UBS Research: Leisure http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=ENT&MarketCode=GL&MarketCap=X UBS Research: Leisure en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Tue, 3 Nov 2009 Wed, 4 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[Royal Caribbean "Q3'09 Hits, Q4'09 Misses" (Neutral) Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82024|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Recreational Products & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • US Recreational Products & Services

  • Americas Recreational Products & Services

  • 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 Recreational Products & Services


Companies
  • RCL.N Royal Caribbean


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Robin M. Farley RCL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82024|native|public|20091103192000 Tue, 3 Nov 2009 <![CDATA[First Read: Cruise Lines "RCL: Q3 Hits, Q4 Misses" 03-Nov-2009 Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81996|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Recreational Products & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Americas Recreational Products & Services

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • Americas Cyclical Goods & Services


Companies
  • RCL.N Royal Caribbean


Subjects
  • Industry Overview

  • Morning Note

]]> Robin M. Farley RCL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81996|native|public|20091103143722 Tue, 3 Nov 2009 <![CDATA[First Read: Gaming "October Macau Revs Up 42% YOY" 03-Nov-2009 Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81993|native|public Regions
  • Global

  • Americas


Sectors
  • Global Casinos

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Americas Casinos

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • Americas Cyclical Goods & Services


Companies
  • MGM.N MGM MIRAGE

  • WYNN.O Wynn Resorts


Subjects
  • Industry Overview

  • Morning Note

]]> Robin M. Farley MGM.N WYNN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81993|native|public|20091103142438 Tue, 3 Nov 2009 <![CDATA[Hong Kong/China Hotels "Positive momentum continues " 03-Nov-2009 Lee]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51476|native|public Regions
  • Global

  • Asia

  • China

  • Hong Kong

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Lodging

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Asian Lodging

  • Chinese Lodging

  • Hong Kong Lodging

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Chinese Consumer, Cyclical

  • Chinese Leisure Goods & Services

  • Hong Kong Consumer, Cyclical

  • Hong Kong Leisure Goods & Services

  • Asian Cyclical Goods & Services

  • Chinese Cyclical Goods & Services

  • Hong Kong Cyclical Goods & Services

  • Asian Pacific Cyclical Goods & Services

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Leisure Goods & Services

  • Asian Pacific Lodging

  • Asian Pacific Ex. JP Cyclical Goods & Services

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Leisure Goods & Services

  • Asian Pacific Ex. JP Lodging


Companies
  • 0041.HK Great Eagle

  • 0045.HK HK & Shanghai Hotels

  • 0069.HK Shangri-La Asia

  • MOIL.SI Mandarin Oriental


Subjects
  • Industry Overview

  • Morning Note

]]> CJ Lee 0041.HK 0045.HK 0069.HK MOIL.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51476|native|public|20091103080515 Tue, 3 Nov 2009 <![CDATA[Spanish hotels "Back to value territory" 03-Nov-2009 Ojeda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69028|native|public Regions
  • Spain

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Spanish Lodging

  • European Lodging

  • European Ex. UK Lodging

  • Global Lodging

  • Spanish Consumer, Cyclical

  • Spanish Leisure Goods & Services

  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • European Ex. UK Consumer, Cyclical

  • European Ex. UK Leisure Goods & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Spanish Cyclical Goods & Services

  • European Cyclical Goods & Services

  • European Ex. UK Cyclical Goods & Services

  • Global Cyclical Goods & Services


Companies
  • NHH.MC NH Hoteles

  • SOL.MC Sol Melia


Subjects
  • Change in Recommendation

  • Company Update

  • Industry Overview

  • Morning Note

]]> Bosco Ojeda NHH.MC SOL.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69028|native|public|20091103040022 Tue, 3 Nov 2009 <![CDATA[Weekly Gaming Draw 02-Nov-2009 Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81945|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • 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


Companies
  • GENT.KL Genting

  • IGT.N International Game

  • MGM.N MGM MIRAGE

  • LVS.N Las Vegas Sands Corp

  • TPC.N Tutor Perini

  • ALL.AX Aristocrat

  • MPEL.O Melco Crown

  • CWN.AX Crown


Subjects
  • Industry Overview

  • Morning Note

]]> Robin M. Farley GENT.KL IGT.N MGM.N LVS.N TPC.N ALL.AX MPEL.O CWN.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81945|native|public|20091103021652 Tue, 3 Nov 2009 <![CDATA[Tim Hortons Inc. "Solid results in Canada and continued progress in the US; ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05890|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Restaurants

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Canadian Restaurants

  • Americas Restaurants

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • Canadian Consumer, Cyclical

  • Canadian Leisure Goods & Services

  • Americas Cyclical Goods & Services

  • Canadian Cyclical Goods & Services

  • North American Cyclical Goods & Services

  • North American Consumer, Cyclical

  • North American Leisure Goods & Services

  • North American Restaurants


Companies
  • THI.TO Tim Hortons Inc.


Subjects
  • Company Update

  • Morning Note

]]> Vishal Shreedhar THI.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05890|native|public|20091102081338 Mon, 2 Nov 2009 <![CDATA[European Monthly RevPar update "September RevPar -17.5% in Europe" 02-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68985|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Lodging

  • Global Lodging

  • 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=uer68985|native|public|20091102080914 Mon, 2 Nov 2009 <![CDATA[Royal Caribbean "RCL: Proceeding Cautiously" (Neutral) Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81862|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Recreational Products & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • US Recreational Products & Services

  • Americas Recreational Products & Services

  • 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 Recreational Products & Services


Companies
  • CCL.L Carnival Plc

  • CCL.N Carnival

  • RCL.N Royal Caribbean


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Robin M. Farley CCL.L CCL.N RCL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81862|native|public|20091102052726 Mon, 2 Nov 2009 <![CDATA[Macau Gaming: Trips to the Strip "Positive outlook despite policy risks"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51354|native|public Regions
  • Global

  • Asia

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Casinos

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Asian Casinos

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Asian Cyclical Goods & Services


Companies
  • 0027.HK Galaxy Entertainment

  • MPEL.O Melco Crown


Subjects
  • Industry Overview

  • Morning Note

]]> Grant Chum 0027.HK MPEL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51354|native|public|20091030123100 Fri, 30 Oct 2009 <![CDATA[Gaming "Gaming Overview" 30-Oct-2009 Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81791|native|public Regions
  • Global

  • Americas


Sectors
  • Global Casinos

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Americas Casinos

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • Americas Cyclical Goods & Services


Companies
  • LVS.N Las Vegas Sands Corp

  • MPEL.O Melco Crown


Subjects
  • Industry Overview

  • Morning Note

]]> Robin M. Farley LVS.N MPEL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81791|native|public|20091030111358 Fri, 30 Oct 2009 <![CDATA[First Read: Rezidor AB "Q3 RevPar -22%" (Sell) Draziotis]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68898|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • European Lodging

  • European Ex. UK Lodging

  • Global Lodging

  • Swedish Lodging

  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • European Ex. UK Consumer, Cyclical

  • European Ex. UK Leisure Goods & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Swedish Consumer, Cyclical

  • Swedish Leisure Goods & Services

  • European Cyclical Goods & Services

  • European Ex. UK Cyclical Goods & Services

  • Global Cyclical Goods & Services

  • Swedish Cyclical Goods & Services

  • Nordic Cyclical Goods & Services

  • Nordic Consumer, Cyclical

  • Nordic Leisure Goods & Services

  • Nordic Lodging


Companies
  • REZT.ST Rezidor AB


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Stamatis Draziotis REZT.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68898|native|public|20091030091355 Fri, 30 Oct 2009 <![CDATA[Melco Crown "Mass market still the Achilles heel" (Neutral) Chum]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51356|native|public Regions
  • Global

  • Asia

  • Hong Kong

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Casinos

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Hong Kong Casinos

  • Asian Casinos

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Hong Kong Consumer, Cyclical

  • Hong Kong Leisure Goods & Services

  • Asian Cyclical Goods & Services

  • Hong Kong Cyclical Goods & Services

  • Asian Pacific Cyclical Goods & Services

  • Asian Pacific Casinos

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Leisure Goods & Services

  • Asian Pacific Ex. JP Cyclical Goods & Services

  • Asian Pacific Ex. JP Casinos

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Leisure Goods & Services


Companies
  • MPEL.O Melco Crown


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Grant Chum MPEL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51356|native|public|20091030090259 Fri, 30 Oct 2009 <![CDATA[Galaxy Entertainment "Continued outperformance at StarWorld" (Buy) Chum]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51355|native|public Regions
  • Global

  • Asia

  • Hong Kong

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Casinos

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Hong Kong Casinos

  • Asian Casinos

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Hong Kong Consumer, Cyclical

  • Hong Kong Leisure Goods & Services

  • Asian Cyclical Goods & Services

  • Hong Kong Cyclical Goods & Services

  • Asian Pacific Cyclical Goods & Services

  • Asian Pacific Casinos

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Leisure Goods & Services

  • Asian Pacific Ex. JP Cyclical Goods & Services

  • Asian Pacific Ex. JP Casinos

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Leisure Goods & Services


Companies
  • 0027.HK Galaxy Entertainment


Subjects
  • Company Update

  • Morning Note

]]> Grant Chum 0027.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51355|native|public|20091030090023 Fri, 30 Oct 2009 <![CDATA[Sony "Further measures to shrink losses needed" (Neutral) Tsuchiya]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17688|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer Electronics

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Japanese Consumer Electronics

  • Japanese Consumer, Cyclical

  • Japanese Leisure Goods & Services

  • Japanese Cyclical Goods & Services


Companies
  • 6758.T Sony


Subjects
  • Company Update

  • Morning Note

]]> Shunsuke Tsuchiya 6758.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17688|native|public|20091029221701 Thu, 29 Oct 2009 <![CDATA[Panasonic "Upside on post-Sanyo TOB restructuring " (Neutral) Tsuchiya]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17671|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer Electronics

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Japanese Consumer Electronics

  • Japanese Consumer, Cyclical

  • Japanese Leisure Goods & Services

  • Japanese Cyclical Goods & Services


Companies
  • 6752.T Panasonic


Subjects
  • Company Update

  • Morning Note

]]> Shunsuke Tsuchiya 6752.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17671|native|public|20091029181701 Thu, 29 Oct 2009 <![CDATA[FUJIFILM Holdings "Concerns over LCD material adjustments remain, but copy ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17670|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Recreational Products & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Japanese Recreational Products & Services

  • Japanese Consumer, Cyclical

  • Japanese Leisure Goods & Services

  • Japanese Cyclical Goods & Services


Companies
  • 4901.T FUJIFILM Holdings


Subjects
  • Company Update

  • Morning Note

]]> Yoshitsugu Yamamoto 4901.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17670|native|public|20091029174901 Thu, 29 Oct 2009 <![CDATA[Sharp "Sharp maintains its competitive edge with panels; seeking a ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17610|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer Electronics

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Japanese Consumer Electronics

  • Japanese Consumer, Cyclical

  • Japanese Leisure Goods & Services

  • Japanese Cyclical Goods & Services


Companies
  • 6753.T Sharp


Subjects
  • Company Update

  • Morning Note

]]> Shunsuke Tsuchiya 6753.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17610|native|public|20091029151151 Thu, 29 Oct 2009 <![CDATA[First Read: Burger King "Sobering Sales and EPS" (Neutral) Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81675|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

  • WEN.N Wendy's-Arby's Group

  • BKC.N Burger King


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David Palmer MCD.N WEN.N BKC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81675|native|public|20091029123234 Thu, 29 Oct 2009 <![CDATA[Synnex Technology "3Q09 earnings beating expectations" (Buy) Tsuei]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51260|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Taiwan

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Computers

  • Global Consumer Electronics

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Technology

  • Global Cyclical Goods & Services

  • Global Technology Hardware & Equipment

  • Asian Computers

  • Taiwanese Computers

  • Taiwanese Consumer Electronics

  • Asian Consumer Electronics

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Asian Technology

  • Taiwanese Consumer, Cyclical

  • Taiwanese Leisure Goods & Services

  • Taiwanese Technology

  • Asian Cyclical Goods & Services

  • Taiwanese Cyclical Goods & Services

  • Taiwanese Technology Hardware & Equipment

  • Asian Technology Hardware & Equipment

  • Asian Pacific Cyclical Goods & Services

  • Asian Pacific Computers

  • Asian Pacific Consumer Electronics

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Leisure Goods & Services

  • Asian Pacific Technology

  • Asian Pacific Technology Hardware & Equipment

  • Asian Pacific Ex. JP Cyclical Goods & Services

  • Asian Pacific Ex. JP Computers

  • Asian Pacific Ex. JP Consumer Electronics

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Leisure Goods & Services

  • Asian Pacific Ex. JP Technology

  • Asian Pacific Ex. JP Technology Hardware & Equipment

  • Asia Emerging Cyclical Goods & Services

  • Asia Emerging Computers

  • Asia Emerging Consumer Electronics

  • Asia Emerging Consumer, Cyclical

  • Asia Emerging Leisure Goods & Services

  • Asia Emerging Technology

  • Asia Emerging Technology Hardware & Equipment


Companies
  • 2347.TW Synnex Technology


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Ko-chin Tsuei 2347.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51260|native|public|20091028232151 Wed, 28 Oct 2009