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 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Tue, 9 Mar 2010 Wed, 10 Mar 2010 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[Trends and Changes "Cover Stories" 09-Mar-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer74467|native|public Regions

Global

Companies

SPX.L Spirax-Sarco

EDP.LS EDP

ERG.MI ERG

WCHG.DE Wacker Chemie

FWLT.O Foster Wheeler

MDR.N McDermott

WG.N Willbros Group

FLR.N Fluor

CECO.O Career Education

COCO.O Corinthian Colleges

ESI.N ITT Educational

WFR.N MEMC Electronic

KBR.N KBR

JEC.N Jacobs Engineering

SPWRA.O SunPower

ACM.N AECOM Technology

AGK.AX AGL Energy

STRL.SI Straits Asia Res

010060.KS OCI Company Ltd

YGE.N YingLi Green Energy

STP.N Suntech Power

002202.SZ Goldwind

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott SPX.L EDP.LS ERG.MI WCHG.DE FWLT.O MDR.N WG.N FLR.N CECO.O COCO.O ESI.N WFR.N KBR.N JEC.N SPWRA.O ACM.N AGK.AX STRL.SI 010060.KS YGE.N STP.N 002202.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer74467|native|public|20100309190750 Tue, 9 Mar 2010 <![CDATA[Trends and Changes "Cover Stories" 03-Mar-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer74178|native|public Regions

Global

Companies

GUR.S Gurit

HEIG.DE HeidelbergCement

KU2G.DE Kuka

MANG.DE MAN

VOWG.DE Volkswagen

EMG.L Man

SCVb.ST Scania

TKAG.F ThyssenKrupp

VWS.CO Vestas

IFXGn.F Infineon

GAM.MC Gamesa

SY1G.DE Symrise

S92G.DE SMA

SEVI.PA Suez Environnement

HYFL.SI Hyflux

CPN.N Calpine

DYN.N Dynegy

MIR.N Mirant

SWKS.O Skyworks Solutions

FSLR.O First Solar

AGK.AX AGL Energy

6370.T Kurita Water Ind.

YGE.N YingLi Green Energy

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott GUR.S HEIG.DE KU2G.DE MANG.DE VOWG.DE EMG.L SCVb.ST TKAG.F VWS.CO IFXGn.F GAM.MC SY1G.DE S92G.DE SEVI.PA HYFL.SI CPN.N DYN.N MIR.N SWKS.O FSLR.O AGK.AX 6370.T YGE.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer74178|native|public|20100303165427 Wed, 3 Mar 2010 <![CDATA[Trends and Changes "Cover Stories" 25-Feb-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73873|native|public Regions

Global

Companies

SPMI.MI Saipem

UU.L United Utilities

PSON.L Pearson

SVT.L Severn Trent

PNN.L Pennon

NG.L National Grid

NZYMb.CO Novozymes A/S

NWG.L Northumbrian

EDF.PA EDF

REC.OL Renewable Energy Cor

TRE.MC Tecnicas Reunidas

1038.HK CKI

ABB.BO ABB Limited (India)

PGN.N Progress Energy Inc.

SO.N Southern Company

FLR.N Fluor

ACN.N Accenture plc

SHAW.N Shaw Group

KBR.N KBR

JEC.N Jacobs Engineering

FSLR.O First Solar

LEI.AX Leighton Holdings

WPL.AX Woodside Petroleum

MQG.AX Macquarie Group

TSE.AX Transfield Services

DOW.AX Downer EDI

UGL.AX UGL Ltd

6503.T Mitsubishi Electric

MND.AX Monadelphous Group

HFA.AX HFA Holdings

0916.HK Longyuan Power

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott SPMI.MI UU.L PSON.L SVT.L PNN.L NG.L NZYMb.CO NWG.L EDF.PA REC.OL TRE.MC 1038.HK ABB.BO PGN.N SO.N FLR.N ACN.N SHAW.N KBR.N JEC.N FSLR.O LEI.AX WPL.AX MQG.AX TSE.AX DOW.AX UGL.AX 6503.T MND.AX HFA.AX 0916.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73873|native|public|20100225235626 Thu, 25 Feb 2010 <![CDATA[Webcast: Corporate Governance - What Does the Infineon AGM Mean? - Hudson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73838|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73838|native|public|20100225150541 Thu, 25 Feb 2010 <![CDATA[Index Update "The UBS Europe Carbon Optimized Index" 18-Feb-2010 Hudson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73483|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=uer73483|native|public|20100218184209 Thu, 18 Feb 2010 <![CDATA[Trends and Changes "Cover Stories" 17-Feb-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73403|native|public Regions

Global

Companies

UMI.BR Umicore

VWS.CO Vestas

VIE.PA Veolia Env.

TKC.N Turkcell

SWVG.DE Solarworld

QCEG.DE Q-Cells

REC.OL Renewable Energy Cor

S92G.DE SMA

SEVI.PA Suez Environnement

MBTN.S Meyer Burger Technol

2628.HK China Life

WFR.N MEMC Electronic

ENER.O Energy Conversion

SPWRA.O SunPower

2318.HK Ping An Insurance

600030.SS CITIC Securities

1333.HK Zhongwang

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott UMI.BR VWS.CO VIE.PA TKC.N SWVG.DE QCEG.DE REC.OL S92G.DE SEVI.PA MBTN.S 2628.HK WFR.N ENER.O SPWRA.O 2318.HK 600030.SS 1333.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73403|native|public|20100217161534 Wed, 17 Feb 2010 <![CDATA[Alternative Energy Watch List - Valuation Summary 15-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73309|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73309|native|public|20100216051023 Tue, 16 Feb 2010 <![CDATA[Climate Change Watch List - Outlook 2010 Most Preferred Stocks 15-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73308|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73308|native|public|20100216050818 Tue, 16 Feb 2010 <![CDATA[Trends and Changes "Cover Stories" 12-Feb-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73208|native|public Regions

Global

Companies

BP.L BP

RDSa.L Royal Dutch Shell

UU.L United Utilities

SVT.L Severn Trent

PNN.L Pennon

SGCG.DE SGL Carbon

VWS.CO Vestas

VIE.PA Veolia Env.

NWG.L Northumbrian

NES1V.HE Neste Oil

GSZ.PA GDF Suez

EDF.PA EDF

PPHN.VX Petroplus

CVX.N Chevron Corp.

MDR.N McDermott

MRO.N Marathon Oil

WFR.N MEMC Electronic

BEZ.N Baldor Electric

ACM.N AECOM Technology

8058.T Mitsubishi Corp.

1963.T JGC

6361.T Ebara

6244.TWO Motech

YGE.N YingLi Green Energy

STP.N Suntech Power

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott BP.L RDSa.L UU.L SVT.L PNN.L SGCG.DE VWS.CO VIE.PA NWG.L NES1V.HE GSZ.PA EDF.PA PPHN.VX CVX.N MDR.N MRO.N WFR.N BEZ.N ACM.N 8058.T 1963.T 6361.T 6244.TWO YGE.N STP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer73208|native|public|20100212121720 Fri, 12 Feb 2010 <![CDATA[Alternative Energy Watch List - Valuation Summary 29-Jan-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72440|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72440|native|public|20100129113733 Fri, 29 Jan 2010 <![CDATA[Climate Change Watchlist - Outlook 2010 Most Preferred Stocks]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72439|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72439|native|public|20100129113600 Fri, 29 Jan 2010 <![CDATA[Trends and Changes "Cover Stories" 28-Jan-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72391|native|public Regions

Global

Companies

SGSN.VX SGS

UU.L United Utilities

PNN.L Pennon

RYA.I Ryanair

EONGn.DE E.ON

EZJ.L easyJet

ABG.MC Abengoa

SWVG.DE Solarworld

NWG.L Northumbrian

QCEG.DE Q-Cells

WCHG.DE Wacker Chemie

REC.OL Renewable Energy Cor

SOOG.DE Solon

BVI.PA Bureau Veritas

0016.HK Sun Hung Kai P.

0991.HK Datang Int'l Power

0883.HK CNOOC Ltd

0836.HK China Resources Pwr

JCI.N Johnson Controls

WMB.N Williams Cos

EP.N El Paso

WFR.N MEMC Electronic

SPWRA.O SunPower

AGK.AX AGL Energy

ORG.AX Origin Energy

5333.T NGK Insulators

600690.SS Qingdao Haier

2866.HK CSCL

1919.HK China COSCO

IFN.AX Infigen Energy

SKI.AX Spark Infrastructure

3368.HK Parkson Retail

8199.HK Shandong Weigao

1800.HK CCCC

1398.HK ICBC

000001.SZ Shenzhen Dev. Bank

0998.HK Citic Bank

YGE.N YingLi Green Energy

STP.N Suntech Power

0368.HK Sinotrans Shipping

000858.SZ Wuliangye

2020.HK Anta

0151.HK Want Want

600970.SS Sinoma International

000527.SZ Midea

1387.HK Renhe

1099.HK Sinopharm

0916.HK Longyuan Power

1338.HK Bawang International

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott SGSN.VX UU.L PNN.L RYA.I EONGn.DE EZJ.L ABG.MC SWVG.DE NWG.L QCEG.DE WCHG.DE REC.OL SOOG.DE BVI.PA 0016.HK 0991.HK 0883.HK 0836.HK JCI.N WMB.N EP.N WFR.N SPWRA.O AGK.AX ORG.AX 5333.T 600690.SS 2866.HK 1919.HK IFN.AX SKI.AX 3368.HK 8199.HK 1800.HK 1398.HK 000001.SZ 0998.HK YGE.N STP.N 0368.HK 000858.SZ 2020.HK 0151.HK 600970.SS 000527.SZ 1387.HK 1099.HK 0916.HK 1338.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72391|native|public|20100128184324 Thu, 28 Jan 2010 <![CDATA[Climate Change Update "SEC Interpretative Guidance" 28-Jan-2010 Hudson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72387|native|public Regions

Global

Companies

LING.DE Linde

SXS.L Spectris

PHG.AS Philips

SPX.L Spirax-Sarco

WEIR.L Weir

ABBN.VX ABB Ltd

SYNN.VX Syngenta

GKN.L GKN

NES1V.HE Neste Oil

BBDb.TO Bombardier

JCI.N Johnson Controls

ITRI.O Itron Inc.

TMO.N Thermo Fisher

STR.N Questar

WFR.N MEMC Electronic

Subjects

Market Strategy / Comment

Morning Note

]]> Julie Hudson, CFA LING.DE SXS.L PHG.AS SPX.L WEIR.L ABBN.VX SYNN.VX GKN.L NES1V.HE BBDb.TO JCI.N ITRI.O TMO.N STR.N WFR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72387|native|public|20100128161728 Thu, 28 Jan 2010 <![CDATA[Trends and Changes "Cover Stories" 21-Jan-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72101|native|public Regions

Global

Companies

SWVG.DE Solarworld

ZUMV.VI Zumtobel

0857.HK PetroChina

F.N Ford

ENER.O Energy Conversion

PETR3.SA Petrobras (ON)

ABC.AX Adelaide Brighton

BLD.AX Boral

CSR.AX CSR Ltd

JHX.AX James Hardie Ind.

7201.T Nissan

7203.T Toyota

7267.T Honda

7270.T Fuji Heavy Ind.

601857.SS PetroChina - A

0916.HK Longyuan Power

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott SWVG.DE ZUMV.VI 0857.HK F.N ENER.O PETR3.SA ABC.AX BLD.AX CSR.AX JHX.AX 7201.T 7203.T 7267.T 7270.T 601857.SS 0916.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72101|native|public|20100121191059 Thu, 21 Jan 2010 <![CDATA[Webcast: UBS Copenhagen Summit - What Next? - Hudson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71805|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71805|native|public|20100115130544 Fri, 15 Jan 2010 <![CDATA[Trends and Changes "Cover Stories" 14-Jan-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71753|native|public Regions

Global

Companies

GUR.S Gurit

RWEG.DE RWE

NOVN.VX Novartis

BOSN.AS Boskalis

VWS.CO Vestas

EONGn.DE E.ON

GAM.MC Gamesa

SWTQ.S Schweiter

SY1G.DE Symrise

IBR.MC Iberdrola Renovables

S92G.DE SMA

PTT.BK PTT Public Company

XOM.N ExxonMobil

FLR.N Fluor

ACL.N Alcon

HXL.N Hexcel

WFR.N MEMC Electronic

KBR.N KBR

FSLR.O First Solar

STRL.SI Straits Asia Res

YGE.N YingLi Green Energy

1333.HK Zhongwang

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott GUR.S RWEG.DE NOVN.VX BOSN.AS VWS.CO EONGn.DE GAM.MC SWTQ.S SY1G.DE IBR.MC S92G.DE PTT.BK XOM.N FLR.N ACL.N HXL.N WFR.N KBR.N FSLR.O STRL.SI YGE.N 1333.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71753|native|public|20100114190841 Thu, 14 Jan 2010 <![CDATA[Climate Change Update "UBS Copenhagen Summit: What Next?" 13-Jan-2010 Hudson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71624|native|public Regions

Global

Companies

LING.DE Linde

SXS.L Spectris

PHG.AS Philips

SPX.L Spirax-Sarco

WEIR.L Weir

ABBN.VX ABB Ltd

SYNN.VX Syngenta

GKN.L GKN

NES1V.HE Neste Oil

BBDb.TO Bombardier

JCI.N Johnson Controls

ITRI.O Itron Inc.

TMO.N Thermo Fisher

STR.N Questar

WFR.N MEMC Electronic

Subjects

Market Strategy / Comment

Morning Note

]]> Julie Hudson, CFA LING.DE SXS.L PHG.AS SPX.L WEIR.L ABBN.VX SYNN.VX GKN.L NES1V.HE BBDb.TO JCI.N ITRI.O TMO.N STR.N WFR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71624|native|public|20100113040021 Wed, 13 Jan 2010 <![CDATA[Trends and Changes "Cover Stories" 07-Jan-2010 Morgan-Knott]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71434|native|public Regions

Global

Companies

AMEC.L Amec

TOTF.PA TOTAL

SVT.L Severn Trent

CNA.L Centrica

GSZ.PA GDF Suez

005930.KS Samsung Electronics

005380.KS Hyundai Motor

015760.KS KEPCO

000720.KS Hyundai E&C

DD.N DuPont

F.N Ford

FWLT.O Foster Wheeler

GE.N General Electric

JCI.N Johnson Controls

MDR.N McDermott

LEA.N Lear Corp.

BWA.N BorgWarner Inc.

NRG.N NRG Energy

MON.N Monsanto

FLR.N Fluor

SHAW.N Shaw Group

AN.N AutoNation

URS.N URS Corporation

KBR.N KBR

ACM.N AECOM Technology

RBCN.O Rubicon Technology

SAH.N Sonic Automotive

WOR.AX WorleyParsons Ltd

6501.T Hitachi

6502.T Toshiba

000830.KS Samsung C&T

9513.T J-Power

034020.KS Doosan Heavy I&C

LDK.N LDK Solar

YGE.N YingLi Green Energy

STP.N Suntech Power

000858.SZ Wuliangye

Subjects

Market Strategy / Comment

Morning Note

]]> Shirley Morgan-Knott AMEC.L TOTF.PA SVT.L CNA.L GSZ.PA 005930.KS 005380.KS 015760.KS 000720.KS DD.N F.N FWLT.O GE.N JCI.N MDR.N LEA.N BWA.N NRG.N MON.N FLR.N SHAW.N AN.N URS.N KBR.N ACM.N RBCN.O SAH.N WOR.AX 6501.T 6502.T 000830.KS 9513.T 034020.KS LDK.N YGE.N STP.N 000858.SZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71434|native|public|20100107155506 Thu, 7 Jan 2010 <![CDATA[Index Update "The UBS Europe Carbon Optimized Index" 23-Dec-2009 Hudson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71235|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=uer71235|native|public|20091223154606 Wed, 23 Dec 2009 <![CDATA[Alternative Energy Watch List - Valuation Summary 18-Dec-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71168|native|public Regions

Global

]]> Julie Hudson, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer71168|native|public|20091218125446 Fri, 18 Dec 2009