UBS Research: Small- and Mid-cap

UBS Research: Small- and Mid-cap http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschsri UBS Research: Small- and Mid-cap en Copyright (C) UBS 2008. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Mon, 6 Oct 2008 Mon, 6 Oct 2008 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[Indian IT Services "2QFY09 preview: Management commentary to drive sentiment"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40943|native|public Regions

Global

Emerging Markets

Asia

India

Asia Pacific

Asia Pacific Ex. JP

Asia Emerging

Sectors

Global Software

Global Technology

Asian Software

Indian Software

Asian Technology

Indian Technology

Asian Pacific Software

Asian Pacific Technology

Asian Pacific Ex. JP Software

Asian Pacific Ex. JP Technology

Asia Emerging Software

Asia Emerging Technology

Companies

INFY.BO Infosys Technologies

SATY.BO Satyam

HCLT.BO HCL Technologies

Subjects

Industry Overview

Morning Note

]]> Govind Agarwal INFY.BO SATY.BO HCLT.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40943|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[U.S. Pharmaceuticals "LLY to Buy Imclone for $6.5 Billion" 06-Oct-2008 Patel]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65287|native|public Regions

Global

Sectors

Global Pharmaceuticals

Global Healthcare

Companies

WYE.N Wyeth

BMY.N Bristol-Myers

LLY.N Lilly

MRK.N Merck & Co.

PFE.N Pfizer

SGP.N Schering-Plough

IMCL.O Imclone Systems

Subjects

Industry Overview

Morning Note

]]> Roopesh Patel WYE.N BMY.N LLY.N MRK.N PFE.N SGP.N IMCL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65287|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Tech Today "UBS Global Tech Daily" 06-Oct-2008 Hillier]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65286|native|public Regions

Global

Americas

United States

North America

Sectors

Global Technology

Americas Technology

US Technology

North American Technology

Companies

NOK1V.HE Nokia

ALUA.PA Alcatel-Lucent

ERICb.ST Ericsson

MASN.S Micronas

ASML.AS ASML

STM.PA STMicroelectronics

CCC.L Computacenter

ARM.L ARM Holdings

IFXGn.F Infineon

LOG.L Logica

CSR.L CSR

005930.KS Samsung Electronics

INFY.BO Infosys Technologies

WIPR.BO Wipro

SATY.BO Satyam

066570.KS LG Electronics

AAPL.O Apple

HPQ.N Hewlett-Packard

INTC.O Intel

MOT.N Motorola

MU.N Micron Technology

NT.N Nortel Networks

AMAT.O Applied Materials

QCOM.O Qualcomm

ALTR.O Altera

ATML.O Atmel

MCHP.O Microchip Technology

ADCT.O ADC Telecom

NVLS.O Novellus Systems Inc

LRCX.O LAM Research Corp.

KLAC.O KLA-Tencor Corp.

KLBN4.SA Klabin

DELL.O Dell

VARI.O Varian

RIMM.O Research in Motion

SNDK.O SanDisk

ESLR.O Evergreen Solar

APH.N Amphenol

GPN.N Global Payments

ENER.O Energy Conversion

QI.N Qimonda

SPWRB.O SunPower

SOLR.O GT Solar Intl.

TEL.N Tyco Electronics

FSLR.O First Solar

CTV.N CommScope

Subjects

Industry Overview

Morning Note

]]> James F. Hillier NOK1V.HE ALUA.PA ERICb.ST MASN.S ASML.AS STM.PA CCC.L ARM.L IFXGn.F LOG.L CSR.L 005930.KS INFY.BO WIPR.BO SATY.BO 066570.KS AAPL.O HPQ.N INTC.O MOT.N MU.N NT.N AMAT.O QCOM.O ALTR.O ATML.O MCHP.O ADCT.O NVLS.O LRCX.O KLAC.O KLBN4.SA DELL.O VARI.O RIMM.O SNDK.O ESLR.O APH.N GPN.N ENER.O QI.N SPWRB.O SOLR.O TEL.N FSLR.O CTV.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65286|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Homebuilding "What's the Catalyst?" 06-Oct-2008 Goldberg]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65281|native|public Regions

Global

Americas

United States

North America

Sectors

Global Home Construction

Global Consumer, Cyclical

Global Home Construction & Furnishings

Global Cyclical Goods & Services

Americas Home Construction

US Home Construction

Americas Consumer, Cyclical

Americas Home Construction & Furnishings

US Consumer, Cyclical

US Home Construction & Furnishings

Americas Cyclical Goods & Services

US Cyclical Goods & Services

North American Cyclical Goods & Services

North American Consumer, Cyclical

North American Home Construction & Furnishings

North American Home Construction

Companies

CTX.N Centex Corp

PHM.N Pulte Homes

RYL.N Ryland Group

TOL.N Toll Brothers

DHI.N D.R. Horton

Subjects

Industry Overview

Morning Note

]]> David Goldberg CTX.N PHM.N RYL.N TOL.N DHI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65281|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Malaysia Market Strategy "Assessing near-term balance sheet risk" 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40979|native|public Regions

Global

Emerging Markets

Asia

Malaysia

Asia Pacific

Asia Pacific Ex. JP

Asia Emerging

Companies

RWBW.KL Resorts World

PGAS.KL Petronas Gas

UEMW.KL UEM World

YTLP.KL YTL Power Int'l

ASIA.KL Asiatic

DSOM.KL Digi.com

BMYS.KL Bursa Malaysia

AIRA.KL AirAsia

SCOI.KL Scomi Group

KNMP.KL KNM

IJMP.KL IJM Plantations

ANNJ.KL Ann Joo

KSTE.KL Kinsteel

Subjects

Market Strategy / Comment

Morning Note

]]> Colbert Nocom RWBW.KL PGAS.KL UEMW.KL YTLP.KL ASIA.KL DSOM.KL BMYS.KL AIRA.KL SCOI.KL KNMP.KL IJMP.KL ANNJ.KL KSTE.KL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40979|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Carlsberg "Cost savings protect if macro weakens" (Buy) Earlam]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50782|native|public Regions

Denmark

Europe Including UK

Europe Ex. UK

Global

Nordic

UBSW EMEA

Sectors

Danish Distillers & Brewers

European Distillers & Brewers

European Ex. UK Distillers & Brewers

Global Distillers & Brewers

Danish Consumer, Non-Cyclical

European Consumer, Non-Cyclical

European Ex. UK Consumer, Non-Cyclical

Global Consumer, Non-Cyclical

Danish Food & Beverage

European Food & Beverage

European Ex. UK Food & Beverage

Global Food & Beverage

Danish Beverage

European Beverage

European Ex. UK Beverage

Nordic Beverage

Nordic Distillers & Brewers

Nordic Food & Beverage

Nordic Consumer, Non-Cyclical

Global Beverage

Companies

CARLb.CO Carlsberg

Subjects

Company Update

Morning Note

]]> Melissa Earlam CARLb.CO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50782|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Building and Construction "Seven years of feast, seven years of ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50732|native|public Regions

Europe Including UK

Global

Sectors

European Building Materials

Global Building Materials

European Industrial

Global Industrial

European Construction

Global Construction

Companies

WBSV.VI Wienerberger

BDEV.L Barratt Dev.

BALF.L Balfour Beatty

BKG_u.L Berkeley Group

BWY.L Bellway

FORN.S Forbo

HOLN.VX Holcim

SIK.S Sika

CRH.I CRH

GBFG.DE Bilfinger Berger

HOTG.DE Hochtief

ANA.MC Acciona

FCC.MC FCC

OHL.MC Obrascon Huarte

ACS.MC Acs

CMFP.PA Ciments Fr.

SGOB.PA St. Gobain

LAFP.PA Lafarge

SGEF.PA Vinci

IPGI.MI Impregilo

ITAI.MI I'cementi

BZU.MI Buzzi Unicem

BAMN.AS BAM

PSN.L Persimmon

RDW.L Redrow

SKAb.ST Skanska

SHI.L SIG

TPK.L Travis Perkins

TW.L Taylor Wimpey

WOS.L Wolseley

CPR.LS Cimpor

AFG.S Arbonia-Forster

CPLN.MC Cementos Portland

BOSN.AS Boskalis

NCCb.ST NCC

BVS.L Bovis Homes

YTY1V.HE YIT

FER.MC Grupo Ferrovial

GEBN.VX Geberit

CLLN.L Carillion

HEIJ.AS Heijmans

AST.MI Astaldi

KSP.I Kingspan

WAVIN.AS Wavin

UNR1V.HE Uponor

Subjects

Industry Overview

]]> Mark Stockdale WBSV.VI BDEV.L BALF.L BKG_u.L BWY.L FORN.S HOLN.VX SIK.S CRH.I GBFG.DE HOTG.DE ANA.MC FCC.MC OHL.MC ACS.MC CMFP.PA SGOB.PA LAFP.PA SGEF.PA IPGI.MI ITAI.MI BZU.MI BAMN.AS PSN.L RDW.L SKAb.ST SHI.L TPK.L TW.L WOS.L CPR.LS AFG.S CPLN.MC BOSN.AS NCCb.ST BVS.L YTY1V.HE FER.MC GEBN.VX CLLN.L HEIJ.AS AST.MI KSP.I WAVIN.AS UNR1V.HE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50732|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[APAC Contextual Diary "The weeks ahead " 06-Oct-2008 Sohn]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40977|native|public Regions

Global

Asia Pacific

Companies

HSBA.L HSBC

STM.PA STMicroelectronics

ASII.JK Astra Intl.

BAY.BK Bank of Ayudhya

BCP.BK Bangchak Petroleum

BNGA.JK Bank Niaga

BUCM.KL Bumiputra-Commerce

CATL.SI CapitaLand

DBSM.SI DBS

RHBC.KL RHB Capital

EGCO.BK EGCO

0003.HK HK & China Gas

0004.HK Wharf Holdings

0012.HK Henderson Land

0016.HK Sun Hung Kai P.

0017.HK New World Dev

0019.HK Swire Pacific

0023.HK Bank of East Asia

0045.HK HK & Shanghai Hotels

0057.HK Chen Hsong

0069.HK Shangri-La Asia

0323.HK Maanshan I&S

0341.HK Café de Coral

0709.HK Giordano

HKLD.SI HK Land

IJMS.KL IJM

INTP.JK Indocement

KPLM.SI Keppel Corporation

001040.KS CJ Corp

096770.KS SK Energy

010950.KS S-Oil

001230.KS Dongkuk Steel

005490.KS POSCO

005930.KS Samsung Electronics

005380.KS Hyundai Motor

015760.KS KEPCO

000720.KS Hyundai E&C

015940.KS LG Dacom

KTB.BK Krung Thai Bank

MBBM.KL Malayan Banking

MISCe.KL MISC

LMCE.KL Lafarge MC

OCBC.SI OCBC

BATO.KL BAT (Malaysia)

RWBW.KL Resorts World

SIAL.SI Singapore Airlines

SIME.KL Sime Darby (M)

SMCB.JK Holcim Indonesia

SMGR.JK Semen Gresik

STEL.SI Singapore Telecom

TENA.KL Tenaga Nasional

KBAN.BK Kasikornbank

TISC.BK TISCO

TLMM.KL Telekom Malaysia

1301.TW Formosa Plastics

1402.TW Far Eastern Textile

2002.TW China Steel

2311.TW ASE

2317.TW Hon Hai Precision

2330.TW TSMC

2882.TW Cathay FHC

2891.TW Chinatrust FHC

UOBH.SI UOB

UEMW.KL UEM World

0291.HK CRE

CPN.BK Central Pattana

MBT.PS Metrobank

ACC.BO ACC Limited

BPCL.BO Bharat Petroleum

GRAS.BO Grasim Industries

HALC.BO Hindalco

HLL.BO Hindustan Unilever

ICMN.BO India Cements

LART.BO L & T

SAIL.BO SAIL

TTCH.BO Tata Chemicals

TTPW.BO Tata Power

2357.TW Asustek

0548.HK Shenzhen Expressway

HROH.BO Hero Honda

IOIB.KL IOI Corporation

BECL.BK Bangkok Expressway

0576.HK Zhejiang Expressway

006360.KS GS E&C

YTLP.KL YTL Power Int'l

GAIL.BO GAIL

ASIA.KL Asiatic

0941.HK China Mobile

AALI.JK Astra Agro Lestari

ANTM.JK Antam

1171.HK Yanzhou Coal

900947.SS Shanghai Zhenhua - B

MINT.BK Minor International

2892.TW First FHC

0347.HK Angang Steel

0874.HK Guangzhou Pharma

0914.HK Anhui Conch Cement

0494.HK Li & Fung

2379.TW Realtek

000210.KS Daelim Industrial

INCO.JK Inco Indonesia

ICBK.BO ICICI Bank

0282.HK Next Media

0857.HK PetroChina

BBCA.JK BCA

035760.KQ CJ Home Shopping

SUN.BO Sun Pharma

0762.HK China Unicom

2412.TW Chunghwa Telecom

4904.TW Far EasTone

2353.TW Acer Inc.

RPET.BO Reliance Petroleum

032640.KS LG Telecom

MEDC.JK Medco Energi

0386.HK Sinopec

2409.TW AU Optronics

3037.TW Unimicron

060000.KS Kookmin

2454.TW MediaTek

PTT.BK PTT Public Company

BRTI.BO Bharti Airtel

0669.HK Techtronic

2498.TW HTC Corporation

066570.KS LG Electronics

2388.HK BOCHK

PLUE.KL PLUS

3009.TW Chi Mei Opto

0728.HK China Telecom

2439.TW Merry Electronics

069960.KS HDS

600019.SS Baosteel

MRTI.BO Maruti

AAAN.KL Astro All Asia

CPALL.BK CP All

0836.HK China Resources Pwr

035420.KQ NHN

3231.TW Wistron

012630.KS Hyundai Development

FGL.AX Foster's Group

SEV.AX Seven Network

WES.AX Wesfarmers

ANZ.AX ANZ Banking Group

WHS.NZ The Warehouse

SKT.NZ Sky Network TV

OSH.AX Oil Search

MYO.AX MYOB

APA.AX APA Group

LLC.AX Lend Lease Corp

MTS.AX Metcash Ltd

MRE.AX Minara Resources Ltd

3401.T Teijin

3402.T Toray

3404.T Mitsubishi Rayon

3405.T Kuraray

3861.T Oji Paper

3865.T Hokuetsu Paper Mills

3941.T Rengo

4005.T Sumitomo Chemical

4063.T Shin-Etsu Chemical

4118.T Kaneka

4183.T Mitsui Chemicals

4208.T Ube Industries

4502.T Takeda Pharma.

4503.T Astellas Pharma

4507.T Shionogi

5471.T Daido Steel

5711.T Mitsubishi Materials

6479.T Minebea

6645.OS Omron

6762.T TDK

6770.T Alps Electric

6861.T Keyence

6971.T Kyocera

7011.T MHI

7241.T Futaba Industrial

7974.OS Nintendo

8058.T Mitsubishi

8403.T Sumitomo Trust

8564.T Takefuji

9613.T NTT Data

9697.T Capcom

9766.T Konami

1963.T JGC

3116.T Toyota Boshoku

4004.T Showa Denko

4021.T Nissan Chemical

4043.T Tokuyama

4185.T JSR

5232.T SOC

5481.T Sanyo Special Steel

6278.T Union Tool

6326.T Kubota

6349.T Komori Corp.

6370.T Kurita Water Ind.

6436.T Amano

6473.T JTEKT

6481.T THK

6594.T Nidec

6996.T Nichicon

7230.T Nissin Kogyo

7276.T Koito Mfg.

7296.T F.C.C.

8227.T Shimamura

8233.T Takashimaya

3086.T J. Front Retailing

8281.T Xebio

9086.T Hitachi Transport

9107.T Kawasaki Kisen

9684.T Square Enix

3626.T IT Holdings

9843.T Nitori

9983.T Fast Retailing

4704.T Trend Micro

7220.T Musashi Seimitsu

4755.Q Rakuten

9409.T TV Asahi

3893.T Nippon Paper Group

8306.T Mitsubishi UFJ FG

8309.T Chuo Mitsui Trust HD

8316.T Sumitomo Mitsui FG

8411.T Mizuho FG

3727.T Aplix

SCIB.BK Siam City Bank

STAR.SI StarHub

AOT.BK Airports of Thailand

2474.TW Catcher Technology

034220.KS LG Display

600690.SS Qingdao Haier

CTRP.O Ctrip

012450.KS Samsung Techwin

078930.KS GS Holdings

0027.HK Galaxy Entertainment

0200.HK Melco International

0906.HK China Netcom

0823.HK Link REIT

0763.HK ZTE

BIOS.SI Biosensors

2038.HK FIH

BUMI.JK Bumi Resources

0753.HK Air China

TTA.BK TTA

2866.HK CSCL

2343.HK PacBasin

BCM.AX B & B Capital

0493.HK Gome

PGAS.JK PGAS

1919.HK China COSCO

600320.SS Shanghai Zhenhua - A

2354.TW Foxconn Tech

600332.SS Guangzhou Pharma - A

3382.T Seven & I HD

6239.TW Powertech Technology

4568.T Daiichi Sankyo

2018.HK AAC Acoustic Tech

GFF.AX Goodman Fielder

PTTC.BK PTT Chemical

0405.HK GZI REIT

0297.HK Sinofert

GLOW.BK Glow Energy

PUJL.BO Punj Lloyd

LPKR.JK Lippo Karawaci

3311.TW Silitech

8046.TW Nanya PCB

MCOT.BK MCOT

MMX.AX Murchison Metals Ltd

2778.HK Champion REIT

1212.HK Lifestyle

2393.TW Everlight

3050.T DCM Japan HD

IVRC.BO IVRCL

2121.T mixi

2885.TW Yuanta FHC

1800.HK CCCC

3481.TW Innolux Display

0813.HK Shimao

1882.HK Haitian

3339.HK CIMH

1889.HK Wuyi Pharmaceutical

034020.KS Doosan Heavy I&C

IDEA.BO Idea

601333.SS Guangshen Railway A

WLIL.SI Wilmar International

TAT.SI Tat Hong Holdings

601166.SS Industrial Bank

YAZG.SI Yangzijiang

GAGR.SI Golden Agri

ELTY.JK Bakrieland

STRL.SI Straits Asia Res

MIS.AX Midwest Corporation

MMPR.SI Macquarie Prime REIT

3993.HK China Molybdenum

IFAR.SI Indofood Agri

0998.HK Citic Bank

LDK.N LDK Solar

SCOI.KL Scomi Group

LMRT.SI Lippo-Mapletree IRT

ITMG.JK ITM

3323.HK CNBM

BTEL.JK Bakrie Tel

JSMR.JK Jasa Marga

HAPP.KL Hap Seng Plantations

0368.HK Sinotrans Shipping

036490.KQ Sodiff Adv Materials

601866.SS CSCL - A

600519.SS Kweichow Moutai

000858.SZ Wuliangye

000568.SZ Luzhou Laojiao

KNMP.KL KNM

600383.SS Gemdale

000792.SZ Salt Lake Potash

000651.SZ Gree

ULTC.BO UltraTech Cement

8299.TWO Phison

ERAW.BK Erawan

PIP.PS PCPPI

600585.SS Anhui Conch - A

600801.SS Huaxin - A

000401.SZ Jidong Cement

000338.SZ Weichai Power - A

IJMP.KL IJM Plantations

3808.HK Sinotruk

PTTAR.BK PTT Aromatics

1186.HK CRCC

JAIR.BO Jain Irrigation

SNTX.BO Sintex Industries

601168.SS West Mining

000060.SZ Zhongjin Lingnan

PS.BK Preuksa Real Estate

1368.HK Xtep

601186.SS CRCC - A

000423.SZ Dong-E E-Jiao

2333.HK Great Wall Motor

000759.SZ Wuhan Zhongbai

600035.SS Chutian Expres

ESSO.BK Esso

600497.SS Yunnan Chihong

BJHN.BO Bajaj Hindusthan

000024.SZ China Merchants Prop

ENRG.JK Energi

600548.SS Shenzhen ExpresswayA

1722.TW Taiwan Fertilizer

Subjects

Market Strategy / Comment

]]> Bill Sohn HSBA.L STM.PA ASII.JK BAY.BK BCP.BK BNGA.JK BUCM.KL CATL.SI DBSM.SI RHBC.KL EGCO.BK 0003.HK 0004.HK 0012.HK 0016.HK 0017.HK 0019.HK 0023.HK 0045.HK 0057.HK 0069.HK 0323.HK 0341.HK 0709.HK HKLD.SI IJMS.KL INTP.JK KPLM.SI 001040.KS 096770.KS 010950.KS 001230.KS 005490.KS 005930.KS 005380.KS 015760.KS 000720.KS 015940.KS KTB.BK MBBM.KL MISCe.KL LMCE.KL OCBC.SI BATO.KL RWBW.KL SIAL.SI SIME.KL SMCB.JK SMGR.JK STEL.SI TENA.KL KBAN.BK TISC.BK TLMM.KL 1301.TW 1402.TW 2002.TW 2311.TW 2317.TW 2330.TW 2882.TW 2891.TW UOBH.SI UEMW.KL 0291.HK CPN.BK MBT.PS ACC.BO BPCL.BO GRAS.BO HALC.BO HLL.BO ICMN.BO LART.BO SAIL.BO TTCH.BO TTPW.BO 2357.TW 0548.HK HROH.BO IOIB.KL BECL.BK 0576.HK 006360.KS YTLP.KL GAIL.BO ASIA.KL 0941.HK AALI.JK ANTM.JK 1171.HK 900947.SS MINT.BK 2892.TW 0347.HK 0874.HK 0914.HK 0494.HK 2379.TW 000210.KS INCO.JK ICBK.BO 0282.HK 0857.HK BBCA.JK 035760.KQ SUN.BO 0762.HK 2412.TW 4904.TW 2353.TW RPET.BO 032640.KS MEDC.JK 0386.HK 2409.TW 3037.TW 060000.KS 2454.TW PTT.BK BRTI.BO 0669.HK 2498.TW 066570.KS 2388.HK PLUE.KL 3009.TW 0728.HK 2439.TW 069960.KS 600019.SS MRTI.BO AAAN.KL CPALL.BK 0836.HK 035420.KQ 3231.TW 012630.KS FGL.AX SEV.AX WES.AX ANZ.AX WHS.NZ SKT.NZ OSH.AX MYO.AX APA.AX LLC.AX MTS.AX MRE.AX 3401.T 3402.T 3404.T 3405.T 3861.T 3865.T 3941.T 4005.T 4063.T 4118.T 4183.T 4208.T 4502.T 4503.T 4507.T 5471.T 5711.T 6479.T 6645.OS 6762.T 6770.T 6861.T 6971.T 7011.T 7241.T 7974.OS 8058.T 8403.T 8564.T 9613.T 9697.T 9766.T 1963.T 3116.T 4004.T 4021.T 4043.T 4185.T 5232.T 5481.T 6278.T 6326.T 6349.T 6370.T 6436.T 6473.T 6481.T 6594.T 6996.T 7230.T 7276.T 7296.T 8227.T 8233.T 3086.T 8281.T 9086.T 9107.T 9684.T 3626.T 9843.T 9983.T 4704.T 7220.T 4755.Q 9409.T 3893.T 8306.T 8309.T 8316.T 8411.T 3727.T SCIB.BK STAR.SI AOT.BK 2474.TW 034220.KS 600690.SS CTRP.O 012450.KS 078930.KS 0027.HK 0200.HK 0906.HK 0823.HK 0763.HK BIOS.SI 2038.HK BUMI.JK 0753.HK TTA.BK 2866.HK 2343.HK BCM.AX 0493.HK PGAS.JK 1919.HK 600320.SS 2354.TW 600332.SS 3382.T 6239.TW 4568.T 2018.HK GFF.AX PTTC.BK 0405.HK 0297.HK GLOW.BK PUJL.BO LPKR.JK 3311.TW 8046.TW MCOT.BK MMX.AX 2778.HK 1212.HK 2393.TW 3050.T IVRC.BO 2121.T 2885.TW 1800.HK 3481.TW 0813.HK 1882.HK 3339.HK 1889.HK 034020.KS IDEA.BO 601333.SS WLIL.SI TAT.SI 601166.SS YAZG.SI GAGR.SI ELTY.JK STRL.SI MIS.AX MMPR.SI 3993.HK IFAR.SI 0998.HK LDK.N SCOI.KL LMRT.SI ITMG.JK 3323.HK BTEL.JK JSMR.JK HAPP.KL 0368.HK 036490.KQ 601866.SS 600519.SS 000858.SZ 000568.SZ KNMP.KL 600383.SS 000792.SZ 000651.SZ ULTC.BO 8299.TWO ERAW.BK PIP.PS 600585.SS 600801.SS 000401.SZ 000338.SZ IJMP.KL 3808.HK PTTAR.BK 1186.HK JAIR.BO SNTX.BO 601168.SS 000060.SZ PS.BK 1368.HK 601186.SS 000423.SZ 2333.HK 000759.SZ 600035.SS ESSO.BK 600497.SS BJHN.BO 000024.SZ ENRG.JK 600548.SS 1722.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40977|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Malaysian Banking Sector "Earnings and price target downgrades " 06-Oct-2008 Jan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40976|native|public Regions

Global

Emerging Markets

Asia

Malaysia

Asia Pacific

Asia Pacific Ex. JP

Asia Emerging

Sectors

Global Banks

Global Financial

Global Banks, Ex-S&L

Asian Banks

Malaysian Banks

Asian Financial

Malaysian Financial

Malaysian Banks, Ex-S&L

Asian Banks, Ex-S&L

Asian Pacific Banks, Ex-S&L

Asian Pacific Banks

Asian Pacific Financial

Asian Pacific Ex. JP Banks, Ex-S&L

Asian Pacific Ex. JP Banks

Asian Pacific Ex. JP Financial

Asia Emerging Banks, Ex-S&L

Asia Emerging Banks

Asia Emerging Financial

Companies

AMMB.KL AMMB Holdings

BUCM.KL Bumiputra-Commerce

RHBC.KL RHB Capital

MBBM.KL Malayan Banking

PUBMe.KL Public Bank

HLBB.KL Hong Leong Bank

EONP.KL EON Cap

ALFG.KL Alliance Financial

Subjects

Company Update

Industry Overview

Morning Note

]]> Yoke Lan Jan AMMB.KL BUCM.KL RHBC.KL MBBM.KL PUBMe.KL HLBB.KL EONP.KL ALFG.KL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40976|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ENKA "Upgrade to Buy after significant sell-off" (Buy) Birdal]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50824|native|public Regions

Global

Turkey

EMEA Emerging

UBSW EMEA

Emerging Markets

Sectors

Global Industrial, Diversified

Turkish Industrial, Diversified

EMEA Emerging Industrial, Diversified

EMEA Emerging Industrial

Global Industrial

Turkish Industrial

EMEA Emerging Industrial Goods & Services

Global Industrial Goods & Services

Turkish Industrial Goods & Services

Global Emerging Industrial, Diversified

Global Emerging Industrial

Global Emerging Industrial Goods & Services

Companies

ENKAI.IS ENKA

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Ali Yavuz Birdal ENKAI.IS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50824|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Indo Oil Sector "Pipeline and distribution over E&P" 06-Oct-2008 Tobing]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40973|native|public Regions

Global

Emerging Markets

Asia

Indonesia

Asia Pacific

Asia Pacific Ex. JP

Asia Emerging

Sectors

Global Oil Companies, Secondary

Global Energy

Asian Oil Companies, Secondary

Indonesian Oil Companies, Secondary

Asian Energy

Indonesian Energy

Asian Pacific Energy

Asian Pacific Oil Companies, Secondary

Asian Pacific Ex. JP Energy

Asian Pacific Ex. JP Oil Companies, Secondary

Asia Emerging Energy

Asia Emerging Oil Companies, Secondary

Companies

MEDC.JK Medco Energi

PGAS.JK PGAS

AKRA.JK AKR Corporindo

ENRG.JK Energi

Subjects

Company Update

Industry Overview

Morning Note

]]> Sebastian Tobing, CFA MEDC.JK PGAS.JK AKRA.JK ENRG.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40973|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Semiconductor sector "Cycle update and 3Q08 preview" 06-Oct-2008 Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50781|native|public Regions

Europe Including UK

Global

Sectors

European Semiconductors

Global Semiconductors

European Technology

Global Technology

Companies

MASN.S Micronas

ASML.AS ASML

STM.PA STMicroelectronics

ARM.L ARM Holdings

IFXGn.F Infineon

AMS.S AMS

CSR.L CSR

QI.N Qimonda

Subjects

Industry Overview

Morning Note

]]> Nicolas Gaudois MASN.S ASML.AS STM.PA ARM.L IFXGn.F AMS.S CSR.L QI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50781|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Australian Resources "Forecasting Recession. Commodity prices cut accordingly"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet08107|native|public Regions

Global

Asia Pacific

Asia Pacific Ex. JP

Australia

Australasia

Sectors

Global Basic Materials

Global Mining & Metals

Global Basic Resources

Asian Pacific Basic Resources

Asian Pacific Basic Materials

Asian Pacific Mining & Metals

Asian Pacific Ex. JP Basic Resources

Asian Pacific Ex. JP Basic Materials

Asian Pacific Ex. JP Mining & Metals

Australian Basic Materials

Australian Mining & Metals

Australian Basic Resources

Australasian Basic Resources

Australasian Basic Materials

Australasian Mining & Metals

Companies

RIO.AX Rio Tinto

CEY.AX Centennial Coal

CNA.AX Coal & Allied

ERA.AX Energy Resources Aus

NCM.AX Newcrest Mining

AWC.AX Alumina Ltd

ILU.AX Iluka Resources

LGL.AX Lihir Gold

PEM.AX Perilya Limited

OZL.AX OZ Minerals

MCC.AX Macarthur Coal Ltd

MRE.AX Minara Resources Ltd

GCL.AX Gloucester Coal Ltd

PDN.AX Paladin Energy

KZL.AX Kagara Limited

WSA.AX Western Areas

MGX.AX Mt Gibson Iron Ltd

ABY.AX Aditya Birla

AVO.AX Avoca Resources Ltd

MMX.AX Murchison Metals Ltd

WHC.AX Whitehaven Coal

IVA.AX Ivanhoe Australia

Subjects

Industry Overview

Morning Note

]]> Glyn Lawcock RIO.AX CEY.AX CNA.AX ERA.AX NCM.AX AWC.AX ILU.AX LGL.AX PEM.AX OZL.AX MCC.AX MRE.AX GCL.AX PDN.AX KZL.AX WSA.AX MGX.AX ABY.AX AVO.AX MMX.AX WHC.AX IVA.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet08107|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[The Coal Miner "Down 64%......Capitulation? ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65245|native|public Regions

Global

Americas

United States

North America

Sectors

Global Coal

Global Energy

Americas Coal

US Coal

Americas Energy

US Energy

North American Coal

North American Energy

Companies

MEE.N Massey Energy

BTU.N Peabody Energy

ACI.N Arch Coal

CNX.N CONSOL Energy

ANR.N Alpha Natural

FCL.N Foundation Coal

ICO.N International Coal G

JRCC.O James River Coal

PCX.N Patriot Coal

Subjects

Company Update

Industry Overview

Market Strategy / Comment

Smaller Capitalised Companies

Morning Note

]]> Shneur Z. Gershuni, CFA MEE.N BTU.N ACI.N CNX.N ANR.N FCL.N ICO.N JRCC.O PCX.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65245|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[JREIT Sector Update "Prices looking quite cheap" 06-Oct-2008 Okino]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13341|native|public Regions

Global

Asia Pacific

Japan

Sectors

Global Real Estate

Global Financial

Global Financial Services

Japanese Real Estate

Japanese Financial

Japanese Financial Services

Companies

8951.T Nippon Building Fund

8952.T Japan Real Estate

8953.T Japan Retail Fund

8954.T ORIX JREIT

8972.T Kenedix Realty

3227.T MID REIT

3234.T Mori Hills REIT

Subjects

Industry Overview

]]> Toshihiko Okino 8951.T 8952.T 8953.T 8954.T 8972.T 3227.T 3234.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13341|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ Euro Healthcare Morning Monitor II "Breaking News" 06-Oct-2008 Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50817|native|public Regions

Europe Including UK

Global

Sectors

European Healthcare

Global Healthcare

Companies

UCB.BR UCB

GALN.S Galenica

ROG.VX Roche

CLSGn.F Celesio AG

NOVOb.CO Novo Nordisk

NOBN.VX Nobel Biocare

SOON.S Sonova

TECN.S Tecan Group

MRCG.DE Merck KGaA

NOVN.VX Novartis

SHP.L Shire Pharmaceutical

AZN.L AstraZeneca

SASY.PA Sanofi-Aventis

GSK.L GlaxoSmithKline

LUN.CO Lundbeck

SPPN.S Speedel

FMEG.DE Fresenius Medical

BSLN.S Basilea

CYTN.S Cytos

Subjects

Industry Overview

Morning Note

]]> Martin Wales, PhD UCB.BR GALN.S ROG.VX CLSGn.F NOVOb.CO NOBN.VX SOON.S TECN.S MRCG.DE NOVN.VX SHP.L AZN.L SASY.PA GSK.L LUN.CO SPPN.S FMEG.DE BSLN.S CYTN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50817|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[U.S. Consumer " "Trouble for Spending" And Earnings" 06-Oct-2008 Currie]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65249|native|public Regions

Global

Americas

United States

North America

Sectors

Global Consumer, Cyclical

Global Consumer, Non-Cyclical

Global Retail

Americas Consumer, Cyclical

Americas Consumer, Non-Cyclical

Americas Retail

US Consumer, Cyclical

US Consumer, Non-Cyclical

US Retail

North American Consumer, Cyclical

North American Consumer, Non-Cyclical

North American Retail

Companies

TAP.N Molson Coors

ACV.N Alberto-Culver

AVP.N Avon

OMX.N OfficeMax

BUD.N Anheuser-Busch

CAG.N ConAgra

CC.N Circuit City

CL.N Colgate-Palmolive

CLX.N Clorox

CPB.N Campbell Soup

TGT.N Target

DRI.N Darden Restaurants

GIS.N General Mills

HAS.N Hasbro

HD.N Home Depot

HNZ.N Heinz

HSY.N The Hershey Company

K.N Kellogg

KO.N Coca-Cola

KR.N Kroger Co.

LDG.N Longs Drug Stores

LOW.N Lowe's Cos.

MAT.N Mattel

MCD.N McDonalds

MO.N Altria Group

PEP.N PepsiCo

PG.N Procter & Gamble

RAD.N Rite Aid

SVU.N Supervalu

SYY.N Sysco Corp.

RSH.N RadioShack

UST.N UST

WAG.N Walgreen

WEN.N Wendy's Intl.

PAS.N PepsiAmericas

WMT.N Wal-Mart

CCE.N Coca-Cola Ent.

EL.N Estée Lauder

AZO.N AutoZone

DF.N Dean Foods

BBY.N Best Buy

BJ.N BJ's Wholesale Club

COST.O Costco

KMX.N CarMax

PIR.N Pier 1 Imports

CVS.N CVS Caremark Corp.

SPLS.O Staples

SWY.N Safeway

YUM.N Yum! Brands

PBG.N Pepsi Bottling Group

ODP.N Office Depot

WFMI.O Whole Foods Market

RAI.N Reynolds American

BBBY.O Bed Bath & Beyond

STZ.N Constellation

COT.N Cott

BFb.N Brown-Forman

EAT.N Brinker Intl.

SBUX.O Starbucks

KFT.N Kraft Foods

HOG.N Harley-Davidson

LO.N Lorillard

CHD.N Church & Dwight

AAP.N Advance Auto Parts

DKS.N Dick's Sporting Good

ORLY.O O'Reilly Automotive

PETM.O PETsMART

BGFV.O Big 5

LTM.N Life Time Fitness

WSM.N Williams-Sonoma

CPWM.O Cost Plus World Mrkt

HAIN.O Hain Celestial Group

BKC.N Burger King

HGG.N hhgregg

TA.A TravelCenters

HANS.O Hansen Natural

TSCO.O Tractor Supply

PM.N Philip Morris Int'l

DPS.N Dr Pepper Snapple

Subjects

Change in Recommendation

Company Update

Industry Overview

Morning Note

]]> Neil Currie TAP.N ACV.N AVP.N OMX.N BUD.N CAG.N CC.N CL.N CLX.N CPB.N TGT.N DRI.N GIS.N HAS.N HD.N HNZ.N HSY.N K.N KO.N KR.N LDG.N LOW.N MAT.N MCD.N MO.N PEP.N PG.N RAD.N SVU.N SYY.N RSH.N UST.N WAG.N WEN.N PAS.N WMT.N CCE.N EL.N AZO.N DF.N BBY.N BJ.N COST.O KMX.N PIR.N CVS.N SPLS.O SWY.N YUM.N PBG.N ODP.N WFMI.O RAI.N BBBY.O STZ.N COT.N BFb.N EAT.N SBUX.O KFT.N HOG.N LO.N CHD.N AAP.N DKS.N ORLY.O PETM.O BGFV.O LTM.N WSM.N CPWM.O HAIN.O BKC.N HGG.N TA.A HANS.O TSCO.O PM.N DPS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65249|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[ Euro Healthcare Morning Monitor I "Breaking News" 06-Oct-2008 Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50816|native|public Regions

Europe Including UK

Global

Sectors

European Healthcare

Global Healthcare

Companies

UCB.BR UCB

GALN.S Galenica

ROG.VX Roche

CLSGn.F Celesio AG

NOVOb.CO Novo Nordisk

NOBN.VX Nobel Biocare

TECN.S Tecan Group

MRCG.DE Merck KGaA

NOVN.VX Novartis

SHP.L Shire Pharmaceutical

AZN.L AstraZeneca

SASY.PA Sanofi-Aventis

GSK.L GlaxoSmithKline

LUN.CO Lundbeck

SPPN.S Speedel

FMEG.DE Fresenius Medical

BSLN.S Basilea

CYTN.S Cytos

Subjects

Industry Overview

Morning Note

]]> Gbola Amusa, MD, CFA UCB.BR GALN.S ROG.VX CLSGn.F NOVOb.CO NOBN.VX TECN.S MRCG.DE NOVN.VX SHP.L AZN.L SASY.PA GSK.L LUN.CO SPPN.S FMEG.DE BSLN.S CYTN.S http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50816|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: Taylor Nelson "WPP wins TNS majority" (Neutral) Reid]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50802|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

TNS.L Taylor Nelson

WPP.L WPP

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Alastair Reid TNS.L WPP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50802|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Neutral on the Real Estate Sector "Uncertainly soars since mid-September"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13340|native|public Regions

Global

Asia Pacific

Japan

Sectors

Global Real Estate

Global Financial

Global Financial Services

Japanese Real Estate

Japanese Financial

Japanese Financial Services

Companies

8801.T Mitsui Fudosan

8802.T Mitsubishi Estate

8830.T Sumitomo Realty&Dev.

8933.T NTT Urban Developm't

Subjects

Industry Overview

]]> Toshihiko Okino 8801.T 8802.T 8830.T 8933.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13340|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Japan Chemical/Fibre Monthly "Asian petrochemical prices down sharply"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13339|native|public Regions

Global

Asia Pacific

Japan

Sectors

Global Basic Materials

Global Chemicals

Japanese Basic Materials

Japanese Chemicals

Companies

3405.T Kuraray

3407.T Asahi Kasei

4063.T Shin-Etsu Chemical

4208.T Ube Industries

4021.T Nissan Chemical

4185.T JSR

3436.T SUMCO

Subjects

Industry Overview

]]> Takaaki Muramatsu 3405.T 3407.T 4063.T 4208.T 4021.T 4185.T 3436.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew13339|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Rautaruukki "Keep Buy despite weak outlook" (Buy) Cederholm]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50771|native|public Regions

Europe Including UK

Europe Ex. UK

Finland

Global

Nordic

UBSW EMEA

Sectors

European Steel

European Ex. UK Steel

Finnish Steel

Global Steel

European Basic Materials

European Mining & Metals

European Ex. UK Basic Materials

European Ex. UK Mining & Metals

Finnish Basic Materials

Finnish Mining & Metals

Global Basic Materials

Global Mining & Metals

European Basic Resources

European Ex. UK Basic Resources

Finnish Basic Resources

Global Basic Resources

Nordic Basic Resources

Nordic Basic Materials

Nordic Mining & Metals

Nordic Steel

Companies

RTRKS.HE Rautaruukki

Subjects

Company Update

Morning Note

]]> Olof Cederholm RTRKS.HE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50771|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Turkish Stock Ratings and Price Targets 6-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50796|native|public Regions

Global

Turkey

EMEA Emerging

UBSW EMEA

Emerging Markets

Sectors

Global Airlines

Global Automobile Manufacturers

Global Building Materials

Global Banks

Global Food Retailers & Wholesalers

Global Industrial, Diversified

Global Advanced Industrial Equipment

Global Oil Companies, Secondary

Global Real Estate

Global Steel

Turkish Airlines

Turkish Automobile Manufacturers

Turkish Building Materials

Turkish Banks

Turkish Food Retailers & Wholesalers

Turkish Industrial, Diversified

Turkish Advanced Industrial Equipment

Turkish Oil Companies, Secondary

Turkish Real Estate

Turkish Steel

Turkish Wireless Communications

Turkish Distillers & Brewers

Turkish Furnishings & Appliances

Turkish Insurance, Full-Line

Turkish Publishing

EMEA Emerging Airlines

EMEA Emerging Automobile Manufacturers

EMEA Emerging Building Materials

EMEA Emerging Banks

EMEA Emerging Wireless Communications

EMEA Emerging Distillers & Brewers

EMEA Emerging Food Retailers & Wholesalers

EMEA Emerging Furnishings & Appliances

EMEA Emerging Industrial, Diversified

EMEA Emerging Insurance, Full-Line

EMEA Emerging Advanced Industrial Equipment

EMEA Emerging Oil Companies, Secondary

EMEA Emerging Publishing

EMEA Emerging Real Estate

EMEA Emerging Steel

Global Wireless Communications

Global Distillers & Brewers

Global Furnishings & Appliances

Global Insurance, Full-Line

Global Publishing

EMEA Emerging Basic Materials

EMEA Emerging Consumer, Cyclical

EMEA Emerging Energy

EMEA Emerging Financial

EMEA Emerging Home Construction & Furnishings

EMEA Emerging Industrial

EMEA Emerging Insurance

EMEA Emerging Mining & Metals

EMEA Emerging Consumer, Non-Cyclical

EMEA Emerging Telecommunications

EMEA Emerging Industrial Transportation

Global Basic Materials

Global Consumer, Cyclical

Global Energy

Global Financial

Global Home Construction & Furnishings

Global Industrial

Global Insurance

Global Mining & Metals

Global Consumer, Non-Cyclical

Global Telecommunications

Global Industrial Transportation

Turkish Basic Materials

Turkish Consumer, Cyclical

Turkish Energy

Turkish Financial

Turkish Home Construction & Furnishings

Turkish Industrial

Turkish Insurance

Turkish Mining & Metals

Turkish Consumer, Non-Cyclical

Turkish Telecommunications

Turkish Industrial Transportation

EMEA Emerging Automobiles

EMEA Emerging Basic Resources

EMEA Emerging Cyclical Goods & Services

EMEA Emerging Construction

EMEA Emerging Food & Beverage

EMEA Emerging Financial Services

EMEA Emerging Industrial Goods & Services

EMEA Emerging Media

EMEA Emerging Non-Cyclical Goods & Services

Global Automobiles

Global Basic Resources

Global Cyclical Goods & Services

Global Construction

Global Food & Beverage

Global Financial Services

Global Industrial Goods & Services

Global Media

Global Non-Cyclical Goods & Services

Turkish Automobiles

Turkish Basic Resources

Turkish Cyclical Goods & Services

Turkish Construction

Turkish Food & Beverage

Turkish Financial Services

Turkish Industrial Goods & Services

Turkish Media

Turkish Non-Cyclical Goods & Services

Turkish Banks, Ex-S&L

Turkish Beverage

Turkish Transportation Services

EMEA Emerging Banks, Ex-S&L

EMEA Emerging Beverage

EMEA Emerging Transportation Services

Global Banks, Ex-S&L

Global Beverage

Global Transportation Services

Global Emerging Airlines

Global Emerging Automobiles

Global Emerging Automobile Manufacturers

Global Emerging Basic Resources

Global Emerging Banks, Ex-S&L

Global Emerging Building Materials

Global Emerging Banks

Global Emerging Basic Materials

Global Emerging Beverage

Global Emerging Cyclical Goods & Services

Global Emerging Construction

Global Emerging Wireless Communications

Global Emerging Consumer, Cyclical

Global Emerging Distillers & Brewers

Global Emerging Energy

Global Emerging Food Retailers & Wholesalers

Global Emerging Financial

Global Emerging Food & Beverage

Global Emerging Furnishings & Appliances

Global Emerging Financial Services

Global Emerging Home Construction & Furnishings

Global Emerging Industrial, Diversified

Global Emerging Industrial

Global Emerging Industrial Goods & Services

Global Emerging Insurance, Full-Line

Global Emerging Insurance

Global Emerging Advanced Industrial Equipment

Global Emerging Media

Global Emerging Mining & Metals

Global Emerging Non-Cyclical Goods & Services

Global Emerging Consumer, Non-Cyclical

Global Emerging Oil Companies, Secondary

Global Emerging Publishing

Global Emerging Real Estate

Global Emerging Steel

Global Emerging Telecommunications

Global Emerging Industrial Transportation

Global Emerging Transportation Services

Companies

AKBNK.IS Akbank

ARCLK.IS Arcelik

GARAN.IS Garanti

MIGRS.IS Migros Turk

FROTO.IS Ford Otosan

EREGL.IS Erdemir

AKCNS.IS Akcansa

KCHOL.IS Koc Holding

TUPRS.IS Tupras

THYAO.IS Turkish Airlines

YKBNK.IS YKB

ISCTR.IS Is Bank

SAHOL.IS Sabanci Holding

SISE.IS Sisecam

TOASO.IS Tofas Oto Fabrika

AKGRT.IS Aksigorta

ENKAI.IS ENKA

DYHOL.IS Dogan Yayin Holding

TKC.N Turkcell

AEFES.IS Anadolu Efes

VAKBN.IS Vakifbank

ISGYO.IS Is REIT

BIMAS.IS BIM

TAVHL.IS TAV

ASYAB.IS Bank Asya

ALBRK.IS Albaraka

]]> Batuhan Ozsahin AKBNK.IS ARCLK.IS GARAN.IS MIGRS.IS FROTO.IS EREGL.IS AKCNS.IS KCHOL.IS TUPRS.IS THYAO.IS YKBNK.IS ISCTR.IS SAHOL.IS SISE.IS TOASO.IS AKGRT.IS ENKAI.IS DYHOL.IS TKC.N AEFES.IS VAKBN.IS ISGYO.IS BIMAS.IS TAVHL.IS ASYAB.IS ALBRK.IS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50796|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Healthcare Providers "Aligning our Estimates to Macroeconomic Headwinds"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65272|native|public Regions

Global

Americas

Sectors

Global Healthcare Providers

Global Retailers, Drug-Based

Global Consumer, Cyclical

Global Healthcare

Global Retail

Americas Healthcare Providers

Americas Retailers, Drug-Based

Americas Consumer, Cyclical

Americas Healthcare

Americas Retail

Companies

TEVA.O Teva Pharmaceutical

MCK.N McKesson

MYL.N Mylan Laboratories

WPI.N Watson

BRL.N Barr Pharmaceuticals

ABC.N AmerisourceBergen

CAH.N Cardinal Health

CVS.N CVS Caremark Corp.

ESRX.O Express Scripts

CVD.N Covance Inc.

DGX.N Quest Diagnostics

LH.N Laboratory Corp.

CRL.N Charles River

MHS.N MedcoHealth

Subjects

Industry Overview

Morning Note

]]> Ricky Goldwasser TEVA.O MCK.N MYL.N WPI.N BRL.N ABC.N CAH.N CVS.N ESRX.O CVD.N DGX.N LH.N CRL.N MHS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65272|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Far Eastern Textile "Substantial land development gains ahead " (Buy) Chung]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40965|native|public Regions

Global

Emerging Markets

Asia

Taiwan

Asia Pacific

Asia Pacific Ex. JP

Asia Emerging

Sectors

Global Chemicals, Specialty

Global Basic Materials

Global Chemicals

Taiwanese Chemicals, Specialty

Asian Chemicals, Specialty

Asian Basic Materials

Asian Chemicals

Taiwanese Basic Materials

Taiwanese Chemicals

Asian Pacific Basic Materials

Asian Pacific Chemicals

Asian Pacific Chemicals, Specialty

Asian Pacific Ex. JP Basic Materials

Asian Pacific Ex. JP Chemicals

Asian Pacific Ex. JP Chemicals, Specialty

Asia Emerging Basic Materials

Asia Emerging Chemicals

Asia Emerging Chemicals, Specialty

Companies

1402.TW Far Eastern Textile

Subjects

Company Update

Morning Note

]]> John Chung 1402.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40965|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Electricals "After five years of wonder" 06-Oct-2008 Monot]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50789|native|public Regions

Europe Including UK

Global

Sectors

European Industrial, Diversified

European Advanced Industrial Equipment

Global Industrial, Diversified

Global Advanced Industrial Equipment

European Industrial

Global Industrial

European Industrial Goods & Services

Global Industrial Goods & Services

Companies

SIEGn.DE Siemens

LEGD.PA Legrand

SCHN.PA Schneider Elec.

ALSO.PA Alstom

ABBN.VX ABB Ltd

NEXS.PA Nexans

Subjects

Industry Overview

Morning Note

]]> Christel Monot SIEGn.DE LEGD.PA SCHN.PA ALSO.PA ABBN.VX NEXS.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50789|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Voestalpine "Weaker steel outlook - cutting estimates" (Buy) Snowdowne]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50785|native|public Regions

Austria

Europe Including UK

Europe Ex. UK

Global

UBSW EMEA

Sectors

Austrian Steel

European Steel

European Ex. UK Steel

Global Steel

Austrian Basic Materials

Austrian Mining & Metals

European Basic Materials

European Mining & Metals

European Ex. UK Basic Materials

European Ex. UK Mining & Metals

Global Basic Materials

Global Mining & Metals

Austrian Basic Resources

European Basic Resources

European Ex. UK Basic Resources

Global Basic Resources

Companies

VOES.VI Voestalpine

Subjects

Company Update

Morning Note

]]> Andrew Snowdowne VOES.VI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50785|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Canadian Oil & Gas "Reducing near-term oil price forecast" 06-Oct-2008 Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04366|native|public Regions

Global

Americas

Canada

North America

Sectors

Global Oil Companies, Major

Global Oil Companies, Secondary

Global Energy

Americas Oil Companies, Major

Americas Oil Companies, Secondary

Canadian Oil Companies, Secondary

Americas Energy

Canadian Energy

North American Energy

North American Oil Companies, Secondary

Companies

CNQ.TO Canadian Natural

NXY.TO Nexen

IMO.TO Imperial Oil Ltd.

PCA.TO Petro-Canada

ECA.N EnCana

SU.TO Suncor Energy Inc.

TLM.TO Talisman Energy

HSE.TO Husky Energy

PWT_u.TO Penn West Energy

BTE_u.TO Baytex Energy

BNP_u.TO Bonavista Energy

PGF_u.TO Pengrowth Energy

ERF_u.TO Enerplus Resources

AET_u.TO ARC Energy Trust

COS_u.TO Canadian Oil Sands

CMT.TO Compton Petroleum

PBG.TO Petrobank

OPC.TO OPTI

UTS.TO UTS Energy

NVA.TO NuVista Energy

GOa.TO Galleon Energy

CPG_u.TO Crescent Point

HTE_u.TO Harvest Energy

PGX_u.TO Progress Energy Tst.

VET_u.TO Vermilion Energy

Subjects

Industry Overview

Morning Note

]]> Andrew Potter CNQ.TO NXY.TO IMO.TO PCA.TO ECA.N SU.TO TLM.TO HSE.TO PWT_u.TO BTE_u.TO BNP_u.TO PGF_u.TO ERF_u.TO AET_u.TO COS_u.TO CMT.TO PBG.TO OPC.TO UTS.TO NVA.TO GOa.TO CPG_u.TO HTE_u.TO PGX_u.TO VET_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04366|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Machinery Analysis "Outlook Remains Bleak, While Credit Environment Adds ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65253|native|public Regions

Global

Americas

United States

North America

Sectors

Global Industrial, Diversified

Global Heavy Machinery

Global Industrial

Global Industrial Goods & Services

Global Industrial Equipment

Americas Industrial, Diversified

Americas Heavy Machinery

US Industrial, Diversified

US Heavy Machinery

Americas Industrial

US Industrial

Americas Industrial Goods & Services

US Industrial Goods & Services

Americas Industrial Equipment

US Industrial Equipment

North American Industrial, Diversified

North American Industrial

North American Industrial Equipment

North American Industrial Goods & Services

North American Heavy Machinery

Companies

CAT.N Caterpillar

CMI.N Cummins Engine

ITW.N Illinois Tool Works

NAV.N Navistar Intl

PCAR.O PACCAR

PH.N Parker Hannifin

TEX.N Terex Corporation

JOYG.O Joy Global

URI.N United Rentals

HEES.O H&E Equipment

RRR.N RSC Holdings

KMT.N Kennametal

Subjects

Industry Overview

Morning Note

]]> Henry Kirn, CFA CAT.N CMI.N ITW.N NAV.N PCAR.O PH.N TEX.N JOYG.O URI.N HEES.O RRR.N KMT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65253|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[15th Quarterly Truck Survey "Trucking outlook remains bleak; Lowering ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65252|native|public Regions

Global

Americas

United States

North America

Sectors

Global Land Transportation Equipment

Global Industrial

Global Industrial Transportation

Global Industrial Goods & Services

Americas Land Transportation Equipment

Americas Industrial

Americas Industrial Transportation

Americas Industrial Goods & Services

Companies

VOLVb.ST Volvo B

CMI.N Cummins Engine

NAV.N Navistar Intl

PCAR.O PACCAR

TEX.N Terex Corporation

JOYG.O Joy Global

JBHT.O JB Hunt Transport

HTLD.O Heartland Express

KNX.N Knight Transport

ACW.N Accuride Corp.

Subjects

Industry Overview

Morning Note

]]> Henry Kirn, CFA VOLVb.ST CMI.N NAV.N PCAR.O TEX.N JOYG.O JBHT.O HTLD.O KNX.N ACW.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65252|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Energy Sector "Lowering Oil Price; Identifying Cash Rich Companies in Cash ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65263|native|public Regions

Global

Americas

Sectors

Global Oil Companies, Major

Global Energy

Americas Oil Companies, Major

Americas Energy

Companies

HES.N Hess Corp.

CVX.N Chevron Corp.

MRO.N Marathon Oil

OXY.N Occidental Petroleum

COP.N ConocoPhillips

APC.N Anadarko Petroleum

APA.N Apache Corp.

FST.N Forest Oil

EOG.N EOG Resources

NBL.N Noble Energy

CHK.N Chesapeake Energy

XTO.N XTO Energy Corp.

DVN.N Devon Energy

NFX.N Newfield Exploration

PXD.N Pioneer Natural Res.

MUR.N Murphy Oil

SFY.N Swift Energy

COG.N Cabot Oil & Gas

DNR.N Denbury Resources

XEC.N Cimarex

KWK.N Quicksilver Res.

UPL.N Ultra Petroleum

SWN.N Southwestern Energy

PQ.N PetroQuest

HK.N Petrohawk Energy

SD.N Sandridge Energy

PXP.N Plains Exp. & Prod.

Subjects

Industry Overview

Morning Note

]]> William A. Featherston HES.N CVX.N MRO.N OXY.N COP.N APC.N APA.N FST.N EOG.N NBL.N CHK.N XTO.N DVN.N NFX.N PXD.N MUR.N SFY.N COG.N DNR.N XEC.N KWK.N UPL.N SWN.N PQ.N HK.N SD.N PXP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65263|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Rental Equipment Industry Survey #67 "Business conditions continue to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65248|native|public Regions

Global

Americas

United States

North America

Sectors

Global Heavy Machinery

Global Industrial

Global Industrial Goods & Services

Global Industrial Equipment

Americas Heavy Machinery

US Heavy Machinery

Americas Industrial

US Industrial

Americas Industrial Goods & Services

US Industrial Goods & Services

Americas Industrial Equipment

US Industrial Equipment

North American Industrial

North American Industrial Equipment

North American Industrial Goods & Services

North American Heavy Machinery

Companies

CMI.N Cummins Engine

TEX.N Terex Corporation

JOYG.O Joy Global

URI.N United Rentals

HEES.O H&E Equipment

RRR.N RSC Holdings

Subjects

Industry Overview

Morning Note

]]> Henry Kirn, CFA CMI.N TEX.N JOYG.O URI.N HEES.O RRR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65248|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Capital Markets - What to Watch Monthly "A September to Forget" 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65235|native|public Regions

Global

Americas

United States

North America

Sectors

Global Banks

Global Diversified Financial

Global Investment Services

Global Financial

Global Financial Services

Global Banks, Ex-S&L

Americas Banks

Americas Diversified Financial

Americas Investment Services

US Banks

US Diversified Financial

US Investment Services

Americas Financial

US Financial

Americas Financial Services

US Financial Services

US Banks, Ex-S&L

Americas Banks, Ex-S&L

North American Banks, Ex-S&L

North American Banks

North American Financial

North American Diversified Financial

North American Financial Services

North American Investment Services

Companies

CSGN.VX CS Group

DBKGn.DE Deutsche Bank

BAC.N Bank of America

BK.N Bank of New York

C.N Citigroup

JPM.N JPMorgan Chase

MER.N Merrill Lynch

MS.N Morgan Stanley

STT.N State Street

NTRS.O Northern Trust

BEN.N Franklin Resources

TROW.O T. Rowe Price

ETFC.O E*TRADE

SCHW.O Charles Schwab

GS.N Goldman Sachs

AMTD.O TD Ameritrade

FII.N Federated Investors

JNS.N Janus Capital Group

CME.O CME Group

GHL.N Greenhill

CNS.N Cohen & Steers, Inc.

NDAQ.O The NASDAQ OMX Group

NYX.N NYSE Euronext

ICE.N ICE

MF.N MF Global

PZN.N Pzena

IVZ.N Invesco

Subjects

Industry Overview

]]> Glenn Schorr, CFA CSGN.VX DBKGn.DE BAC.N BK.N C.N JPM.N MER.N MS.N STT.N NTRS.O BEN.N TROW.O ETFC.O SCHW.O GS.N AMTD.O FII.N JNS.N CME.O GHL.N CNS.N NDAQ.O NYX.N ICE.N MF.N PZN.N IVZ.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65235|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Energy Sector "Mid/Small Cap E&P Valuation Update" 06-Oct-2008 Coleman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65264|native|public Regions

Global

Americas

United States

North America

Sectors

Global Oil Companies, Secondary

Global Energy

Americas Oil Companies, Secondary

US Oil Companies, Secondary

Americas Energy

US Energy

North American Energy

North American Oil Companies, Secondary

Companies

FST.N Forest Oil

SFY.N Swift Energy

COG.N Cabot Oil & Gas

DNR.N Denbury Resources

XEC.N Cimarex

PQ.N PetroQuest

HK.N Petrohawk Energy

PXP.N Plains Exp. & Prod.

UNT.N Unit Corp

Subjects

Industry Overview

Morning Note

]]> Andrew Coleman FST.N SFY.N COG.N DNR.N XEC.N PQ.N HK.N PXP.N UNT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65264|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Varian "Downgrade to Neutral on Growth Concerns" (Neutral) de Bruin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65238|native|public Regions

Global

Americas

United States

North America

Sectors

Global Advanced Industrial Equipment

Global Industrial

Global Industrial Goods & Services

Americas Advanced Industrial Equipment

US Advanced Industrial Equipment

Americas Industrial

US Industrial

Americas Industrial Goods & Services

US Industrial Goods & Services

North American Industrial

North American Industrial Goods & Services

North American Advanced Industrial Equipment

Companies

VARI.O Varian

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Derik de Bruin, Ph.D. VARI.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65238|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Morning Meeting Highlights 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50788|native|public Regions

Europe Including UK

Global

Subjects

Change in Recommendation

Company Update

Market Strategy / Comment

Operating Results

Morning Note

]]> Paul Schneider http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50788|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Singapore Market Strategy "Earnings and valuation guide" 06-Oct-2008 Tan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40957|native|public Regions

Global

Asia

Singapore

Asia Pacific

Asia Pacific Ex. JP

Companies

CTDM.SI City Developments

CATL.SI CapitaLand

DBSM.SI DBS

SCMN.SI SembCorp Marine

KPLM.SI Keppel Corporation

NEPS.SI Neptune Orient Lines

OCBC.SI OCBC

SIAL.SI Singapore Airlines

KLAN.SI Keppel Land

STEL.SI Singapore Telecom

UOBH.SI UOB

VENM.SI Venture Corporation

PARM.SI Parkway Holdings

STEG.SI ST Engineering

SPRM.SI Singapore Press

SCIL.SI SembCorp Industries

HLSF.SI Hong Leong Finance

AGRN.SI Allgreen

CSMF.SI Chartered Semi

SMRT.SI SMRT

SGXL.SI Singapore Exchange

HYFL.SI Hyflux

MONE.SI MobileOne

SPOS.SI SingPost

CMLT.SI CMT

AEMN.SI A-REIT

CMDG.SI ComfortDelGro

BANY.SI Banyan Tree Hotels

STAR.SI StarHub

CACT.SI CapitaCommercial

COSC.SI COSCO (Singapore)

BIOS.SI Biosensors

MIIF.SI MIIF

SUNT.SI Suntec

MAPL.SI MLT

OLAM.SI Olam

RLSE.SI Raffles Education

FCRT.SI Frasers Centrepoint

TBEV.SI Thai Beverage

CHEL.SI Chemoil Energy

CRCT.SI CapitaRetail China

CITY.SI CitySpring

CMIT.SI CIT

WLIL.SI Wilmar International

TAT.SI Tat Hong Holdings

MCRT.SI MI-REIT

YAZG.SI Yangzijiang

GAGR.SI Golden Agri

SOET.SI Sino-Environment

STRL.SI Straits Asia Res

MMPR.SI Macquarie Prime REIT

IFAR.SI Indofood Agri

KASA.SI KREIT

PWLR.SI Parkway Life REIT

LMRT.SI Lippo-Mapletree IRT

ASRT.SI Ascott Res Trust

CDLT.SI CDL Hospitality

TION.SI Tiong Woon Corp

AINT.SI AIT

Subjects

Market Strategy / Comment

Morning Note

]]> Min Lan Tan, CFA CTDM.SI CATL.SI DBSM.SI SCMN.SI KPLM.SI NEPS.SI OCBC.SI SIAL.SI KLAN.SI STEL.SI UOBH.SI VENM.SI PARM.SI STEG.SI SPRM.SI SCIL.SI HLSF.SI AGRN.SI CSMF.SI SMRT.SI SGXL.SI HYFL.SI MONE.SI SPOS.SI CMLT.SI AEMN.SI CMDG.SI BANY.SI STAR.SI CACT.SI COSC.SI BIOS.SI MIIF.SI SUNT.SI MAPL.SI OLAM.SI RLSE.SI FCRT.SI TBEV.SI CHEL.SI CRCT.SI CITY.SI CMIT.SI WLIL.SI TAT.SI MCRT.SI YAZG.SI GAGR.SI SOET.SI STRL.SI MMPR.SI IFAR.SI KASA.SI PWLR.SI LMRT.SI ASRT.SI CDLT.SI TION.SI AINT.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40957|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Semiconductors "Expecting tough outlook across the sector" 06-Oct-2008 Orji]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65268|native|public Regions

Global

Americas

Sectors

Global Semiconductors

Global Technology

Americas Semiconductors

Americas Technology

Companies

INTC.O Intel

TXN.N Texas Instruments

AMD.N Advanced Micro Dev.

ALTR.O Altera

ATML.O Atmel

MCHP.O Microchip Technology

XLNX.O Xilinx

BRCM.O Broadcom

RFMD.O RF Micro Devices

SNDK.O SanDisk

LLTC.O Linear Technology

MXIM.PK Maxim Integrated

ISIL.O Intersil

SWKS.O Skyworks Solutions

SIRF.O SiRF

Subjects

Industry Overview

Morning Note

]]> Uche Orji INTC.O TXN.N AMD.N ALTR.O ATML.O MCHP.O XLNX.O BRCM.O RFMD.O SNDK.O LLTC.O MXIM.PK ISIL.O SWKS.O SIRF.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65268|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Brewers "UBS Beer COGS Inflation Index shows further deceleration"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50780|native|public Regions

Europe Including UK

Global

Sectors

European Consumer, Non-Cyclical

Global Consumer, Non-Cyclical

European Food & Beverage

Global Food & Beverage

European Beverage

Global Beverage

Companies

CARLb.CO Carlsberg

HEIN.AS Heineken

SAB.L SABMiller

INTB.BR InBev

Subjects

Company Update

Industry Overview

Morning Note

]]> Melissa Earlam CARLb.CO HEIN.AS SAB.L INTB.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50780|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[NCC "Downgrade to Neutral" (Neutral) Sandberg]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50783|native|public Regions

Europe Including UK

Europe Ex. UK

Global

Sweden

Nordic

UBSW EMEA

Sectors

European Heavy Construction

European Ex. UK Heavy Construction

Global Heavy Construction

Swedish Heavy Construction

European Industrial

European Ex. UK Industrial

Global Industrial

Swedish Industrial

European Construction

European Ex. UK Construction

Global Construction

Swedish Construction

Nordic Construction

Nordic Heavy Construction

Nordic Industrial

Companies

NCCb.ST NCC

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Albin Sandberg NCCb.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50783|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Global Infrastructure & Utilities "Global recession: head for the utilities."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet08106|native|public Regions

Global

Sectors

Global Industrial

Global Industrial Transportation

Global Utilities

Global Industrial Goods & Services

Global Transportation Services

Companies

GAS.MC Gas Natural

SGEF.PA Vinci

UU.L United Utilities

SSE.L Scottish & Southern

NG.L National Grid

ALSO.PA Alstom

FUM1V.HE Fortum

ABBN.VX ABB Ltd

ENEI.MI Enel

EONGn.DE E.ON

VIE.PA Veolia Env.

SRG.MI Snam RG

EDF.PA EDF

015760.KS KEPCO

TENA.KL Tenaga Nasional

TJPL.KL Tanjong plc

BHEL.BO Bharat Heavy Elec.

LART.BO L & T

TTPW.BO Tata Power

1071.HK Huadian Power

1083.HK Towngas China

0836.HK China Resources Pwr

600900.SS CYPC

BBDb.TO Bombardier

TRP.TO TransCanada Corp.

ED.N Consolidated Edison

ICA.MX ICA

PNW.N Pinnacle West Captl

CLSC6.SA Celesc

CMIG4.SA Cemig

ELET6.SA Eletrobras (PN)

ELPL6.SA Eletropaulo

ATO.N Atmos Energy

STR.N Questar

RRI.N Reliant Energy

FLR.N Fluor

KBR.N KBR

SE.N Spectra Energy Corp.

LOGN3.SA Log-In

WSON11.SA Wilson Sons

ORG.AX Origin Energy

6301.T Komatsu

9022.T Central JR

9501.T Tokyo Electric Power

9531.T Tokyo Gas

9532.T Osaka Gas

2380.HK China Power Intl

GLOW.BK Glow Energy

HCNS.BO HCC

RCY.AX RiverCity Motorway

EDC.PS PNOC EDC

Subjects

Industry Overview

Morning Note

]]> Craig Stafford, CFA GAS.MC SGEF.PA UU.L SSE.L NG.L ALSO.PA FUM1V.HE ABBN.VX ENEI.MI EONGn.DE VIE.PA SRG.MI EDF.PA 015760.KS TENA.KL TJPL.KL BHEL.BO LART.BO TTPW.BO 1071.HK 1083.HK 0836.HK 600900.SS BBDb.TO TRP.TO ED.N ICA.MX PNW.N CLSC6.SA CMIG4.SA ELET6.SA ELPL6.SA ATO.N STR.N RRI.N FLR.N KBR.N SE.N LOGN3.SA WSON11.SA ORG.AX 6301.T 9022.T 9501.T 9531.T 9532.T 2380.HK GLOW.BK HCNS.BO RCY.AX EDC.PS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet08106|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Renishaw "Calibrating estimates for slower growth" (Sell) Swanton]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50734|native|public Regions

Europe Including UK

United Kingdom

Global

UBSW EMEA

Sectors

European Electric Components & Equipment

European Industrial, Diversified

British Electric Components & Equipment

British Industrial, Diversified

Global Electric Components & Equipment

Global Industrial, Diversified

European Industrial

British Industrial

Global Industrial

European Industrial Goods & Services

British Industrial Goods & Services

Global Industrial Goods & Services

Companies

RSW.L Renishaw

Subjects

Company Update

Morning Note

]]> Stephen Swanton RSW.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50734|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[IVG "Takeover target or end of story?" (Neutral) Knibbe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50739|native|public Regions

Germany

Europe Including UK

Europe Ex. UK

Global

UBSW EMEA

Sectors

German Real Estate

European Real Estate

European Ex. UK Real Estate

Global Real Estate

German Financial

European Financial

European Ex. UK Financial

Global Financial

German Financial Services

European Financial Services

European Ex. UK Financial Services

Global Financial Services

Companies

IVGG.F IVG

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Arjan Knibbe IVGG.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50739|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[PayPoint "Cold with blue skies ahead" (Buy) Hugh]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50767|native|public Regions

Europe Including UK

United Kingdom

Global

UBSW EMEA

Sectors

British Industrial Services

European Industrial Services

Global Industrial Services

European Industrial

European General Industrial Services

British Industrial

British General Industrial Services

Global Industrial

Global General Industrial Services

European Industrial Goods & Services

British Industrial Goods & Services

Global Industrial Goods & Services

Companies

PAYP.L PayPoint

Subjects

Company Update

Morning Note

]]> Alex Hugh, CFA PAYP.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50767|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Xchanging "A deal is done - Initial views" (Buy) Castle]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50772|native|public Regions

Europe Including UK

United Kingdom

Global

UBSW EMEA

Sectors

British Industrial Services

European Industrial Services

Global Industrial Services

European Industrial

European General Industrial Services

British Industrial

British General Industrial Services

Global Industrial

Global General Industrial Services

European Industrial Goods & Services

British Industrial Goods & Services

Global Industrial Goods & Services

Companies

XCH.L Xchanging

Subjects

Company Update

Morning Note

]]> Jarrod Castle, CFA XCH.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50772|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Beni Stabili "Estimates down despite earnings structure" (Neutral) Knibbe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50738|native|public Regions

Europe Including UK

Europe Ex. UK

Global

Italy

UBSW EMEA

Sectors

European Real Estate

European Ex. UK Real Estate

Global Real Estate

Italian Real Estate

European Financial

European Ex. UK Financial

Global Financial

Italian Financial

European Financial Services

European Ex. UK Financial Services

Global Financial Services

Italian Financial Services

Companies

BNSI.MI Beni Stabili

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Arjan Knibbe BNSI.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50738|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Balfour Beatty "Upgrade to Buy on valuation" (Buy) Kuglitsch]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50742|native|public Regions

Europe Including UK

United Kingdom

Global

UBSW EMEA

Sectors

European Heavy Construction

British Heavy Construction

Global Heavy Construction

European Industrial

British Industrial

Global Industrial

European Construction

British Construction

Global Construction

Companies

BALF.L Balfour Beatty

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Gregor Kuglitsch BALF.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50742|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[UK Quarterly "Rate cuts" 06-Oct-2008 Evans]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50741|native|public Regions

Europe Including UK

United Kingdom

Global

UBSW EMEA

Companies

AMEC.L Amec

BAES.L BAE SYSTEMS

BARC.L Barclays

BATS.L BAT UK

BAY.L British Airways

BKG_u.L Berkeley Group

BLND.L British Land

REX.L Rexam

BP.L BP

CBRY.L Cadbury

DLN.L Derwent London plc

GNK.L Greene King

GPOR.L Great Portland

HAYS.L Hays

LAD.L Ladbrokes

NEX.L National Express

RDSa.L Royal Dutch Shell

NXT.L Next

PSON.L Pearson

RB.L Reckitt Benckiser

REL.L Reed Elsevier plc

ROR.L Rotork

RR.L Rolls-Royce

SGE.L Sage

SSE.L Scottish & Southern

SMIN.L Smiths Group

SMWH.L Smith (W.H.)

SN.L Smith & Nephew

TSCO.L Tesco

TW.L Taylor Wimpey

ULVR.L Unilever Plc

VOD.L Vodafone Group

WTB.L Whitbread

FGP.L FirstGroup

XTA.L Xstrata Plc

UBM.L UBM

SRP.L Serco

AML.L Amlin

BG.L BG Group

DGE.L Diageo

SHP.L Shire Pharmaceutical

SAB.L SABMiller

GSK.L GlaxoSmithKline

MTO.L MITIE Group

CPW.L Carphone Warehouse

AUTN.L Autonomy

EZJ.L easyJet

ANTO.L Antofagasta

BT.L BT Group

WMH.L William Hill

MKS.L Marks & Spencer

LOG.L Logica

KESA.L Kesa

ITV.L ITV

CGL.L Catlin

GFS.L G4S

ADML.L Admiral

BVIC.L Britvic

SCHE.L Southern Cross

HOME.L Home Retail Group

EXPN.L Experian Group

]]> Gareth Evans AMEC.L BAES.L BARC.L BATS.L BAY.L BKG_u.L BLND.L REX.L BP.L CBRY.L DLN.L GNK.L GPOR.L HAYS.L LAD.L NEX.L RDSa.L NXT.L PSON.L RB.L REL.L ROR.L RR.L SGE.L SSE.L SMIN.L SMWH.L SN.L TSCO.L TW.L ULVR.L VOD.L WTB.L FGP.L XTA.L UBM.L SRP.L AML.L BG.L DGE.L SHP.L SAB.L GSK.L MTO.L CPW.L AUTN.L EZJ.L ANTO.L BT.L WMH.L MKS.L LOG.L KESA.L ITV.L CGL.L GFS.L ADML.L BVIC.L SCHE.L HOME.L EXPN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50741|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Technology "Alpha Preferences" 06-Oct-2008 Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50775|native|public Regions

Europe Including UK

Global

Sectors

European Technology

Global Technology

Companies

CAPP.PA Capgemini

ALUA.PA Alcatel-Lucent

MSY.L Misys

MASN.S Micronas

ASML.AS ASML

DAST.PA Dassault Syst.

STM.PA STMicroelectronics

ATOS.PA Atos Origin

CCC.L Computacenter

ARM.L ARM Holdings

IFXGn.F Infineon

DDT.L Dimension Data

AUTN.L Autonomy

LOG.L Logica

MCRO.L Micro Focus

QI.N Qimonda

Subjects

Industry Overview

Market Strategy / Comment

Morning Note

]]> Nicolas Gaudois CAPP.PA ALUA.PA MSY.L MASN.S ASML.AS DAST.PA STM.PA ATOS.PA CCC.L ARM.L IFXGn.F DDT.L AUTN.L LOG.L MCRO.L QI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50775|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[SFL "Too expensive jewelry" (Sell) Knibbe]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50740|native|public Regions

Europe Including UK

Europe Ex. UK

France

Global

UBSW EMEA

Sectors

European Real Estate

European Ex. UK Real Estate

French Real Estate

Global Real Estate

European Financial

European Ex. UK Financial

French Financial

Global Financial

European Financial Services

European Ex. UK Financial Services

French Financial Services

Global Financial Services

Companies

LOIM.PA Klépierre

UNBP.PA Unibail-Rodamco

FLYP.PA SFL

GFCP.PA Gecina

Subjects

Company Update

Morning Note

]]> Arjan Knibbe LOIM.PA UNBP.PA FLYP.PA GFCP.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50740|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Get Connected: Wireless Handset "Lowering North American Handset Related ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65266|native|public Regions

Global

Sectors

Global Wireless Communications

Global Telecommunications

Companies

MOT.N Motorola

QCOM.O Qualcomm

RIMM.O Research in Motion

PALM.O Palm

Subjects

Industry Overview

Morning Note

]]> Maynard J. Um MOT.N QCOM.O RIMM.O PALM.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65266|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Taiwan Market Strategy "Waiting for the dust to settle" 06-Oct-2008 Dong]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40955|native|public Regions

Global

Emerging Markets

Asia

Taiwan

Asia Pacific

Asia Pacific Ex. JP

Asia Emerging

Companies

1101.TW Taiwan Cement

1402.TW Far Eastern Textile

2317.TW Hon Hai Precision

2330.TW TSMC

2882.TW Cathay FHC

2891.TW Chinatrust FHC

2615.TW Wan Hai Lines

2412.TW Chunghwa Telecom

4904.TW Far EasTone

2353.TW Acer Inc.

2454.TW MediaTek

2498.TW HTC Corporation

3008.TW Largan

3231.TW Wistron

2885.TW Yuanta FHC

1722.TW Taiwan Fertilizer

Subjects

Market Strategy / Comment

Morning Note

]]> William Dong 1101.TW 1402.TW 2317.TW 2330.TW 2882.TW 2891.TW 2615.TW 2412.TW 4904.TW 2353.TW 2454.TW 2498.TW 3008.TW 3231.TW 2885.TW 1722.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40955|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[LatAm Steels "Risks lurk in the horizon: more cautious" 06-Oct-2008 Chagas]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03502|native|public Regions

Global

Americas

Latin America

Sectors

Global Steel

Global Basic Materials

Global Mining & Metals

Global Basic Resources

Americas Steel

Americas Basic Materials

Americas Mining & Metals

Americas Basic Resources

Companies

ICHB.MX Industrias CH

SIM.A Grupo Simec

USIM5.SA Usiminas

CSNA3.SA CSN

GGBR4.SA Gerdau

GOAU4.SA Metalurgica Gerdau

TX.N Ternium

Subjects

Change in Recommendation

Company Update

Industry Overview

Morning Note

]]> Edmo Chagas ICHB.MX SIM.A USIM5.SA CSNA3.SA GGBR4.SA GOAU4.SA TX.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03502|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[LatAm Mining "Cutting forecasts and price targets" 06-Oct-2008 Chagas]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03501|native|public Regions

Global

Americas

Latin America

Sectors

Global Mining

Global Basic Materials

Global Mining & Metals

Global Basic Resources

Americas Mining

Americas Basic Materials

Americas Mining & Metals

Americas Basic Resources

Companies

VALE5.SA Vale (PN)

PCU.N Southern Copper

GMEXICOB.MX Grupo Mexico

BRAP4.SA Bradespar

VALE3.SA Vale (ON)

Subjects

Industry Overview

Market Strategy / Comment

Morning Note

]]> Edmo Chagas VALE5.SA PCU.N GMEXICOB.MX BRAP4.SA VALE3.SA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03501|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[SSAB "Lower forecasts to reflect weaker outlook" (Buy) Cederholm]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50770|native|public Regions

Europe Including UK

Europe Ex. UK

Global

Sweden

Nordic

UBSW EMEA

Sectors

European Steel

European Ex. UK Steel

Global Steel

Swedish Steel

European Basic Materials

European Mining & Metals

European Ex. UK Basic Materials