http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschqseries UBS Research: Q-Series en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Tue, 9 Feb 2010 Wed, 10 Feb 2010 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif http://www.ubs.com 160 44 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53874|native|public Regions

• Global


• Asia


• Asia Pacific


• Asia Pacific Ex. JP

Sectors

• Global Banks


• Global Financial


• Asian Banks


• Asian Financial


• Asian Pacific Banks

Companies

• BBL.BK Bangkok Bank


• DBSM.SI DBS Group Holdings


• 0023.HK Bank of East Asia


• SBI.BO State Bank of India


• 2887.TW Taishin FHC


• 2388.HK BOCHK


• BBRI.JK BRI


• NAB.AX National Aust. Bank


• 8411.T Mizuho FG


• 1398.HK ICBC


• 3968.HK CMB

Subjects

• Industry Overview


• Morning Note

]]> Andy Brown, CFA BBL.BK DBSM.SI 0023.HK SBI.BO 2887.TW 2388.HK BBRI.JK NAB.AX 8411.T 1398.HK 3968.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53874|native|public|20100209064333 Tue, 9 Feb 2010 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53872|native|public Regions

• Global


• Asia


• Asia Pacific


• Asia Pacific Ex. JP

Sectors

• Global Banks


• Global Financial


• Asian Banks


• Asian Financial


• Asian Pacific Banks

Companies

• BBL.BK Bangkok Bank


• DBSM.SI DBS Group Holdings


• 0023.HK Bank of East Asia


• SBI.BO State Bank of India


• 2887.TW Taishin FHC


• 2388.HK BOCHK


• BBRI.JK BRI


• NAB.AX National Aust. Bank


• 8411.T Mizuho FG


• 1398.HK ICBC


• 3968.HK CMB

Subjects

• Industry Overview

]]> Andy Brown, CFA BBL.BK DBSM.SI 0023.HK SBI.BO 2887.TW 2388.HK BBRI.JK NAB.AX 8411.T 1398.HK 3968.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53872|native|public|20100209053430 Tue, 9 Feb 2010 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72593|native|public Regions

• Austria


• Germany


• Europe Including UK


• Europe Ex. UK


• Finland


• Global


• Greece


• Luxembourg


• Russia


• Sweden


• EMEA Emerging


• Nordic


• UBSW EMEA


• Emerging Markets


• Asia


• China


• India


• Korea


• Taiwan


• Asia Pacific


• Asia Pacific Ex. JP


• Americas


• United States


• North America


• Japan


• Asia Emerging

Sectors

• Austrian Steel


• German Steel


• European Steel


• European Ex. UK Steel


• Finnish Steel


• Global Steel


• Greek Steel


• Luxembourg Steel


• Russian Steel


• Swedish Steel


• EMEA Emerging Steel


• Global Industrial Services


• Global Non-Ferrous Metals


• Austrian Basic Materials


• Austrian Mining & Metals


• German Basic Materials


• German Mining & Metals


• EMEA Emerging Basic Materials


• EMEA Emerging Mining & Metals


• 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 Industrial


• Global Mining & Metals


• Global General Industrial Services


• Greek Basic Materials


• Greek Mining & Metals


• Luxembourg Basic Materials


• Luxembourg Mining & Metals


• Russian Basic Materials


• Russian Mining & Metals


• Swedish Basic Materials


• Swedish Mining & Metals


• Austrian Basic Resources


• German Basic Resources


• EMEA Emerging Basic Resources


• European Basic Resources


• European Ex. UK Basic Resources


• Finnish Basic Resources


• Global Basic Resources


• Global Industrial Goods & Services


• Greek Basic Resources


• Luxembourg Basic Resources


• Russian Basic Resources


• Swedish Basic Resources


• Nordic Basic Resources


• Nordic Basic Materials


• Nordic Mining & Metals


• Nordic Steel


• Global Emerging Basic Resources


• Global Emerging Basic Materials


• Global Emerging Mining & Metals


• Global Emerging Steel


• UBS Key Calls - Europe


• Asian Steel


• Chinese Steel


• Indian Steel


• Korean Steel


• Taiwanese Steel


• Asian Basic Materials


• Asian Mining & Metals


• Chinese Basic Materials


• Chinese Mining & Metals


• Indian Basic Materials


• Indian Mining & Metals


• Korean Basic Materials


• Korean Mining & Metals


• Taiwanese Basic Materials


• Taiwanese Mining & Metals


• Asian Basic Resources


• Chinese Basic Resources


• Indian Basic Resources


• Korean Basic Resources


• Taiwanese Basic Resources


• Asian Pacific Basic Resources


• Asian Pacific Basic Materials


• Asian Pacific Mining & Metals


• Asian Pacific Steel


• Asian Pacific Ex. JP Basic Resources


• Asian Pacific Ex. JP Basic Materials


• Asian Pacific Ex. JP Mining & Metals


• Asian Pacific Ex. JP Steel


• Americas Steel


• US Steel


• US Industrial Services


• US Non-Ferrous Metals


• Americas Industrial Services


• Americas Non-Ferrous Metals


• Americas Basic Materials


• Americas Industrial


• Americas Mining & Metals


• Americas General Industrial Services


• US Basic Materials


• US Industrial


• US Mining & Metals


• US General Industrial Services


• Americas Basic Resources


• Americas Industrial Goods & Services


• US Basic Resources


• US Industrial Goods & Services


• North American Basic Resources


• North American Basic Materials


• North American Industrial Services


• North American Industrial


• North American Industrial Goods & Services


• North American Mining & Metals


• North American Non-Ferrous Metals


• North American Steel


• North American General Industrial Services


• Japanese Steel


• Japanese Basic Materials


• Japanese Mining & Metals


• Japanese Basic Resources


• Asia Emerging Basic Resources


• Asia Emerging Basic Materials


• Asia Emerging Mining & Metals


• Asia Emerging Steel

Companies

• KCOGn.DE Klöckner


• SSABa.ST SSAB


• VOES.VI Voestalpine


• RTRKS.HE Rautaruukki


• TKAG.F ThyssenKrupp


• MAGNq.L MMK


• NLMKq.L Novolipetsk


• MTL.N Mechel


• ISPA.AS ArcelorMittal


• SZGG.DE Salzgitter


• SID.AT Sidenor


• 001230.KS Dongkuk Steel


• 005490.KS POSCO


• 004020.KS Hyundai Steel


• 2002.TW China Steel


• SAIL.BO SAIL


• TISC.BO Tata Steel


• 600019.SS Baosteel


• 600005.SS Wuhan Steel


• X.N United States Steel


• ATI.N Allegheny


• STLD.O Steel Dynamics


• RS.N Reliance Steel


• SCHN.O Schnitzer Steel


• 5423.T Tokyo Steel


• 5411.T JFE Holdings

Subjects

• Industry Overview

]]> Andrew Snowdowne KCOGn.DE SSABa.ST VOES.VI RTRKS.HE TKAG.F MAGNq.L NLMKq.L MTL.N ISPA.AS SZGG.DE SID.AT 001230.KS 005490.KS 004020.KS 2002.TW SAIL.BO TISC.BO 600019.SS 600005.SS X.N ATI.N STLD.O RS.N SCHN.O 5423.T 5411.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72593|native|public|20100202155100 Tue, 2 Feb 2010 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85607|native|public Regions

• Global

Sectors

• Global Pharmaceuticals


• Global Biotechnology


• Global Healthcare

Companies

• MIL.N Millipore

Subjects

• Industry Overview

]]> Jeff Elliott, Ph.D. MIL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85607|native|public|20100201083400 Mon, 1 Feb 2010 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez84985|native|public Regions

• Global


• Americas


• United States


• North America

Sectors

• UBS Key Calls - Europe

Companies

• AEGS.L Aegis


• WBSV.VI Wienerberger


• BDEV.L Barratt Dev.


• BALN.VX Bâloise


• HOLN.VX Holcim


• CFR.VX Richemont


• UHR.VX Swatch Group


• ZURN.VX Zurich Financial


• CRDA.L Croda


• ALVG.DE Allianz


• BEIG.F Beiersdorf


• BAYGn.F Bayer


• KU2G.DE Kuka


• KCOGn.DE Klöckner


• G1AG.DE GEA Group


• MANG.DE MAN


• SIEGn.DE Siemens


• VOWG.DE Volkswagen


• NOVOb.CO Novo Nordisk


• SXS.L Spectris


• NOK1V.HE Nokia


• DIOR.PA Christian Dior


• AXAF.PA AXA


• VLOF.PA Valeo


• HRMS.PA Hermès


• OREP.PA L'Oréal


• PERP.PA Pernod


• RENA.PA Renault


• SCHN.PA Schneider Elec.


• PEUP.PA PSA


• UNBP.PA Unibail-Rodamco


• ALUA.PA Alcatel-Lucent


• HSBA.L HSBC


• TLIT.MI Telecom Italia


• LAND.L Land Secs


• LLOY.L Lloyds Banking Group


• MGGT.L Meggitt


• NEX.L National Express


• AKZO.AS Akzo Nobel


• AEGN.AS Aegon


• HEIN.AS Heineken


• WLSNc.AS Wolters-Kluwer


• SBMO.AS SBM Offshore


• ING.AS ING


• PHG.AS Philips


• RB.L Reckitt Benckiser


• RSW.L Renishaw


• RIO.L Rio Tinto Plc


• ERICb.ST Ericsson


• ATCOa.ST Atlas Copco A


• VOLVb.ST Volvo B


• SGRO.L SEGRO


• SPX.L Spirax-Sarco


• STAN.L Standard Chart.


• TATE.L Tate & Lyle


• GARAN.IS Garanti Bank


• TSCO.L Tesco


• ULVR.L Unilever Plc


• WPP.L WPP


• TEVA.O Teva Pharmaceuticals


• XTA.L Xstrata Plc


• NOVN.VX Novartis


• EDP.LS EDP


• YTY1V.HE YIT


• CAST.ST Castellum


• INF.L Informa


• TKAG.F ThyssenKrupp


• AAL.L Anglo American


• AZN.L AstraZeneca


• ABBN.VX ABB Ltd


• GSK.L GlaxoSmithKline


• PKNA.WA PKN


• VWS.CO Vestas


• GAM.MC Gamesa


• BT.L BT Group


• SBER.RTS Sberbank


• TAA.OL TANDBERG


• YELL.L Yell


• MAGNq.L MMK


• HGGH.L Henderson


• ITV.L ITV


• WING.DE Wincor Nixdorf


• ISPA.AS ArcelorMittal


• TEMN.S Temenos


• BSLN.S Basilea


• SDRL.OL Seadrill


• SRS.MI Saras


• GCC.I C&C Group


• PPHN.VX Petroplus


• SNC.LS Sonaecom


• BVI.PA Bureau Veritas


• EEN.PA EDF EN


• DEPA.DI Depa


• ALDR.AD Aldar


• SOR.AD Sorouh


• UPRO.DU Union Properties


• EMAR.DU Emaar


• ARTC.DU Arabtec


• CTDM.SI City Developments


• CATL.SI CapitaLand


• RHBC.KL RHB Capital


• GENT.KL Genting


• 0002.HK CLP Holdings


• 0293.HK Cathay Pacific


• 0511.HK TVB


• INTP.JK Indocement


• KPLM.SI Keppel Corporation


• 000150.KS Doosan


• 005930.KS Samsung Electronics


• 009150.KS SEMCO


• 000720.KS Hyundai E&C


• SCB.BK Siam Commercial Bank


• KLAN.SI Keppel Land


• 1402.TW Far Eastern New Cent


• UNTR.JK United Tractors


• 2609.TW Yang Ming Marine


• HDFC.BO HDFC


• ALI.PS Ayala Land


• HLL.BO Hindustan Unilever


• ITC.BO ITC


• MAHM.BO Mahindra & Mahindra


• NEST.BO Nestle India Ltd.


• INFY.BO Infosys Technologies


• 0941.HK China Mobile


• 2618.TW EVA Air


• 0857.HK PetroChina


• 2688.HK Xinao Gas


• 2409.TW AU Optronics


• RLC.PS Robinsons Land


• BRTI.BO Bharti Airtel


• 066570.KS LG Electronics


• 2301.TW Lite-On Technology


• MRTI.BO Maruti Suzuki India


• 2628.HK China Life


• CCO.TO Cameco Corporation


• ACV.N Alberto-Culver


• AEP.N American Electric Po


• AVP.N Avon


• BAC.N Bank of America


• CEG.N Constellation Energy


• C.N Citigroup


• CVX.N Chevron Corp.


• CLX.N Clorox


• CMCSA.O Comcast Corporation


• DIS.N Walt Disney Co.


• ETR.N Entergy


• FCX.N Freeport-McMoRan


• GIS.N General Mills


• HPQ.N Hewlett-Packard


• SHLD.O Sears Holdings


• KR.N Kroger Co.


• MDR.N McDermott


• MMM.N 3M Co.


• EXC.N Exelon


• PEP.N PepsiCo


• PG.N Procter & Gamble


• WAG.N Walgreen


• WMT.N Wal-Mart


• AIG.N AIG


• AFL.N AFLAC Inc.


• PL.N Protective Life


• EL.N Estée Lauder


• QCOM.O Qualcomm


• CVS.N CVS Caremark Corp.


• GS.N Goldman Sachs


• YUM.N Yum! Brands


• VECO.O Veeco Instruments


• JNPR.N Juniper Networks


• WAT.N Waters


• MET.N MetLife


• DYN.N Dynegy


• PLCM.O Polycom


• MIR.N Mirant


• RAH.N Ralcorp Holdings


• PSUN.O Pacific Sunwear


• DTV.O DIRECTV Group


• RRI.N RRI Energy


• VMED.O Virgin Media


• FLR.N Fluor


• PFG.N Principal Financial


• CREE.O Cree


• URBN.O Urban Outfitters


• CHD.N Church & Dwight


• SHAW.N Shaw Group


• DKS.N Dick's Sporting Good


• RGA.N RGA


• GOOG.O Google Inc.


• PSA.N Public Storage


• DLR.N Digital Realty Trust


• ARO.N Aeropostale


• URS.N URS Corporation


• AMP.N Ameriprise


• VCLK.O ValueClick


• WDC.N Western Digital


• DWA.O DreamWorks Animation


• HGG.N hhgregg


• BMR.N BioMed Realty Trust


• RBCN.O Rubicon Technology


• SNI.N Scripps Networks


• CBK.N Christopher & Banks


• NFLX.O Netflix


• GSIC.O GSIC


• SUN.AX Suncorp-Metway


• ERA.AX Energy Resources Aus


• SGP.AX Stockland


• FBU.NZ Fletcher Building


• SKC.NZ Sky City


• ASX.AX ASX Limited


• AWE.AX AWE Limited


• IVC.AX Invocare Ltd


• WDC.AX Westfield


• 4091.T Taiyo Nippon Sanso


• 6301.T Komatsu


• 6501.T Hitachi


• 6764.T Sanyo Electric


• 6773.T Pioneer


• 7011.T MHI


• 7267.T Honda


• 8802.T Mitsubishi Estate


• 9843.T Nitori


• 4755.Q Rakuten


• 4817.Q Jupiter Telecom


• 034220.KS LG Display


• CACT.SI CapitaCommercial


• 078930.KS GS Holdings


• PGAS.JK PGAS


• SUNT.SI Suntec


• 1068.HK China Yurun Food


• DABU.BO Dabur


• RLCM.BO Reliance Comm


• 2778.HK Champion REIT


• 3383.HK Agile Property


• 2448.TW Epistar


• 2393.TW Everlight


• 2121.T mixi


• 051900.KS LG H&H


• 1398.HK ICBC


• IDEA.BO Idea


• UNSP.BO USL


• PTBA.JK Bukit Asam


• VLL.PS Vista Land


• ITMG.JK ITM


• CDLT.SI CDL Hospitality


• JSMR.JK Jasa Marga


• 000858.SZ Wuliangye


• 0658.HK China Transmission


• 011070.KS LG Innotek

]]> Erika Karp AEGS.L WBSV.VI BDEV.L BALN.VX HOLN.VX CFR.VX UHR.VX ZURN.VX CRDA.L ALVG.DE BEIG.F BAYGn.F KU2G.DE KCOGn.DE G1AG.DE MANG.DE SIEGn.DE VOWG.DE NOVOb.CO SXS.L NOK1V.HE DIOR.PA AXAF.PA VLOF.PA HRMS.PA OREP.PA PERP.PA RENA.PA SCHN.PA PEUP.PA UNBP.PA ALUA.PA HSBA.L TLIT.MI LAND.L LLOY.L MGGT.L NEX.L AKZO.AS AEGN.AS HEIN.AS WLSNc.AS SBMO.AS ING.AS PHG.AS RB.L RSW.L RIO.L ERICb.ST ATCOa.ST VOLVb.ST SGRO.L SPX.L STAN.L TATE.L GARAN.IS TSCO.L ULVR.L WPP.L TEVA.O XTA.L NOVN.VX EDP.LS YTY1V.HE CAST.ST INF.L TKAG.F AAL.L AZN.L ABBN.VX GSK.L PKNA.WA VWS.CO GAM.MC BT.L SBER.RTS TAA.OL YELL.L MAGNq.L HGGH.L ITV.L WING.DE ISPA.AS TEMN.S BSLN.S SDRL.OL SRS.MI GCC.I PPHN.VX SNC.LS BVI.PA EEN.PA DEPA.DI ALDR.AD SOR.AD UPRO.DU EMAR.DU ARTC.DU CTDM.SI CATL.SI RHBC.KL GENT.KL 0002.HK 0293.HK 0511.HK INTP.JK KPLM.SI 000150.KS 005930.KS 009150.KS 000720.KS SCB.BK KLAN.SI 1402.TW UNTR.JK 2609.TW HDFC.BO ALI.PS HLL.BO ITC.BO MAHM.BO NEST.BO INFY.BO 0941.HK 2618.TW 0857.HK 2688.HK 2409.TW RLC.PS BRTI.BO 066570.KS 2301.TW MRTI.BO 2628.HK CCO.TO ACV.N AEP.N AVP.N BAC.N CEG.N C.N CVX.N CLX.N CMCSA.O DIS.N ETR.N FCX.N GIS.N HPQ.N SHLD.O KR.N MDR.N MMM.N EXC.N PEP.N PG.N WAG.N WMT.N AIG.N AFL.N PL.N EL.N QCOM.O CVS.N GS.N YUM.N VECO.O JNPR.N WAT.N MET.N DYN.N PLCM.O MIR.N RAH.N PSUN.O DTV.O RRI.N VMED.O FLR.N PFG.N CREE.O URBN.O CHD.N SHAW.N DKS.N RGA.N GOOG.O PSA.N DLR.N ARO.N URS.N AMP.N VCLK.O WDC.N DWA.O HGG.N BMR.N RBCN.O SNI.N CBK.N NFLX.O GSIC.O SUN.AX ERA.AX SGP.AX FBU.NZ SKC.NZ ASX.AX AWE.AX IVC.AX WDC.AX 4091.T 6301.T 6501.T 6764.T 6773.T 7011.T 7267.T 8802.T 9843.T 4755.Q 4817.Q 034220.KS CACT.SI 078930.KS PGAS.JK SUNT.SI 1068.HK DABU.BO RLCM.BO 2778.HK 3383.HK 2448.TW 2393.TW 2121.T 051900.KS 1398.HK IDEA.BO UNSP.BO PTBA.JK VLL.PS ITMG.JK CDLT.SI JSMR.JK 000858.SZ 0658.HK 011070.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez84985|native|public|20100122011814 Fri, 22 Jan 2010 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71955|native|public Regions

• Europe Including UK


• Global

Sectors

• European Financial


• European Insurance


• Global Financial


• Global Insurance

Companies

• BALN.VX Bâloise


• RUKN.VX Swiss Re


• ZURN.VX Zurich Financial


• ALVG.DE Allianz


• MUVGn.DE Munich Re


• AXAF.PA AXA


• GASI.MI Generali


• AEGN.AS Aegon


• ING.AS ING


• HELN.S Helvetia


• SLHN.VX Swiss Life


• GCO.MC Catalana Occidente


• CNPP.PA CNP


• OML.L Old Mutual


• MAP.MC Mapfre


• LRE.L Lancashire

Subjects

• Industry Overview

]]> Marc Thiele BALN.VX RUKN.VX ZURN.VX ALVG.DE MUVGn.DE AXAF.PA GASI.MI AEGN.AS ING.AS HELN.S SLHN.VX GCO.MC CNPP.PA OML.L MAP.MC LRE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71955|native|public|20100120100957 Wed, 20 Jan 2010 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71884|native|public Regions

• Europe Including UK


• Global

Sectors

• European Airlines


• Global Airlines


• European Consumer, Cyclical


• Global Consumer, Cyclical


• European Cyclical Goods & Services


• Global Cyclical Goods & Services

Companies

• AIRF.PA Air France - KLM


• RYA.I Ryanair


• EZJ.L easyJet


• IBLA.MC Iberia

Subjects

• Industry Overview

]]> Jarrod Castle, CFA AIRF.PA RYA.I EZJ.L IBLA.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71884|native|public|20100118084300 Mon, 18 Jan 2010 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11818|native|public Regions

• Global

Sectors

• Global Healthcare

Companies

• GRLS.MC Grifols


• BAX.N Baxter International


• CSL.AX CSL

Subjects

• Industry Overview


• Morning Note

]]> Andrew Goodsall GRLS.MC BAX.N CSL.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11818|native|public|20100112100258 Tue, 12 Jan 2010 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71040|native|public Regions

• Europe Including UK


• Global

Sectors

• UBS Key Calls - Europe

Companies

• AEGS.L Aegis


• DELB.BR Delhaize


• UCB.BR UCB


• FIN.S Georg Fischer


• KUNN.S Kuoni


• LISN.S Lindt & Sprüngli


• CRDA.L Croda


• CW.L Cable & Wireless


• BEIG.F Beiersdorf


• BAYGn.F Bayer


• DOHG.DE Douglas


• KCOGn.DE Klöckner


• MANG.DE MAN


• ACCP.PA Accor


• CARR.PA Carrefour


• BOUY.PA Bouygues


• HRMS.PA Hermès


• LEGD.PA Legrand


• RCOP.PA Remy


• PEUP.PA PSA


• VLLP.PA Vallourec


• FIA.MI Fiat


• JMAT.L Johnson Matthey


• MGGT.L Meggitt


• MSY.L Misys


• WLSNc.AS Wolters-Kluwer


• ING.AS ING


• RSW.L Renishaw


• SBRY.L Sainsbury J


• ISYS.L Invensys


• SMIN.L Smiths Group


• NOBN.VX Nobel Biocare


• AFG.S Arbonia-Forster


• BULG.MI Bulgari


• SCVb.ST Scania


• MEOG.DE Metro AG


• TEL2b.ST Tele2


• TLW.L Tullow


• SIA.L SOCO


• ULE.L Ultra Electronics


• SHP.L Shire Pharmaceutical


• INF.L Informa


• TNT.AS TNT


• KPN.AS KPN


• TKAG.F ThyssenKrupp


• ACY.OL Acergy


• AAL.L Anglo American


• SYST.VX Synthes Inc


• TIE1V.HE Tieto


• CPW.L Carphone Warehouse


• DDT.L Dimension Data


• AUTN.L Autonomy


• ITL.L Intec


• IPR.L International Power


• TCY.L Telecity


• LUN.CO Lundbeck


• UTG.L UNITE


• BRBY.L Burberry


• ITRK.L Intertek


• DPBGn.DE Postbank


• STHR.L SThree


• TEMN.S Temenos


• ELN.I Elan Corp.


• BSLN.S Basilea


• SDRL.OL Seadrill


• GCC.I C&C Group


• SY1G.DE Symrise


• AVV.L Aveva Group


• SNC.LS Sonaecom


• ICEL.VI Intercell


• GMG.L Game Group


• CEQ.OL Cermaq


• BVI.PA Bureau Veritas


• PRON.OL Pronova Biopharma

]]> Daniel Stillit AEGS.L DELB.BR UCB.BR FIN.S KUNN.S LISN.S CRDA.L CW.L BEIG.F BAYGn.F DOHG.DE KCOGn.DE MANG.DE ACCP.PA CARR.PA BOUY.PA HRMS.PA LEGD.PA RCOP.PA PEUP.PA VLLP.PA FIA.MI JMAT.L MGGT.L MSY.L WLSNc.AS ING.AS RSW.L SBRY.L ISYS.L SMIN.L NOBN.VX AFG.S BULG.MI SCVb.ST MEOG.DE TEL2b.ST TLW.L SIA.L ULE.L SHP.L INF.L TNT.AS KPN.AS TKAG.F ACY.OL AAL.L SYST.VX TIE1V.HE CPW.L DDT.L AUTN.L ITL.L IPR.L TCY.L LUN.CO UTG.L BRBY.L ITRK.L DPBGn.DE STHR.L TEMN.S ELN.I BSLN.S SDRL.OL GCC.I SY1G.DE AVV.L SNC.LS ICEL.VI GMG.L CEQ.OL BVI.PA PRON.OL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71040|native|public|20091215163007 Tue, 15 Dec 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev52433|native|public Regions

• Global

Sectors

• Global Technology

Companies

• 005930.KS Samsung Electronics


• 009150.KS SEMCO


• 2409.TW AU Optronics


• 066570.KS LG Electronics


• 2301.TW Lite-On Technology


• VECO.O Veeco Instruments


• CREE.O Cree


• RBCN.O Rubicon Technology


• 4091.T Taiyo Nippon Sanso


• 034220.KS LG Display


• 2448.TW Epistar


• 2393.TW Everlight


• 011070.KS LG Innotek

Subjects

• Industry Overview

]]> Sean Kim 005930.KS 009150.KS 2409.TW 066570.KS 2301.TW VECO.O CREE.O RBCN.O 4091.T 034220.KS 2448.TW 2393.TW 011070.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev52433|native|public|20091210140248 Thu, 10 Dec 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02248|native|public Regions

• Global

Sectors

• Global Technology

Companies

• 005930.KS Samsung Electronics


• 009150.KS SEMCO


• 2409.TW AU Optronics


• 066570.KS LG Electronics


• 2301.TW Lite-On Technology


• VECO.O Veeco Instruments


• CREE.O Cree


• RBCN.O Rubicon Technology


• 4091.T Taiyo Nippon Sanso


• 034220.KS LG Display


• 2448.TW Epistar


• 2393.TW Everlight


• 011070.KS LG Innotek

Subjects

• Industry Overview


• Morning Note

]]> Sean Kim 005930.KS 009150.KS 2409.TW 066570.KS 2301.TW VECO.O CREE.O RBCN.O 4091.T 034220.KS 2448.TW 2393.TW 011070.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02248|native|public|20091210015500 Thu, 10 Dec 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev52434|native|public Regions

• Global


• Emerging Markets


• Asia


• Korea


• Asia Pacific


• Asia Pacific Ex. JP


• Americas


• United States


• North America


• Asia Emerging

Sectors

• Global Electric Components & Equipment


• Global Semiconductors


• Global Industrial


• Global Technology


• Global Industrial Goods & Services


• Asian Electric Components & Equipment


• Korean Electric Components & Equipment


• Asian Industrial


• Korean Industrial


• Asian Industrial Goods & Services


• Korean Industrial Goods & Services


• Asian Pacific Electric Components & Equipment


• Asian Pacific Industrial


• Asian Pacific Industrial Goods & Services


• Asian Pacific Ex. JP Electric Components & Equipment


• Asian Pacific Ex. JP Industrial


• Asian Pacific Ex. JP Industrial Goods & Services


• Americas Semiconductors


• US Semiconductors


• Americas Technology


• US Technology


• North American Semiconductors


• North American Technology


• Asia Emerging Electric Components & Equipment


• Asia Emerging Industrial


• Asia Emerging Industrial Goods & Services

Companies

• 005930.KS Samsung Electronics


• 009150.KS SEMCO


• 2409.TW AU Optronics


• 066570.KS LG Electronics


• 2301.TW Lite-On Technology


• VECO.O Veeco Instruments


• CREE.O Cree


• RBCN.O Rubicon Technology


• 4091.T Taiyo Nippon Sanso


• 034220.KS LG Display


• 2448.TW Epistar


• 2393.TW Everlight


• 011070.KS LG Innotek

Subjects

• Industry Overview


• Morning Note

]]> Sean Kim 005930.KS 009150.KS 2409.TW 066570.KS 2301.TW VECO.O CREE.O RBCN.O 4091.T 034220.KS 2448.TW 2393.TW 011070.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev52434|native|public|20091209211256 Wed, 9 Dec 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51837|native|public Regions

• Switzerland


• Europe Including UK


• Europe Ex. UK


• France


• Global


• UBSW EMEA


• Asia Pacific


• Japan

Sectors

• Global Airlines


• Swiss Retailers, Specialty


• French Clothing & Fabrics


• European Clothing & Fabrics


• European Retailers, Specialty


• European Ex. UK Clothing & Fabrics


• European Ex. UK Retailers, Specialty


• Global Clothing & Fabrics


• Global Retailers, Specialty


• Swiss Consumer, Cyclical


• Swiss Retail


• European Consumer, Cyclical


• European Retail


• European Textiles & Apparel


• European Ex. UK Consumer, Cyclical


• European Ex. UK Retail


• European Ex. UK Textiles & Apparel


• French Consumer, Cyclical


• French Textiles & Apparel


• Global Consumer, Cyclical


• Global Retail


• Global Textiles & Apparel


• European Cyclical Goods & Services


• European Ex. UK Cyclical Goods & Services


• French Cyclical Goods & Services


• Global Cyclical Goods & Services


• Japanese Airlines


• Japanese Consumer, Cyclical


• Japanese Cyclical Goods & Services

Companies

• CFR.VX Richemont


• SGSN.VX SGS


• UHR.VX Swatch Group


• NOK1V.HE Nokia


• DIOR.PA Christian Dior


• HRMS.PA Hermès


• LVMH.PA LVMH


• 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


• 600690.SS Qingdao Haier


• 2331.HK Li Ning


• 000527.SZ Midea

]]> Simon Smiles CFR.VX SGSN.VX UHR.VX NOK1V.HE DIOR.PA HRMS.PA LVMH.PA 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 600690.SS 2331.HK 000527.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51837|native|public|20091118140308 Wed, 18 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51838|native|public Regions

• Switzerland


• Europe Including UK


• Europe Ex. UK


• France


• Global


• UBSW EMEA


• Asia Pacific


• Japan

Sectors

• Global Airlines


• Swiss Retailers, Specialty


• French Clothing & Fabrics


• European Clothing & Fabrics


• European Retailers, Specialty


• European Ex. UK Clothing & Fabrics


• European Ex. UK Retailers, Specialty


• Global Clothing & Fabrics


• Global Retailers, Specialty


• Swiss Consumer, Cyclical


• Swiss Retail


• European Consumer, Cyclical


• European Retail


• European Textiles & Apparel


• European Ex. UK Consumer, Cyclical


• European Ex. UK Retail


• European Ex. UK Textiles & Apparel


• French Consumer, Cyclical


• French Textiles & Apparel


• Global Consumer, Cyclical


• Global Retail


• Global Textiles & Apparel


• European Cyclical Goods & Services


• European Ex. UK Cyclical Goods & Services


• French Cyclical Goods & Services


• Global Cyclical Goods & Services


• Japanese Airlines


• Japanese Consumer, Cyclical


• Japanese Cyclical Goods & Services

Companies

• CFR.VX Richemont


• SGSN.VX SGS


• UHR.VX Swatch Group


• NOK1V.HE Nokia


• DIOR.PA Christian Dior


• HRMS.PA Hermès


• LVMH.PA LVMH


• 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


• 600690.SS Qingdao Haier


• 2331.HK Li Ning


• 000527.SZ Midea

Subjects

• Market Strategy / Comment


• Morning Note

]]> Simon Smiles CFR.VX SGSN.VX UHR.VX NOK1V.HE DIOR.PA HRMS.PA LVMH.PA 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 600690.SS 2331.HK 000527.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51838|native|public|20091117200637 Tue, 17 Nov 2009 http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51225|native|public Regions

• Switzerland


• Europe Including UK


• Europe Ex. UK


• France


• Global


• UBSW EMEA


• Emerging Markets


• Asia


• Korea


• Asia Pacific


• Asia Pacific Ex. JP


• Japan


• Asia Emerging

Sectors

• Global Airlines


• Global Semiconductors


• Swiss Retailers, Specialty


• French Clothing & Fabrics


• European Clothing & Fabrics


• European Retailers, Specialty


• European Ex. UK Clothing & Fabrics


• European Ex. UK Retailers, Specialty


• Global Clothing & Fabrics


• Global Retailers, Specialty


• Swiss Consumer, Cyclical


• Swiss Retail


• European Consumer, Cyclical


• European Retail


• European Textiles & Apparel


• European Ex. UK Consumer, Cyclical


• European Ex. UK Retail


• European Ex. UK Textiles & Apparel


• French Consumer, Cyclical


• French Textiles & Apparel


• Global Consumer, Cyclical


• Global Retail


• Global Technology


• Global Textiles & Apparel


• European Cyclical Goods & Services


• European Ex. UK Cyclical Goods & Services


• French Cyclical Goods & Services


• Global Cyclical Goods & Services


• Asian Semiconductors


• Korean Semiconductors


• Asian Technology


• Korean Technology


• Asian Pacific Semiconductors


• Asian Pacific Technology


• Asian Pacific Ex. JP Semiconductors


• Asian Pacific Ex. JP Technology


• Japanese Airlines


• Japanese Consumer, Cyclical


• Japanese Cyclical Goods & Services


• Asia Emerging Technology

Companies

• CFR.VX Richemont


• UHR.VX Swatch Group


• NOK1V.HE Nokia


• DIOR.PA Christian Dior


• HRMS.PA Hermès


• LVMH.PA LVMH


• 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


• 005930.KS Samsung Electronics


• 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


• 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 CFR.VX UHR.VX NOK1V.HE DIOR.PA HRMS.PA LVMH.PA PERP.PA HSBA.L ING.AS ERICb.ST STAN.L ULVR.L 0011.HK 005930.KS 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 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 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 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 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 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 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