UBS Research: Media http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=MDI&MarketCode=GL&MarketCap=X UBS Research: Media en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 3 Jul 2009 Sat, 4 Jul 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[Ipsos "CFO conference call - we remain cautious" (Neutral) Agnes]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63583|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • European Advertising

  • European Ex. UK Advertising

  • French Advertising

  • Global Advertising

  • 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
  • ISOS.PA Ipsos


Subjects
  • Company Update

  • Morning Note

]]> Julie Agnes ISOS.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63583|native|public|20090703085259 Fri, 3 Jul 2009 <![CDATA[First Read: ITV "Kangaroo sale and Hulu JV" (Neutral) Kerven]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63572|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Broadcasting

  • European Broadcasting

  • Global Broadcasting

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • ITV.L ITV


Subjects
  • Company Update

  • Morning Note

]]> Daniel Kerven ITV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63572|native|public|20090703065901 Fri, 3 Jul 2009 <![CDATA[First Read: Pearson "California budget issues remain" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63568|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • PSON.L Pearson


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang PSON.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63568|native|public|20090703063013 Fri, 3 Jul 2009 <![CDATA[TVB "Downtrend in ad spend in HK stabilising" (Buy) Leung]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48264|native|public Regions
  • Global

  • Asia

  • Hong Kong

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Broadcasting

  • Global Consumer, Cyclical

  • Global Media

  • Hong Kong Broadcasting

  • Asian Broadcasting

  • Asian Consumer, Cyclical

  • Hong Kong Consumer, Cyclical

  • Asian Media

  • Hong Kong Media

  • Asian Pacific Broadcasting

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Media

  • Asian Pacific Ex. JP Broadcasting

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Media


Companies
  • 0511.HK TVB


Subjects
  • Change in Recommendation

  • Company Update

]]> Spencer Leung 0511.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48264|native|public|20090702142051 Thu, 2 Jul 2009 <![CDATA[Global Valuation Update "2009: H1 Snapshot" 02-Jul-2009 Coppet]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76884|native|public Regions
  • Global


Sectors
  • Global Consumer, Cyclical

  • Global Media


Companies
  • PSON.L Pearson

  • NPNJn.J Naspers

  • DIS.N Walt Disney Co.

  • DTV.O DIRECTV Group

  • 4755.Q Rakuten

  • 4817.Q Jupiter Telecom


Subjects
  • Industry Overview

]]> Matthieu Coppet PSON.L NPNJn.J DIS.N DTV.O 4755.Q 4817.Q http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76884|native|public|20090702091132 Thu, 2 Jul 2009 <![CDATA[First Read: Yell "S&P downgrade rating to B" (Neutral) Whittington]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63520|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • YELL.L Yell


Subjects
  • Company Update

  • Morning Note

]]> Simon Whittington YELL.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63520|native|public|20090702064143 Thu, 2 Jul 2009 <![CDATA[Thai Broadcasters "Concession extension" 01-Jul-2009 Arayasantiparb]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48231|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Thailand

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Broadcasting

  • Global Consumer, Cyclical

  • Global Media

  • Thai Broadcasting

  • Asian Broadcasting

  • Asian Consumer, Cyclical

  • Thai Consumer, Cyclical

  • Asian Media

  • Thai Media

  • Asian Pacific Broadcasting

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Media

  • Asian Pacific Ex. JP Broadcasting

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Media

  • Asia Emerging Broadcasting

  • Asia Emerging Consumer, Cyclical

  • Asia Emerging Media


Companies
  • 0511.HK TVB

  • BEC.BK BEC

  • TLVACPO.MX Grupo Televisa

  • MCOT.BK MCOT

  • MNCN.JK Media Nusantara


Subjects
  • Industry Overview

  • Morning Note

]]> Athaporn Arayasantiparb 0511.HK BEC.BK TLVACPO.MX MCOT.BK MNCN.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48231|native|public|20090701094543 Wed, 1 Jul 2009 <![CDATA[First Read: Yell "Debt for equity swap?" (Neutral) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63470|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • YELL.L Yell


Subjects
  • Company Update

  • Morning Note

]]> Simon Whittington YELL.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63470|native|public|20090701065231 Wed, 1 Jul 2009 <![CDATA[First Read: Pearson "Apollo read across" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63466|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • PSON.L Pearson


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang PSON.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63466|native|public|20090701064640 Wed, 1 Jul 2009 <![CDATA[Walt Disney Co. "Updating Capex Expectations for Hong Kong Disneyland ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76836|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Entertainment

  • Global Consumer, Cyclical

  • Global Media

  • US Entertainment

  • Americas Entertainment

  • Americas Consumer, Cyclical

  • US Consumer, Cyclical

  • Americas Media

  • US Media

  • North American Consumer, Cyclical

  • North American Media

  • North American Entertainment


Companies
  • DIS.N Walt Disney Co.


Subjects
  • Company Update

]]> Michael C. Morris, CFA DIS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76836|native|public|20090701041025 Wed, 1 Jul 2009 <![CDATA[Yell "Forecast update" (Neutral) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63444|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • YELL.L Yell


Subjects
  • Company Update

  • Morning Note

]]> Simon Whittington YELL.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63444|native|public|20090701030032 Wed, 1 Jul 2009 <![CDATA[Naspers "FY 09 results - solid performance" (Buy) Slettevold]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01030|native|public Regions
  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • South African Publishing

  • EMEA Emerging Publishing

  • Global Publishing

  • EMEA Emerging Consumer, Cyclical

  • Global Consumer, Cyclical

  • South African Consumer, Cyclical

  • EMEA Emerging Media

  • Global Media

  • South African Media

  • Global Emerging Consumer, Cyclical

  • Global Emerging Media

  • Global Emerging Publishing


Companies
  • NPNJn.J Naspers


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> John Slettevold, CFA NPNJn.J http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01030|native|public|20090630201825 Tue, 30 Jun 2009 <![CDATA[European Newspapers "Revenue recovery under-estimated" 30-Jun-2009 Reid]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63401|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • Global Media


Companies
  • DMGOa.L DMGT

  • LAGA.PA Lagardere

  • WLSNc.AS Wolters-Kluwer

  • PSON.L Pearson

  • TNI.L Trinity Mirror

  • WPP.L WPP

  • MS.MI Mediaset

  • SBST.OL Schibsted

  • JPR.L Johnston Press

  • JCDX.PA JCDecaux

  • TRIL.L Thomson Reuters Plc


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Alastair Reid DMGOa.L LAGA.PA WLSNc.AS PSON.L TNI.L WPP.L MS.MI SBST.OL JPR.L JCDX.PA TRIL.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63401|native|public|20090630094242 Tue, 30 Jun 2009 <![CDATA[First Read: Vivendi "Vivendi makes offer for Celtel stake" (Sell) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63428|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • French Broadcasting

  • European Broadcasting

  • European Ex. UK Broadcasting

  • Global Broadcasting

  • 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
  • VIV.PA Vivendi


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang VIV.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63428|native|public|20090630070837 Tue, 30 Jun 2009 <![CDATA[First Read: Yell "The beginning of the end?" (Neutral) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63427|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • YELL.L Yell


Subjects
  • Company Update

  • Morning Note

]]> Simon Whittington YELL.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63427|native|public|20090630070533 Tue, 30 Jun 2009 <![CDATA[European Media "Alpha Preferences" 30-Jun-2009 Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63409|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • Global Media


Companies
  • DMGOa.L DMGT

  • VIV.PA Vivendi

  • LAGA.PA Lagardere

  • WLSNc.AS Wolters-Kluwer

  • PSON.L Pearson

  • WPP.L WPP

  • MS.MI Mediaset

  • JCDX.PA JCDecaux

  • ITV.L ITV

  • TRIL.L Thomson Reuters Plc


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Polo Tang DMGOa.L VIV.PA LAGA.PA WLSNc.AS PSON.L WPP.L MS.MI JCDX.PA ITV.L TRIL.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63409|native|public|20090630030012 Tue, 30 Jun 2009 <![CDATA[China Internet Game "Tightening regulations may impact industry" 29-Jun-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48175|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Entertainment

  • Global Consumer, Cyclical

  • Global Technology

  • Global Media

  • Global Internet Services

  • Global Technology Services

  • Chinese Entertainment

  • Asian Entertainment

  • Asian Consumer, Cyclical

  • Asian Technology

  • Chinese Consumer, Cyclical

  • Chinese Technology

  • Asian Media

  • Chinese Media

  • Chinese Internet Services

  • Chinese Technology Services

  • Asian Internet Services

  • Asian Technology Services

  • Asian Pacific Consumer, Cyclical

  • Asian Pacific Internet Services

  • Asian Pacific Media

  • Asian Pacific Entertainment

  • Asian Pacific Technology

  • Asian Pacific Technology Services

  • Asian Pacific Ex. JP Consumer, Cyclical

  • Asian Pacific Ex. JP Internet Services

  • Asian Pacific Ex. JP Media

  • Asian Pacific Ex. JP Entertainment

  • Asian Pacific Ex. JP Technology

  • Asian Pacific Ex. JP Technology Services


Subjects
  • Industry Overview

  • Morning Note

]]> Gary Ngan http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48175|native|public|20090629155342 Mon, 29 Jun 2009 <![CDATA[BSkyB "Regulatory scenarios revisited" (Buy) Kerven]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63413|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


Subjects
  • Company Update

  • Morning Note

]]> Daniel Kerven BSY.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63413|native|public|20090629094400 Mon, 29 Jun 2009 <![CDATA[Walt Disney Co. "ESPN's UK Soccer Investment Reflects Long-Term ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76739|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Entertainment

  • Global Consumer, Cyclical

  • Global Media

  • US Entertainment

  • Americas Entertainment

  • Americas Consumer, Cyclical

  • US Consumer, Cyclical

  • Americas Media

  • US Media

  • North American Consumer, Cyclical

  • North American Media

  • North American Entertainment


Companies
  • DIS.N Walt Disney Co.


Subjects
  • Company Update

  • Morning Note

]]> Michael C. Morris, CFA DIS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76739|native|public|20090629074133 Mon, 29 Jun 2009 <![CDATA[First Read: Informa "Events weaker than expected" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63374|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • INF.L Informa


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang INF.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63374|native|public|20090629064911 Mon, 29 Jun 2009