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 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Tue, 9 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: 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: 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[Weekly Gaming Draw 09-Feb-2010 Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86038|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

  • MGM.N MGM MIRAGE

  • LVS.N Las Vegas Sands Corp

  • TPC.N Tutor Perini

  • ALL.AX Aristocrat

  • MPEL.O Melco Crown

  • CWN.AX Crown

  • GENS.SI Genting Singapore


Subjects
  • Industry Overview

  • Morning Note

]]> Robin M. Farley GENT.KL MGM.N LVS.N TPC.N ALL.AX MPEL.O CWN.AX GENS.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86038|native|public|20100209043517 Tue, 9 Feb 2010 <![CDATA[Hasbro "The Stars Are Aligning" (Neutral) Carroll]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86027|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Toys

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • US Toys

  • Americas Toys

  • 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 Toys


Companies
  • HAS.N Hasbro


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Robert W. Carroll HAS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86027|native|public|20100209012647 Tue, 9 Feb 2010 <![CDATA[Pioneer "Focus after capital increase on raising OEM car electronics ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18782|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
  • 6773.T Pioneer


Subjects
  • Company Update

  • Morning Note

]]> Shunsuke Tsuchiya 6773.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18782|native|public|20100208164100 Mon, 8 Feb 2010 <![CDATA[First Read: Hasbro "Strong Q4 Results; Optimistic for 2010/2011" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85988|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Toys

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • US Toys

  • Americas Toys

  • 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 Toys


Companies
  • HAS.N Hasbro


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Robert W. Carroll HAS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85988|native|public|20100208130302 Mon, 8 Feb 2010 <![CDATA[China White Goods Maker "Possible revision to energy saving..." (ChineseVersion)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02538|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Consumer Electronics

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Chinese Consumer Electronics

  • Asian Consumer Electronics

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Chinese Consumer, Cyclical

  • Chinese Leisure Goods & Services

  • Asian Cyclical Goods & Services

  • Chinese Cyclical Goods & Services

  • Asian Pacific Cyclical Goods & Services

  • Asian Pacific Consumer Electronics

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Leisure Goods & Services

  • Asian Pacific Ex. JP Cyclical Goods & Services

  • Asian Pacific Ex. JP Consumer Electronics

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Leisure Goods & Services


Companies
  • 000651.SZ Gree

  • 000527.SZ Midea


Subjects
  • Industry Overview

  • Morning Note

]]> Randy Zhou 000651.SZ 000527.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02538|native|public|20100208091546 Mon, 8 Feb 2010 <![CDATA[China White Goods Maker "Possible revision to energy saving program" 08-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53844|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Consumer Electronics

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Chinese Consumer Electronics

  • Asian Consumer Electronics

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Chinese Consumer, Cyclical

  • Chinese Leisure Goods & Services

  • Asian Cyclical Goods & Services

  • Chinese Cyclical Goods & Services

  • Asian Pacific Cyclical Goods & Services

  • Asian Pacific Consumer Electronics

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Leisure Goods & Services

  • Asian Pacific Ex. JP Cyclical Goods & Services

  • Asian Pacific Ex. JP Consumer Electronics

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Leisure Goods & Services


Companies
  • 000651.SZ Gree

  • 000527.SZ Midea


Subjects
  • Industry Overview

  • Morning Note

]]> Randy Zhou 000651.SZ 000527.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53844|native|public|20100208081621 Mon, 8 Feb 2010 <![CDATA[Square Enix Holdings "OP peak expected in FY09, share price looking for OP ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18760|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Toys

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Japanese Toys

  • Japanese Consumer, Cyclical

  • Japanese Leisure Goods & Services

  • Japanese Cyclical Goods & Services


Companies
  • 9684.T Square Enix Holdings


Subjects
  • Company Update

  • Morning Note

]]> Yuki Nakayasu 9684.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18760|native|public|20100207172900 Sun, 7 Feb 2010 <![CDATA[Yum! Brands "Waiting for Global Sales Improvement" (Neutral) Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85939|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
  • YUM.N Yum! Brands


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David Palmer YUM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85939|native|public|20100205192146 Fri, 5 Feb 2010 <![CDATA[Burger King "Important Months Ahead" (Neutral) Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85937|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
  • BKC.N Burger King


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David Palmer BKC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85937|native|public|20100205191447 Fri, 5 Feb 2010 <![CDATA[China Tourism Sector "Cessation of Coverage" 05-Feb-2010 Wei]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53806|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Recreational Products & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Chinese Recreational Products & Services

  • Asian Recreational Products & Services

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Chinese Consumer, Cyclical

  • Chinese Leisure Goods & Services

  • Asian Cyclical Goods & Services

  • Chinese Cyclical Goods & Services

  • Asian Pacific Cyclical Goods & Services

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Leisure Goods & Services

  • Asian Pacific Recreational Products & Services

  • Asian Pacific Ex. JP Cyclical Goods & Services

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Leisure Goods & Services

  • Asian Pacific Ex. JP Recreational Products & Services


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Richard Wei http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53806|native|public|20100205100241 Fri, 5 Feb 2010 <![CDATA[First Read: Compass Group "Encouraging first quarter update" (Neutral) Leinster]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72792|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Restaurants

  • European Restaurants

  • Global Restaurants

  • 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
  • CPG.L Compass Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jonathan Leinster CPG.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72792|native|public|20100205083148 Fri, 5 Feb 2010 <![CDATA[Japan Consumer Electronics Sector "Alpha Preferences" 05-Feb-2010 Tsuchiya]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18740|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

  • 6753.T Sharp

  • 6758.T Sony

  • 6773.T Pioneer

  • 7974.OS Nintendo

  • 9684.T Square Enix Holdings


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Shunsuke Tsuchiya 6752.T 6753.T 6758.T 6773.T 7974.OS 9684.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18740|native|public|20100204172600 Thu, 4 Feb 2010 <![CDATA[Panasonic "Specific measures for profit growth are needed for a further ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18739|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=uew18739|native|public|20100204171600 Thu, 4 Feb 2010 <![CDATA[First Read: Burger King "Food Margin Surprise" (Neutral) Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85835|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
  • BKC.N Burger King


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David Palmer BKC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85835|native|public|20100204133327 Thu, 4 Feb 2010 <![CDATA[Tabcorp "1H10 result inline" (Buy) Theodore]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12005|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Casinos

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global 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

  • Australian Casinos

  • Australian Consumer, Cyclical

  • Australian Leisure Goods & Services

  • Australian Cyclical Goods & Services

  • Australasian Cyclical Goods & Services

  • Australasian Casinos

  • Australasian Consumer, Cyclical

  • Australasian Leisure Goods & Services


Companies
  • TAH.AX Tabcorp


Subjects
  • Company Update

  • Morning Note

]]> Sam Theodore TAH.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12005|native|public|20100204082720 Thu, 4 Feb 2010 <![CDATA[Genting Singapore "Inflated expectations persist" (Sell) Chum]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53759|native|public Regions
  • Global

  • Asia

  • Singapore

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Casinos

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Singaporean Casinos

  • Asian Casinos

  • Asian Consumer, Cyclical

  • Asian Leisure Goods & Services

  • Singaporean Consumer, Cyclical

  • Singaporean Leisure Goods & Services

  • Asian Cyclical Goods & Services

  • Singaporean 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
  • GENS.SI Genting Singapore


Subjects
  • Company Update

  • Morning Note

]]> Grant Chum GENS.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53759|native|public|20100204071944 Thu, 4 Feb 2010 <![CDATA[First Read: Yum! Brands "China and YRI Drive Upside" (Neutral) Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85798|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
  • YUM.N Yum! Brands


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David Palmer YUM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85798|native|public|20100204030647 Thu, 4 Feb 2010 <![CDATA[Sony "Risk of loss from finished sets has been eliminated; focus shifts to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18708|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=uew18708|native|public|20100203174400 Wed, 3 Feb 2010