UBS Research: Socially Responsible Investment

UBS Research: Socially Responsible Investment http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschsri UBS Research: Socially Responsible Investment en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Thu, 19 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[Climate Change Watch List - Stocks to Own 19-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69974|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69974|native|public|20091119105105 Thu, 19 Nov 2009 <![CDATA[Alternative Energy Watch List - Valuation Summary 19-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69973|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69973|native|public|20091119104831 Thu, 19 Nov 2009 <![CDATA[Trends and Changes "Cover Stories" 18-Nov-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69925|native|public Regions

Global

Companies

NUTR.AS Nutreco

SYNN.VX Syngenta

GAM.MC Gamesa

GKN.L GKN

MHG.OL Marine Harvest

CEQ.OL Cermaq

SALM.OL Salmar

LSG.OL Leroy Seafood

AUSS.OL Austevoll Seafood

DD.N DuPont

DOW.N Dow Chemical

AMAT.O Applied Materials

MON.N Monsanto

ENER.O Energy Conversion

SOLR.O GT Solar Intl.

WOR.AX WorleyParsons Ltd

CPB.AX Campbell Brothers

0754.HK Hopson

IVRC.BO IVRCL

LDK.N LDK Solar

YGE.N YingLi Green Energy

STP.N Suntech Power

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott NUTR.AS SYNN.VX GAM.MC GKN.L MHG.OL CEQ.OL SALM.OL LSG.OL AUSS.OL DD.N DOW.N AMAT.O MON.N ENER.O SOLR.O WOR.AX CPB.AX 0754.HK IVRC.BO LDK.N YGE.N STP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69925|native|public|20091118175320 Wed, 18 Nov 2009 <![CDATA[Trends and Changes "Cover Stories" 12-Nov-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69670|native|public Regions

Global

Companies

NOBN.VX Nobel Biocare

UMC.L Umeco

STMN.S Straumann

SWVG.DE Solarworld

QCEG.DE Q-Cells

BVI.PA Bureau Veritas

S92G.DE SMA

2303.TW UMC

2330.TW TSMC

2409.TW AU Optronics

3009.TW Chi Mei Opto

DD.N DuPont

LMT.N Lockheed Martin

AMAT.O Applied Materials

AZO.N AutoZone

GILD.O Gilead Sciences

ESLR.O Evergreen Solar

CECO.O Career Education

OPTT.O Ocean Power

BEZ.N Baldor Electric

FSLR.O First Solar

RBCN.O Rubicon Technology

3402.T Toray

SUZL.BO Suzlon Energy

6244.TWO Motech

LDK.N LDK Solar

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott NOBN.VX UMC.L STMN.S SWVG.DE QCEG.DE BVI.PA S92G.DE 2303.TW 2330.TW 2409.TW 3009.TW DD.N LMT.N AMAT.O AZO.N GILD.O ESLR.O CECO.O OPTT.O BEZ.N FSLR.O RBCN.O 3402.T SUZL.BO 6244.TWO LDK.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69670|native|public|20091112194121 Thu, 12 Nov 2009 <![CDATA[Alternative Energy Watch List - Valuation Summary 5-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69232|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69232|native|public|20091105100639 Thu, 5 Nov 2009 <![CDATA[Climate Change Watch List - Stocks to Own 5-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69231|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69231|native|public|20091105100337 Thu, 5 Nov 2009 <![CDATA[Trends and Changes "Cover Stories" 04-Nov-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69174|native|public Regions

Global

Sectors

UBS Key Calls - Europe

Companies

IBE.MC Iberdrola

GAS.MC Gas Natural

PSON.L Pearson

CNA.L Centrica

EDP.LS EDP

UMC.L Umeco

EONGn.DE E.ON

EAD.PA EADS

SWVG.DE Solarworld

TOM2.AS TomTom

EDF.PA EDF

QCEG.DE Q-Cells

REC.OL Renewable Energy Cor

S92G.DE SMA

HSNT.L Hansen Transmissions

BA.N Boeing

DTE.N DTE Energy

ITRI.O Itron Inc.

STR.N Questar

ESLR.O Evergreen Solar

GOOG.O Google Inc.

SPWRA.O SunPower

FSLR.O First Solar

5333.T NGK Insulators

5334.T NGK Spark Plug

5486.T Hitachi Metals

3383.HK Agile Property

010060.KS OCI Company Ltd

YGE.N YingLi Green Energy

0658.HK China Transmission

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott IBE.MC GAS.MC PSON.L CNA.L EDP.LS UMC.L EONGn.DE EAD.PA SWVG.DE TOM2.AS EDF.PA QCEG.DE REC.OL S92G.DE HSNT.L BA.N DTE.N ITRI.O STR.N ESLR.O GOOG.O SPWRA.O FSLR.O 5333.T 5334.T 5486.T 3383.HK 010060.KS YGE.N 0658.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69174|native|public|20091104194316 Wed, 4 Nov 2009 <![CDATA[Trends and Changes "Cover Stories" 27-Oct-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68607|native|public Regions

Global

Americas

United States

North America

Sectors

Global Software

Global Technology

Americas Software

US Software

Americas Technology

US Technology

North American Software

North American Technology

Companies

CHLD.L Chloride

CHTR.L Charter

CKSN.L Cookson

BMWG.F BMW

IBE.MC Iberdrola

SXS.L Spectris

HLMA.L Halma

IMI.L IMI

ROR.L Rotork

RSW.L Renishaw

ISYS.L Invensys

SPX.L Spirax-Sarco

TOMK.L Tomkins

WEIR.L Weir

ALSO.PA Alstom

ALFA.ST Alfa Laval

006400.KS Samsung SDI

AGU.N Agrium Inc.

CBE.N Cooper Industries

CSCO.O Cisco Systems

GE.N General Electric

HPQ.N Hewlett-Packard

MSFT.O Microsoft

DHR.N Danaher

JNPR.N Juniper Networks

TRA.N Terra Industries

WFR.N MEMC Electronic

SPWRA.O SunPower

VMW.N VMware

7201.T Nissan

7203.T Toyota

7261.T Mazda Motor

7262.T Daihatsu Motor

7267.T Honda

7269.T Suzuki Motor

7270.T Fuji Heavy Ind.

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott CHLD.L CHTR.L CKSN.L BMWG.F IBE.MC SXS.L HLMA.L IMI.L ROR.L RSW.L ISYS.L SPX.L TOMK.L WEIR.L ALSO.PA ALFA.ST 006400.KS AGU.N CBE.N CSCO.O GE.N HPQ.N MSFT.O DHR.N JNPR.N TRA.N WFR.N SPWRA.O VMW.N 7201.T 7203.T 7261.T 7262.T 7267.T 7269.T 7270.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68607|native|public|20091027040007 Tue, 27 Oct 2009 <![CDATA[Climate Change Watch List - Stocks to Own 21-Oct-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68374|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68374|native|public|20091021114730 Wed, 21 Oct 2009 <![CDATA[Alternative Energy Watch List - Valuation Summary 21-Oct-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68372|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68372|native|public|20091021113449 Wed, 21 Oct 2009 <![CDATA[Webcast: SRI Conference - Corporate Governance and Performance - Hudson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68309|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68309|native|public|20091020160441 Tue, 20 Oct 2009 <![CDATA[Trends and Changes "Cover stories" 20-Oct-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68311|native|public Regions

Global

Americas

United States

North America

Sectors

Global Electric Utilities

Global Utilities

Americas Electric Utilities

US Electric Utilities

Americas Utilities

US Utilities

North American Electric Utilities

North American Utilities

Companies

BP.L BP

BAYGn.F Bayer

SGOB.PA St. Gobain

PHG.AS Philips

AFG.S Arbonia-Forster

NHMJ.J Northam

EDP.LS EDP

VWS.CO Vestas

GAM.MC Gamesa

S92G.DE SMA

EEN.PA EDF EN

2308.TW Delta Electronics

1171.HK Yanzhou Coal

BBDb.TO Bombardier

AEP.N American Electric Po

JCI.N Johnson Controls

PCG.N PG&E Corp.

XOM.N ExxonMobil

NU.N Northeast Utilities

SPWRA.O SunPower

EQN.TO Equinox

FSLR.O First Solar

CRG.AX Crane Group

NUF.AX Nufarm Ltd

IPL.AX Incitec Pivot Ltd

MRE.AX Minara Resources Ltd

9831.T Yamada Denki

000830.KS Samsung C&T

FLX.AX Felix Resources

SUZL.BO Suzlon Energy

4188.T Mitsubishi Chemical

LDK.N LDK Solar

YGE.N YingLi Green Energy

STP.N Suntech Power

0658.HK China Transmission

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott BP.L BAYGn.F SGOB.PA PHG.AS AFG.S NHMJ.J EDP.LS VWS.CO GAM.MC S92G.DE EEN.PA 2308.TW 1171.HK BBDb.TO AEP.N JCI.N PCG.N XOM.N NU.N SPWRA.O EQN.TO FSLR.O CRG.AX NUF.AX IPL.AX MRE.AX 9831.T 000830.KS FLX.AX SUZL.BO 4188.T LDK.N YGE.N STP.N 0658.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68311|native|public|20091020150730 Tue, 20 Oct 2009 <![CDATA[Alternative Energy Watch List - Valuation Summary 16 October 2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68157|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68157|native|public|20091016121540 Fri, 16 Oct 2009 <![CDATA[Trends and Changes "Cover Stories" 15-Oct-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68097|native|public Regions

Global

Americas

United States

North America

Sectors

Global Pharmaceuticals

Global Healthcare

Americas Pharmaceuticals

US Pharmaceuticals

Americas Healthcare

US Healthcare

North American Pharmaceuticals

North American Healthcare

Companies

BASF.F BASF

BAYGn.F Bayer

ORK.OL Orkla

WEIR.L Weir

NOVN.VX Novartis

VIP.N VimpelCom

MAIN.TA MA Industries

AZN.L AstraZeneca

ABBN.VX ABB Ltd

SYNN.VX Syngenta

TEL.OL Telenor

NES1V.HE Neste Oil

EEN.PA EDF EN

BA.N Boeing

BAX.N Baxter International

BSX.N Boston Scientific

CI.N Cigna

DD.N DuPont

DOW.N Dow Chemical

AMGN.O Amgen

CVH.N Coventry Health Care

CELG.O Celgene

LIFE.O Life Technologies

EW.N Edwards

MON.N Monsanto

SPWRA.O SunPower

FSLR.O First Solar

BHP.AX BHP Billiton Limited

NUF.AX Nufarm Ltd

3402.T Toray

6902.T Denso

PUJL.BO Punj Lloyd

6244.TWO Motech

IVRC.BO IVRCL

NGCN.BO Nagarjuna Constr

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott BASF.F BAYGn.F ORK.OL WEIR.L NOVN.VX VIP.N MAIN.TA AZN.L ABBN.VX SYNN.VX TEL.OL NES1V.HE EEN.PA BA.N BAX.N BSX.N CI.N DD.N DOW.N AMGN.O CVH.N CELG.O LIFE.O EW.N MON.N SPWRA.O FSLR.O BHP.AX NUF.AX 3402.T 6902.T PUJL.BO 6244.TWO IVRC.BO NGCN.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer68097|native|public|20091015162620 Thu, 15 Oct 2009 <![CDATA[Alternative Energy Watch List - Valuation Summary 9-Oct-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67839|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67839|native|public|20091009054617 Fri, 9 Oct 2009 <![CDATA[Climate Change Watch List - Stocks to Own 9-Oct-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67835|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67835|native|public|20091009052025 Fri, 9 Oct 2009 <![CDATA[Trends and Changes "Cover Stories" 07-Oct-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67770|native|public Regions

Global

Companies

BAYGn.F Bayer

SIEGn.DE Siemens

PHG.AS Philips

ALSO.PA Alstom

ABBN.VX ABB Ltd

TAA.OL TANDBERG

S92G.DE SMA

KLKK.KL KL Kepong

006400.KS Samsung SDI

000270.KS Kia Motors

005380.KS Hyundai Motor

SIME.KL Sime Darby (M)

IOIB.KL IOI Corporation

012330.KS Hyundai Mobis

CSCO.O Cisco Systems

PCL.N Plum Creek

ESLR.O Evergreen Solar

SPWRA.O SunPower

FSLR.O First Solar

7203.T Toyota

7267.T Honda

CPB.AX Campbell Brothers

NOBG.SI Noble

GAGR.SI Golden Agri

IFAR.SI Indofood Agri

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott BAYGn.F SIEGn.DE PHG.AS ALSO.PA ABBN.VX TAA.OL S92G.DE KLKK.KL 006400.KS 000270.KS 005380.KS SIME.KL IOIB.KL 012330.KS CSCO.O PCL.N ESLR.O SPWRA.O FSLR.O 7203.T 7267.T CPB.AX NOBG.SI GAGR.SI IFAR.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67770|native|public|20091007173303 Wed, 7 Oct 2009 <![CDATA[Trends and Changes "Cover Stories" 01-Oct-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67555|native|public Regions

Global

Sectors

US Strategy Top 20

Companies

VERB.VI Verbund

BAY.L British Airways

OERL.VX OERLIKON

LHAG.DE Lufthansa

RWEG.DE RWE

VOWG.DE Volkswagen

AGS.MC Agbar

ELE.MC Endesa

MVC.MC Metrovacesa

PHG.AS Philips

PTI.LS Portucel

FUM1V.HE Fortum

AIRF.PA Air France - KLM

EONGn.DE E.ON

IBLA.MC Iberia

SWVG.DE Solarworld

QCEG.DE Q-Cells

WCHG.DE Wacker Chemie

CBAV.MC Clinica Baviera

006400.KS Samsung SDI

DD.N DuPont

DUK.N Duke Energy

AMAT.O Applied Materials

MON.N Monsanto

WFR.N MEMC Electronic

GRS.N Gammon Gold

SPWRA.O SunPower

SOLR.O GT Solar Intl.

010060.KS OCI Company Ltd

YGE.N YingLi Green Energy

STP.N Suntech Power

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott VERB.VI BAY.L OERL.VX LHAG.DE RWEG.DE VOWG.DE AGS.MC ELE.MC MVC.MC PHG.AS PTI.LS FUM1V.HE AIRF.PA EONGn.DE IBLA.MC SWVG.DE QCEG.DE WCHG.DE CBAV.MC 006400.KS DD.N DUK.N AMAT.O MON.N WFR.N GRS.N SPWRA.O SOLR.O 010060.KS YGE.N STP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67555|native|public|20091001191919 Thu, 1 Oct 2009 <![CDATA[Index Update "The UBS Europe Carbon Optimized Index" 30-Sep-2009 Hudson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67496|native|public Regions

Europe Including UK

Global

Subjects

Market Strategy / Comment

Morning Note

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67496|native|public|20090930133504 Wed, 30 Sep 2009 <![CDATA[Trends and Changes "Cover Stories" 23-Sep-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67249|native|public Regions

Europe Including UK

Europe Ex. UK

Global

Portugal

UBSW EMEA

Sectors

European Heavy Construction

European Ex. UK Heavy Construction

Global Heavy Construction

Portuguese Heavy Construction

European Industrial

European Ex. UK Industrial

Global Industrial

Portuguese Industrial

European Construction

European Ex. UK Construction

Global Construction

Portuguese Construction

Companies

BMWG.F BMW

PSHG_p.DE Porsche

RWEG.DE RWE

VOWG.DE Volkswagen

ELE.MC Endesa

IBE.MC Iberdrola

GAS.MC Gas Natural

SXS.L Spectris

RENA.PA Renault

BCP.LS BCP

BES.LS Banco Espirito Santo

SCAb.ST SCA

CPR.LS Cimpor

UPM1V.HE UPM

BRI.LS Brisa

STERV.HE Stora Enso

ENEI.MI Enel

ZON.LS ZON

IMPA.LS Impresa

EONGn.DE E.ON

ABG.MC Abengoa

GKN.L GKN

GRLS.MC Grifols

MOTA.LS Mota Engil

GSZ.PA GDF Suez

EDF.PA EDF

GALP.LS GALP

SNC.LS Sonaecom

SKG.I Smurfit Kappa Group

IBR.MC Iberdrola Renovables

006400.KS Samsung SDI

AEP.N American Electric Po

BAX.N Baxter International

CEG.N Constellation Energy

ETR.N Entergy

FWLT.O Foster Wheeler

GE.N General Electric

MDR.N McDermott

EXC.N Exelon

AMAT.O Applied Materials

WG.N Willbros Group

CPN.N Calpine

DHR.N Danaher

APOL.O Apollo Group

DV.N DeVry

DYN.N Dynegy

MIR.N Mirant

RRI.N RRI Energy

FLR.N Fluor

CECO.O Career Education

COCO.O Corinthian Colleges

ESI.N ITT Educational

STRA.O Strayer Education

SHAW.N Shaw Group

WFR.N MEMC Electronic

URS.N URS Corporation

KBR.N KBR

SPWRA.O SunPower

FSLR.O First Solar

CSL.AX CSL

1963.T JGC

CPB.AX Campbell Brothers

AOE.AX Arrow Energy

LDK.N LDK Solar

YGE.N YingLi Green Energy

STP.N Suntech Power

0658.HK China Transmission

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott BMWG.F PSHG_p.DE RWEG.DE VOWG.DE ELE.MC IBE.MC GAS.MC SXS.L RENA.PA BCP.LS BES.LS SCAb.ST CPR.LS UPM1V.HE BRI.LS STERV.HE ENEI.MI ZON.LS IMPA.LS EONGn.DE ABG.MC GKN.L GRLS.MC MOTA.LS GSZ.PA EDF.PA GALP.LS SNC.LS SKG.I IBR.MC 006400.KS AEP.N BAX.N CEG.N ETR.N FWLT.O GE.N MDR.N EXC.N AMAT.O WG.N CPN.N DHR.N APOL.O DV.N DYN.N MIR.N RRI.N FLR.N CECO.O COCO.O ESI.N STRA.O SHAW.N WFR.N URS.N KBR.N SPWRA.O FSLR.O CSL.AX 1963.T CPB.AX AOE.AX LDK.N YGE.N STP.N 0658.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67249|native|public|20090923164932 Wed, 23 Sep 2009