http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschsri UBS Research: Small- and Mid-cap en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 6 Nov 2009 Sat, 7 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif http://www.ubs.com 160 44 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82302|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Technology


• Global Technology Services


• Global Diversified Technology Services


• Americas Technology


• US Technology


• US Technology Services


• US Diversified Technology Services


• Americas Technology Services


• Americas Diversified Technology Services


• North American Technology


• North American Technology Services


• North American Diversified Technology Services

Companies

• ADP.O Automatic Data Proc.


• CSC.N Computer Sciences


• HRS.N Harris


• MMS.N Maximus


• PAYX.O Paychex


• DOX.N Amdocs


• CVG.N Convergys


• GIB.N CGI Group Inc.


• SAPE.O Sapient


• TSS.N TSYS


• CTSH.O Cognizant Corp.


• ACN.N Accenture


• SRX.N SRA Intl.


• HEW.N Hewitt Associates


• ACS.N ACS


• GPN.N Global Payments


• CACI.N CACI


• ICFI.O ICF International


• MA.N MasterCard


• WU.N Western Union


• SAI.N SAIC


• G.N Genpact


• V.N Visa Inc.

Subjects

• Industry Overview


• Morning Note

]]> Jason Kupferberg ADP.O CSC.N HRS.N MMS.N PAYX.O DOX.N CVG.N GIB.N SAPE.O TSS.N CTSH.O ACN.N SRX.N HEW.N ACS.N GPN.N CACI.N ICFI.O MA.N WU.N SAI.N G.N V.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82302|native|public|20091106185547 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11439|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• New Zealand


• Australasia

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Asian Pacific Financial


• Asian Pacific Financial Services


• Asian Pacific Real Estate


• Asian Pacific Ex. JP Financial


• Asian Pacific Ex. JP Financial Services


• Asian Pacific Ex. JP Real Estate


• New Zealand Real Estate


• New Zealand Financial


• New Zealand Financial Services


• Australasian Financial


• Australasian Financial Services


• Australasian Real Estate

Companies

• GMT.NZ Goodman Prop Trust

Subjects

• Company Update


• Morning Note

]]> Lance Reynolds GMT.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11439|native|public|20091106181228 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82314|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Pipelines


• Global Energy


• Americas Pipelines


• US Pipelines


• Americas Energy


• US Energy


• North American Energy


• North American Pipelines

Companies

• TCLP.O TC PipeLines

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone TCLP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82314|native|public|20091106175202 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17776|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Non-Ferrous Metals


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Japanese Non-Ferrous Metals


• Japanese Basic Materials


• Japanese Mining & Metals


• Japanese Basic Resources

Companies

• 5706.T Mitsui Mining

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Atsushi Yamaguchi 5706.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17776|native|public|20091106153339 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17774|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Steel


• Global Basic Materials


• Global Mining & Metals


• Global Basic Resources


• Japanese Steel


• Japanese Basic Materials


• Japanese Mining & Metals


• Japanese Basic Resources

Companies

• 5451.T Yodogawa Steel

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Atsushi Yamaguchi 5451.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17774|native|public|20091106151314 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17771|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Diversified Financial


• Global Financial


• Global Financial Services


• Japanese Diversified Financial


• Japanese Financial


• Japanese Financial Services

Companies

• 8253.T Credit Saison


• 8572.T Acom


• 8591.T ORIX


• 8570.T Aeon Credit Service


• 8795.T T&D Holdings

Subjects

• Industry Overview


• Market Strategy / Comment


• Morning Note

]]> Aya Fujiki 8253.T 8572.T 8591.T 8570.T 8795.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17771|native|public|20091106151248 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17770|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Japanese Oil Companies, Secondary


• Japanese Energy

Companies

• 5007.T Cosmo Oil

Subjects

• Change in Recommendation


• Company Update


• Operating Results


• Morning Note

]]> Toshinori Ito 5007.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17770|native|public|20091106151233 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17767|native|public Regions

• Global


• Asia Pacific


• Japan

Sectors

• Global Retailers, Apparel


• Global Consumer, Cyclical


• Global Retail


• Japanese Retailers, Apparel


• Japanese Consumer, Cyclical


• Japanese Retail

Companies

• 8281.T Xebio

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Nozomi Moriya 8281.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17767|native|public|20091106151205 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82294|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Pipelines


• Global Energy


• Americas Pipelines


• US Pipelines


• Americas Energy


• US Energy


• North American Energy


• North American Pipelines

Companies

• GEL.A Genesis Energy

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone GEL.A http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82294|native|public|20091106143432 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82292|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Gas Utilities


• Global Oil Companies, Secondary


• Global Pipelines


• Global Energy


• Global Utilities


• Americas Gas Utilities


• Americas Oil Companies, Secondary


• Americas Pipelines


• US Gas Utilities


• US Oil Companies, Secondary


• US Pipelines


• Americas Energy


• Americas Utilities


• US Energy


• US Utilities


• North American Energy


• North American Gas Utilities


• North American Oil Companies, Secondary


• North American Pipelines


• North American Utilities

Companies

• NFG.N Nat Fuel Gas

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Ronald J. Barone NFG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82292|native|public|20091106143201 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69325|native|public Regions

• Europe Including UK


• Europe Ex. UK


• Global

Sectors

• European Industrial Services


• European Ex. UK Industrial Services


• Global Industrial Services


• European Industrial


• European General Industrial Services


• European Ex. UK Industrial


• European Ex. UK General Industrial Services


• Global Industrial


• Global General Industrial Services


• European Industrial Goods & Services


• European Ex. UK Industrial Goods & Services


• Global Industrial Goods & Services

Companies

• ADEN.VX Adecco


• HAYS.L Hays


• RAND.AS Randstad


• MPI.L Michael Page


• USGP.AS USG People

Subjects

• Industry Overview


• Morning Note

]]> Jaime Brandwood, CFA ADEN.VX HAYS.L RAND.AS MPI.L USGP.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69325|native|public|20091106143149 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82291|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Energy


• Global Oil Drilling, Equipment & Services


• Americas Energy


• US Energy


• US Oil Drilling, Equipment & Services


• Americas Oil Drilling, Equipment & Services


• North American Energy


• North American Oil Drilling, Equipment & Services

Companies

• BRNC.O Bronco Drilling

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Coleman BRNC.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82291|native|public|20091106142823 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82289|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Industrial Services


• Global Industrial


• Global General Industrial Services


• Global Industrial Goods & Services


• US Industrial Services


• Americas Industrial Services


• Americas Industrial


• Americas General Industrial Services


• US Industrial


• US General Industrial Services


• Americas Industrial Goods & Services


• US Industrial Goods & Services


• North American Industrial Services


• North American Industrial


• North American Industrial Goods & Services


• North American General Industrial Services

Companies

• WW.N Watson Wyatt

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Andrew Fones WW.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82289|native|public|20091106141956 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82288|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Consumer Services


• Global Consumer, Non-Cyclical


• Global Non-Cyclical Goods & Services


• US Consumer Services


• Americas Consumer Services


• Americas Consumer, Non-Cyclical


• US Consumer, Non-Cyclical


• Americas Non-Cyclical Goods & Services


• US Non-Cyclical Goods & Services


• North American Consumer Services


• North American Non-Cyclical Goods & Services


• North American Consumer, Non-Cyclical

Companies

• MAN.N Manpower, Inc.


• RHI.N Robert Half


• APOL.O Apollo Group


• KFY.N KornFerry


• MWW.N Monster Worldwide


• HSII.O Heidrick & Struggles


• ASGN.O On Assignment


• FCN.N FTI Consulting


• HURN.O Huron Consulting

Subjects

• Industry Overview


• Morning Note

]]> Andrew Fones MAN.N RHI.N APOL.O KFY.N MWW.N HSII.O ASGN.O FCN.N HURN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82288|native|public|20091106141828 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Healthcare Providers


• Global Healthcare


• Americas Healthcare Providers


• US Healthcare Providers


• Americas Healthcare


• US Healthcare


• North American Healthcare


• North American Healthcare Providers

Companies

• LPNT.O LifePoint Hospitals

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Justin Lake, CFA LPNT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public|20091106140557 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69320|native|public Regions

• Europe Including UK


• Global

Sectors

• European Industrial, Diversified


• Global Industrial, Diversified


• European Industrial


• Global Industrial


• European Industrial Goods & Services


• Global Industrial Goods & Services

Companies

• AMEC.L Amec


• MMKV.VI Mayr-Melnhof


• BEKB.BR Bekaert


• BALF.L Balfour Beatty


• FIN.S Georg Fischer


• SIK.S Sika


• KUNN.S Kuoni


• CHTR.L Charter


• CKSN.L Cookson


• GBFG.DE Bilfinger Berger


• CLSGn.F Celesio AG


• KCOGn.DE Klöckner


• RHMG.DE Rheinmetall


• GN.CO GN Great Nordic


• ECM.L Electrocomponents


• ERM.L Euromoney


• OHL.MC Obrascon Huarte


• SXS.L Spectris


• CMFP.PA Ciments Fr.


• GEPH.PA CGG Veritas


• SEBF.PA SEB SA


• TFFP.PA TF1


• GPOR.L Great Portland


• IMI.L IMI


• BNG.MI Benetton


• GEMI.MI Gemina


• MOED.MI Mondadori


• BZU.MI Buzzi Unicem


• GFRM.L Galiform


• MKLW.L Mucklow


• NFDS.L Northern Foods


• SBMO.AS SBM Offshore


• VOPA.AS Vopak


• BCP.LS BCP


• SECUb.ST Securitas


• ELUXb.ST Electrolux B


• SHI.L SIG


• SMWH.L Smith (W.H.)


• SPX.L Spirax-Sarco


• TNI.L Trinity Mirror


• TOMK.L Tomkins


• YSO.LS Sonae


• BRBI.MI Brembo


• AFG.S Arbonia-Forster


• SLHN.VX Swiss Life


• AGL.MI Autogrill


• DCG.L Dairy Crest


• SBST.OL Schibsted


• BOSN.AS Boskalis


• GCO.MC Catalana Occidente


• JPR.L Johnston Press


• AGGK.L Aggreko


• HDDG.DE Heidelberger Druck.


• PMII.MI BPM


• FNTGn.DE Freenet


• BARN.S Barry Callebaut


• FIEG.DE Fielmann


• ISOS.PA Ipsos


• IDR.MC Indra


• UTDI.DE United Internet


• PSPN.S PSP Swiss Property


• GAM.MC Gamesa


• GEN.CO Genmab


• TOD.MI Tod's


• ABG.MC Abengoa


• CPRI.MI Campari


• IBLA.MC Iberia


• STAGn.DE STADA


• IHG.L InterContinental


• LTO.MI Lottomatica


• YELL.L Yell


• PGIT.MI Seat Pagine Gialle


• RCSM.MI RCS MediaGroup SpA


• WING.DE Wincor Nixdorf


• LXSG.DE Lanxess AG


• SKYDn.DE Sky Deutschland


• MOTA.LS Mota Engil


• ITMI.MI Italmobiliare


• MCRO.L Micro Focus


• ISA.L Inmarsat


• TEMN.S Temenos


• ERG.MI ERG


• QCEG.DE Q-Cells


• CGYG.DE Conergy


• WCHG.DE Wacker Chemie


• EURA.PA Eurazeo


• ZUMV.VI Zumtobel


• AKE.PA Arkema


• WACGn.DE Wacker Neuson


• SCHE.L Southern Cross


• AST.MI Astaldi


• SRS.MI Saras


• DTY.L Dignity


• DUFN.S Dufry


• DNLM.L Dunelm Group


• SLGC.PA SeLoger


• GEO.MI Geox


• AVV.L Aveva Group


• VOC.MC Vocento


• POST.VI Austrian Post


• CDRE.MC Codere


• ICEL.VI Intercell


• ZV.MI Zignago Vetro


• HUSQb.ST Husqvarna


• SKG.I Smurfit Kappa Group


• SOOG.DE Solon


• PRAI.MI Premafin


• CAMI.MI Camfin


• BCHN.S Burckhardt


• LSG.OL Leroy Seafood


• TGMG.DE Tognum


• S92G.DE SMA


• ODHN.S ODH


• AUSS.OL Austevoll Seafood


• HHFGn.DE HHLA


• KORI.PA Korian


• EXOR.MI Exor


• GAMH.VX GAM Holding

Subjects

• Industry Overview


• Market Strategy / Comment


• Smaller Capitalised Companies


• Morning Note

]]> Alex Hugh, CFA AMEC.L MMKV.VI BEKB.BR BALF.L FIN.S SIK.S KUNN.S CHTR.L CKSN.L GBFG.DE CLSGn.F KCOGn.DE RHMG.DE GN.CO ECM.L ERM.L OHL.MC SXS.L CMFP.PA GEPH.PA SEBF.PA TFFP.PA GPOR.L IMI.L BNG.MI GEMI.MI MOED.MI BZU.MI GFRM.L MKLW.L NFDS.L SBMO.AS VOPA.AS BCP.LS SECUb.ST ELUXb.ST SHI.L SMWH.L SPX.L TNI.L TOMK.L YSO.LS BRBI.MI AFG.S SLHN.VX AGL.MI DCG.L SBST.OL BOSN.AS GCO.MC JPR.L AGGK.L HDDG.DE PMII.MI FNTGn.DE BARN.S FIEG.DE ISOS.PA IDR.MC UTDI.DE PSPN.S GAM.MC GEN.CO TOD.MI ABG.MC CPRI.MI IBLA.MC STAGn.DE IHG.L LTO.MI YELL.L PGIT.MI RCSM.MI WING.DE LXSG.DE SKYDn.DE MOTA.LS ITMI.MI MCRO.L ISA.L TEMN.S ERG.MI QCEG.DE CGYG.DE WCHG.DE EURA.PA ZUMV.VI AKE.PA WACGn.DE SCHE.L AST.MI SRS.MI DTY.L DUFN.S DNLM.L SLGC.PA GEO.MI AVV.L VOC.MC POST.VI CDRE.MC ICEL.VI ZV.MI HUSQb.ST SKG.I SOOG.DE PRAI.MI CAMI.MI BCHN.S LSG.OL TGMG.DE S92G.DE ODHN.S AUSS.OL HHFGn.DE KORI.PA EXOR.MI GAMH.VX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69320|native|public|20091106120711 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69319|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA

Sectors

• European Industrial


• British Industrial


• Global Industrial

Companies

• CHTR.L Charter


• CKSN.L Cookson


• ECM.L Electrocomponents


• ERM.L Euromoney


• SXS.L Spectris


• GPOR.L Great Portland


• GFRM.L Galiform


• MKLW.L Mucklow


• NFDS.L Northern Foods


• RSW.L Renishaw


• SHI.L SIG


• SMWH.L Smith (W.H.)


• SPX.L Spirax-Sarco


• TNI.L Trinity Mirror


• DCG.L Dairy Crest


• JPR.L Johnston Press


• AGGK.L Aggreko


• INF.L Informa


• DNX.L Dana Petroleum


• IHG.L InterContinental


• YELL.L Yell


• PHIT.L Phoenix IT


• MCRO.L Micro Focus


• SCHE.L Southern Cross


• DTY.L Dignity


• DNLM.L Dunelm Group


• AVV.L Aveva Group

Subjects

• Industry Overview


• Market Strategy / Comment


• Smaller Capitalised Companies


• Morning Note

]]> Alex Hugh, CFA CHTR.L CKSN.L ECM.L ERM.L SXS.L GPOR.L GFRM.L MKLW.L NFDS.L RSW.L SHI.L SMWH.L SPX.L TNI.L DCG.L JPR.L AGGK.L INF.L DNX.L IHG.L YELL.L PHIT.L MCRO.L SCHE.L DTY.L DNLM.L AVV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69319|native|public|20091106120416 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05947|native|public Regions

• Global


• Americas


• Canada


• North America

Sectors

• Global Oil Companies, Secondary


• Global Energy


• Americas Oil Companies, Secondary


• Canadian Oil Companies, Secondary


• Americas Energy


• Canadian Energy


• North American Energy


• North American Oil Companies, Secondary

Companies

• BNP_u.TO Bonavista Energy

Subjects

• Company Update


• Morning Note

]]> Travis Wood BNP_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05947|native|public|20091106114851 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51578|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

• BEC.BK BEC


• MCOT.BK MCOT

Subjects

• Change in Recommendation


• Company Update


• Morning Note

]]> Athaporn Arayasantiparb BEC.BK MCOT.BK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51578|native|public|20091106114359 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51577|native|public Regions

• Global


• Emerging Markets


• Asia


• Thailand


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Wireless Communications


• Global Telecommunications


• Thai Wireless Communications


• Asian Wireless Communications


• Asian Telecommunications


• Thai Telecommunications


• Asian Pacific Wireless Communications


• Asian Pacific Telecommunications


• Asian Pacific Ex. JP Wireless Communications


• Asian Pacific Ex. JP Telecommunications


• Asia Emerging Wireless Communications


• Asia Emerging Telecommunications

Companies

• ADVA.BK Adv Info Service


• TRUE.BK True Corporation


• DTAC.BK Total Access

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Athaporn Arayasantiparb ADVA.BK TRUE.BK DTAC.BK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51577|native|public|20091106111312 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69316|native|public Regions

• Europe Including UK


• Global

Sectors

• European Biotechnology


• Global Biotechnology


• European Healthcare


• Global Healthcare

Companies

• GALN.S Galenica


• SN.L Smith & Nephew


• NOBN.VX Nobel Biocare


• SOON.VX Sonova


• TECN.S Tecan Group


• GDRB.BU Gedeon Richter


• GETIb.ST Getinge AB


• SHP.L Shire Pharmaceutical


• QGEN.F Qiagen


• STMN.S Straumann


• SYST.VX Synthes Inc


• WDH.CO William Demant


• LONN.VX Lonza Group


• CRCL.AS Crucell


• GEN.CO Genmab


• ATLN.VX Actelion


• BIOX.PA Biomerieux


• ELN.I Elan Corp.


• FMEG.DE Fresenius Medical


• BSLN.S Basilea


• ICEL.VI Intercell


• DIAS.MI Diasorin


• PRON.OL Pronova Biopharma


• ROVI.MC Laboratorios Rovi

Subjects

• Industry Overview


• Morning Note

]]> Martin Wales, PhD GALN.S SN.L NOBN.VX SOON.VX TECN.S GDRB.BU GETIb.ST SHP.L QGEN.F STMN.S SYST.VX WDH.CO LONN.VX CRCL.AS GEN.CO ATLN.VX BIOX.PA ELN.I FMEG.DE BSLN.S ICEL.VI DIAS.MI PRON.OL ROVI.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69316|native|public|20091106110202 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51573|native|public Regions

• Global


• Asia


• Singapore


• Asia Pacific


• Asia Pacific Ex. JP

Sectors

• Global Real Estate


• Global Financial


• Global Financial Services


• Asian Real Estate


• Singaporean Real Estate


• Asian Financial


• Singaporean Financial


• Asian Financial Services


• Singaporean Financial Services


• Asian Pacific Financial


• Asian Pacific Financial Services


• Asian Pacific Real Estate


• Asian Pacific Ex. JP Financial


• Asian Pacific Ex. JP Financial Services


• Asian Pacific Ex. JP Real Estate

Companies

• CATL.SI CapitaLand


• AEMN.SI A-REIT


• CACT.SI CapitaCommercial


• CDLT.SI CDL Hospitality

Subjects

• Industry Overview


• Morning Note

]]> Regina Lim CATL.SI AEMN.SI CACT.SI CDLT.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51573|native|public|20091106100823 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public Regions

• Europe Including UK


• United Kingdom


• Global


• UBSW EMEA


• Americas


• United States


• North America

Sectors

• British Advanced Medical Devices


• European Advanced Medical Devices


• Global Advanced Medical Devices


• European Healthcare


• European Medical Products


• British Healthcare


• British Medical Products


• Global Healthcare


• Global Medical Products


• US Advanced Medical Devices


• Americas Advanced Medical Devices


• Americas Healthcare


• Americas Medical Products


• US Healthcare


• US Medical Products


• North American Healthcare


• North American Advanced Medical Devices


• North American Medical Products

Companies

• SN.L Smith & Nephew

Subjects

• Company Update


• Morning Note

]]> Martin Wales, PhD SN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public|20091106100430 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69311|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• German Advanced Industrial Equipment


• European Advanced Industrial Equipment


• European Ex. UK Advanced Industrial Equipment


• Global Advanced Industrial Equipment


• German Industrial


• European Industrial


• European Ex. UK Industrial


• Global Industrial


• German Industrial Goods & Services


• European Industrial Goods & Services


• European Ex. UK Industrial Goods & Services


• Global Industrial Goods & Services

Companies

• SM7.DE Smartrac N.V

Subjects

• Company Update


• Morning Note

]]> Joern Iffert SM7.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69311|native|public|20091106100141 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69310|native|public Regions

• Europe Including UK


• Global


• Americas

Sectors

• Global Healthcare


• Global Medical Products


• Americas Healthcare


• Americas Medical Products

Companies

• GALN.S Galenica


• FREG_p.DE Fresenius


• CLSGn.F Celesio AG


• GN.CO GN Great Nordic


• SN.L Smith & Nephew


• NOBN.VX Nobel Biocare


• SOON.VX Sonova


• TECN.S Tecan Group


• GETIb.ST Getinge AB


• SHP.L Shire Pharmaceutical


• QGEN.F Qiagen


• STMN.S Straumann


• SYST.VX Synthes Inc


• WDH.CO William Demant


• BIOX.PA Biomerieux


• ELN.I Elan Corp.


• FMEG.DE Fresenius Medical


• DIAS.MI Diasorin

Subjects

• Industry Overview


• Morning Note

]]> Maja S. Pataki GALN.S FREG_p.DE CLSGn.F GN.CO SN.L NOBN.VX SOON.VX TECN.S GETIb.ST SHP.L QGEN.F STMN.S SYST.VX WDH.CO BIOX.PA ELN.I FMEG.DE DIAS.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69310|native|public|20091106100125 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51572|native|public Regions

• Global


• Asia


• Asia Pacific


• Asia Pacific Ex. JP

Companies

• GENT.KL Genting


• 0012.HK Henderson Land


• 000720.KS Hyundai E&C


• KBAN.BK Kasikornbank


• 0914.HK Anhui Conch Cement


• 0857.HK PetroChina


• PTT.BK PTT Public Company


• 1919.HK China COSCO


• 600585.SS Anhui Conch - A


• 1333.HK Zhongwang

Subjects

• Market Strategy / Comment


• Morning Note

]]> Bill Sohn GENT.KL 0012.HK 000720.KS KBAN.BK 0914.HK 0857.HK PTT.BK 1919.HK 600585.SS 1333.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51572|native|public|20091106094600 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51571|native|public Regions

• Global


• Emerging Markets


• Asia


• Korea


• Asia Pacific


• Asia Pacific Ex. JP


• Asia Emerging

Sectors

• Global Technology


• Global Internet Services


• Global Technology Services


• Asian Technology


• Korean Technology


• Korean Internet Services


• Korean Technology Services


• Asian Internet Services


• Asian Technology Services


• Asian Pacific Internet Services


• Asian Pacific Technology


• Asian Pacific Technology Services


• Asian Pacific Ex. JP Internet Services


• Asian Pacific Ex. JP Technology


• Asian Pacific Ex. JP Technology Services


• Asia Emerging Internet Services


• Asia Emerging Technology


• Asia Emerging Technology Services

Companies

• 036570.KS NCsoft

Subjects

• Company Update


• Morning Note

]]> Seung Shin 036570.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51571|native|public|20091106094038 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69308|native|public Regions

• Europe Including UK


• Global

Sectors

• European Technology


• Global Technology


• European Technology Hardware & Equipment


• Global Technology Hardware & Equipment

Companies

• SPT.L Spirent


• ALUA.PA Alcatel-Lucent


• LRD.L Laird


• ASML.AS ASML


• KUD.VX Kudelski


• ARM.L ARM Holdings


• IFXGn.F Infineon


• GTO.PA Gemalto


• CSR.L CSR


• TOM2.AS TomTom


• 2347.TW Synnex Technology


• 2454.TW MediaTek


• 2498.TW HTC Corporation


• 066570.KS LG Electronics


• AAPL.O Apple


• CSCO.O Cisco Systems


• GLW.N Corning


• HPQ.N Hewlett-Packard


• INTC.O Intel


• MOT.N Motorola


• TLAB.O Tellabs Inc.


• TXN.N Texas Instruments


• ADTN.O Adtran


• QCOM.O Qualcomm


• ALTR.O Altera


• XLNX.O Xilinx


• ADCT.O ADC Telecom


• ARRS.O Arris Group


• CIEN.O Ciena


• HLIT.O Harmonic


• DELL.O Dell


• JNPR.N Juniper Networks


• ADI.N Analog Devices


• RIMM.O Research in Motion


• PALM.O Palm


• BRCM.O Broadcom


• RFMD.O RF Micro Devices


• SWKS.O Skyworks Solutions


• MRVL.O Marvell Technology


• 0763.HK ZTE


• 3311.TW Silitech

Subjects

• Industry Overview


• Morning Note

]]> Gareth Jenkins SPT.L ALUA.PA LRD.L ASML.AS KUD.VX ARM.L IFXGn.F GTO.PA CSR.L TOM2.AS 2347.TW 2454.TW 2498.TW 066570.KS AAPL.O CSCO.O GLW.N HPQ.N INTC.O MOT.N TLAB.O TXN.N ADTN.O QCOM.O ALTR.O XLNX.O ADCT.O ARRS.O CIEN.O HLIT.O DELL.O JNPR.N ADI.N RIMM.O PALM.O BRCM.O RFMD.O SWKS.O MRVL.O 0763.HK 3311.TW http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69308|native|public|20091106092338 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69264|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• European Semiconductors


• Global Semiconductors


• German Chemicals, Specialty


• European Chemicals, Specialty


• European Ex. UK Chemicals, Specialty


• Global Chemicals, Specialty


• German Basic Materials


• German Chemicals


• European Basic Materials


• European Chemicals


• European Technology


• European Ex. UK Basic Materials


• European Ex. UK Chemicals


• Global Basic Materials


• Global Chemicals


• Global Technology

Companies

• WCHG.DE Wacker Chemie

Subjects

• Company Update


• Operating Results


• Morning Note

]]> Patrick Hummel, CFA WCHG.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69264|native|public|20091106091919 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11447|native|public Regions

• Global


• Asia Pacific


• Asia Pacific Ex. JP


• Australia


• Australasia

Sectors

• Global Chemicals, Specialty


• Global Basic Materials


• Global 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


• Australian Chemicals, Specialty


• Australian Basic Materials


• Australian Chemicals


• Australasian Basic Materials


• Australasian Chemicals


• Australasian Chemicals, Specialty

Companies

• IPL.AX Incitec Pivot Ltd

Subjects

• Company Update


• Morning Note

]]> Simon Mitchell IPL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11447|native|public|20091106090128 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69304|native|public Regions

• Europe Including UK


• Global

Sectors

• European Telecommunications


• Global Telecommunications

Companies

• TEF.MC Telefonica


• TLIT.MI Telecom Italia


• BEZQ.TA Bezeq


• DTEGn.F Deutsche Telekom


• OTEr.AT OTE


• FTE.PA France Telecom


• MTEL.BU Magyar Telekom


• SCMN.VX Swisscom


• TLSN.ST TeliaSonera

Subjects

• Company Update


• Industry Overview


• Morning Note

]]> Laura Janssens TEF.MC TLIT.MI BEZQ.TA DTEGn.F OTEr.AT FTE.PA MTEL.BU SCMN.VX TLSN.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69304|native|public|20091106082803 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69268|native|public Regions

• Germany


• Europe Including UK


• Europe Ex. UK


• Global


• UBSW EMEA

Sectors

• German Factory Equipment


• German Industrial, Diversified


• European Factory Equipment


• European Industrial, Diversified


• European Ex. UK Factory Equipment


• European Ex. UK Industrial, Diversified


• Global Factory Equipment


• Global Industrial, Diversified


• German Industrial


• European Industrial


• European Ex. UK Industrial


• Global Industrial


• German Industrial Goods & Services


• European Industrial Goods & Services


• European Ex. UK Industrial Goods & Services


• Global Industrial Goods & Services


• German Industrial Equipment


• European Industrial Equipment


• European Ex. UK Industrial Equipment


• Global Industrial Equipment

Companies

• KU2G.DE Kuka

Subjects

• Company Update


• Morning Note

]]> Sebastian Ubert KU2G.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69268|native|public|20091106081412 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82270|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• Global Casinos


• Global Consumer, Cyclical


• Global Leisure Goods & Services


• Global Cyclical Goods & Services


• US Casinos


• Americas Casinos


• Americas Consumer, Cyclical


• Americas Leisure Goods & Services


• US Consumer, Cyclical


• US Leisure Goods & Services


• Americas Cyclical Goods & Services


• US Cyclical Goods & Services


• North American Cyclical Goods & Services


• North American Casinos


• North American Consumer, Cyclical


• North American Leisure Goods & Services

Companies

• IGT.N International Game


• ALL.AX Aristocrat

Subjects

• Company Update


• Morning Note

]]> Robin M. Farley IGT.N ALL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82270|native|public|20091106080854 Fri, 6 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69297|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

• UBM.L UBM

Subjects

• Company Update


• Morning Note

]]> Alastair Reid UBM.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69297|native|public|20091106080239 Fri, 6 Nov 2009