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Media Matters 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50803|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • Global Media


Subjects
  • Industry Overview

  • Morning Note

]]> Simon Whittington http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50803|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: Taylor Nelson "WPP wins TNS majority" (Neutral) Reid]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50802|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Advertising

  • British Advertising

  • Global Advertising

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • TNS.L Taylor Nelson

  • WPP.L WPP


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Alastair Reid TNS.L WPP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50802|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: ITV "Parent's blessing" (Sell) Kerven]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50801|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
  • ITV.L ITV


Subjects
  • Company Update

  • Morning Note

]]> Daniel Kerven ITV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50801|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Leisure - Checking in "M&B, Ladbrokes, European hotel pipeline"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50800|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • European Cyclical Goods & Services

  • Global Cyclical Goods & Services


Subjects
  • Industry Overview

  • Morning Note

]]> Jonathan Leinster http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50800|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: UBM "TechWeb feedback" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50798|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • UBM.L UBM


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang UBM.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50798|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Rautaruukki "Keep Buy despite weak outlook" (Buy) Cederholm]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50771|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Finland

  • Global

  • Nordic

  • UBSW EMEA


Sectors
  • European Steel

  • European Ex. UK Steel

  • Finnish Steel

  • Global Steel

  • European Basic Materials

  • European Mining & Metals

  • European Ex. UK Basic Materials

  • European Ex. UK Mining & Metals

  • Finnish Basic Materials

  • Finnish Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Finnish Basic Resources

  • Global Basic Resources

  • Nordic Basic Resources

  • Nordic Basic Materials

  • Nordic Mining & Metals

  • Nordic Steel


Companies
  • RTRKS.HE Rautaruukki


Subjects
  • Company Update

  • Morning Note

]]> Olof Cederholm RTRKS.HE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50771|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Morning Expresso - Europe "Monday 6 October 2008"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50793|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • UBS Key Calls - Europe


Companies
  • SOLB.BR Solvay

  • BALF.L Balfour Beatty

  • BLND.L British Land

  • BP.L BP

  • HOLN.VX Holcim

  • UHR.VX Swatch Group

  • CRH.I CRH

  • HOTG.DE Hochtief

  • IVGG.F IVG

  • KCOGn.DE Klöckner

  • CARLb.CO Carlsberg

  • MVC.MC Metrovacesa

  • REYU.MC Reyal Urbis

  • NOK1V.HE Nokia

  • CMFP.PA Ciments Fr.

  • TOTF.PA TOTAL

  • SOGN.PA Soc Gen

  • SGOB.PA St. Gobain

  • LAFP.PA Lafarge

  • LOIM.PA Klépierre

  • SGEF.PA Vinci

  • UNBP.PA Unibail-Rodamco

  • ALUA.PA Alcatel-Lucent

  • IPGI.MI Impregilo

  • TLIT.MI Telecom Italia

  • GASI.MI Generali

  • ITAI.MI I'cementi

  • BZU.MI Buzzi Unicem

  • LAD.L Ladbrokes

  • LMI.L Lonmin

  • MKLW.L Mucklow

  • HEIN.AS Heineken

  • RDSa.L Royal Dutch Shell

  • NXT.L Next

  • PSON.L Pearson

  • RSW.L Renishaw

  • SSABa.ST SSAB

  • ERICb.ST Ericsson

  • SGE.L Sage

  • SHI.L SIG

  • TPK.L Travis Perkins

  • WOS.L Wolseley

  • WTB.L Whitbread

  • ICL.TA Israel Chemicals

  • XTA.L Xstrata Plc

  • VOES.VI Voestalpine

  • ENI.MI Eni

  • MASN.S Micronas

  • ASML.AS ASML

  • UBM.L UBM

  • RTRKS.HE Rautaruukki

  • IMPJ.J Implats

  • STM.PA STMicroelectronics

  • BG.L BG Group

  • FLYP.PA SFL

  • NCCb.ST NCC

  • BMPS.MI MPS

  • GFCP.PA Gecina

  • ARM.L ARM Holdings

  • COL.MC Colonial

  • TKAG.F ThyssenKrupp

  • AAL.L Anglo American

  • SAB.L SABMiller

  • CLLN.L Carillion

  • BNSI.MI Beni Stabili

  • IFXGn.F Infineon

  • AUTN.L Autonomy

  • INTB.BR InBev

  • STL.OL StatoilHydro

  • ANTO.L Antofagasta

  • AQP.L Aquarius Platinum

  • VED.L Vedanta Resources

  • AMS.S AMS

  • CSR.L CSR

  • URKA.RTS Uralkali

  • PREGn.DE Premiere AG

  • ISPA.AS ArcelorMittal

  • BOL.ST Boliden

  • SZGG.DE Salzgitter

  • KAZ.L Kazakhmys

  • PSL.MC Parquesol

  • AST.MI Astaldi

  • EXPN.L Experian Group

  • HOCM.L Hochschild Mining

  • RLIA.MC Realia

  • KSP.I Kingspan

  • NYR.BR Nyrstar

  • WAVIN.AS Wavin

  • FRES.L Fresnillo

  • ODHN.S ODH

  • 005930.KS Samsung Electronics

  • CSMF.SI Chartered Semi

  • 066570.KS LG Electronics

  • VALE5.SA Vale (PN)

  • GG.N Goldcorp

  • POT.N Potash Corporation

  • TCKb.TO Teck Cominco

  • AAPL.O Apple

  • IBM.N IBM

  • IP.N International Paper

  • MOT.N Motorola

  • NUE.N Nucor Corp.

  • WY.N Weyerhaeuser

  • X.N United States Steel

  • AMAT.O Applied Materials

  • ABX.N Barrick Gold Corp

  • GGBR4.SA Gerdau

  • NVLS.O Novellus Systems Inc

  • LRCX.O LAM Research Corp.

  • KLAC.O KLA-Tencor Corp.

  • VSEA.O Varian Semiconductor

  • CNX.N CONSOL Energy

  • TX.N Ternium

  • QI.N Qimonda

  • CMC.N Commercial Metals

  • 8035.T Tokyo Electron

  • BUMI.JK Bumi Resources

  • STRL.SI Straits Asia Res


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Themis Themistocleous SOLB.BR BALF.L BLND.L BP.L HOLN.VX UHR.VX CRH.I HOTG.DE IVGG.F KCOGn.DE CARLb.CO MVC.MC REYU.MC NOK1V.HE CMFP.PA TOTF.PA SOGN.PA SGOB.PA LAFP.PA LOIM.PA SGEF.PA UNBP.PA ALUA.PA IPGI.MI TLIT.MI GASI.MI ITAI.MI BZU.MI LAD.L LMI.L MKLW.L HEIN.AS RDSa.L NXT.L PSON.L RSW.L SSABa.ST ERICb.ST SGE.L SHI.L TPK.L WOS.L WTB.L ICL.TA XTA.L VOES.VI ENI.MI MASN.S ASML.AS UBM.L RTRKS.HE IMPJ.J STM.PA BG.L FLYP.PA NCCb.ST BMPS.MI GFCP.PA ARM.L COL.MC TKAG.F AAL.L SAB.L CLLN.L BNSI.MI IFXGn.F AUTN.L INTB.BR STL.OL ANTO.L AQP.L VED.L AMS.S CSR.L URKA.RTS PREGn.DE ISPA.AS BOL.ST SZGG.DE KAZ.L PSL.MC AST.MI EXPN.L HOCM.L RLIA.MC KSP.I NYR.BR WAVIN.AS FRES.L ODHN.S 005930.KS CSMF.SI 066570.KS VALE5.SA GG.N POT.N TCKb.TO AAPL.O IBM.N IP.N MOT.N NUE.N WY.N X.N AMAT.O ABX.N GGBR4.SA NVLS.O LRCX.O KLAC.O VSEA.O CNX.N TX.N QI.N CMC.N 8035.T BUMI.JK STRL.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50793|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Imerys "News flow worsening despite low value " (Neutral-Short Term Sell) Agnes]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50791|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Building Materials

  • European Ex. UK Building Materials

  • French Building Materials

  • Global Building Materials

  • European Industrial

  • European Ex. UK Industrial

  • French Industrial

  • Global Industrial

  • European Construction

  • European Ex. UK Construction

  • French Construction

  • Global Construction


Companies
  • IMTP.PA Imerys


Subjects
  • Company Update

  • Morning Note

]]> Julie Agnes IMTP.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50791|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Electricals "After five years of wonder" 06-Oct-2008 Monot]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50789|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Industrial, Diversified

  • European Advanced Industrial Equipment

  • Global Industrial, Diversified

  • Global Advanced Industrial Equipment

  • European Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • SIEGn.DE Siemens

  • LEGD.PA Legrand

  • SCHN.PA Schneider Elec.

  • ALSO.PA Alstom

  • ABBN.VX ABB Ltd

  • NEXS.PA Nexans


Subjects
  • Industry Overview

  • Morning Note

]]> Christel Monot SIEGn.DE LEGD.PA SCHN.PA ALSO.PA ABBN.VX NEXS.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50789|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Klöckner "Windfall gains to be replaced by losses" (Buy) Snowdowne]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50777|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Steel

  • European Steel

  • European Ex. UK Steel

  • Global Steel

  • German Basic Materials

  • German Mining & Metals

  • European Basic Materials

  • European Mining & Metals

  • European Ex. UK Basic Materials

  • European Ex. UK Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • German Basic Resources

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Global Basic Resources


Companies
  • KCOGn.DE Klöckner


Subjects
  • Company Update

  • Morning Note

]]> Andrew Snowdowne KCOGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50777|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ThyssenKrupp "Weaker outlook - cutting estimates" (Buy) Snowdowne]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50778|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Steel

  • European Steel

  • European Ex. UK Steel

  • Global Steel

  • German Basic Materials

  • German Mining & Metals

  • European Basic Materials

  • European Mining & Metals

  • European Ex. UK Basic Materials

  • European Ex. UK Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • German Basic Resources

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Global Basic Resources


Companies
  • TKAG.F ThyssenKrupp


Subjects
  • Company Update

  • Morning Note

]]> Andrew Snowdowne TKAG.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50778|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ArcelorMittal " Weaker steel outlook - cutting estimates" (Buy) Snowdowne]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50784|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

  • Morning Note

]]> Andrew Snowdowne ISPA.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50784|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Salzgitter "Weaker steel outlook - cutting estimates" (Buy) Snowdowne]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50776|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Steel

  • European Steel

  • European Ex. UK Steel

  • Global Steel

  • German Basic Materials

  • German Mining & Metals

  • European Basic Materials

  • European Mining & Metals

  • European Ex. UK Basic Materials

  • European Ex. UK Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • German Basic Resources

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Global Basic Resources


Companies
  • SZGG.DE Salzgitter


Subjects
  • Company Update

  • Morning Note

]]> Andrew Snowdowne SZGG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50776|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Voestalpine "Weaker steel outlook - cutting estimates" (Buy) Snowdowne]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50785|native|public Regions
  • Austria

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Austrian Steel

  • European Steel

  • European Ex. UK Steel

  • Global Steel

  • Austrian Basic Materials

  • Austrian Mining & Metals

  • European Basic Materials

  • European Mining & Metals

  • European Ex. UK Basic Materials

  • European Ex. UK Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Austrian Basic Resources

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Global Basic Resources


Companies
  • VOES.VI Voestalpine


Subjects
  • Company Update

  • Morning Note

]]> Andrew Snowdowne VOES.VI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50785|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Morning Meeting Highlights 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50788|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Paul Schneider http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50788|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Brewers "UBS Beer COGS Inflation Index shows further deceleration"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50780|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Consumer, Non-Cyclical

  • Global Consumer, Non-Cyclical

  • European Food & Beverage

  • Global Food & Beverage

  • European Beverage

  • Global Beverage


Companies
  • CARLb.CO Carlsberg

  • HEIN.AS Heineken

  • SAB.L SABMiller

  • INTB.BR InBev


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Melissa Earlam CARLb.CO HEIN.AS SAB.L INTB.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50780|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Premiere AG "Updating forecasts" (Buy) Kerven]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50779|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Entertainment

  • European Entertainment

  • European Ex. UK Entertainment

  • Global Entertainment

  • German Consumer, Cyclical

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • Global Consumer, Cyclical

  • German Media

  • European Media

  • European Ex. UK Media

  • Global Media


Companies
  • PREGn.DE Premiere AG


Subjects
  • Company Update

  • Morning Note

]]> Daniel Kerven PREGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50779|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[NCC "Downgrade to Neutral" (Neutral) Sandberg]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50783|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Heavy Construction

  • European Ex. UK Heavy Construction

  • Global Heavy Construction

  • Swedish Heavy Construction

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • Swedish Industrial

  • European Construction

  • European Ex. UK Construction

  • Global Construction

  • Swedish Construction

  • Nordic Construction

  • Nordic Heavy Construction

  • Nordic Industrial


Companies
  • NCCb.ST NCC


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Albin Sandberg NCCb.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50783|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ODH "PT cut to CHF105, Buy maintained" (Buy) Knibbe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50737|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Swiss Real Estate

  • European Real Estate

  • European Ex. UK Real Estate

  • Global Real Estate

  • Swiss Financial

  • European Financial

  • European Ex. UK Financial

  • Global Financial

  • Swiss Financial Services

  • European Financial Services

  • European Ex. UK Financial Services

  • Global Financial Services


Companies
  • ODHN.S ODH


Subjects
  • Company Update

  • Morning Note

]]> Arjan Knibbe ODHN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50737|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Renishaw "Calibrating estimates for slower growth" (Sell) Swanton]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50734|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Electric Components & Equipment

  • European Industrial, Diversified

  • British Electric Components & Equipment

  • British Industrial, Diversified

  • Global Electric Components & Equipment

  • Global Industrial, Diversified

  • European Industrial

  • British Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • RSW.L Renishaw


Subjects
  • Company Update

  • Morning Note

]]> Stephen Swanton RSW.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50734|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Solvay "Investor Day Summary. Q3 to prove solid." (Neutral) Wenner]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50746|native|public Regions
  • Belgium

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Belgian Chemicals, Commodity

  • European Chemicals, Commodity

  • European Ex. UK Chemicals, Commodity

  • Global Chemicals, Commodity

  • Belgian Basic Materials

  • Belgian Chemicals

  • Belgian Healthcare

  • European Basic Materials

  • European Chemicals

  • European Healthcare

  • European Ex. UK Basic Materials

  • European Ex. UK Chemicals

  • European Ex. UK Healthcare

  • Global Basic Materials

  • Global Chemicals

  • Global Healthcare


Companies
  • SOLB.BR Solvay


Subjects
  • Company Update

  • Morning Note

]]> Fabian Wenner, PhD SOLB.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50746|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[IVG "Takeover target or end of story?" (Neutral) Knibbe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50739|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Real Estate

  • European Real Estate

  • European Ex. UK Real Estate

  • Global Real Estate

  • German Financial

  • European Financial

  • European Ex. UK Financial

  • Global Financial

  • German Financial Services

  • European Financial Services

  • European Ex. UK Financial Services

  • Global Financial Services


Companies
  • IVGG.F IVG


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Arjan Knibbe IVGG.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50739|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[PayPoint "Cold with blue skies ahead" (Buy) Hugh]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50767|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
  • PAYP.L PayPoint


Subjects
  • Company Update

  • Morning Note

]]> Alex Hugh, CFA PAYP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50767|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Xchanging "A deal is done - Initial views" (Buy) Castle]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50772|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
  • XCH.L Xchanging


Subjects
  • Company Update

  • Morning Note

]]> Jarrod Castle, CFA XCH.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50772|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Beni Stabili "Estimates down despite earnings structure" (Neutral) Knibbe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50738|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Real Estate

  • European Ex. UK Real Estate

  • Global Real Estate

  • Italian Real Estate

  • European Financial

  • European Ex. UK Financial

  • Global Financial

  • Italian Financial

  • European Financial Services

  • European Ex. UK Financial Services

  • Global Financial Services

  • Italian Financial Services


Companies
  • BNSI.MI Beni Stabili


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Arjan Knibbe BNSI.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50738|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[LVMH "Q3 sales preview, cutting 09-10E by 3-6%" (Neutral) Yamaguchi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50744|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • French Clothing & Fabrics

  • European Clothing & Fabrics

  • European Ex. UK Clothing & Fabrics

  • Global Clothing & Fabrics

  • European Consumer, Cyclical

  • European Textiles & Apparel

  • European Ex. UK Consumer, Cyclical

  • European Ex. UK Textiles & Apparel

  • French Consumer, Cyclical

  • French Textiles & Apparel

  • Global Consumer, Cyclical

  • Global Textiles & Apparel

  • European Cyclical Goods & Services

  • European Ex. UK Cyclical Goods & Services

  • French Cyclical Goods & Services

  • Global Cyclical Goods & Services


Companies
  • LVMH.PA LVMH


Subjects
  • Company Update

  • Morning Note

]]> Yasuhiro Yamaguchi LVMH.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50744|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Balfour Beatty "Upgrade to Buy on valuation" (Buy) Kuglitsch]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50742|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Heavy Construction

  • British Heavy Construction

  • Global Heavy Construction

  • European Industrial

  • British Industrial

  • Global Industrial

  • European Construction

  • British Construction

  • Global Construction


Companies
  • BALF.L Balfour Beatty


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Gregor Kuglitsch BALF.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50742|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[UK Quarterly "Rate cuts" 06-Oct-2008 Evans]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50741|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Companies
  • AMEC.L Amec

  • BAES.L BAE SYSTEMS

  • BARC.L Barclays

  • BATS.L BAT UK

  • BAY.L British Airways

  • BKG_u.L Berkeley Group

  • BLND.L British Land

  • REX.L Rexam

  • BP.L BP

  • CBRY.L Cadbury

  • DLN.L Derwent London plc

  • GNK.L Greene King

  • GPOR.L Great Portland

  • HAYS.L Hays

  • LAD.L Ladbrokes

  • NEX.L National Express

  • RDSa.L Royal Dutch Shell

  • NXT.L Next

  • PSON.L Pearson

  • RB.L Reckitt Benckiser

  • REL.L Reed Elsevier plc

  • ROR.L Rotork

  • RR.L Rolls-Royce

  • SGE.L Sage

  • SSE.L Scottish & Southern

  • SMIN.L Smiths Group

  • SMWH.L Smith (W.H.)

  • SN.L Smith & Nephew

  • TSCO.L Tesco

  • TW.L Taylor Wimpey

  • ULVR.L Unilever Plc

  • VOD.L Vodafone Group

  • WTB.L Whitbread

  • FGP.L FirstGroup

  • XTA.L Xstrata Plc

  • UBM.L UBM

  • SRP.L Serco

  • AML.L Amlin

  • BG.L BG Group

  • DGE.L Diageo

  • SHP.L Shire Pharmaceutical

  • SAB.L SABMiller

  • GSK.L GlaxoSmithKline

  • MTO.L MITIE Group

  • CPW.L Carphone Warehouse

  • AUTN.L Autonomy

  • EZJ.L easyJet

  • ANTO.L Antofagasta

  • BT.L BT Group

  • WMH.L William Hill

  • MKS.L Marks & Spencer

  • LOG.L Logica

  • KESA.L Kesa

  • ITV.L ITV

  • CGL.L Catlin

  • GFS.L G4S

  • ADML.L Admiral

  • BVIC.L Britvic

  • SCHE.L Southern Cross

  • HOME.L Home Retail Group

  • EXPN.L Experian Group


]]> Gareth Evans AMEC.L BAES.L BARC.L BATS.L BAY.L BKG_u.L BLND.L REX.L BP.L CBRY.L DLN.L GNK.L GPOR.L HAYS.L LAD.L NEX.L RDSa.L NXT.L PSON.L RB.L REL.L ROR.L RR.L SGE.L SSE.L SMIN.L SMWH.L SN.L TSCO.L TW.L ULVR.L VOD.L WTB.L FGP.L XTA.L UBM.L SRP.L AML.L BG.L DGE.L SHP.L SAB.L GSK.L MTO.L CPW.L AUTN.L EZJ.L ANTO.L BT.L WMH.L MKS.L LOG.L KESA.L ITV.L CGL.L GFS.L ADML.L BVIC.L SCHE.L HOME.L EXPN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50741|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Technology "Alpha Preferences" 06-Oct-2008 Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50775|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Technology

  • Global Technology


Companies
  • CAPP.PA Capgemini

  • ALUA.PA Alcatel-Lucent

  • MSY.L Misys

  • MASN.S Micronas

  • ASML.AS ASML

  • DAST.PA Dassault Syst.

  • STM.PA STMicroelectronics

  • ATOS.PA Atos Origin

  • CCC.L Computacenter

  • ARM.L ARM Holdings

  • IFXGn.F Infineon

  • DDT.L Dimension Data

  • AUTN.L Autonomy

  • LOG.L Logica

  • MCRO.L Micro Focus

  • QI.N Qimonda


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Nicolas Gaudois CAPP.PA ALUA.PA MSY.L MASN.S ASML.AS DAST.PA STM.PA ATOS.PA CCC.L ARM.L IFXGn.F DDT.L AUTN.L LOG.L MCRO.L QI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50775|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[SFL "Too expensive jewelry" (Sell) Knibbe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50740|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Real Estate

  • European Ex. UK Real Estate

  • French Real Estate

  • Global Real Estate

  • European Financial

  • European Ex. UK Financial

  • French Financial

  • Global Financial

  • European Financial Services

  • European Ex. UK Financial Services

  • French Financial Services

  • Global Financial Services


Companies
  • LOIM.PA Klépierre

  • UNBP.PA Unibail-Rodamco

  • FLYP.PA SFL

  • GFCP.PA Gecina


Subjects
  • Company Update

  • Morning Note

]]> Arjan Knibbe LOIM.PA UNBP.PA FLYP.PA GFCP.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50740|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Auto Sector Weekly "Quick take-aways from the Paris auto conference"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50757|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Automobile Manufacturers

  • Global Automobile Manufacturers

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Automobiles

  • European Ex. UK Automobiles

  • Global Automobiles

  • European Ex. UK Auto Parts & Tires

  • Global Auto Parts & Tires


Companies
  • BMWG.F BMW

  • PSHG_p.DE Porsche

  • VOWG.DE Volkswagen

  • RENA.PA Renault

  • PEUP.PA PSA

  • FIA.MI Fiat

  • DAIGn.F Daimler


Subjects
  • Industry Overview

  • Morning Note

]]> Philippe Houchois BMWG.F PSHG_p.DE VOWG.DE RENA.PA PEUP.PA FIA.MI DAIGn.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50757|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Holcim "EPS, PT and rating reduced" (Neutral) Stockdale]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50735|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Swiss Building Materials

  • European Building Materials

  • European Ex. UK Building Materials

  • Global Building Materials

  • Swiss Industrial

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • Swiss Construction

  • European Construction

  • European Ex. UK Construction

  • Global Construction


Companies
  • HOLN.VX Holcim


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Mark Stockdale HOLN.VX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50735|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Oil & Gas "Cutting oil price forecasts and earnings on lower GDP ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50769|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Oil Companies, Major

  • European Oil Companies, Secondary

  • Global Oil Companies, Major

  • Global Oil Companies, Secondary

  • European Energy

  • Global Energy


Companies
  • OMVV.VI OMV

  • BP.L BP

  • CEP.MC Cepsa

  • REP.MC Repsol YPF

  • TOTF.PA TOTAL

  • RDSa.L Royal Dutch Shell

  • ENI.MI Eni

  • BG.L BG Group

  • JKX.L JKX Oil and Gas

  • STL.OL StatoilHydro

  • VPC.L Venture Production

  • GALP.LS GALP

  • CADP.L Cadogan


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Jon Rigby, CFA OMVV.VI BP.L CEP.MC REP.MC TOTF.PA RDSa.L ENI.MI BG.L JKX.L STL.OL VPC.L GALP.LS CADP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50769|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Korea Daily Comment 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40949|native|public Regions
  • Europe Including UK

  • Global

  • Emerging Markets


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40949|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[SSAB "Lower forecasts to reflect weaker outlook" (Buy) Cederholm]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50770|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Steel

  • European Ex. UK Steel

  • Global Steel

  • Swedish Steel

  • European Basic Materials

  • European Mining & Metals

  • European Ex. UK Basic Materials

  • European Ex. UK Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Swedish Basic Materials

  • Swedish Mining & Metals

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Global Basic Resources

  • Swedish Basic Resources

  • Nordic Basic Resources

  • Nordic Basic Materials

  • Nordic Mining & Metals

  • Nordic Steel


Companies
  • SSABa.ST SSAB


Subjects
  • Company Update

  • Morning Note

]]> Olof Cederholm SSABa.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50770|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ASML "Reducing '09 forecasts once again" (Neutral) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50768|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Netherlands

  • UBSW EMEA


Sectors
  • European Semiconductors

  • European Ex. UK Semiconductors

  • Global Semiconductors

  • Netherlands Semiconductors

  • European Technology

  • European Ex. UK Technology

  • Global Technology

  • Netherlands Technology


Companies
  • ASML.AS ASML


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois ASML.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50768|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[UBS Global I/O™: Steel "Cutting Europe, Global Steel Price View" 05-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50766|native|public Regions
  • Europe Including UK

  • Global

  • Americas

  • United States

  • North America


Sectors
  • European Steel

  • Global Steel

  • European Basic Materials

  • European Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • European Basic Resources

  • Global Basic Resources

  • Americas Steel

  • US Steel

  • Americas Basic Materials

  • Americas Mining & Metals

  • US Basic Materials

  • US Mining & Metals

  • Americas Basic Resources

  • US Basic Resources

  • North American Basic Resources

  • North American Basic Materials

  • North American Mining & Metals

  • North American Steel


Companies
  • KCOGn.DE Klöckner

  • SSABa.ST SSAB

  • VOES.VI Voestalpine

  • RTRKS.HE Rautaruukki

  • TKAG.F ThyssenKrupp

  • CHMFq.L Severstal

  • NLMKq.L Novolipetsk

  • MTL.N Mechel

  • HK1q.L Evraz

  • ISPA.AS ArcelorMittal

  • SZGG.DE Salzgitter

  • 2002.TW China Steel

  • SAIL.BO SAIL

  • TISC.BO Tata Steel

  • NUE.N Nucor Corp.

  • X.N United States Steel

  • AKS.N AK Steel

  • USIM5.SA Usiminas

  • CSNA3.SA CSN

  • GGBR4.SA Gerdau

  • STLD.O Steel Dynamics

  • RS.N Reliance Steel

  • TX.N Ternium

  • GNA.N Gerdau Ameristeel

  • CMC.N Commercial Metals

  • SCHN.O Schnitzer Steel

  • JSTL.BO JSW Steel


Subjects
  • Industry Overview

  • Morning Note

]]> Andrew Snowdowne KCOGn.DE SSABa.ST VOES.VI RTRKS.HE TKAG.F CHMFq.L NLMKq.L MTL.N HK1q.L ISPA.AS SZGG.DE 2002.TW SAIL.BO TISC.BO NUE.N X.N AKS.N USIM5.SA CSNA3.SA GGBR4.SA STLD.O RS.N TX.N GNA.N CMC.N SCHN.O JSTL.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50766|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[CSR "Lowering PT on revised industry forecasts" (Neutral) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50765|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Semiconductors

  • British Semiconductors

  • Global Semiconductors

  • European Technology

  • British Technology

  • Global Technology


Companies
  • CSR.L CSR


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois CSR.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50765|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[First Read: Iberian Wind Utilities "US fiscal benefits extended to Dec-2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50764|native|public Regions
  • Spain

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Spanish Electric Utilities

  • Spanish Gas Utilities

  • European Electric Utilities

  • European Gas Utilities

  • European Water Utilities

  • European Ex. UK Electric Utilities

  • European Ex. UK Gas Utilities

  • Global Electric Utilities

  • Global Gas Utilities

  • Global Water Utilities

  • Spanish Utilities

  • European Utilities

  • European Ex. UK Utilities

  • Global Utilities


Companies
  • ELE.MC Endesa

  • IBE.MC Iberdrola

  • UNF.MC Fenosa

  • GAS.MC Gas Natural

  • ACS.MC Acs

  • REE.MC Red Eléctrica

  • ENAG.MC Enagas

  • IBR.MC Iberdrola Renovables


Subjects
  • Industry Overview

  • Morning Note

]]> Alberto Gandolfi ELE.MC IBE.MC UNF.MC GAS.MC ACS.MC REE.MC ENAG.MC IBR.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50764|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Micronas "Lowering PT on high unpredictability of Earnings" (Sell) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50763|native|public Regions
  • Switzerland

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Swiss Semiconductors

  • European Semiconductors

  • European Ex. UK Semiconductors

  • Global Semiconductors

  • Swiss Technology

  • European Technology

  • European Ex. UK Technology

  • Global Technology


Companies
  • MASN.S Micronas


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois MASN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50763|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Infineon "Lowering PT on revised industry forecasts" (Buy) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50762|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Semiconductors

  • European Semiconductors

  • European Ex. UK Semiconductors

  • Global Semiconductors

  • German Technology

  • European Technology

  • European Ex. UK Technology

  • Global Technology


Companies
  • IFXGn.F Infineon


Subjects
  • Company Update

  • Morning Note

]]> Nicolas Gaudois IFXGn.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50762|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[European Equity Strategy "Withdrawal of note: "Leverage: financial & ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50760|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Nick Nelson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50760|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Experian Group "Correction of UBS strategy note" (Neutral) Brandwood]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50759|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
  • EXPN.L Experian Group


Subjects
  • Company Update

  • Morning Note

]]> Jaime Brandwood, CFA EXPN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50759|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Boliden "Downside risk remains" (Sell) Cederholm]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50758|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Mining

  • European Ex. UK Mining

  • Global Mining

  • Swedish Mining

  • European Basic Materials

  • European Mining & Metals

  • European Ex. UK Basic Materials

  • European Ex. UK Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • Swedish Basic Materials

  • Swedish Mining & Metals

  • European Basic Resources

  • European Ex. UK Basic Resources

  • Global Basic Resources

  • Swedish Basic Resources

  • Nordic Basic Resources

  • Nordic Basic Materials

  • Nordic Mining & Metals

  • Nordic Mining


Companies
  • BOL.ST Boliden


Subjects
  • Company Update

  • Morning Note

]]> Olof Cederholm BOL.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50758|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Ericsson "Lowering SEMC Forecasts" (Neutral) Jenkins]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50755|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Communications Technology

  • European Ex. UK Communications Technology

  • Global Communications Technology

  • Swedish Communications Technology

  • European Technology

  • European Ex. UK Technology

  • Global Technology

  • Swedish Technology

  • Nordic Communications Technology

  • Nordic Technology


Companies
  • ERICb.ST Ericsson


Subjects
  • Company Update

  • Morning Note

]]> Gareth Jenkins ERICb.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50755|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Alcatel-Lucent "Lowered numbers, removing ST Sell" (Neutral) Jenkins]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50754|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Communications Technology

  • European Ex. UK Communications Technology

  • French Communications Technology

  • Global Communications Technology

  • European Technology

  • European Ex. UK Technology

  • French Technology

  • Global Technology


Companies
  • ALUA.PA Alcatel-Lucent


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Gareth Jenkins ALUA.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50754|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Global I/O ™: Telecoms Equipment "Lowering 2009 device volumes" 05-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50753|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

  • ERICb.ST Ericsson

  • 005930.KS Samsung Electronics

  • AAPL.O Apple

  • QCOM.O Qualcomm

  • RIMM.O Research in Motion

  • PALM.O Palm


Subjects
  • Industry Overview

  • Morning Note

]]> Gareth Jenkins SPT.L NOK1V.HE ALUA.PA ERICb.ST 005930.KS AAPL.O QCOM.O RIMM.O PALM.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50753|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[European Equity Strategy "Key calls-Europe: Update" 06-Oct-2008 Nelson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50747|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • UBS Key Calls - Europe


Companies
  • BAES.L BAE SYSTEMS

  • BARC.L Barclays

  • UHR.VX Swatch Group

  • LING.DE Linde

  • TOTF.PA TOTAL

  • SOGN.PA Soc Gen

  • SGEF.PA Vinci

  • ISP.MI Intesa SanPaolo

  • REL.L Reed Elsevier plc

  • SSE.L Scottish & Southern

  • VOD.L Vodafone Group

  • XTA.L Xstrata Plc

  • NOVN.VX Novartis

  • BG.L BG Group

  • KPN.AS KPN

  • GSK.L GlaxoSmithKline

  • EONGn.DE E.ON


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Nick Nelson BAES.L BARC.L UHR.VX LING.DE TOTF.PA SOGN.PA SGEF.PA ISP.MI REL.L SSE.L VOD.L XTA.L NOVN.VX BG.L KPN.AS GSK.L EONGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50747|native|public|20081006000000 Mon, 6 Oct 2008