UBS Research: Q-Series http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschqseries UBS Research: Q-Series en Copyright (C) UBS 2008. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Tue, 30 Sep 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[Q-Series: Asian Structural Themes "Shortages Part 2-Food: Which sectors ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40850|native|public Regions
  • Global

  • Asia Pacific


Companies
  • UNPO.BO UPL

  • NUF.AX Nufarm Ltd

  • 6326.T Kubota

  • TTA.BK TTA

  • 1068.HK China Yurun Food

  • 0297.HK Sinofert

  • JAIR.BO Jain Irrigation


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Simon Smiles UNPO.BO NUF.AX 6326.T TTA.BK 1068.HK 0297.HK JAIR.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40850|native|public|20080930000000 Tue, 30 Sep 2008 <![CDATA[Q-Series: Asian Structural Themes "Shortages Part 2-Food: Which sectors ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40848|native|public Regions
  • Global

  • Asia Pacific


Companies
  • UNPO.BO UPL

  • NUF.AX Nufarm Ltd

  • 6326.T Kubota

  • TTA.BK TTA

  • 1068.HK China Yurun Food

  • 0297.HK Sinofert

  • JAIR.BO Jain Irrigation


]]> Simon Smiles UNPO.BO NUF.AX 6326.T TTA.BK 1068.HK 0297.HK JAIR.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40848|native|public|20080930000000 Tue, 30 Sep 2008 <![CDATA[Q-Series: European Brewers "Who will win in the UK lager market?" 24-Sep-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50335|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

  • DGE.L Diageo

  • SAB.L SABMiller

  • INTB.BR InBev

  • GCC.I C&C Group

  • TAP.N Molson Coors

  • BUD.N Anheuser-Busch


Subjects
  • Industry Overview

]]> Jason DeRise, CFA CARLb.CO HEIN.AS DGE.L SAB.L INTB.BR GCC.I TAP.N BUD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50335|native|public|20080924000000 Wed, 24 Sep 2008 <![CDATA[Q-Series: Global Equity Strategy "How big is the emerging market consumer ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez64803|native|public Regions
  • Global


Companies
  • BATS.L BAT UK

  • HNKG_p.F Henkel

  • WPP.L WPP

  • PJPq.L X5 Retail Group

  • HLL.BO Hindustan Unilever

  • ITC.BO ITC

  • AVP.N Avon

  • CL.N Colgate-Palmolive

  • KO.N Coca-Cola

  • PEP.N PepsiCo

  • BTOW3.SA B2W

  • 2914.T JT

  • 0493.HK Gome

  • 3382.T Seven & I HD

  • 3368.HK Parkson Retail


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Jennifer Delaney, CFA BATS.L HNKG_p.F WPP.L PJPq.L HLL.BO ITC.BO AVP.N CL.N KO.N PEP.N BTOW3.SA 2914.T 0493.HK 3382.T 3368.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez64803|native|public|20080922000000 Mon, 22 Sep 2008 <![CDATA[Q-Series: Asian Structural Themes "Shortages Part 1-Energy: Which sectors ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40588|native|public Regions
  • Global

  • Asia Pacific


Companies
  • KPLM.SI Keppel Corporation

  • 003490.KS Korean Air

  • 1301.TW Formosa Plastics

  • 011170.KS Honam Petrochemical

  • WOR.AX WorleyParsons Ltd

  • 601006.SS Daqin Railway

  • 3339.HK CIMH

  • EDC.PS PNOC EDC

  • 0368.HK Sinotrans Shipping

  • KNMP.KL KNM


]]> Simon Smiles KPLM.SI 003490.KS 1301.TW 011170.KS WOR.AX 601006.SS 3339.HK EDC.PS 0368.HK KNMP.KL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40588|native|public|20080919000000 Fri, 19 Sep 2008 <![CDATA[Q-Series: Asian Structural Themes "Shortages Part 1-Energy: Which sectors ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40589|native|public Regions
  • Global

  • Asia Pacific


Companies
  • KPLM.SI Keppel Corporation

  • 003490.KS Korean Air

  • 1301.TW Formosa Plastics

  • 011170.KS Honam Petrochemical

  • WOR.AX WorleyParsons Ltd

  • 601006.SS Daqin Railway

  • 3339.HK CIMH

  • EDC.PS PNOC EDC

  • 0368.HK Sinotrans Shipping

  • KNMP.KL KNM


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Simon Smiles KPLM.SI 003490.KS 1301.TW 011170.KS WOR.AX 601006.SS 3339.HK EDC.PS 0368.HK KNMP.KL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40589|native|public|20080919000000 Fri, 19 Sep 2008 <![CDATA[Q-Series: Global Aviation "How much supply could exit the system?" 17-Sep-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40517|native|public Regions
  • Global

  • Americas


Sectors
  • Global Airlines

  • Global Consumer, Cyclical

  • Global Cyclical Goods & Services

  • Americas Airlines

  • Americas Consumer, Cyclical

  • Americas Cyclical Goods & Services


Companies
  • AUAV.VI Austrian Airlines

  • BAY.L British Airways

  • LHAG.F Lufthansa

  • AIRF.PA Air France - KLM

  • RYA.I Ryanair

  • EZJ.L easyJet

  • 0293.HK Cathay Pacific

  • 003490.KS Korean Air

  • SIAL.SI Singapore Airlines

  • DAL.N Delta Air Lines

  • LUV.N Southwest

  • TAMM4.SA TAM

  • JBLU.O JetBlue Airways

  • WJAa.TO WestJet

  • QAN.AX Qantas Airways

  • 9202.T ANA

  • 9205.T Japan Airlines

  • 0753.HK Air China


Subjects
  • Industry Overview

]]> Damien Horth AUAV.VI BAY.L LHAG.F AIRF.PA RYA.I EZJ.L 0293.HK 003490.KS SIAL.SI DAL.N LUV.N TAMM4.SA JBLU.O WJAa.TO QAN.AX 9202.T 9205.T 0753.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40517|native|public|20080917000000 Wed, 17 Sep 2008 <![CDATA[Q-Series: Civil aerospace industry "Can replacement demand save this cycle?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50049|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • Canada

  • United States

  • North America


Sectors
  • European Aerospace

  • European Ex. UK Aerospace

  • Global Aerospace

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • BAES.L BAE SYSTEMS

  • SAF.PA Safran

  • MGGT.L Meggitt

  • RR.L Rolls-Royce

  • EAD.PA EADS

  • MTXGn.F MTU Aero Engines

  • CAE.TO CAE Inc.

  • BA.N Boeing

  • ESL.N Esterline Tech.

  • HXL.N Hexcel

  • BEAV.O BE Aerospace

  • SPR.N Spirit AeroSystems


Subjects
  • Change in Recommendation

  • Company Update

  • Industry Overview

]]> Colin Crook BAES.L SAF.PA MGGT.L RR.L EAD.PA MTXGn.F CAE.TO BA.N ESL.N HXL.N BEAV.O SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50049|native|public|20080917000000 Wed, 17 Sep 2008 <![CDATA[Q-Series: UK Equity Strategy "Stock-building: An upcoming threat?" 10-Sep-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer49752|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Companies
  • NXT.L Next

  • RB.L Reckitt Benckiser

  • RSW.L Renishaw


]]> Gareth Evans NXT.L RB.L RSW.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer49752|native|public|20080910000000 Wed, 10 Sep 2008 <![CDATA[Q-Series: Medical Imaging "Is a recovery in sight?" 04-Sep-2008 Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer49490|native|public Regions
  • Global

  • Americas


Sectors
  • Global Advanced Industrial Equipment

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Advanced Industrial Equipment

  • Americas Industrial

  • Americas Industrial Goods & Services


Companies
  • SIEGn.DE Siemens

  • PHG.AS Philips

  • GE.N General Electric


Subjects
  • Industry Overview

]]> Nicolas Gaudois SIEGn.DE PHG.AS GE.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer49490|native|public|20080904000000 Thu, 4 Sep 2008 <![CDATA[Q-Series: N.A. Oil & Gas "What is the potential for NA unconventional resources?]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04287|native|public Regions
  • Global

  • Americas

  • Canada

  • United States

  • North America


Sectors
  • Global Oil Companies, Major

  • Global Energy

  • Americas Oil Companies, Major

  • Canadian Oil Companies, Major

  • US Oil Companies, Major

  • Americas Energy

  • Canadian Energy

  • US Energy

  • North American Energy

  • North American Oil Companies, Major


Companies
  • RDSa.L Royal Dutch Shell

  • NXY.TO Nexen

  • IMO.TO Imperial Oil Ltd.

  • ECA.N EnCana

  • TLM.TO Talisman Energy

  • HES.N Hess Corp.

  • MRO.N Marathon Oil

  • XOM.N ExxonMobil

  • APA.N Apache Corp.

  • FST.N Forest Oil

  • EOG.N EOG Resources

  • CHK.N Chesapeake Energy

  • XTO.N XTO Energy Corp.

  • DVN.N Devon Energy

  • PXD.N Pioneer Natural Res.

  • EQT.N Equitable Resources

  • COG.N Cabot Oil & Gas

  • ERF_u.TO Enerplus Resources

  • AET_u.TO ARC Energy Trust

  • CMT.TO Compton Petroleum

  • PBG.TO Petrobank

  • GOa.TO Galleon Energy

  • SWN.N Southwestern Energy

  • ATN.N Atlas Energy

  • CPG_u.TO Crescent Point

  • HK.N Petrohawk Energy

  • PXP.N Plains Exp. & Prod.


Subjects
  • Industry Overview

]]> Andrew Potter RDSa.L NXY.TO IMO.TO ECA.N TLM.TO HES.N MRO.N XOM.N APA.N FST.N EOG.N CHK.N XTO.N DVN.N PXD.N EQT.N COG.N ERF_u.TO AET_u.TO CMT.TO PBG.TO GOa.TO SWN.N ATN.N CPG_u.TO HK.N PXP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04287|native|public|20080903000000 Wed, 3 Sep 2008 <![CDATA[Q-Series: Measuring Value "Cheap compared to what?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer49298|native|public Regions
  • Global

  • Americas


]]> David Jessop http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer49298|native|public|20080901000000 Mon, 1 Sep 2008 <![CDATA[Q-Series: Japan Retail Sector "The growing Chinese retail market: What ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew12879|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Consumer, Cyclical

  • Global Retail

  • Japanese Consumer, Cyclical

  • Japanese Retail


Companies
  • 7453.T Ryohin Keikaku

  • 9983.T Fast Retailing

  • 3382.T Seven & I HD


Subjects
  • Industry Overview

]]> Taketo Yamate 7453.T 9983.T 3382.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew12879|native|public|20080815000000 Fri, 15 Aug 2008 <![CDATA[Q-Series: Industrial Transportation "What next for global..."(Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya00421|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Marine Transport

  • British Marine Transport

  • Global Marine Transport

  • European Industrial

  • European Industrial Transportation

  • British Industrial

  • British Industrial Transportation

  • Global Industrial

  • Global Industrial Transportation

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services

  • British Transportation Services

  • European Transportation Services

  • Global Transportation Services


Companies
  • MAERSKb.CO Maersk

  • KNIN.VX Kuehne + Nagel

  • TNT.AS TNT

  • DPWGn.DE Deutsche Post

  • PWTN.S Panalpina

  • DSV.CO DSV

  • 003490.KS Korean Air

  • 0316.HK OOIL

  • 000700.KS Hanjin Shipping

  • FDX.N FedEx

  • UNP.N Union Pacific

  • UPS.N UPS

  • CHRW.O C.H. Robinson

  • EXPD.O Expeditors

  • 9104.T Mitsui O.S.K. Lines

  • 9370.T Yusen Air & Sea Svc

  • 9375.T Kintetsu World Exp.

  • 2343.HK PacBasin

  • 1919.HK China COSCO


Subjects
  • Industry Overview

]]> Dominic Edridge MAERSKb.CO KNIN.VX TNT.AS DPWGn.DE PWTN.S DSV.CO 003490.KS 0316.HK 000700.KS FDX.N UNP.N UPS.N CHRW.O EXPD.O 9104.T 9370.T 9375.T 2343.HK 1919.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya00421|native|public|20080808000000 Fri, 8 Aug 2008 <![CDATA[Q-Series: Chinese Telecom Sector "How will the industry change after ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev39295|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Telecommunications

  • Asian Telecommunications

  • Chinese Telecommunications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Telecommunications


Companies
  • 0941.HK China Mobile

  • 0762.HK China Unicom

  • 0728.HK China Telecom

  • 0906.HK China Netcom

  • 600050.SS China Unicom - A


Subjects
  • Industry Overview

]]> Jinjin Wang, CFA 0941.HK 0762.HK 0728.HK 0906.HK 600050.SS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev39295|native|public|20080807000000 Thu, 7 Aug 2008 <![CDATA[Q-Series: Chinese Telecom Sector "How will the industry..." (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya00419|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Telecommunications

  • Asian Telecommunications

  • Chinese Telecommunications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Telecommunications


Companies
  • 0941.HK China Mobile

  • 0762.HK China Unicom

  • 0728.HK China Telecom

  • 0906.HK China Netcom

  • 600050.SS China Unicom - A


Subjects
  • Industry Overview

  • Morning Note

]]> Jinjin Wang, CFA 0941.HK 0762.HK 0728.HK 0906.HK 600050.SS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya00419|native|public|20080807000000 Thu, 7 Aug 2008 <![CDATA[Q-Series: Chinese Telecom Sector "How will the industry change after ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev39296|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Telecommunications

  • Asian Telecommunications

  • Chinese Telecommunications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Telecommunications


Companies
  • 0941.HK China Mobile

  • 0762.HK China Unicom

  • 0728.HK China Telecom

  • 0906.HK China Netcom

  • 600050.SS China Unicom - A


Subjects
  • Industry Overview

  • Morning Note

]]> Jinjin Wang, CFA 0941.HK 0762.HK 0728.HK 0906.HK 600050.SS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev39296|native|public|20080807000000 Thu, 7 Aug 2008 <![CDATA[Q-Series: Global Scrap Market "Is One Man's Junk Another Man's Treasure? A ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez62735|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Americas

  • United States

  • North America

  • Australia

  • Australasia


Sectors
  • Global Steel

  • Global Basic Materials

  • Global Mining & Metals

  • Global 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

  • Americas Basic Materials

  • Americas Mining & Metals

  • US Basic Materials

  • US Mining & Metals

  • Americas Basic Resources

  • US Basic Resources

  • North American Basic Resources

  • North American Basic Materials

  • North American Mining & Metals

  • North American Steel

  • Australian Steel

  • Australian Basic Materials

  • Australian Mining & Metals

  • Australian Basic Resources

  • Australasian Basic Resources

  • Australasian Basic Materials

  • Australasian Mining & Metals

  • Australasian Steel


Companies
  • ISPA.AS ArcelorMittal

  • 001230.KS Dongkuk Steel

  • X.N United States Steel

  • GGBR4.SA Gerdau

  • GNA.N Gerdau Ameristeel

  • CMC.N Commercial Metals

  • SCHN.O Schnitzer Steel

  • SGM.AX Sims Group

  • 5423.T Tokyo Steel


Subjects
  • Industry Overview

  • Morning Note

]]> Timna Tanners ISPA.AS 001230.KS X.N GGBR4.SA GNA.N CMC.N SCHN.O SGM.AX 5423.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez62735|native|public|20080731000000 Thu, 31 Jul 2008 <![CDATA[Q-Series:Japan's Game Sector "What strategy should Nintendo take to maintain..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew12488|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Entertainment

  • Global Consumer, Cyclical

  • Global Media

  • Japanese Entertainment

  • Japanese Consumer, Cyclical

  • Japanese Media


Companies
  • 6758.T Sony

  • 7974.OS Nintendo

  • 9697.T Capcom

  • 9766.T Konami

  • 9684.T Square Enix


Subjects
  • Industry Overview

]]> Shunsuke Tsuchiya 6758.T 7974.OS 9697.T 9766.T 9684.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew12488|native|public|20080725000000 Fri, 25 Jul 2008 <![CDATA[Q-Series: Industrial Transportation "What next for global air and seafreight?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer47210|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • European Marine Transport

  • British Marine Transport

  • Global Marine Transport

  • European Industrial

  • European Industrial Transportation

  • British Industrial Transportation

  • Global Industrial

  • Global Industrial Transportation

  • European Industrial Goods & Services

  • Global Industrial Goods & Services

  • British Transportation Services

  • European Transportation Services

  • Global Transportation Services

  • US Strategy Top 20


Companies
  • MAERSKb.CO Maersk

  • KNIN.VX Kuehne + Nagel

  • TNT.AS TNT

  • DPWGn.DE Deutsche Post

  • PWTN.S Panalpina

  • DSV.CO DSV

  • 003490.KS Korean Air

  • 0316.HK OOIL

  • 000700.KS Hanjin Shipping

  • FDX.N FedEx

  • UNP.N Union Pacific

  • UPS.N UPS

  • CHRW.O C.H. Robinson

  • EXPD.O Expeditors

  • 9104.T Mitsui O.S.K. Lines

  • 9370.T Yusen Air & Sea Svc

  • 9375.T Kintetsu World Exp.

  • 2343.HK PacBasin

  • 1919.HK China COSCO


Subjects
  • Industry Overview

]]> Dominic Edridge MAERSKb.CO KNIN.VX TNT.AS DPWGn.DE PWTN.S DSV.CO 003490.KS 0316.HK 000700.KS FDX.N UNP.N UPS.N CHRW.O EXPD.O 9104.T 9370.T 9375.T 2343.HK 1919.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer47210|native|public|20080723000000 Wed, 23 Jul 2008