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 Fri, 20 Nov 2009 Sun, 22 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[Harley-Davidson "HOG Looks Likely to Stay In York" (Neutral) Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82886|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
  • HOG.N Harley-Davidson


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Robin M. Farley HOG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82886|native|public|20091120211345 Fri, 20 Nov 2009 <![CDATA[Casual Dining Update "Sluggish Sales Lately in Casual Dining" 20-Nov-2009 Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82852|native|public Regions
  • Global

  • Americas


Sectors
  • Global Restaurants

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Americas Restaurants

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • Americas Cyclical Goods & Services


Companies
  • DRI.N Darden Restaurants

  • EAT.N Brinker Intl.


Subjects
  • Industry Overview

  • Morning Note

]]> David Palmer DRI.N EAT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82852|native|public|20091120081635 Fri, 20 Nov 2009 <![CDATA[Webjet Limited "Stock down, rating up" (Neutral) David]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11564|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Recreational Products & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global 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

  • Australian Recreational Products & Services

  • Australian Consumer, Cyclical

  • Australian Leisure Goods & Services

  • Australian Cyclical Goods & Services

  • Australasian Cyclical Goods & Services

  • Australasian Consumer, Cyclical

  • Australasian Leisure Goods & Services

  • Australasian Recreational Products & Services


Companies
  • WEB.AX Webjet Limited


Subjects
  • Company Update

  • Morning Note

]]> Ray David WEB.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11564|native|public|20091120072221 Fri, 20 Nov 2009 <![CDATA[First Read: Sol Melia "Exchangeable note launched" a good deal" (Neutral) Ojeda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69964|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
  • SOL.MC Sol Melia


Subjects
  • Company Update

  • Morning Note

]]> Bosco Ojeda SOL.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69964|native|public|20091119084425 Thu, 19 Nov 2009 <![CDATA[Gaming - G2E "What Happens in Vegas"" 19-Nov-2009 Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82801|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
  • IGT.N International Game

  • LVS.N Las Vegas Sands Corp

  • MPEL.O Melco Crown


Subjects
  • Industry Overview

  • Morning Note

]]> Robin M. Farley IGT.N LVS.N MPEL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82801|native|public|20091119074433 Thu, 19 Nov 2009 <![CDATA[Sony "Direction clear, needs competitive strength" (Neutral) Tsuchiya]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17959|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=uew17959|native|public|20091118194500 Wed, 18 Nov 2009 <![CDATA[US Weekly RevPAR Update "RevPAR Declined 16-18% for Upper Upscale & Urban ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82782|native|public Regions
  • Global

  • Americas


Sectors
  • Global Lodging

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Americas Lodging

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • Americas Cyclical Goods & Services


Companies
  • MAR.N Marriott Intl.

  • CHH.N Choice Hotels

  • HST.N Host Hotels

  • HOT.N Starwood Hotels

  • WYN.N Wyndham Worldwide


Subjects
  • Industry Overview

  • Morning Note

]]> William B. Truelove MAR.N CHH.N HST.N HOT.N WYN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82782|native|public|20091118182039 Wed, 18 Nov 2009 <![CDATA[First Read: The Restaurant Group "Current trading on an improving trend"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69906|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Restaurants

  • European Restaurants

  • European Ex. UK Restaurants

  • Global Restaurants

  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • European Ex. UK Consumer, Cyclical

  • European Ex. UK Leisure Goods & Services

  • British Consumer, Cyclical

  • British Leisure Goods & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • European Cyclical Goods & Services

  • European Ex. UK Cyclical Goods & Services

  • British Cyclical Goods & Services

  • Global Cyclical Goods & Services


Companies
  • AGL.MI Autogrill

  • RTN.L The Restaurant Group

  • JFC.PS Jollibee

  • DRI.N Darden Restaurants

  • MCD.N McDonalds

  • WEN.N Wendy's-Arby's Group

  • YUM.N Yum! Brands

  • EAT.N Brinker Intl.

  • SBUX.O Starbucks

  • THI.TO Tim Hortons Inc.


Subjects
  • Company Update

  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Isabel Green AGL.MI RTN.L JFC.PS DRI.N MCD.N WEN.N YUM.N EAT.N SBUX.O THI.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69906|native|public|20091118080748 Wed, 18 Nov 2009 <![CDATA[Yum! Brands "A top GETA" (Neutral) Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82725|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

  • Morning Note

]]> David Palmer YUM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82725|native|public|20091117200522 Tue, 17 Nov 2009 <![CDATA[Consumer Electronics Sector Update "LCDs: Jan-Mar S&D trough may be shallow"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17910|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


Subjects
  • Industry Overview

  • Morning Note

]]> Shunsuke Tsuchiya http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17910|native|public|20091117151031 Tue, 17 Nov 2009 <![CDATA[First Read: Enterprise Inns "FY'09 Results " (Sell) Pettem]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69836|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
  • ETI.L Enterprise Inns


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Kate Pettem, CFA ETI.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69836|native|public|20091117072115 Tue, 17 Nov 2009 <![CDATA[Square Enix Holdings "Overseas release of FF13 in Mar 2010; OP set to peak ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17898|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=uew17898|native|public|20091116154823 Mon, 16 Nov 2009 <![CDATA[Gaming "Preview of Supplier Show at G2E" 16-Nov-2009 Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82641|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


Subjects
  • Industry Overview

  • Morning Note

]]> Robin M. Farley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82641|native|public|20091116090658 Mon, 16 Nov 2009 <![CDATA[Compass Group "FY'09 results preview" (Neutral) Leinster]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69753|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

  • Morning Note

]]> Jonathan Leinster CPG.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69753|native|public|20091116040048 Mon, 16 Nov 2009 <![CDATA[Marston's "Now at fair value" (Neutral) Pettem]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69652|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
  • MARS.L Marston's

  • ETI.L Enterprise Inns

  • MAB.L Mitchells & Butlers


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Kate Pettem, CFA MARS.L ETI.L MAB.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69652|native|public|20091113040024 Fri, 13 Nov 2009 <![CDATA[Coffer Peach Business Tracker "October LFL Sales +2.8%" 13-Nov-2009 Pettem]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69655|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • European Cyclical Goods & Services

  • Global Cyclical Goods & Services


Subjects
  • Industry Overview

  • Morning Note

]]> Kate Pettem, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69655|native|public|20091113040039 Fri, 13 Nov 2009 <![CDATA[Carnival "CCL: Quick Update After Analyst Meeting" (Buy) Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82564|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=uez82564|native|public|20091112231915 Thu, 12 Nov 2009 <![CDATA[US Weekly RevPAR Update "RevPAR Declined 9-10% for Upper Upscale & Urban ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82499|native|public Regions
  • Global

  • Americas


Sectors
  • Global Lodging

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Americas Lodging

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • Americas Cyclical Goods & Services


Companies
  • MAR.N Marriott Intl.

  • CHH.N Choice Hotels

  • HST.N Host Hotels

  • HOT.N Starwood Hotels

  • WYN.N Wyndham Worldwide


Subjects
  • Industry Overview

  • Morning Note

]]> William B. Truelove MAR.N CHH.N HST.N HOT.N WYN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82499|native|public|20091111204215 Wed, 11 Nov 2009 <![CDATA[Synnex Technology "Look beyond seasonality" (Buy) Tsuei]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51699|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

  • Morning Note

]]> Ko-chin Tsuei 2347.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51699|native|public|20091111145846 Wed, 11 Nov 2009 <![CDATA[US Restaurants "Will Trends Improve After Bad Oct Weather" 11-Nov-2009 Palmer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82460|native|public Regions
  • Global

  • Americas


Sectors
  • Global Restaurants

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • Americas Restaurants

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • Americas Cyclical Goods & Services


Companies
  • MCD.N McDonalds

  • EAT.N Brinker Intl.


Subjects
  • Industry Overview

  • Morning Note

]]> David Palmer MCD.N EAT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82460|native|public|20091111051028 Wed, 11 Nov 2009