UBS Research: First Read http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqresearch UBS Research: First Read 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[First Read: Telkom Indonesia "Concern over FY'09 results" (Buy) Tobing]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53906|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Indonesia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • Indonesian Fixed-Line Communications

  • Asian Fixed-Line Communications

  • Asian Telecommunications

  • Indonesian Telecommunications

  • Asian Pacific Fixed-Line Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Fixed-Line Communications

  • Asian Pacific Ex. JP Telecommunications

  • Asia Emerging Fixed-Line Communications

  • Asia Emerging Telecommunications


Companies
  • TLKM.JK Telkom Indonesia


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Sebastian Tobing, CFA TLKM.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53906|native|public|20100210054044 Wed, 10 Feb 2010 <![CDATA[First Read: ARC Energy Trust "In line Q4 - Announces record low F&D" (Buy) Wood]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06342|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • AET_u.TO ARC Energy Trust


Subjects
  • Company Update

  • Morning Note

]]> Travis Wood AET_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06342|native|public|20100210053330 Wed, 10 Feb 2010 <![CDATA[First Read: Acadia Realty "Penny Miss; '10 Guidance a Bit Light" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86119|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
  • AKR.N Acadia Realty


Subjects
  • Company Update

  • Morning Note

]]> Christy McElroy AKR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86119|native|public|20100210021536 Wed, 10 Feb 2010 <![CDATA[First Read: Douglas Emmett "Inline 4Q09, FY10 guidance also inline" (Sell)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86117|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
  • DEI.N Douglas Emmett


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Ross T. Nussbaum DEI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86117|native|public|20100210014614 Wed, 10 Feb 2010 <![CDATA[First Read: Taubman Centers "Beat on One-Time Items; Trends Improved" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86116|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
  • TCO.N Taubman Centers


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Christy McElroy TCO.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86116|native|public|20100210014247 Wed, 10 Feb 2010 <![CDATA[First Read: Raffles Education "Monetises its OUC investment" (Buy) Lim]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53897|native|public Regions
  • Global

  • Asia

  • China

  • Singapore

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Consumer Services

  • Global Consumer, Non-Cyclical

  • Global Non-Cyclical Goods & Services

  • Singaporean Consumer Services

  • Asian Consumer Services

  • Asian Consumer, Non-Cyclical

  • Singaporean Consumer, Non-Cyclical

  • Asian Non-Cyclical Goods & Services

  • Singaporean Non-Cyclical Goods & Services

  • Asian Pacific Consumer Services

  • Asian Pacific Non-Cyclical Goods & Services

  • Asian Pacific Consumer, Non-Cyclical

  • Asian Pacific Ex. JP Consumer Services

  • Asian Pacific Ex. JP Non-Cyclical Goods & Services

  • Asian Pacific Ex. JP Consumer, Non-Cyclical


Companies
  • RLSE.SI Raffles Education


Subjects
  • Company Update

  • Morning Note

]]> Michael Lim RLSE.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53897|native|public|20100210004240 Wed, 10 Feb 2010 <![CDATA[First Read: Suncor Energy Inc. "Asset Sale & U1 Fire Update" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06336|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • SU.TO Suncor Energy Inc.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter SU.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06336|native|public|20100209235026 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: Block (H&R) "Liberty Tax Update On Early Season" (Buy) Fones]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86089|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advanced Industrial Equipment

  • Global Consumer Services

  • Global Industrial

  • Global Consumer, Non-Cyclical

  • Global Industrial Goods & Services

  • Global Non-Cyclical Goods & Services

  • Americas Advanced Industrial Equipment

  • US Advanced Industrial Equipment

  • US Consumer Services

  • Americas Consumer Services

  • Americas Industrial

  • Americas Consumer, Non-Cyclical

  • US Industrial

  • US Consumer, Non-Cyclical

  • Americas Industrial Goods & Services

  • Americas Non-Cyclical Goods & Services

  • US Industrial Goods & Services

  • US Non-Cyclical Goods & Services

  • North American Consumer Services

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Advanced Industrial Equipment

  • North American Non-Cyclical Goods & Services

  • North American Consumer, Non-Cyclical


Companies
  • HRB.N Block (H&R)


Subjects
  • Morning Note

]]> Andrew Fones HRB.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86089|native|public|20100209172606 Tue, 9 Feb 2010 <![CDATA[WASDE First Read "WASDE Positive Near-term for Corn" 09-Feb-2010 Carson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86084|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Basic Materials

  • Global Chemicals

  • Americas Basic Materials

  • Americas Chemicals

  • US Basic Materials

  • US Chemicals

  • North American Basic Materials

  • North American Chemicals


Companies
  • AGU.N Agrium Inc.

  • POT.N Potash Corporation

  • DD.N DuPont

  • DOW.N Dow Chemical

  • MON.N Monsanto

  • TRA.N Terra Industries

  • MOS.N Mosaic

  • CF.N CF Industries

  • IPI.N Intrepid Potash


Subjects
  • Industry Overview

  • Morning Note

]]> Don Carson AGU.N POT.N DD.N DOW.N MON.N TRA.N MOS.N CF.N IPI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86084|native|public|20100209154843 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[First Read: Nexen "Long Lake Update" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06333|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • NXY.TO Nexen


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter NXY.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06333|native|public|20100209151449 Tue, 9 Feb 2010 <![CDATA[First Read: Martin Marietta "Disappointing Q4; Cautious 2010 Outlook" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86075|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Building Materials

  • Global Industrial

  • Global Construction

  • Americas Building Materials

  • US Building Materials

  • Americas Industrial

  • US Industrial

  • Americas Construction

  • US Construction

  • North American Building Materials

  • North American Construction

  • North American Industrial


Companies
  • VMC.N Vulcan Materials

  • MLM.N Martin Marietta


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Timna Tanners VMC.N MLM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86075|native|public|20100209143045 Tue, 9 Feb 2010 <![CDATA[First Read: AGCO "Beats 4Q09 but sees challenges for 1H10" (Sell) Kirn]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86073|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Heavy Machinery

  • Global Industrial

  • Global Industrial Goods & Services

  • Global Industrial Equipment

  • Americas Heavy Machinery

  • US Heavy Machinery

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • Americas Industrial Equipment

  • US Industrial Equipment

  • North American Industrial

  • North American Industrial Equipment

  • North American Industrial Goods & Services

  • North American Heavy Machinery


Companies
  • AGCO.N AGCO


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Henry Kirn, CFA AGCO.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86073|native|public|20100209142212 Tue, 9 Feb 2010 <![CDATA[First Read: McDonalds "Is Currency Stealing Upside?" (Buy) Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86072|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Restaurants

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • US Restaurants

  • Americas Restaurants

  • 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 Consumer, Cyclical

  • North American Leisure Goods & Services

  • North American Restaurants


Companies
  • MCD.N McDonalds


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David Palmer MCD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86072|native|public|20100209142104 Tue, 9 Feb 2010 <![CDATA[First Read: Western Coal "On the right track" (Buy) Lichtenheldt]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06331|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Coal

  • Global Energy

  • Americas Coal

  • Canadian Coal

  • Americas Energy

  • Canadian Energy

  • North American Coal

  • North American Energy


Companies
  • WTN.TO Western Coal


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Chris Lichtenheldt, CFA WTN.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06331|native|public|20100209142035 Tue, 9 Feb 2010 <![CDATA[First Read: Temple-Inland "4Q weaker than expected-inventory/charge" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86071|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Containers & Packaging

  • Global Paper Products

  • Global Basic Materials

  • Global Forest Products & Paper

  • Global Industrial

  • Global Basic Resources

  • Global Industrial Goods & Services

  • Americas Containers & Packaging

  • Americas Paper Products

  • US Containers & Packaging

  • US Paper Products

  • Americas Basic Materials

  • Americas Forest Products & Paper

  • Americas Industrial

  • US Basic Materials

  • US Forest Products & Paper

  • US Industrial

  • Americas Basic Resources

  • Americas Industrial Goods & Services

  • US Basic Resources

  • US Industrial Goods & Services

  • North American Basic Resources

  • North American Basic Materials

  • North American Containers & Packaging

  • North American Forest Products & Paper

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Paper Products


Companies
  • TIN.N Temple-Inland


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Gail S. Glazerman, CFA TIN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86071|native|public|20100209141142 Tue, 9 Feb 2010 <![CDATA[First Read: Potlatch "Better than expected 4Q, in line ops" (Sell) Glazerman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86069|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Paper Products

  • Global Real Estate

  • Global Basic Materials

  • Global Financial

  • Global Forest Products & Paper

  • Global Basic Resources

  • Global Financial Services

  • Americas Paper Products

  • Americas Real Estate

  • US Paper Products

  • US Real Estate

  • Americas Basic Materials

  • Americas Financial

  • Americas Forest Products & Paper

  • US Basic Materials

  • US Financial

  • US Forest Products & Paper

  • Americas Basic Resources

  • Americas Financial Services

  • US Basic Resources

  • US Financial Services

  • North American Basic Resources

  • North American Basic Materials

  • North American Financial

  • North American Forest Products & Paper

  • North American Financial Services

  • North American Paper Products

  • North American Real Estate


Companies
  • PCH.N Potlatch


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Gail S. Glazerman, CFA PCH.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86069|native|public|20100209135258 Tue, 9 Feb 2010 <![CDATA[First Read: AECOM Technology "Q1 beats consensus, even with charges" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86068|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Heavy Construction

  • Global Industrial

  • Global Construction

  • Americas Heavy Construction

  • US Heavy Construction

  • Americas Industrial

  • US Industrial

  • Americas Construction

  • US Construction

  • North American Construction

  • North American Heavy Construction

  • North American Industrial


Companies
  • ACM.N AECOM Technology


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Steven Fisher, CFA ACM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86068|native|public|20100209134951 Tue, 9 Feb 2010 <![CDATA[First Read: Partner "Strong Q4, upside risk to 21% divi yield" (Buy) Shaw]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86067|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Israeli Wireless Communications

  • EMEA Emerging Wireless Communications

  • Global Wireless Communications

  • EMEA Emerging Telecommunications

  • Global Telecommunications

  • Israeli Telecommunications

  • Global Emerging Wireless Communications

  • Global Emerging Telecommunications


Companies
  • PTNR.TA Partner


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Darren Shaw PTNR.TA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86067|native|public|20100209134551 Tue, 9 Feb 2010 <![CDATA[First Read: Molson Coors "Another Messy Q, But not Canada this time" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86066|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Distillers & Brewers

  • Global Consumer, Non-Cyclical

  • Global Food & Beverage

  • Global Beverage

  • US Distillers & Brewers

  • Americas Distillers & Brewers

  • Americas Consumer, Non-Cyclical

  • US Consumer, Non-Cyclical

  • Americas Food & Beverage

  • US Food & Beverage

  • Americas Beverage

  • US Beverage

  • North American Beverage

  • North American Distillers & Brewers

  • North American Food & Beverage

  • North American Consumer, Non-Cyclical


Companies
  • TAP.N Molson Coors


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Kaumil S. Gajrawala TAP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86066|native|public|20100209134432 Tue, 9 Feb 2010 <![CDATA[First Read: Coca-Cola "Volume Growth Reaccelerates" (Neutral) Gajrawala]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86062|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
  • KO.N Coca-Cola

  • PEP.N PepsiCo

  • PAS.N PepsiAmericas

  • CCE.N Coca-Cola Ent.

  • PBG.N Pepsi Bottling Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Kaumil S. Gajrawala KO.N PEP.N PAS.N CCE.N PBG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86062|native|public|20100209132451 Tue, 9 Feb 2010 <![CDATA[First Read: Pulte Homes "Results Support Our Thesis" (Sell) Goldberg]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86061|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Home Construction

  • Global Consumer, Cyclical

  • Global Home Construction & Furnishings

  • Global Cyclical Goods & Services

  • Americas Home Construction

  • US Home Construction

  • Americas Consumer, Cyclical

  • Americas Home Construction & Furnishings

  • US Consumer, Cyclical

  • US Home Construction & Furnishings

  • Americas Cyclical Goods & Services

  • US Cyclical Goods & Services

  • North American Cyclical Goods & Services

  • North American Consumer, Cyclical

  • North American Home Construction & Furnishings

  • North American Home Construction


Companies
  • KBH.N KB Home

  • PHM.N Pulte Homes

  • BZH.N Beazer Homes

  • HOV.N Hovnanian

  • RYL.N Ryland Group

  • TOL.N Toll Brothers

  • SPF.N Standard Pacific

  • MTH.N Meritage Corp.

  • LEN.N Lennar

  • DHI.N D.R. Horton


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David Goldberg KBH.N PHM.N BZH.N HOV.N RYL.N TOL.N SPF.N MTH.N LEN.N DHI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86061|native|public|20100209131816 Tue, 9 Feb 2010 <![CDATA[First Read: Biogen Idec Inc. "Initial Read: 4Q09 EPS Beat; Revs In-Line"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86060|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
  • BIIB.O Biogen Idec Inc.


Subjects
  • Company Update

  • Morning Note

]]> Maged Shenouda BIIB.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86060|native|public|20100209131606 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[First Read: OPTI "Long Lake Makes Small Progress" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06330|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • OPC.TO OPTI


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter OPC.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06330|native|public|20100209122631 Tue, 9 Feb 2010 <![CDATA[First Read: Gedeon Richter "Good numbers, cautious outlook" (Buy) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72969|native|public Regions
  • Europe Ex. UK

  • Global

  • Hungary

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • CE Europe


Sectors
  • European Ex. UK Pharmaceuticals

  • Global Pharmaceuticals

  • Hungarian Pharmaceuticals

  • EMEA Emerging Pharmaceuticals

  • EMEA Emerging Healthcare

  • European Ex. UK Healthcare

  • Global Healthcare

  • Hungarian Healthcare

  • Global Emerging Pharmaceuticals

  • Global Emerging Healthcare

  • CE Europe Pharmaceuticals

  • CE Europe Healthcare


Companies
  • GDRB.BU Gedeon Richter


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Martin Wales, PhD GDRB.BU http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72969|native|public|20100209122006 Tue, 9 Feb 2010 <![CDATA[First Read: Liberty Property "Inline 4Q09, occupancy remains stable" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86056|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
  • LRY.N Liberty Property


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Ross T. Nussbaum LRY.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86056|native|public|20100209121532 Tue, 9 Feb 2010 <![CDATA[First Read: Cognizant Corp. "Nice 4Q upside and robust '10 outlook" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86055|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Global Technology Services

  • Global Diversified Technology Services

  • Americas Technology

  • US Technology

  • US Technology Services

  • US Diversified Technology Services

  • Americas Technology Services

  • Americas Diversified Technology Services

  • North American Technology

  • North American Technology Services

  • North American Diversified Technology Services


Companies
  • CTSH.O Cognizant Corp.


Subjects
  • Company Update

  • Morning Note

]]> Jason Kupferberg CTSH.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86055|native|public|20100209120555 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[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: ITC "Gold Flake takes a pre-budget increase" (Buy) Sachdev]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53880|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Tobacco

  • Global Consumer, Non-Cyclical

  • Global Non-Cyclical Goods & Services

  • Asian Tobacco

  • Indian Tobacco

  • Asian Consumer, Non-Cyclical

  • Indian Consumer, Non-Cyclical

  • Asian Non-Cyclical Goods & Services

  • Indian Non-Cyclical Goods & Services

  • Asian Pacific Non-Cyclical Goods & Services

  • Asian Pacific Consumer, Non-Cyclical

  • Asian Pacific Tobacco

  • Asian Pacific Ex. JP Non-Cyclical Goods & Services

  • Asian Pacific Ex. JP Consumer, Non-Cyclical

  • Asian Pacific Ex. JP Tobacco

  • Asia Emerging Non-Cyclical Goods & Services

  • Asia Emerging Consumer, Non-Cyclical

  • Asia Emerging Tobacco


Companies
  • ITC.BO ITC


Subjects
  • Company Update

  • Morning Note

]]> Sunita Sachdev ITC.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53880|native|public|20100209095851 Tue, 9 Feb 2010 <![CDATA[First Read: NCsoft "Q409 results in-line" (Neutral) Shin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53879|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Korea

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Technology

  • Global Internet Services

  • Global Technology Services

  • Asian Technology

  • Korean Technology

  • Korean Internet Services

  • Korean Technology Services

  • Asian Internet Services

  • Asian Technology Services

  • Asian Pacific Internet Services

  • Asian Pacific Technology

  • Asian Pacific Technology Services

  • Asian Pacific Ex. JP Internet Services

  • Asian Pacific Ex. JP Technology

  • Asian Pacific Ex. JP Technology Services

  • Asia Emerging Internet Services

  • Asia Emerging Technology

  • Asia Emerging Technology Services


Companies
  • 036570.KS NCsoft


Subjects
  • Company Update

  • Morning Note

]]> Seung Shin 036570.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53879|native|public|20100209093000 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[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[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[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[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[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[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[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