UBS Research: First Read http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqresearch UBS Research: First Read 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[First Read: OSI Pharmaceuticals "BETA-Lung Misses Primary Endpoint" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65283|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Biotechnology

  • Global Healthcare

  • US Biotechnology

  • Americas Biotechnology

  • Americas Healthcare

  • US Healthcare

  • North American Biotechnology

  • North American Healthcare


Companies
  • OSIP.O OSI Pharmaceuticals


Subjects
  • Company Update

  • Morning Note

]]> Maged Shenouda OSIP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65283|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: Metro PCS "Upside surprise in 3Q subscriber metrics" (Buy) Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65279|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • US Wireless Communications

  • Americas Wireless Communications

  • Americas Telecommunications

  • US Telecommunications

  • North American Wireless Communications

  • North American Telecommunications


Companies
  • PCS.N Metro PCS


Subjects
  • Company Update

  • Morning Note

]]> John C. Hodulik, CFA PCS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65279|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: Indonesian Mining "What happened today?" 06-Oct-2008 Bokkenheuser]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40969|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Indonesia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Coal

  • Global Energy

  • Asian Coal

  • Indonesian Coal

  • Asian Energy

  • Indonesian Energy

  • Asian Pacific Coal

  • Asian Pacific Energy

  • Asian Pacific Ex. JP Coal

  • Asian Pacific Ex. JP Energy

  • Asia Emerging Coal

  • Asia Emerging Energy


Subjects
  • Industry Overview

  • Morning Note

]]> Andreas Bokkenheuser http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40969|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[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[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[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[First Read: Hansen Natural "Beverage Digest Says HANS Deal Imminent" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65228|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Soft Drinks

  • Global Consumer, Non-Cyclical

  • Global Food & Beverage

  • Global Beverage

  • US Soft Drinks

  • Americas Soft Drinks

  • Americas Consumer, Non-Cyclical

  • US Consumer, Non-Cyclical

  • Americas Food & Beverage

  • US Food & Beverage

  • Americas Beverage

  • US Beverage

  • North American Beverage

  • North American Food & Beverage

  • North American Consumer, Non-Cyclical

  • North American Soft Drinks


Companies
  • BUD.N Anheuser-Busch

  • KO.N Coca-Cola

  • PBG.N Pepsi Bottling Group

  • HANS.O Hansen Natural

  • DPS.N Dr Pepper Snapple


Subjects
  • Company Update

  • Morning Note

]]> Kaumil S. Gajrawala BUD.N KO.N PBG.N HANS.O DPS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65228|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Gaming "September Macau Revenues Decline 3% YOY" 03-Oct-2008 Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65226|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Casinos

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • US Casinos

  • Americas Casinos

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • US Consumer, Cyclical

  • US Leisure Goods & Services

  • Americas Cyclical Goods & Services

  • US Cyclical Goods & Services

  • North American Cyclical Goods & Services

  • North American Casinos

  • North American Consumer, Cyclical

  • North American Leisure Goods & Services


Subjects
  • Industry Overview

  • Morning Note

]]> Robin M. Farley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65226|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Boeing "Lower EPS Estimates on Missed Q3 Deliveries" (Sell) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65222|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BA.N Boeing


Subjects
  • Company Update

  • Morning Note

]]> David E. Strauss BA.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65222|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: AIG "Brief Recap of AIG's Investor Conf Call " (Buy) Kligerman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65221|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Insurance, Full-Line

  • Global Financial

  • Global Insurance

  • US Insurance, Full-Line

  • Americas Insurance, Full-Line

  • Americas Financial

  • Americas Insurance

  • US Financial

  • US Insurance

  • North American Financial

  • North American Insurance, Full-Line

  • North American Insurance


Companies
  • AIG.N AIG


Subjects
  • Company Update

  • Morning Note

]]> Andrew Kligerman AIG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65221|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: British Airways "Long-haul premium traffic softens" (Buy) Marshall]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50728|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Airlines

  • British Airlines

  • Global Airlines

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Cyclical Goods & Services

  • British Cyclical Goods & Services

  • Global Cyclical Goods & Services


Companies
  • BAY.L British Airways


Subjects
  • Company Update

  • Morning Note

]]> David Pitura BAY.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50728|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: General Growth "Unfortunate but necessary step - CFO gone & ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65217|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Real Estate

  • Global Financial

  • Global Financial Services

  • Americas Real Estate

  • US Real Estate

  • Americas Financial

  • US Financial

  • Americas Financial Services

  • US Financial Services

  • North American Financial

  • North American Financial Services

  • North American Real Estate


Companies
  • GGP.N General Growth


Subjects
  • Company Update

  • Morning Note

]]> Jeffrey Spector GGP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65217|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: ACE Ltd. "Lowering 3Q08 EPS for Catastrophe Losses" (Buy) Meredith]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65215|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Insurance, Property & Casualty

  • Global Financial

  • Global Insurance

  • US Insurance, Property & Casualty

  • Americas Insurance, Property & Casualty

  • Americas Financial

  • Americas Insurance

  • US Financial

  • US Insurance

  • North American Financial

  • North American Insurance, Property & Casualty

  • North American Insurance


Companies
  • ACE.N ACE Ltd.


Subjects
  • Company Update

  • Morning Note

]]> Brian Meredith ACE.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65215|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Staffing industry "US staffing decline flattens out a little"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50725|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • 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

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • ADEN.VX Adecco

  • HAYS.L Hays

  • RAND.AS Randstad

  • MPI.L Michael Page

  • USGP.AS USG People


Subjects
  • Industry Overview

  • Morning Note

]]> Jaime Brandwood, CFA ADEN.VX HAYS.L RAND.AS MPI.L USGP.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50725|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Wells Fargo "WFC Buying WB For $7, With No Gov't Help" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65210|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Banks

  • Global Financial

  • Global Banks, Ex-S&L

  • Americas Banks

  • US Banks

  • Americas Financial

  • US Financial

  • US Banks, Ex-S&L

  • Americas Banks, Ex-S&L

  • North American Banks, Ex-S&L

  • North American Banks

  • North American Financial


Companies
  • WFC.N Wells Fargo


Subjects
  • Company Update

  • Morning Note

]]> Matthew D. O'Connor, CFA WFC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65210|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Informa "Management feedback" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50724|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
  • INF.L Informa


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang INF.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50724|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Grifols "Conversation with the company" (Neutral) Ojeda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50723|native|public Regions
  • Spain

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Spanish Healthcare Providers

  • European Healthcare Providers

  • European Ex. UK Healthcare Providers

  • Global Healthcare Providers

  • Spanish Healthcare

  • European Healthcare

  • European Ex. UK Healthcare

  • Global Healthcare


Companies
  • GRLS.MC Grifols


Subjects
  • Company Update

  • Morning Note

]]> Bosco Ojeda GRLS.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50723|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[First Read: Autonomy "Positive preannouncement" (Buy) Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50722|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Software

  • British Software

  • Global Software

  • European Technology

  • British Technology

  • Global Technology


Companies
  • AUTN.L Autonomy


Subjects
  • Company Update

  • Morning Note

]]> Michael Briest AUTN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50722|native|public|20081003000000 Fri, 3 Oct 2008