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 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[Walt Disney Co. "Demand for Disney is Strong and Growing" (Buy) Morris]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86131|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

  • Operating Results

  • Morning Note

]]> Michael C. Morris, CFA DIS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86131|native|public|20100210054841 Wed, 10 Feb 2010 <![CDATA[US Entertainment Industry "Short Interest Snapshot" 10-Feb-2010 Morris]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86126|native|public Regions
  • Global

  • Americas


Sectors
  • Global Broadcasting

  • Global Entertainment

  • Global Consumer, Cyclical

  • Global Media

  • Americas Broadcasting

  • Americas Entertainment

  • Americas Consumer, Cyclical

  • Americas Media


Companies
  • DIS.N Walt Disney Co.

  • VIAb.N Viacom

  • TWX.N Time Warner Inc.

  • CBS.N CBS Corp.

  • NWSA.O News Corporation

  • DWA.O DreamWorks Animation

  • DISCA.O Discovery Comm

  • SNI.N Scripps Networks


Subjects
  • Industry Overview

  • Morning Note

]]> Michael C. Morris, CFA DIS.N VIAb.N TWX.N CBS.N NWSA.O DWA.O DISCA.O SNI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86126|native|public|20100210051015 Wed, 10 Feb 2010 <![CDATA[US Internet and Interactive Entertainment "Bing Share Gains Accelerate"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86107|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advertising

  • Global Consumer, Cyclical

  • Global Technology

  • Global Media

  • Global Internet Services

  • Global Technology Services

  • Americas Advertising

  • US Advertising

  • Americas Consumer, Cyclical

  • Americas Technology

  • US Consumer, Cyclical

  • US Technology

  • Americas Media

  • US Media

  • US Internet Services

  • US Technology Services

  • Americas Internet Services

  • Americas Technology Services

  • North American Advertising

  • North American Consumer, Cyclical

  • North American Internet Services

  • North American Media

  • North American Technology

  • North American Technology Services


Companies
  • YHOO.O Yahoo

  • GOOG.O Google Inc.

  • AOL.N AOL


Subjects
  • Industry Overview

  • Morning Note

]]> Brian Pitz YHOO.O GOOG.O AOL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86107|native|public|20100209235349 Tue, 9 Feb 2010 <![CDATA[Electronic Arts "Is the FY11 Bar Low Enough?" (Buy) Pitz]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86051|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
  • ATVI.O Activision Blizzard

  • ERTS.O Electronic Arts


Subjects
  • Company Update

  • Morning Note

]]> Brian Pitz ATVI.O ERTS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86051|native|public|20100209110816 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: 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: 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[Sky Deutschland "Sky cuts package pricing" (Neutral) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72899|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Entertainment

  • European Entertainment

  • European Ex. UK Entertainment

  • Global Entertainment

  • German Consumer, Cyclical

  • European Consumer, Cyclical

  • European Ex. UK Consumer, Cyclical

  • Global Consumer, Cyclical

  • German Media

  • European Media

  • European Ex. UK Media

  • Global Media


Companies
  • SKYDn.DE Sky Deutschland


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang SKYDn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72899|native|public|20100208152628 Mon, 8 Feb 2010 <![CDATA[Seven Network "Licence fee cut highlights discount to NAV" (Buy) Moran]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12039|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Broadcasting

  • Global Consumer, Cyclical

  • Global 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

  • Australian Broadcasting

  • Australian Consumer, Cyclical

  • Australian Media

  • Australasian Broadcasting

  • Australasian Consumer, Cyclical

  • Australasian Media


Companies
  • SEV.AX Seven Network


Subjects
  • Company Update

  • Morning Note

]]> Lauren Moran SEV.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12039|native|public|20100208104804 Mon, 8 Feb 2010 <![CDATA[Ten Network "Licence fee rebates announced" (Neutral) Moran]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12038|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Broadcasting

  • Global Consumer, Cyclical

  • Global 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

  • Australian Broadcasting

  • Australian Consumer, Cyclical

  • Australian Media

  • Australasian Broadcasting

  • Australasian Consumer, Cyclical

  • Australasian Media


Companies
  • TEN.AX Ten Network


Subjects
  • Company Update

  • Morning Note

]]> Lauren Moran TEN.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet12038|native|public|20100208104305 Mon, 8 Feb 2010 <![CDATA[First Read: Vivendi "Downgrading expectations for Activision" (Neutral) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72871|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

  • ATVI.O Activision Blizzard


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang VIV.PA ATVI.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72871|native|public|20100208082014 Mon, 8 Feb 2010 <![CDATA[First Read: European Media "Playing dollar winners" 08-Feb-2010 Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72866|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • Global Media


Companies
  • AEGS.L Aegis

  • EURC.PA Havas

  • PUBP.PA Publicis

  • WLSNc.AS Wolters-Kluwer

  • PSON.L Pearson

  • REL.L Reed Elsevier plc

  • WPP.L WPP

  • UBM.L UBM

  • INF.L Informa

  • ITV.L ITV


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Polo Tang AEGS.L EURC.PA PUBP.PA WLSNc.AS PSON.L REL.L WPP.L UBM.L INF.L ITV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72866|native|public|20100208073739 Mon, 8 Feb 2010 <![CDATA[First Read: Pearson "Next leg of longer-term story" (Buy) Reid]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72849|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

]]> Alastair Reid PSON.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72849|native|public|20100208052741 Mon, 8 Feb 2010 <![CDATA[US Internet and Interactive Entertainment "Pitz & Fitz's Internet / IE Weekly"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85943|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advertising

  • Global Consumer, Cyclical

  • Global Technology

  • Global Media

  • Global Internet Services

  • Global Technology Services

  • Americas Advertising

  • US Advertising

  • Americas Consumer, Cyclical

  • Americas Technology

  • US Consumer, Cyclical

  • US Technology

  • Americas Media

  • US Media

  • US Internet Services

  • US Technology Services

  • Americas Internet Services

  • Americas Technology Services

  • North American Advertising

  • North American Consumer, Cyclical

  • North American Internet Services

  • North American Media

  • North American Technology

  • North American Technology Services


Subjects
  • Industry Overview

  • Morning Note

]]> Brian Pitz http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85943|native|public|20100208051041 Mon, 8 Feb 2010 <![CDATA[US Entertainment Industry "Expectations Still High for Media Shares" 08-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85954|native|public Regions
  • Global

  • Americas


Sectors
  • Global Broadcasting

  • Global Entertainment

  • Global Consumer, Cyclical

  • Global Media

  • Americas Broadcasting

  • Americas Entertainment

  • Americas Consumer, Cyclical

  • Americas Media


Companies
  • DIS.N Walt Disney Co.

  • DWA.O DreamWorks Animation

  • SNI.N Scripps Networks


Subjects
  • Company Update

  • Industry Overview

  • Operating Results

  • Morning Note

]]> Michael C. Morris, CFA DIS.N DWA.O SNI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85954|native|public|20100208051022 Mon, 8 Feb 2010 <![CDATA[US Internet and Interactive Entertainment "Video Games CYQ4 Earnings Playbook"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85963|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advertising

  • Global Consumer, Cyclical

  • Global Technology

  • Global Media

  • Global Internet Services

  • Global Technology Services

  • Americas Advertising

  • US Advertising

  • Americas Consumer, Cyclical

  • Americas Technology

  • US Consumer, Cyclical

  • US Technology

  • Americas Media

  • US Media

  • US Internet Services

  • US Technology Services

  • Americas Internet Services

  • Americas Technology Services

  • North American Advertising

  • North American Consumer, Cyclical

  • North American Internet Services

  • North American Media

  • North American Technology

  • North American Technology Services


Companies
  • ATVI.O Activision Blizzard

  • ERTS.O Electronic Arts


Subjects
  • Industry Overview

  • Morning Note

]]> Brian Pitz ATVI.O ERTS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85963|native|public|20100208023519 Mon, 8 Feb 2010 <![CDATA[Dentsu "Jan 2010 parent sales: continued growth for interactive media"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18720|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Advertising

  • Global Consumer, Cyclical

  • Global Media

  • Japanese Advertising

  • Japanese Consumer, Cyclical

  • Japanese Media


Companies
  • 4324.T Dentsu


Subjects
  • Company Update

  • Morning Note

]]> Shinsuke Iwasa 4324.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18720|native|public|20100205150044 Fri, 5 Feb 2010 <![CDATA[Global Media News & Views "UBS Global Media Weekly Update" 05-Feb-2010 Coppet]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85903|native|public Regions
  • Global


Sectors
  • Global Consumer, Cyclical

  • Global Media

  • US Strategy Top 20


Companies
  • AEGS.L Aegis

  • DMGOa.L DMGT

  • VIV.PA Vivendi

  • WPP.L WPP

  • YELL.L Yell

  • ITV.L ITV

  • CPSM.WA Cyfrowy Polsat

  • CMCSA.O Comcast Corporation

  • TWX.N Time Warner Inc.

  • AMZN.O Amazon.com

  • NWSA.O News Corporation

  • AOL.N AOL

  • MLB.AX Melbourne IT

  • 9401.T TBS Holdings

  • 9404.T NTV

  • 9697.T Capcom

  • 9766.T Konami

  • 4676.T Fuji Media Holdings

  • 9409.T TV Asahi

  • 4817.Q Jupiter Telecom

  • 3715.T Dwango

  • 0700.HK Tencent

  • 2433.T Hakuhodo DY HD

  • BIDU.O Baidu


Subjects
  • Industry Overview

  • Morning Note

]]> Matthieu Coppet AEGS.L DMGOa.L VIV.PA WPP.L YELL.L ITV.L CPSM.WA CMCSA.O TWX.N AMZN.O NWSA.O AOL.N MLB.AX 9401.T 9404.T 9697.T 9766.T 4676.T 9409.T 4817.Q 3715.T 0700.HK 2433.T BIDU.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85903|native|public|20100205093551 Fri, 5 Feb 2010 <![CDATA[First Read: ITV "Canvas under scrutiny" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72786|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

  • BT.L BT Group

  • ITV.L ITV

  • CSCO.O Cisco Systems

  • VMED.O Virgin Media

  • 6758.T Sony


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang BSY.L BT.L ITV.L CSCO.O VMED.O 6758.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72786|native|public|20100205075910 Fri, 5 Feb 2010 <![CDATA[First Read: WPP "COI account win" (Neutral) Reid]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72785|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Advertising

  • British Advertising

  • Global Advertising

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • AEGS.L Aegis

  • WPP.L WPP


Subjects
  • Company Update

  • Morning Note

]]> Alastair Reid AEGS.L WPP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72785|native|public|20100205075743 Fri, 5 Feb 2010