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, 5 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 UBS http://www.ubs.com 160 44 <![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

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

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

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 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

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

FPL.N FPL Group

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 FPL.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

Sectors

US Strategy Top 20

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

BMY.N Bristol-Myers

LLY.N Lilly

MRK.N Merck & Co.

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 BMY.N LLY.N MRK.N 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 <![CDATA[Alternative Energy Watch List - Valuation Summary 17-Sep-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67034|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67034|native|public|20090917120629 Thu, 17 Sep 2009 <![CDATA[Climate Change Watch List - Stocks to Own 17-Sep-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67033|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer67033|native|public|20090917120326 Thu, 17 Sep 2009 <![CDATA[Trends and Changes "Cover Stories" 16-Sep-2009 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer66982|native|public Regions

Germany

Europe Including UK

Europe Ex. UK

Global

UBSW EMEA

Emerging Markets

Asia

Hong Kong

Asia Pacific

Asia Pacific Ex. JP

Americas

Brazil

Latin America

Latin America Emerging

Sectors

Global Electric Utilities

Global Oil Companies, Major

Global Oil Companies, Secondary

German Advanced Medical Devices

European Advanced Medical Devices

European Ex. UK Advanced Medical Devices

Global Advanced Medical Devices

German Healthcare

German Medical Products

European Healthcare

European Medical Products

European Ex. UK Healthcare

European Ex. UK Medical Products

Global Energy

Global Healthcare

Global Medical Products

Global Utilities

Global Emerging Energy

Global Emerging Oil Companies, Major

UBS Key Calls - Europe

Asian Electric Utilities

Hong Kong Electric Utilities

Asian Utilities

Hong Kong Utilities

Asian Pacific Electric Utilities

Asian Pacific Utilities

Asian Pacific Ex. JP Electric Utilities

Asian Pacific Ex. JP Utilities

Brazilian Oil Companies, Major

Latin American Oil Companies, Major

Brazilian Energy

Latin American Energy

Latin America Emerging Energy

Latin America Emerging Oil Companies, Major

Companies

FIN.S Georg Fischer

GUR.S Gurit

BMWG.F BMW

BAYGn.F Bayer

CBKG.DE Commerzbank

G1AG.DE GEA Group

VOWG.DE Volkswagen

NOVOb.CO Novo Nordisk

RENA.PA Renault

PEUP.PA PSA

FIA.MI Fiat

PSON.L Pearson

NOVN.VX Novartis

QGEN.F Qiagen

DAIGn.F Daimler

AZN.L AstraZeneca

ABBN.VX ABB Ltd

GKN.L GKN

ITRK.L Intertek

ALFA.ST Alfa Laval

NES1V.HE Neste Oil

GSZ.PA GDF Suez

BVI.PA Bureau Veritas

SCMN.SI SembCorp Marine

KPLM.SI Keppel Corporation

006400.KS Samsung SDI

000270.KS Kia Motors

TENA.KL Tenaga Nasional

0902.HK Huaneng Power

TTPW.BO Tata Power

1038.HK CKI

GAIL.BO GAIL

2688.HK Xinao Gas

HYFL.SI Hyflux

0836.HK China Resources Pwr

PKI.N PerkinElmer

F.N Ford

FWLT.O Foster Wheeler

MTLQQ.PK Motors Liquidation

MMM.N 3M Co.

GENZ.O Genzyme

APOL.O Apollo Group

LIFE.O Life Technologies

TMO.N Thermo Fisher

DV.N DeVry

CPHD.O Cepheid

MON.N Monsanto

FLR.N Fluor

CECO.O Career Education

COCO.O Corinthian Colleges

ESI.N ITT Educational

STRA.O Strayer Education

HXL.N Hexcel

WFR.N MEMC Electronic

IMA.N Inverness Medical

ACM.N AECOM Technology

FSLR.O First Solar

MQG.AX Macquarie Group

ORG.AX Origin Energy

OST.AX OneSteel

MAP.AX MAp Airports Group

BSL.AX BlueScope Steel

6502.T Toshiba

7201.T Nissan

7203.T Toyota

7267.T Honda

NTPC.BO NTPC

GLOW.BK Glow Energy

RPOL.BO Reliance Power

000858.SZ Wuliangye

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott FIN.S GUR.S BMWG.F BAYGn.F CBKG.DE G1AG.DE VOWG.DE NOVOb.CO RENA.PA PEUP.PA FIA.MI PSON.L NOVN.VX QGEN.F DAIGn.F AZN.L ABBN.VX GKN.L ITRK.L ALFA.ST NES1V.HE GSZ.PA BVI.PA SCMN.SI KPLM.SI 006400.KS 000270.KS TENA.KL 0902.HK TTPW.BO 1038.HK GAIL.BO 2688.HK HYFL.SI 0836.HK PKI.N F.N FWLT.O MTLQQ.PK MMM.N GENZ.O APOL.O LIFE.O TMO.N DV.N CPHD.O MON.N FLR.N CECO.O COCO.O ESI.N STRA.O HXL.N WFR.N IMA.N ACM.N FSLR.O MQG.AX ORG.AX OST.AX MAP.AX BSL.AX 6502.T 7201.T 7203.T 7267.T NTPC.BO GLOW.BK RPOL.BO 000858.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer66982|native|public|20090916145128 Wed, 16 Sep 2009 <![CDATA[Climate Change Update "Politics Economics & Energy Efficiency" 16-Sep-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer66977|native|public Regions

Global

Companies

LING.DE Linde

G1AG.DE GEA Group

SXS.L Spectris

SGOB.PA St. Gobain

WEIR.L Weir

UMC.L Umeco

GKN.L GKN

EDF.PA EDF

ANDR.VI Andritz

2330.TW TSMC

BBDb.TO Bombardier

AMAT.O Applied Materials

EP.N El Paso

ITRI.O Itron Inc.

TMO.N Thermo Fisher

STR.N Questar

FSLR.O First Solar

WPL.AX Woodside Petroleum

CEN.NZ Contact Energy

6502.T Toshiba

6902.T Denso

7011.T MHI

9531.T Tokyo Gas

PDN.AX Paladin Energy

IFN.AX Infigen Energy

Subjects

Market Strategy / Comment

Morning Note

]]> Julie Hudson, CFA LING.DE G1AG.DE SXS.L SGOB.PA WEIR.L UMC.L GKN.L EDF.PA ANDR.VI 2330.TW BBDb.TO AMAT.O EP.N ITRI.O TMO.N STR.N FSLR.O WPL.AX CEN.NZ 6502.T 6902.T 7011.T 9531.T PDN.AX IFN.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer66977|native|public|20090916100355 Wed, 16 Sep 2009