UBS Research: Strategy http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschqseries UBS Research: Strategy en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Wed, 10 Feb 2010 Wed, 10 Feb 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[All Asian Daily Comment 10-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53904|native|public Regions
  • Global

  • Asia

  • Asia Pacific

  • Asia Pacific Ex. JP


Subjects
  • Change in Recommendation

  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53904|native|public|20100210045109 Wed, 10 Feb 2010 <![CDATA[India Daily Comment 10-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53898|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Subjects
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53898|native|public|20100210010953 Wed, 10 Feb 2010 <![CDATA[India Market Strategy "3QFY10 earnings grew 14% yoy" 09-Feb-2010 Mahadevan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53887|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Suresh A Mahadevan, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53887|native|public|20100209142317 Tue, 9 Feb 2010 <![CDATA[Asian Structural Themes - Themes for 2010 "Chinese pension reform" 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53853|native|public Regions
  • Global

  • Asia

  • Asia Pacific

  • Asia Pacific Ex. JP


Companies
  • VWS.CO Vestas

  • GAM.MC Gamesa

  • WCHG.DE Wacker Chemie

  • S92G.DE SMA

  • 0966.HK China Taiping

  • 2628.HK China Life

  • WFR.N MEMC Electronic

  • 2318.HK Ping An Insurance

  • YGE.N YingLi Green Energy

  • 600030.SS CITIC Securities

  • 2601.HK CPIC - H

  • 0658.HK China Transmission


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Simon Smiles VWS.CO GAM.MC WCHG.DE S92G.DE 0966.HK 2628.HK WFR.N 2318.HK YGE.N 600030.SS 2601.HK 0658.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53853|native|public|20100209140630 Tue, 9 Feb 2010 <![CDATA[Morning Expresso - Canada "Tuesday 09 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06329|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • AAPL.O Apple

  • APD.N Air Products & Chem.

  • EMR.N Emerson Electric

  • HAS.N Hasbro

  • LNCR.O Lincare Holdings

  • HSE.TO Husky Energy

  • ESS.N Essex Property Trust

  • NNN.N National Retail

  • XEC.N Cimarex

  • NKO.TO Niko Resources

  • BWP.N Boardwalk Pipeline

  • WZR.V WesternZagros


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Stephanie Phillips, CA, CFA AAPL.O APD.N EMR.N HAS.N LNCR.O HSE.TO ESS.N NNN.N XEC.N NKO.TO BWP.N WZR.V http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06329|native|public|20100209111639 Tue, 9 Feb 2010 <![CDATA[UBS Key Calls - Asia "Closing out Zhongwang" 09-Feb-2010 Sohn]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53870|native|public Regions
  • Global

  • Asia

  • Asia Pacific

  • Asia Pacific Ex. JP


Companies
  • CTDM.SI City Developments

  • GENT.KL Genting

  • 0012.HK Henderson Land

  • 005930.KS Samsung Electronics

  • 000720.KS Hyundai E&C

  • KBAN.BK Kasikornbank

  • 2002.TW China Steel

  • RELI.BO Reliance Industries

  • 0914.HK Anhui Conch Cement

  • 0857.HK PetroChina

  • 004170.KS Shinsegae

  • PTT.BK PTT Public Company

  • MRTI.BO Maruti Suzuki India

  • 1919.HK China COSCO

  • 0297.HK Sinofert

  • BIDU.O Baidu

  • 000858.SZ Wuliangye

  • 600585.SS Anhui Conch - A

  • 1387.HK Renhe

  • 1333.HK Zhongwang

  • GENS.SI Genting Singapore

  • 1928.HK Sands China


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Bill Sohn CTDM.SI GENT.KL 0012.HK 005930.KS 000720.KS KBAN.BK 2002.TW RELI.BO 0914.HK 0857.HK 004170.KS PTT.BK MRTI.BO 1919.HK 0297.HK BIDU.O 000858.SZ 600585.SS 1387.HK 1333.HK GENS.SI 1928.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53870|native|public|20100209051429 Tue, 9 Feb 2010 <![CDATA[Spain and Portugal Macro "About debt in Spain: the facts" 09-Feb-2010 Ojeda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72902|native|public Regions
  • Spain

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Portugal

  • UBSW EMEA

  • Americas


Sectors
  • Global Investment Services

  • Global Financial

  • Global Financial Services

  • Americas Investment Services

  • Americas Financial

  • Americas Financial Services


Companies
  • ABE.MC Abertis

  • FCC.MC FCC

  • POP.MC Banco Popular

  • SAN.MC Santander

  • TEF.MC Telefonica

  • ACS.MC Acs

  • REP.MC Repsol YPF


Subjects
  • Industry Overview

  • Morning Note

]]> Bosco Ojeda ABE.MC FCC.MC POP.MC SAN.MC TEF.MC ACS.MC REP.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72902|native|public|20100209040005 Tue, 9 Feb 2010 <![CDATA[Hong Kong & China Daily Comment 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53859|native|public Regions
  • Global

  • Asia

  • China

  • Hong Kong

  • Asia Pacific

  • Asia Pacific Ex. JP


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53859|native|public|20100208225350 Mon, 8 Feb 2010 <![CDATA[Morning Expresso - Canada "Monday 08 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06325|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • XTA.L Xstrata Plc

  • VOES.VI Voestalpine

  • ANGJ.J Anglogold

  • ARIJ.J ARM

  • AAL.L Anglo American

  • ANTO.L Antofagasta

  • KAZ.L Kazakhmys

  • ENRC.L ENRC PLC

  • 1102.TW Asia Cement

  • 1171.HK Yanzhou Coal

  • BBDb.TO Bombardier

  • BCE.TO BCE

  • QBRb.TO Quebecor Inc.

  • RCIb.TO Rogers Comms Inc.

  • AA.N Alcoa

  • FMC.N FMC Corp

  • HW.TO Harry Winston

  • LEA.N Lear Corp.

  • ATVI.O Activision Blizzard

  • CM.TO CIBC

  • BMO.TO Bank of Montreal

  • RY.TO RBC Financial Group

  • AVB.N AvalonBay

  • BNS.TO Scotiabank

  • TD.TO TD Bank

  • NA.TO National Bank

  • VMC.N Vulcan Materials

  • Ta.TO TELUS Corporation

  • MBT.TO MTS Allstream

  • AIV.N AIMCO

  • TA.TO TransAlta

  • CBL.N CBL & Assoc. Prop.

  • BTU.N Peabody Energy

  • FTS.TO Fortis Inc.

  • BPO.N Brookfield Prop.

  • HAIN.O Hain Celestial Group

  • CDE.N Coeur d'Alene

  • UTS.TO UTS Energy

  • VALE.N Vale ADR (ON)

  • NOA.TO N.A. Energy Partners

  • CSR.AX CSR Ltd

  • BHP.AX BHP Billiton Limited

  • NCM.AX Newcrest Mining

  • 1051.HK G-Resources


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Stephanie Phillips, CA, CFA XTA.L VOES.VI ANGJ.J ARIJ.J AAL.L ANTO.L KAZ.L ENRC.L 1102.TW 1171.HK BBDb.TO BCE.TO QBRb.TO RCIb.TO AA.N FMC.N HW.TO LEA.N ATVI.O CM.TO BMO.TO RY.TO AVB.N BNS.TO TD.TO NA.TO VMC.N Ta.TO MBT.TO AIV.N TA.TO CBL.N BTU.N FTS.TO BPO.N HAIN.O CDE.N UTS.TO VALE.N NOA.TO CSR.AX BHP.AX NCM.AX 1051.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06325|native|public|20100208112442 Mon, 8 Feb 2010 <![CDATA[UBS Key Calls - Europe "Changes to Key Calls" 08-Feb-2010 Nelson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72901|native|public Regions
  • Europe Including UK

  • Global


Companies
  • BAES.L BAE SYSTEMS

  • BARC.L Barclays

  • BATS.L BAT UK

  • BP.L BP

  • ROG.VX Roche

  • NESN.VX NestlĂ©

  • CFR.VX Richemont

  • UHR.VX Swatch Group

  • CRH.I CRH

  • BASF.F BASF

  • DBKGn.DE Deutsche Bank

  • LING.DE Linde

  • MANG.DE MAN

  • IBE.MC Iberdrola

  • REP.MC Repsol YPF

  • AIRP.PA Air Liquide

  • TOTF.PA TOTAL

  • SOGN.PA Soc Gen

  • LAFP.PA Lafarge

  • SCHN.PA Schneider Elec.

  • SGEF.PA Vinci

  • PEUP.PA PSA

  • HSBA.L HSBC

  • ISP.MI Intesa SanPaolo

  • LLOY.L Lloyds Banking Group

  • AKZO.AS Akzo Nobel

  • HEIN.AS Heineken

  • ING.AS ING

  • REL.L Reed Elsevier plc

  • RIO.L Rio Tinto Plc

  • SSE.L Scottish & Southern

  • SMIN.L Smiths Group

  • VOD.L Vodafone Group

  • WPP.L WPP

  • XTA.L Xstrata Plc

  • NOVN.VX Novartis

  • ASML.AS ASML

  • BG.L BG Group

  • CNA.L Centrica

  • TNT.AS TNT

  • KPN.AS KPN

  • DAIGn.F Daimler

  • TKAG.F ThyssenKrupp

  • AZN.L AstraZeneca

  • EONGn.DE E.ON

  • SYNN.VX Syngenta

  • ISPA.AS ArcelorMittal

  • SUB.OL Subsea 7


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Nick Nelson BAES.L BARC.L BATS.L BP.L ROG.VX NESN.VX CFR.VX UHR.VX CRH.I BASF.F DBKGn.DE LING.DE MANG.DE IBE.MC REP.MC AIRP.PA TOTF.PA SOGN.PA LAFP.PA SCHN.PA SGEF.PA PEUP.PA HSBA.L ISP.MI LLOY.L AKZO.AS HEIN.AS ING.AS REL.L RIO.L SSE.L SMIN.L VOD.L WPP.L XTA.L NOVN.VX ASML.AS BG.L CNA.L TNT.AS KPN.AS DAIGn.F TKAG.F AZN.L EONGn.DE SYNN.VX ISPA.AS SUB.OL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72901|native|public|20100208082700 Mon, 8 Feb 2010 <![CDATA[Singapore Daily Comment 08-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53836|native|public Regions
  • Global

  • Asia

  • Singapore

  • Asia Pacific

  • Asia Pacific Ex. JP


Subjects
  • Company Update

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53836|native|public|20100208032307 Mon, 8 Feb 2010 <![CDATA[Singapore Market Strategy "Earnings and valuation guide" 08-Feb-2010 Tan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53833|native|public Regions
  • Global

  • Asia

  • Singapore

  • Asia Pacific

  • Asia Pacific Ex. JP


Companies
  • CTDM.SI City Developments

  • CATL.SI CapitaLand

  • DBSM.SI DBS Group Holdings

  • SCMN.SI SembCorp Marine

  • KPLM.SI Keppel Corporation

  • NEPS.SI Neptune Orient Lines

  • OCBC.SI OCBC

  • SIAL.SI Singapore Airlines

  • KLAN.SI Keppel Land

  • STEL.SI Singapore Telecom

  • UOBH.SI UOB

  • VENM.SI Venture Corporation

  • PARM.SI Parkway Holdings

  • STEG.SI ST Engineering

  • SPRM.SI Singapore Press

  • SCIL.SI SembCorp Industries

  • HLSF.SI Hong Leong Finance

  • AGRN.SI Allgreen

  • SIAT.SI SATS

  • SMRT.SI SMRT

  • SGXL.SI Singapore Exchange

  • HYFL.SI Hyflux

  • MONE.SI MobileOne

  • CMLT.SI CMT

  • AEMN.SI A-REIT

  • CMDG.SI ComfortDelGro

  • STAR.SI StarHub

  • CACT.SI CapitaCommercial

  • COSC.SI COSCO (Singapore)

  • BIOS.SI Biosensors

  • NOBG.SI Noble

  • SUNT.SI Suntec

  • MAPL.SI MLT

  • OLAM.SI Olam

  • RLSE.SI Raffles Education

  • FCRT.SI Frasers Centrepoint

  • TBEV.SI Thai Beverage

  • CRCT.SI CapitaRetail China

  • WLIL.SI Wilmar International

  • YAZG.SI Yangzijiang

  • GAGR.SI Golden Agri

  • STHL.SI Starhill Global REIT

  • IFAR.SI Indofood Agri

  • PWLR.SI Parkway Life REIT

  • CDLT.SI CDL Hospitality


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Min Lan Tan, CFA CTDM.SI CATL.SI DBSM.SI SCMN.SI KPLM.SI NEPS.SI OCBC.SI SIAL.SI KLAN.SI STEL.SI UOBH.SI VENM.SI PARM.SI STEG.SI SPRM.SI SCIL.SI HLSF.SI AGRN.SI SIAT.SI SMRT.SI SGXL.SI HYFL.SI MONE.SI CMLT.SI AEMN.SI CMDG.SI STAR.SI CACT.SI COSC.SI BIOS.SI NOBG.SI SUNT.SI MAPL.SI OLAM.SI RLSE.SI FCRT.SI TBEV.SI CRCT.SI WLIL.SI YAZG.SI GAGR.SI STHL.SI IFAR.SI PWLR.SI CDLT.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53833|native|public|20100208025618 Mon, 8 Feb 2010 <![CDATA[Cdn Strat & Eco "Jobs to come because profits have turned" Vasic]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06311|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • L.TO Loblaw Companies Ltd

  • BBDb.TO Bombardier

  • BCE.TO BCE

  • CAE.TO CAE Inc.

  • CNR.TO Canadian National

  • MGA.N Magna International

  • QBRb.TO Quebecor Inc.

  • RCIb.TO Rogers Comms Inc.

  • SJRb.TO Shaw Communications

  • FTT.TO Finning Inc.

  • LNR.TO Linamar Corporation

  • CM.TO CIBC

  • BMO.TO Bank of Montreal

  • RY.TO RBC Financial Group

  • BNS.TO Scotiabank

  • TD.TO TD Bank

  • NA.TO National Bank

  • TRI.N Thomson Reuters

  • Ta.TO TELUS Corporation

  • MBT.TO MTS Allstream

  • CCA.TO Cogeco Cable

  • RIMM.O Research in Motion

  • MRUa.TO Metro

  • CP.TO Canadian Pacific

  • PJCa.TO Jean Coutu Group

  • SC.TO Shoppers Drug Mart

  • CTCa.TO Canadian Tire

  • ATDb.TO Couche-Tard

  • RON.TO RONA

  • WJAa.TO WestJet

  • GIL.TO Gildan Activewear

  • BA_u.TO Bell Aliant Reg. Com

  • THI.TO Tim Hortons Inc.


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> George Vasic L.TO BBDb.TO BCE.TO CAE.TO CNR.TO MGA.N QBRb.TO RCIb.TO SJRb.TO FTT.TO LNR.TO CM.TO BMO.TO RY.TO BNS.TO TD.TO NA.TO TRI.N Ta.TO MBT.TO CCA.TO RIMM.O MRUa.TO CP.TO PJCa.TO SC.TO CTCa.TO ATDb.TO RON.TO WJAa.TO GIL.TO BA_u.TO THI.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06311|native|public|20100205154105 Fri, 5 Feb 2010 <![CDATA[Morning Expresso - Canada "Friday 05 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06308|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • IBE.MC Iberdrola

  • GAS.MC Gas Natural

  • ENAG.MC Enagas

  • EDPR.LS EDP Renovaveis

  • 0991.HK Datang Int'l Power

  • 0836.HK China Resources Pwr

  • 600900.SS China Yangtze Power

  • BCE.TO BCE

  • PX.N Praxair

  • HLIT.O Harmonic

  • MMS.N Maximus

  • HSE.TO Husky Energy

  • RAH.N Ralcorp Holdings

  • SC.TO Shoppers Drug Mart

  • FTS.TO Fortis Inc.

  • PFWD.O Phase Forward

  • PMC.N PharMerica

  • 0916.HK Longyuan Power


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Stephanie Phillips, CA, CFA IBE.MC GAS.MC ENAG.MC EDPR.LS 0991.HK 0836.HK 600900.SS BCE.TO PX.N HLIT.O MMS.N HSE.TO RAH.N SC.TO FTS.TO PFWD.O PMC.N 0916.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06308|native|public|20100205125534 Fri, 5 Feb 2010 <![CDATA[Spanish Strategy and Economics "Is the Peseta back?" 05-Feb-2010 Deo]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72809|native|public Regions
  • Spain

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Portugal

  • UBSW EMEA

  • Americas


Sectors
  • Global Investment Services

  • Global Financial

  • Global Financial Services

  • Americas Investment Services

  • Americas Financial

  • Americas Financial Services


Companies
  • ACX.MC Acerinox

  • BKT.MC Bankinter

  • BBVA.MC BBVA

  • ALB.MC Alba

  • NHH.MC NH Hoteles

  • ABE.MC Abertis

  • ANA.MC Acciona

  • FCC.MC FCC

  • IBE.MC Iberdrola

  • MVC.MC Metrovacesa

  • REYU.MC Reyal Urbis

  • SAN.MC Santander

  • SVO.MC Sacyr Vallehermoso

  • TEF.MC Telefonica

  • OHL.MC Obrascon Huarte

  • PSG.MC Prosegur

  • REP.MC Repsol YPF

  • BCP.LS BCP

  • BES.LS Banco Espirito Santo

  • CPR.LS Cimpor

  • SOL.MC Sol Melia

  • PTI.LS Portucel

  • CPLN.MC Cementos Portland

  • GCO.MC Catalana Occidente

  • EDP.LS EDP

  • BRI.LS Brisa

  • FER.MC Grupo Ferrovial

  • ZON.LS ZON

  • PRS.MC Grupo Prisa

  • GAM.MC Gamesa

  • ABG.MC Abengoa

  • GRLS.MC Grifols

  • IBLA.MC Iberia

  • EVA.MC Ebro Puleva

  • ENAG.MC Enagas

  • SABE.MC Banco de Sabadell

  • MOTA.LS Mota Engil

  • FER1.MC Ferrovial

  • VOC.MC Vocento

  • CDRE.MC Codere

  • CRIT.MC Criteria Caixa Corp

  • ROVI.MC Laboratorios Rovi

  • SOS.MC SOS


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Bosco Ojeda ACX.MC BKT.MC BBVA.MC ALB.MC NHH.MC ABE.MC ANA.MC FCC.MC IBE.MC MVC.MC REYU.MC SAN.MC SVO.MC TEF.MC OHL.MC PSG.MC REP.MC BCP.LS BES.LS CPR.LS SOL.MC PTI.LS CPLN.MC GCO.MC EDP.LS BRI.LS FER.MC ZON.LS PRS.MC GAM.MC ABG.MC GRLS.MC IBLA.MC EVA.MC ENAG.MC SABE.MC MOTA.LS FER1.MC VOC.MC CDRE.MC CRIT.MC ROVI.MC SOS.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72809|native|public|20100205121929 Fri, 5 Feb 2010 <![CDATA[Friday Equity Briefing "Profit warnings now at low levels" 05-Feb-2010 Cherry]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72748|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Companies
  • BATS.L BAT UK

  • BP.L BP

  • LLOY.L Lloyds Banking Group

  • REL.L Reed Elsevier plc

  • RIO.L Rio Tinto Plc

  • TSCO.L Tesco

  • WTB.L Whitbread

  • TLW.L Tullow

  • CNA.L Centrica

  • BLT.L BHP Billiton Plc

  • AAL.L Anglo American

  • AZN.L AstraZeneca

  • VED.L Vedanta Resources

  • GFS.L G4S

  • KAZ.L Kazakhmys

  • VALE.N Vale ADR (ON)


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Neil S R Cherry BATS.L BP.L LLOY.L REL.L RIO.L TSCO.L WTB.L TLW.L CNA.L BLT.L AAL.L AZN.L VED.L GFS.L KAZ.L VALE.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72748|native|public|20100205040030 Fri, 5 Feb 2010 <![CDATA[Asian Structural Themes - Clusters "What are the next Asian industry clusters?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53725|native|public Regions
  • Global

  • Asia Pacific Ex. JP


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Simon Smiles http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53725|native|public|20100204135659 Thu, 4 Feb 2010 <![CDATA[Morning Expresso - Canada "Thursday 04 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06299|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • TONJ.J Tongaat

  • ILVJ.J Illovo Sugar

  • RL.N Polo Ralph Lauren

  • SPF.N Standard Pacific

  • TMO.N Thermo Fisher

  • BRE.N BRE Properties

  • ENB.TO Enbridge

  • ITMN.O Intermune

  • AFFX.O Affymetrix

  • CHRW.O C.H. Robinson

  • WSH.N Willis Group Holding

  • TW.N Towers Watson

  • PTEN.O Patterson-UTI

  • MTW.N The Manitowoc Co Inc

  • BA_u.TO Bell Aliant Reg. Com

  • HBM.TO HudBay Minerals

  • PSE.N Pioneer Southwest

  • V.N Visa Inc.

  • PDC.A Pioneer Drilling

  • ONNN.O ON Semiconductor

  • AOL.N AOL


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Stephanie Phillips, CA, CFA TONJ.J ILVJ.J RL.N SPF.N TMO.N BRE.N ENB.TO ITMN.O AFFX.O CHRW.O WSH.N TW.N PTEN.O MTW.N BA_u.TO HBM.TO PSE.N V.N PDC.A ONNN.O AOL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06299|native|public|20100204114255 Thu, 4 Feb 2010 <![CDATA[Korea Daily Comment 04-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53746|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Korea

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Subjects
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53746|native|public|20100204005735 Thu, 4 Feb 2010 <![CDATA[Morning Expresso - Canada "Wednesday 03 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06293|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • VOWG.DE Volkswagen

  • ACCP.PA Accor

  • RIO.L Rio Tinto Plc

  • XTA.L Xstrata Plc

  • UPM1V.HE UPM

  • BLT.L BHP Billiton Plc

  • GMKN.RTS Norilsk Nickel

  • AAL.L Anglo American

  • SAB.L SABMiller

  • ANTO.L Antofagasta

  • VED.L Vedanta Resources

  • KAZ.L Kazakhmys

  • SRS.MI Saras

  • ENRC.L ENRC PLC

  • AEM.N Agnico-Eagle Mines

  • CCO.TO Cameco Corporation

  • CNR.TO Canadian National

  • EGO.N Eldorado Gold Corp

  • GG.N Goldcorp

  • IMN.TO Inmet Mining Corp.

  • IMO.TO Imperial Oil Ltd.

  • KGC.N Kinross Gold

  • SU.TO Suncor Energy Inc.

  • TCKb.TO Teck Resources

  • S.TO Sherritt Int'l

  • AA.N Alcoa

  • TAP.N Molson Coors

  • BNI.N Burlington Northern

  • CCK.N Crown Holdings

  • CSX.N CSX

  • CMI.N Cummins Engine

  • DOW.N Dow Chemical

  • FCX.N Freeport-McMoRan

  • MEE.N Massey Energy

  • NAV.N Navistar Intl

  • NEM.N Newmont Mining Corp.

  • NSC.N Norfolk Southern

  • UNP.N Union Pacific

  • IAG.N IAMGOLD

  • ABX.N Barrick Gold Corp

  • GENZ.O Genzyme

  • KSU.N Kansas City Southern

  • VECO.O Veeco Instruments

  • AMB.N AMB Property

  • BTE_u.TO Baytex Energy

  • BTU.N Peabody Energy

  • KFT.N Kraft Foods

  • CP.TO Canadian Pacific

  • IRF.N Intl. Rectifier

  • COCO.O Corinthian Colleges

  • CNX.N CONSOL Energy

  • NETL.O NetLogic Microsystem

  • ANR.N Alpha Natural

  • KNX.N Knight Transport

  • FM.TO First Quantum

  • FNX.TO FNX Mining

  • CG.TO Centerra Gold

  • GIL.TO Gildan Activewear

  • AUY.N Yamana Gold

  • CDE.N Coeur d'Alene

  • SLW.N Silver Wheaton

  • PAAS.O Pan American Silver

  • GRS.N Gammon Gold

  • SSRI.O Silver Standard

  • QUA.TO Quadra Mining

  • HL.N Hecla Mining

  • UUU.TO Uranium One

  • TCM.TO Thompson Creek

  • AGI.TO Alamos Gold

  • VALE.N Vale ADR (ON)

  • LUN.TO Lundin Mining

  • HBM.TO HudBay Minerals

  • CPG.TO Crescent Point

  • ELR.TO Eastern Platinum

  • RGLD.O Royal Gold

  • EQN.TO Equinox

  • JRCC.O James River Coal

  • PLX.A Protalix

  • KAT.TO Katanga Mining

  • RVBD.O Riverbed Technology

  • FNV.TO Franco-Nevada

  • MNB.TO Mirabela Nickel

  • PCX.N Patriot Coal

  • WTN.TO Western Coal

  • RBI.TO Red Back Mining

  • NGD.A New Gold

  • OSK.TO Osisko Mining

  • WLT.N Walter Energy

  • SVM.N Silvercorp

  • GCE.TO Grande Cache Coal

  • 1088.HK China Shenhua


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Stephanie Phillips, CA, CFA VOWG.DE ACCP.PA RIO.L XTA.L UPM1V.HE BLT.L GMKN.RTS AAL.L SAB.L ANTO.L VED.L KAZ.L SRS.MI ENRC.L AEM.N CCO.TO CNR.TO EGO.N GG.N IMN.TO IMO.TO KGC.N SU.TO TCKb.TO S.TO AA.N TAP.N BNI.N CCK.N CSX.N CMI.N DOW.N FCX.N MEE.N NAV.N NEM.N NSC.N UNP.N IAG.N ABX.N GENZ.O KSU.N VECO.O AMB.N BTE_u.TO BTU.N KFT.N CP.TO IRF.N COCO.O CNX.N NETL.O ANR.N KNX.N FM.TO FNX.TO CG.TO GIL.TO AUY.N CDE.N SLW.N PAAS.O GRS.N SSRI.O QUA.TO HL.N UUU.TO TCM.TO AGI.TO VALE.N LUN.TO HBM.TO CPG.TO ELR.TO RGLD.O EQN.TO JRCC.O PLX.A KAT.TO RVBD.O FNV.TO MNB.TO PCX.N WTN.TO RBI.TO NGD.A OSK.TO WLT.N SVM.N GCE.TO 1088.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06293|native|public|20100203113531 Wed, 3 Feb 2010