UBS Research: Strategy http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschqseries UBS Research: Strategy en Copyright (C) UBS 2008. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Mon, 6 Oct 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[Malaysia Market Strategy "Assessing near-term balance sheet risk" 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40979|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Malaysia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Companies
  • RWBW.KL Resorts World

  • PGAS.KL Petronas Gas

  • UEMW.KL UEM World

  • YTLP.KL YTL Power Int'l

  • ASIA.KL Asiatic

  • DSOM.KL Digi.com

  • BMYS.KL Bursa Malaysia

  • AIRA.KL AirAsia

  • SCOI.KL Scomi Group

  • KNMP.KL KNM

  • IJMP.KL IJM Plantations

  • ANNJ.KL Ann Joo

  • KSTE.KL Kinsteel


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Colbert Nocom RWBW.KL PGAS.KL UEMW.KL YTLP.KL ASIA.KL DSOM.KL BMYS.KL AIRA.KL SCOI.KL KNMP.KL IJMP.KL ANNJ.KL KSTE.KL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40979|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Deeper Recession: Reduced S&P upside "S&P 500 12-month target cut to 1500"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65267|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Companies
  • ABT.N Abbott Laboratories

  • APD.N Air Products & Chem.

  • AVP.N Avon

  • BAC.N Bank of America

  • BHI.N Baker Hughes

  • CSCO.O Cisco Systems

  • CMI.N Cummins Engine

  • GE.N General Electric

  • INTC.O Intel

  • ITW.N Illinois Tool Works

  • KO.N Coca-Cola

  • MIL.N Millipore

  • MSFT.O Microsoft

  • NSC.N Norfolk Southern

  • NUE.N Nucor Corp.

  • ORCL.O Oracle

  • OXY.N Occidental Petroleum

  • COP.N ConocoPhillips

  • PG.N Procter & Gamble

  • ABI.N Applied Biosystems

  • PX.N Praxair

  • SLB.N Schlumberger

  • JAVA.O Sun Microsystems

  • TXT.N Textron

  • UNP.N Union Pacific

  • UTX.N United Technologies

  • WMT.N Wal-Mart

  • RIG.N Transocean

  • CCL.N Carnival

  • STT.N State Street

  • DHR.N Danaher

  • TMO.N Thermo Fisher

  • FLR.N Fluor

  • LLTC.O Linear Technology

  • COL.N Rockwell Collins

  • ACN.N Accenture

  • PLD.N ProLogis

  • PRU.N Prudential Financial

  • WFR.N MEMC Electronic

  • NWSa.N News Corporation

  • BHP.AX BHP Billiton Limited


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> David Bianco ABT.N APD.N AVP.N BAC.N BHI.N CSCO.O CMI.N GE.N INTC.O ITW.N KO.N MIL.N MSFT.O NSC.N NUE.N ORCL.O OXY.N COP.N PG.N ABI.N PX.N SLB.N JAVA.O TXT.N UNP.N UTX.N WMT.N RIG.N CCL.N STT.N DHR.N TMO.N FLR.N LLTC.O COL.N ACN.N PLD.N PRU.N WFR.N NWSa.N BHP.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65267|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Malaysia Daily Comment 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40961|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Malaysia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40961|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Morning Meeting Highlights 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50788|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Paul Schneider http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50788|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Malaysia Market Strategy "Earnings and valuation guide" 06-Oct-2008 Nocom]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40952|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Malaysia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Colbert Nocom http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40952|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Korea Daily Comment 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40949|native|public Regions
  • Europe Including UK

  • Global

  • Emerging Markets


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40949|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[European Equity Strategy "Withdrawal of note: "Leverage: financial & ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50760|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Nick Nelson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50760|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[European Equity Strategy "Key calls-Europe: Update" 06-Oct-2008 Nelson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50747|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • UBS Key Calls - Europe


Companies
  • BAES.L BAE SYSTEMS

  • BARC.L Barclays

  • UHR.VX Swatch Group

  • LING.DE Linde

  • TOTF.PA TOTAL

  • SOGN.PA Soc Gen

  • SGEF.PA Vinci

  • ISP.MI Intesa SanPaolo

  • REL.L Reed Elsevier plc

  • SSE.L Scottish & Southern

  • VOD.L Vodafone Group

  • XTA.L Xstrata Plc

  • NOVN.VX Novartis

  • BG.L BG Group

  • KPN.AS KPN

  • GSK.L GlaxoSmithKline

  • EONGn.DE E.ON


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Nick Nelson BAES.L BARC.L UHR.VX LING.DE TOTF.PA SOGN.PA SGEF.PA ISP.MI REL.L SSE.L VOD.L XTA.L NOVN.VX BG.L KPN.AS GSK.L EONGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50747|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Cdn Strat & Eco "Global recession to come to Canada" Vasic]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04353|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • L.TO Loblaw Companies Ltd

  • CAL.L Capital & Regional

  • BCE.TO BCE

  • MGA.N Magna International

  • POT.N Potash Corporation

  • RCIb.TO Rogers Comms Inc.

  • TCKb.TO Teck Cominco

  • NT.N Nortel Networks

  • BNS.TO Scotiabank

  • TD.TO TD Bank

  • Ta.TO TELUS Corporation

  • RIMM.O Research in Motion

  • SC.TO Shoppers Drug Mart

  • YLO_u.TO Yellow Pages I.F.

  • THI.TO Tim Hortons Inc.


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> George D. Vasic L.TO CAL.L BCE.TO MGA.N POT.N RCIb.TO TCKb.TO NT.N BNS.TO TD.TO Ta.TO RIMM.O SC.TO YLO_u.TO THI.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04353|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[All Asian Daily Comment 03-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40928|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • China

  • Hong Kong

  • Malaysia

  • Thailand

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Subjects
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev40928|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[European Morning Meeting Highlights 03-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50696|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Smaller Capitalised Companies

  • Morning Note

]]> Paul Schneider http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50696|native|public|20081003000000 Fri, 3 Oct 2008 <![CDATA[Global FIGLeaf-European edition 02-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50655|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • Poland

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • CE Europe

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Americas

  • United States

  • North America

  • Australia

  • Australasia


Sectors
  • Global Banks

  • Global Diversified Financial

  • EMEA Emerging Banks

  • Global Insurance, Property & Casualty

  • EMEA Emerging Financial

  • Global Financial

  • Global Insurance

  • Polish Financial

  • EMEA Emerging Financial Services

  • Global Financial Services

  • Polish Financial Services

  • EMEA Emerging Banks, Ex-S&L

  • Global Banks, Ex-S&L

  • Global Emerging Banks, Ex-S&L

  • Global Emerging Banks

  • Global Emerging Financial

  • Global Emerging Financial Services

  • CE Europe Banks, Ex-S&L

  • CE Europe Financial Services

  • CE Europe Financial

  • Asian Pacific Banks

  • Asian Pacific Financial

  • Asian Pacific Diversified Financial

  • Asian Pacific Financial Services

  • Asian Pacific Insurance

  • Asian Pacific Ex. JP Banks

  • Asian Pacific Ex. JP Financial

  • Asian Pacific Ex. JP Diversified Financial

  • Asian Pacific Ex. JP Financial Services

  • Asian Pacific Ex. JP Insurance

  • Americas Banks

  • Americas Diversified Financial

  • US Banks

  • Americas Insurance, Property & Casualty

  • Americas Financial

  • Americas Insurance

  • US Financial

  • Americas Financial Services

  • North American Banks

  • North American Financial

  • North American Insurance, Property & Casualty

  • North American Insurance

  • Australian Banks

  • Australian Diversified Financial

  • Australian Financial

  • Australian Insurance

  • Australian Financial Services

  • Australasian Banks

  • Australasian Financial

  • Australasian Diversified Financial

  • Australasian Financial Services

  • Australasian Insurance


Subjects
  • Company Update

  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Preeti Jasrasaria http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50655|native|public|20081002000000 Thu, 2 Oct 2008 <![CDATA[European Morning Meeting Highlights 02-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50642|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • France

  • United Kingdom

  • Global

  • Ireland

  • Netherlands

  • Norway

  • Nordic

  • UBSW EMEA

  • Emerging Markets


Subjects
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Paul Schneider http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50642|native|public|20081002000000 Thu, 2 Oct 2008 <![CDATA[Global Emerging Markets Strategy "Emerging markets should be resilient to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50634|native|public Regions
  • Global

  • Emerging Markets


Companies
  • KCHOL.IS Koc Holding

  • ISCTR.IS Is Bank

  • BAPE.WA Pekao

  • SBER.RTS Sberbank

  • VTBRq.L VTB

  • BUCM.KL Bumiputra-Commerce

  • 010140.KS Samsung Heavy Ind.

  • 015760.KS KEPCO

  • 055550.KS Shinhan Financial

  • 086790.KS Hana Financial Group

  • MBBM.KL Malayan Banking

  • PUBMe.KL Public Bank

  • SCB.BK Siam Commercial Bank

  • TENA.KL Tenaga Nasional

  • 0902.HK Huaneng Power

  • HDBK.BO HDFC Bank

  • 0991.HK Datang Int'l Power

  • BBCA.JK BCA

  • 3045.TW Taiwan Mobile

  • 0386.HK Sinopec

  • 004170.KS Shinsegae

  • 060000.KS Kookmin

  • 053000.KS Woori Finance Hldgs

  • BMRI.JK Bank Mandiri

  • 024110.KS Industrial Bk Korea

  • BBRI.JK BRI

  • 600900.SS CYPC

  • BBDC4.SA Bradesco

  • ITAU4.SA Itau

  • UBBR11.SA Unibanco

  • SAN.N Santander-Chile

  • BAP.N Credicorp

  • TELECOMA1.MX Carso Telecom

  • GFNORTEO.MX GF Banorte

  • BBAS3.SA Banco do Brasil

  • FAL.SN Falabella

  • CEN.SN Cencosud

  • ALLL11.SA ALL

  • RDCD3.SA Redecard

  • 0906.HK China Netcom

  • 0763.HK ZTE

  • 0753.HK Air China

  • 3988.HK Bank of China

  • 0939.HK CN Construction Bank

  • 3328.HK BCOM

  • 023530.KS Lotte Shopping

  • RLCM.BO Reliance Comm

  • 1800.HK CCCC

  • 1398.HK ICBC

  • 000001.SZ Shenzhen Dev. Bank

  • 3968.HK CMB

  • 034020.KS Doosan Heavy I&C

  • 0998.HK Citic Bank


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Oussama Himani KCHOL.IS ISCTR.IS BAPE.WA SBER.RTS VTBRq.L BUCM.KL 010140.KS 015760.KS 055550.KS 086790.KS MBBM.KL PUBMe.KL SCB.BK TENA.KL 0902.HK HDBK.BO 0991.HK BBCA.JK 3045.TW 0386.HK 004170.KS 060000.KS 053000.KS BMRI.JK 024110.KS BBRI.JK 600900.SS BBDC4.SA ITAU4.SA UBBR11.SA SAN.N BAP.N TELECOMA1.MX GFNORTEO.MX BBAS3.SA FAL.SN CEN.SN ALLL11.SA RDCD3.SA 0906.HK 0763.HK 0753.HK 3988.HK 0939.HK 3328.HK 023530.KS RLCM.BO 1800.HK 1398.HK 000001.SZ 3968.HK 034020.KS 0998.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50634|native|public|20081002000000 Thu, 2 Oct 2008 <![CDATA[Polish fund flow tracker "August 2008" 01-Oct-2008 Walkowicz]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50612|native|public Regions
  • Global

  • Poland

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • CE Europe


Sectors
  • Global Banks

  • EMEA Emerging Banks

  • EMEA Emerging Financial

  • Global Financial

  • Polish Financial

  • EMEA Emerging Financial Services

  • Global Financial Services

  • Polish Financial Services

  • EMEA Emerging Banks, Ex-S&L

  • Global Banks, Ex-S&L

  • Global Emerging Banks, Ex-S&L

  • Global Emerging Banks

  • Global Emerging Financial

  • Global Emerging Financial Services

  • CE Europe Banks, Ex-S&L

  • CE Europe Financial Services

  • CE Europe Financial


Subjects
  • Industry Overview

  • Morning Note

]]> Tomasz Walkowicz http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50612|native|public|20081001000000 Wed, 1 Oct 2008 <![CDATA[Brazil 10SIM™ "October 10SIM™ (10 Stock Ideas for the Month)" 01-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03489|native|public Regions
  • Global

  • Emerging Markets

  • Americas

  • Brazil

  • Latin America

  • Latin America Emerging


Companies
  • VALE5.SA Vale (PN)

  • PETR4.SA Petrobras

  • BBDC4.SA Bradesco

  • ITAU4.SA Itau

  • UBBR11.SA Unibanco

  • CMIG4.SA Cemig

  • CSNA3.SA CSN

  • VIVO4.SA Vivo Holdings (PN)

  • TAMM4.SA TAM

  • NETC4.SA NET Servicos

  • CCRO3.SA CCR

  • GOLL4.SA GOL

  • BTOW3.SA B2W

  • CYRE3.SA Cyrela

  • VIVO3.SA Vivo Holdings (ON)

  • ELET3.SA Eletrobras (ON)

  • ESTC3.SA Estacio


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Pedro Batista VALE5.SA PETR4.SA BBDC4.SA ITAU4.SA UBBR11.SA CMIG4.SA CSNA3.SA VIVO4.SA TAMM4.SA NETC4.SA CCRO3.SA GOLL4.SA BTOW3.SA CYRE3.SA VIVO3.SA ELET3.SA ESTC3.SA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03489|native|public|20081001000000 Wed, 1 Oct 2008 <![CDATA[SC/AN 5-SIM "SC/AN 5-SIM - October 2008" 01-Oct-2008 Guevara]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03488|native|public Regions
  • Global

  • Americas

  • Latin America


Companies
  • VLLP.PA Vallourec

  • TRMKq.L TMK

  • PCU.N Southern Copper

  • UBBR11.SA Unibanco

  • SAN.N Santander-Chile

  • BIC_p1.CN Bancolombia

  • BAP.N Credicorp

  • ENE.SN Enersis

  • GFNORTEO.MX GF Banorte

  • DIS.SN D&S

  • FAL.SN Falabella

  • LFL.N LAN

  • MYSZY.PK Masisa

  • TS.N Tenaris

  • CEN.SN Cencosud

  • RIP.SN Ripley

  • LAP.SN La Polar

  • PAM.BA Pampa Holding


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Roberto Guevara VLLP.PA TRMKq.L PCU.N UBBR11.SA SAN.N BIC_p1.CN BAP.N ENE.SN GFNORTEO.MX DIS.SN FAL.SN LFL.N MYSZY.PK TS.N CEN.SN RIP.SN LAP.SN PAM.BA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey03488|native|public|20081001000000 Wed, 1 Oct 2008 <![CDATA[European Morning Meeting Highlights 01-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50588|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Paul Schneider http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50588|native|public|20081001000000 Wed, 1 Oct 2008 <![CDATA[European Market Map 1-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50622|native|public Regions
  • Europe Including UK

  • Global


]]> Nick Nelson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50622|native|public|20081001000000 Wed, 1 Oct 2008 <![CDATA[European Equity Strategy "TARPedoed" 30-Sep-2008 Nelson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50576|native|public Regions
  • Europe Including UK

  • Global


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Nick Nelson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50576|native|public|20080930000000 Tue, 30 Sep 2008