UBS Research: Q-Series

UBS Research: Q-Series http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschqseries UBS Research: Q-Series en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Wed, 18 Nov 2009 Sun, 22 Nov 2009 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[Q-Series: Asian Structural Themes "GETA-Which companies are the best ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51837|native|public Regions

Global

Asia Pacific

Companies

SGSN.VX SGS

NOK1V.HE Nokia

PERP.PA Pernod

HSBA.L HSBC

ING.AS ING

PHG.AS Philips

RR.L Rolls-Royce

ERICb.ST Ericsson

ATCOa.ST Atlas Copco A

SAND.ST Sandvik

STAN.L Standard Chart.

ULVR.L Unilever Plc

WPP.L WPP

ABBN.VX ABB Ltd

EAD.PA EADS

TEL.OL Telenor

BVI.PA Bureau Veritas

066570.KS LG Electronics

ADSK.O Autodesk Inc.

C.N Citigroup

GLW.N Corning

IBM.N IBM

MMM.N 3M Co.

NKE.N Nike

PLL.N Pall

AIG.N AIG

AFL.N AFLAC Inc.

QCOM.O Qualcomm

YUM.N Yum! Brands

JNPR.N Juniper Networks

WAT.N Waters

PRU.N Prudential Financial

WYNN.O Wynn Resorts

WDC.N Western Digital

6301.T Komatsu

6752.T Panasonic

6753.T Sharp

6758.T Sony

6764.T Sanyo Electric

6773.T Pioneer

7269.T Suzuki Motor

7731.T Nikon

6305.T Hitachi Construction

6367.T Daikin Industries

6473.T JTEKT

6954.T Fanuc

9205.T Japan Airlines

600690.SS Qingdao Haier

2331.HK Li Ning

000527.SZ Midea

]]> Simon Smiles SGSN.VX NOK1V.HE PERP.PA HSBA.L ING.AS PHG.AS RR.L ERICb.ST ATCOa.ST SAND.ST STAN.L ULVR.L WPP.L ABBN.VX EAD.PA TEL.OL BVI.PA 066570.KS ADSK.O C.N GLW.N IBM.N MMM.N NKE.N PLL.N AIG.N AFL.N QCOM.O YUM.N JNPR.N WAT.N PRU.N WYNN.O WDC.N 6301.T 6752.T 6753.T 6758.T 6764.T 6773.T 7269.T 7731.T 6305.T 6367.T 6473.T 6954.T 9205.T 600690.SS 2331.HK 000527.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51837|native|public|20091118140308 Wed, 18 Nov 2009 <![CDATA[Q-Series: Asian Structural Themes "GETA-Which companies are the best ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51838|native|public Regions

Global

Asia Pacific

Companies

SGSN.VX SGS

NOK1V.HE Nokia

PERP.PA Pernod

HSBA.L HSBC

ING.AS ING

PHG.AS Philips

RR.L Rolls-Royce

ERICb.ST Ericsson

ATCOa.ST Atlas Copco A

SAND.ST Sandvik

STAN.L Standard Chart.

ULVR.L Unilever Plc

WPP.L WPP

ABBN.VX ABB Ltd

EAD.PA EADS

TEL.OL Telenor

BVI.PA Bureau Veritas

066570.KS LG Electronics

ADSK.O Autodesk Inc.

C.N Citigroup

GLW.N Corning

IBM.N IBM

MMM.N 3M Co.

NKE.N Nike

PLL.N Pall

AIG.N AIG

AFL.N AFLAC Inc.

QCOM.O Qualcomm

YUM.N Yum! Brands

JNPR.N Juniper Networks

WAT.N Waters

PRU.N Prudential Financial

WYNN.O Wynn Resorts

WDC.N Western Digital

6301.T Komatsu

6752.T Panasonic

6753.T Sharp

6758.T Sony

6764.T Sanyo Electric

6773.T Pioneer

7269.T Suzuki Motor

7731.T Nikon

6305.T Hitachi Construction

6367.T Daikin Industries

6473.T JTEKT

6954.T Fanuc

9205.T Japan Airlines

600690.SS Qingdao Haier

2331.HK Li Ning

000527.SZ Midea

Subjects

Market Strategy / Comment

Morning Note

]]> Simon Smiles SGSN.VX NOK1V.HE PERP.PA HSBA.L ING.AS PHG.AS RR.L ERICb.ST ATCOa.ST SAND.ST STAN.L ULVR.L WPP.L ABBN.VX EAD.PA TEL.OL BVI.PA 066570.KS ADSK.O C.N GLW.N IBM.N MMM.N NKE.N PLL.N AIG.N AFL.N QCOM.O YUM.N JNPR.N WAT.N PRU.N WYNN.O WDC.N 6301.T 6752.T 6753.T 6758.T 6764.T 6773.T 7269.T 7731.T 6305.T 6367.T 6473.T 6954.T 9205.T 600690.SS 2331.HK 000527.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51838|native|public|20091117200637 Tue, 17 Nov 2009 <![CDATA[Q-Series: Asian Structural Themes " 'BrandScore'-Which global...? [EXTRACT]"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51225|native|public Regions

Global

Asia Pacific

Companies

NOK1V.HE Nokia

PERP.PA Pernod

HSBA.L HSBC

ING.AS ING

ERICb.ST Ericsson

STAN.L Standard Chart.

ULVR.L Unilever Plc

0011.HK Hang Seng Bank

005380.KS Hyundai Motor

TAMO.BO Tata Motors

NEST.BO Nestle India Ltd.

066570.KS LG Electronics

C.N Citigroup

AIG.N AIG

YUM.N Yum! Brands

PRU.N Prudential Financial

6752.T Panasonic

6758.T Sony

6764.T Sanyo Electric

6773.T Pioneer

7269.T Suzuki Motor

7731.T Nikon

9205.T Japan Airlines

600690.SS Qingdao Haier

0939.HK CN Construction Bank

DABU.BO Dabur

1398.HK ICBC

3968.HK CMB

2331.HK Li Ning

000527.SZ Midea

Subjects

Market Strategy / Comment

Morning Note

]]> Simon Smiles NOK1V.HE PERP.PA HSBA.L ING.AS ERICb.ST STAN.L ULVR.L 0011.HK 005380.KS TAMO.BO NEST.BO 066570.KS C.N AIG.N YUM.N PRU.N 6752.T 6758.T 6764.T 6773.T 7269.T 7731.T 9205.T 600690.SS 0939.HK DABU.BO 1398.HK 3968.HK 2331.HK 000527.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51225|native|public|20091028042403 Wed, 28 Oct 2009 <![CDATA[Q-Series: Global Media M&A "Is it the Start of a Media M&A Wave?" 27-Oct-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81511|native|public Regions

Global

Americas

United States

North America

Sectors

Global Consumer, Cyclical

Global Media

Americas Consumer, Cyclical

US Consumer, Cyclical

Americas Media

US Media

North American Consumer, Cyclical

North American Media

Companies

AEGS.L Aegis

WLSNc.AS Wolters-Kluwer

INF.L Informa

ITV.L ITV

0511.HK TVB

GS.N Goldman Sachs

DTV.O DIRECTV Group

GOOG.O Google Inc.

VCLK.O ValueClick

DWA.O DreamWorks Animation

SNI.N Scripps Networks

NFLX.O Netflix

GSIC.O GSIC

2121.T mixi

Subjects

Industry Overview

]]> Matthieu Coppet AEGS.L WLSNc.AS INF.L ITV.L 0511.HK GS.N DTV.O GOOG.O VCLK.O DWA.O SNI.N NFLX.O GSIC.O 2121.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez81511|native|public|20091027171900 Tue, 27 Oct 2009 <![CDATA[Q-Series: Global Wind Power Sector "Are the skies clear again for wind power?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68045|native|public Regions

Global

Americas

United States

North America

Sectors

Global Electric Utilities

Global Energy

Global Utilities

Americas Electric Utilities

US Electric Utilities

Americas Utilities

US Utilities

North American Electric Utilities

North American Utilities

Companies

GUR.S Gurit

SIEGn.DE Siemens

ANA.MC Acciona

EDP.LS EDP

VWS.CO Vestas

GAM.MC Gamesa

TENr.AT Terna Energy

IBR.MC Iberdrola Renovables

EDPR.LS EDP Renovaveis

HSNT.L Hansen Transmissions

NDXGk.DE Nordex

GE.N General Electric

PCG.N PG&E Corp.

FLR.N Fluor

MTW.N The Manitowoc Co Inc

SUZL.BO Suzlon Energy

IFN.AX Infigen Energy

0658.HK China Transmission

1072.HK Dongfang Electric

Subjects

Industry Overview

]]> Patrick Hummel, CFA GUR.S SIEGn.DE ANA.MC EDP.LS VWS.CO GAM.MC TENr.AT IBR.MC EDPR.LS HSNT.L NDXGk.DE GE.N PCG.N FLR.N MTW.N SUZL.BO IFN.AX 0658.HK 1072.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68045|native|public|20091015111507 Thu, 15 Oct 2009 <![CDATA[ Q-Series: Global Wind Power Sector "Are the skies clear..." (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02070|native|public Regions

Global

Americas

United States

North America

Sectors

Global Electric Utilities

Global Energy

Global Utilities

Americas Electric Utilities

US Electric Utilities

Americas Utilities

US Utilities

North American Electric Utilities

North American Utilities

Companies

GUR.S Gurit

SIEGn.DE Siemens

ANA.MC Acciona

EDP.LS EDP

VWS.CO Vestas

GAM.MC Gamesa

TENr.AT Terna Energy

IBR.MC Iberdrola Renovables

EDPR.LS EDP Renovaveis

HSNT.L Hansen Transmissions

NDXGk.DE Nordex

GE.N General Electric

PCG.N PG&E Corp.

FLR.N Fluor

MTW.N The Manitowoc Co Inc

SUZL.BO Suzlon Energy

IFN.AX Infigen Energy

0658.HK China Transmission

1072.HK Dongfang Electric

Subjects

Industry Overview

Morning Note

]]> Patrick Hummel, CFA GUR.S SIEGn.DE ANA.MC EDP.LS VWS.CO GAM.MC TENr.AT IBR.MC EDPR.LS HSNT.L NDXGk.DE GE.N PCG.N FLR.N MTW.N SUZL.BO IFN.AX 0658.HK 1072.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02070|native|public|20091015062500 Thu, 15 Oct 2009 <![CDATA[Q-Series: Global Equity Strategy "Global Sectors: Where could excess ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez80138|native|public Regions

Global

Companies

ADEN.VX Adecco

ELE.MC Endesa

IMPJ.J Implats

EAD.PA EADS

SDFG.DE K+S

SDRL.OL Seadrill

SRS.MI Saras

KIOJ.J Kumba Iron Ore

BA.N Boeing

CAT.N Caterpillar

PCAR.O PACCAR

X.N United States Steel

FMG.AX Fortescue Metals

0753.HK Air China

2866.HK CSCL

1919.HK China COSCO

Subjects

Market Strategy / Comment

Morning Note

]]> Jeffrey Palma ADEN.VX ELE.MC IMPJ.J EAD.PA SDFG.DE SDRL.OL SRS.MI KIOJ.J BA.N CAT.N PCAR.O X.N FMG.AX 0753.HK 2866.HK 1919.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez80138|native|public|20090924130600 Thu, 24 Sep 2009 <![CDATA[Q-Series: Global Equity Strategy "Global Sectors: Where..." (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya01986|native|public Regions

Global

Companies

ADEN.VX Adecco

ELE.MC Endesa

IMPJ.J Implats

SDFG.DE K+S

SDRL.OL Seadrill

SRS.MI Saras

KIOJ.J Kumba Iron Ore

BA.N Boeing

CAT.N Caterpillar

PCAR.O PACCAR

X.N United States Steel

FMG.AX Fortescue Metals

0753.HK Air China

2866.HK CSCL

1919.HK China COSCO

Subjects

Market Strategy / Comment

Morning Note

]]> Jeffrey Palma ADEN.VX ELE.MC IMPJ.J SDFG.DE SDRL.OL SRS.MI KIOJ.J BA.N CAT.N PCAR.O X.N FMG.AX 0753.HK 2866.HK 1919.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya01986|native|public|20090924031201 Thu, 24 Sep 2009 <![CDATA[Q-Series: Relative Value "A question of value-Which relative value ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev50311|native|public Regions

Global

Asia

Asia Pacific

Asia Pacific Ex. JP

]]> Kenneth Tan http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev50311|native|public|20090918163113 Fri, 18 Sep 2009 <![CDATA[Q-Series: Relative Value "A question of value-Which relative value ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev50312|native|public Regions

Global

Asia

Asia Pacific

Asia Pacific Ex. JP

Subjects

Market Strategy / Comment

Morning Note

]]> Kenneth Tan http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev50312|native|public|20090917200523 Thu, 17 Sep 2009 <![CDATA[Q-Series: Electric Utilities & IPPs "How to Capture the Carbon Opportunity?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez79896|native|public Regions

Global

Americas

Sectors

Global Utilities

Americas Utilities

Companies

AEP.N American Electric Po

CEG.N Constellation Energy

ETR.N Entergy

EXC.N Exelon

DYN.N Dynegy

MIR.N Mirant

RRI.N RRI Energy

Subjects

Industry Overview

Morning Note

]]> Ronald J. Barone AEP.N CEG.N ETR.N EXC.N DYN.N MIR.N RRI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez79896|native|public|20090917105600 Thu, 17 Sep 2009 <![CDATA[Q-Series: Global Real Estate "Will Real Estate Outperform..."(Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya01947|native|public Regions

Global

Sectors

Global Real Estate

Global Financial

Global Financial Services

Subjects

Industry Overview

Morning Note

]]> Kim Wright, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya01947|native|public|20090908105500 Tue, 8 Sep 2009 <![CDATA[Q-Series: Global Real Estate "Will Real Estate Outperform in Recovery?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer66587|native|public Regions

Global

Sectors

Global Real Estate

Global Financial

Global Financial Services

Subjects

Industry Overview

Morning Note

]]> Kim Wright, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer66587|native|public|20090908030121 Tue, 8 Sep 2009 <![CDATA[Webcast: Q Series - Can capex spending defy gravity? - Deo]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer66196|native|public Regions

Europe Including UK

Global

]]> Stephane Deo http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer66196|native|public|20090828040016 Fri, 28 Aug 2009 <![CDATA[Q-Series: Singapore Property "Can city living resolve the office glut?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev49723|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

CTDM.SI City Developments

KLAN.SI Keppel Land

CACT.SI CapitaCommercial

SUNT.SI Suntec

Subjects

Industry Overview

]]> Regina Lim CTDM.SI KLAN.SI CACT.SI SUNT.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev49723|native|public|20090826132200 Wed, 26 Aug 2009 <![CDATA[Q-Series: Singapore Property "Can city living resolve the office glut? ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev49724|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

CTDM.SI City Developments

KLAN.SI Keppel Land

CACT.SI CapitaCommercial

SUNT.SI Suntec

Subjects

Industry Overview

Morning Note

]]> Regina Lim CTDM.SI KLAN.SI CACT.SI SUNT.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev49724|native|public|20090826104923 Wed, 26 Aug 2009 <![CDATA[Q-Series: Primary Events "Will late-cycle credit drive fresh equity?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer65516|native|public Regions

Europe Including UK

Global

Sectors

UBS Key Calls - Europe

Companies

WBSV.VI Wienerberger

BDEV.L Barratt Dev.

PSHG_p.DE Porsche

VOWG.DE Volkswagen

VIV.PA Vivendi

VLOF.PA Valeo

GEPH.PA CGG Veritas

LAFP.PA Lafarge

RENA.PA Renault

SCHN.PA Schneider Elec.

PEUP.PA PSA

ALUA.PA Alcatel-Lucent

FIA.MI Fiat

NEX.L National Express

AKZO.AS Akzo Nobel

SBMO.AS SBM Offshore

UU.L United Utilities

SSABa.ST SSAB

SAND.ST Sandvik

VOLVb.ST Volvo B

TATE.L Tate & Lyle

WPP.L WPP

YTY1V.HE YIT

ALSO.PA Alstom

STERV.HE Stora Enso

TKAG.F ThyssenKrupp

ABBN.VX ABB Ltd

VIE.PA Veolia Env.

BT.L BT Group

JCDX.PA JCDecaux

MKS.L Marks & Spencer

YELL.L Yell

ITV.L ITV

YAR.OL Yara

ISPA.AS ArcelorMittal

QCEG.DE Q-Cells

SDRL.OL Seadrill

PPHN.VX Petroplus

]]> Daniel Stillit WBSV.VI BDEV.L PSHG_p.DE VOWG.DE VIV.PA VLOF.PA GEPH.PA LAFP.PA RENA.PA SCHN.PA PEUP.PA ALUA.PA FIA.MI NEX.L AKZO.AS SBMO.AS UU.L SSABa.ST SAND.ST VOLVb.ST TATE.L WPP.L YTY1V.HE ALSO.PA STERV.HE TKAG.F ABBN.VX VIE.PA BT.L JCDX.PA MKS.L YELL.L ITV.L YAR.OL ISPA.AS QCEG.DE SDRL.OL PPHN.VX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer65516|native|public|20090812082410 Wed, 12 Aug 2009 <![CDATA[Q-Series: Asian Structural Themes-M&A "Who are most..." (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya01768|native|public Regions

Global

Asia Pacific

Subjects

Market Strategy / Comment

Morning Note

]]> Simon Smiles http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya01768|native|public|20090807033555 Fri, 7 Aug 2009 <![CDATA[Q-Series: Asian Structural Themes-M&A "Who are most likely candidates in ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev49080|native|public Regions

Global

Asia Pacific

Subjects

Market Strategy / Comment

Morning Note

]]> Simon Smiles http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev49080|native|public|20090804200300 Tue, 4 Aug 2009 <![CDATA[Q-Series: Asian Structural Themes-M&A "Who are most likely candidates in Asia?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev49079|native|public Regions

Global

Asia Pacific

]]> Simon Smiles http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev49079|native|public|20090804185900 Tue, 4 Aug 2009