UBS Research: Telecommunications http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=TLS&MarketCode=GL&MarketCap=X UBS Research: Telecommunications en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 20 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[Telstra "Senate sitting preview" (Buy) Eary]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11560|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • Asian Pacific Fixed-Line Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Fixed-Line Communications

  • Asian Pacific Ex. JP Telecommunications

  • Australian Fixed-Line Communications

  • Australian Telecommunications

  • Australasian Fixed-Line Communications

  • Australasian Telecommunications


Companies
  • TLS.AX Telstra


Subjects
  • Company Update

  • Morning Note

]]> Richard Eary TLS.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11560|native|public|20091120181439 Fri, 20 Nov 2009 <![CDATA[Cincinnati Bell "Strong Liquidity; Focus on Data Centers " (Buy) Levi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82874|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • US Fixed-Line Communications

  • Americas Fixed-Line Communications

  • Americas Telecommunications

  • US Telecommunications

  • North American Fixed-Line Communications

  • North American Telecommunications


Companies
  • CBB.N Cincinnati Bell


Subjects
  • Company Update

  • Morning Note

]]> Batya Levi CBB.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82874|native|public|20091120134118 Fri, 20 Nov 2009 <![CDATA[UBS European Telecoms News Wrap-Up "20 Nov 2009" 20-Nov-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70041|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Telecommunications

  • Global Telecommunications


Companies
  • VOD.L Vodafone Group

  • TEL2b.ST Tele2

  • DTEGn.F Deutsche Telekom

  • FTE.PA France Telecom

  • TEL.OL Telenor


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Laura Janssens VOD.L TEL2b.ST DTEGn.F FTE.PA TEL.OL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70041|native|public|20091120095055 Fri, 20 Nov 2009 <![CDATA[China Mobile "Transforming into an information provider" (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02153|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • Chinese Wireless Communications

  • Asian Wireless Communications

  • Asian Telecommunications

  • Chinese Telecommunications

  • Asian Pacific Wireless Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Wireless Communications

  • Asian Pacific Ex. JP Telecommunications


Companies
  • 0941.HK China Mobile


Subjects
  • Company Update

  • Morning Note

]]> Jinjin Wang, CFA 0941.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02153|native|public|20091120085652 Fri, 20 Nov 2009 <![CDATA[China Mobile "Transforming into an information provider" (Neutral) Wang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51902|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • Chinese Wireless Communications

  • Asian Wireless Communications

  • Asian Telecommunications

  • Chinese Telecommunications

  • Asian Pacific Wireless Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Wireless Communications

  • Asian Pacific Ex. JP Telecommunications


Companies
  • 0941.HK China Mobile


Subjects
  • Company Update

  • Morning Note

]]> Jinjin Wang, CFA 0941.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51902|native|public|20091119134507 Thu, 19 Nov 2009 <![CDATA[TelMeDaily "Research in Focus" 19-Nov-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82818|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • ADVA.BK Adv Info Service

  • TRUE.BK True Corporation

  • DTAC.BK Total Access

  • DTV.O DIRECTV Group


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA ADVA.BK TRUE.BK DTAC.BK DTV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82818|native|public|20091119131448 Thu, 19 Nov 2009 <![CDATA[True Corporation "Positives priced in" (Neutral) Arayasantiparb]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51883|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Thailand

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • Thai Fixed-Line Communications

  • Asian Fixed-Line Communications

  • Asian Telecommunications

  • Thai Telecommunications

  • Asian Pacific Fixed-Line Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Fixed-Line Communications

  • Asian Pacific Ex. JP Telecommunications

  • Asia Emerging Fixed-Line Communications

  • Asia Emerging Telecommunications


Companies
  • ADVA.BK Adv Info Service

  • TRUE.BK True Corporation

  • DTAC.BK Total Access


Subjects
  • Company Update

  • Morning Note

]]> Athaporn Arayasantiparb ADVA.BK TRUE.BK DTAC.BK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51883|native|public|20091119091246 Thu, 19 Nov 2009 <![CDATA[Mobile Long-Term Outlook 3: Market Share "Mechanism of market share shifts ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17939|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Telecommunications

  • Japanese Telecommunications


Companies
  • 9433.T KDDI

  • 9984.T Softbank

  • 9437.T NTT DoCoMo

  • 4716.T Oracle Japan


Subjects
  • Industry Overview

]]> Makio Inui 9433.T 9984.T 9437.T 4716.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17939|native|public|20091119060028 Thu, 19 Nov 2009 <![CDATA[Mexican Telecommunications "Regulatory pitter-patter #3" 18-Nov-2009 Lajous]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82795|native|public Regions
  • Global

  • Emerging Markets

  • Americas

  • Latin America

  • Mexico

  • Latin America Emerging


Sectors
  • Global Telecommunications

  • Global Emerging Telecommunications

  • Latin American Telecommunications

  • Mexican Telecommunications

  • Latin America Emerging Telecommunications


Subjects
  • Industry Overview

  • Morning Note

]]> Tomás Lajous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82795|native|public|20091119023024 Thu, 19 Nov 2009 <![CDATA[Compelling Analogy™: Indonesian mobile "Unlocking the towers" 19-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51906|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Indonesia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • Indonesian Wireless Communications

  • Asian Wireless Communications

  • Asian Telecommunications

  • Indonesian Telecommunications

  • Asian Pacific Wireless Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Wireless Communications

  • Asian Pacific Ex. JP Telecommunications

  • Asia Emerging Wireless Communications

  • Asia Emerging Telecommunications


Companies
  • VOD.L Vodafone Group

  • INDF.JK Indofood S.M.

  • ISAT.JK Indosat

  • STEL.SI Singapore Telecom

  • TLKM.JK Telkom Indonesia

  • BRTI.BO Bharti Airtel

  • VZ.N Verizon

  • IDEA.BO Idea


Subjects
  • Industry Overview

  • Morning Note

]]> Sebastian Tobing, CFA VOD.L INDF.JK ISAT.JK STEL.SI TLKM.JK BRTI.BO VZ.N IDEA.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51906|native|public|20091118161800 Wed, 18 Nov 2009 <![CDATA[European Telecoms Valuation 18-Nov-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69914|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Ex. UK Telecommunications

  • Global Telecommunications


]]> Nick Lyall http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69914|native|public|20091118091135 Wed, 18 Nov 2009 <![CDATA[First Read: Telenor "A top GETA" (Neutral) Khiroya]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69868|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Norway

  • Nordic

  • UBSW EMEA


Sectors
  • Norwegian Fixed-Line Communications

  • European Fixed-Line Communications

  • European Ex. UK Fixed-Line Communications

  • Global Fixed-Line Communications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • Global Telecommunications

  • Norwegian Telecommunications

  • Nordic Fixed-Line Communications

  • Nordic Telecommunications


Companies
  • TEL.OL Telenor


Subjects
  • Company Update

  • Morning Note

]]> Keval Khiroya, CFA TEL.OL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69868|native|public|20091117200512 Tue, 17 Nov 2009 <![CDATA[TelMeDaily "Research in Focus" 17-Nov-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82719|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • PTC.LS Portugal Telecom

  • VZ.N Verizon

  • DTV.O DIRECTV Group


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA PTC.LS VZ.N DTV.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82719|native|public|20091117143402 Tue, 17 Nov 2009 <![CDATA[UBS Telco Comps 17-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82711|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications


]]> John C. Hodulik, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82711|native|public|20091117124915 Tue, 17 Nov 2009 <![CDATA[First Read: Portugal Telecom "Q3 results - beat largely driven by Vivo"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69854|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Portugal

  • UBSW EMEA


Sectors
  • Portuguese Fixed-Line Communications

  • European Fixed-Line Communications

  • European Ex. UK Fixed-Line Communications

  • Global Fixed-Line Communications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • Global Telecommunications

  • Portuguese Telecommunications


Companies
  • PTC.LS Portugal Telecom


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Argiro Papadopoulou PTC.LS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69854|native|public|20091117090233 Tue, 17 Nov 2009 <![CDATA[US Wireless 411 "Version 34.0" 16-Nov-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82670|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • US Wireless Communications

  • Americas Wireless Communications

  • Americas Telecommunications

  • US Telecommunications

  • North American Wireless Communications

  • North American Telecommunications


Subjects
  • Company Update

  • Industry Overview

  • Operating Results

]]> John C. Hodulik, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82670|native|public|20091116171651 Mon, 16 Nov 2009 <![CDATA[TelMeDaily "Research in Focus" 16-Nov-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82655|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • DTEGn.F Deutsche Telekom

  • CEL.N Cellcom

  • ISAT.JK Indosat

  • TLKM.JK Telkom Indonesia

  • VZ.N Verizon

  • S.N Sprint Nextel

  • T.N AT&T Inc.

  • MBT.TO MTS Allstream

  • PCS.N Metro PCS

  • BTEL.JK Bakrie Tel


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA DTEGn.F CEL.N ISAT.JK TLKM.JK VZ.N S.N T.N MBT.TO PCS.N BTEL.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82655|native|public|20091116125509 Mon, 16 Nov 2009 <![CDATA[Compelling Analogy™: Indonesian mobile "Should we be concerned about roaming?"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51805|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Indonesia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • Indonesian Wireless Communications

  • Asian Wireless Communications

  • Asian Telecommunications

  • Indonesian Telecommunications

  • Asian Pacific Wireless Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Wireless Communications

  • Asian Pacific Ex. JP Telecommunications

  • Asia Emerging Wireless Communications

  • Asia Emerging Telecommunications


Companies
  • ISAT.JK Indosat

  • TLKM.JK Telkom Indonesia

  • BTEL.JK Bakrie Tel


Subjects
  • Industry Overview

  • Morning Note

]]> Sebastian Tobing, CFA ISAT.JK TLKM.JK BTEL.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51805|native|public|20091116124600 Mon, 16 Nov 2009 <![CDATA[European Telecoms Valuation 16-Nov-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69794|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Ex. UK Telecommunications

  • Global Telecommunications


]]> Nick Lyall http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69794|native|public|20091116094404 Mon, 16 Nov 2009 <![CDATA[First Read: Cellcom "Yet another strong quarter" (Buy) Shaw]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82640|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Israeli Wireless Communications

  • EMEA Emerging Wireless Communications

  • Global Wireless Communications

  • EMEA Emerging Telecommunications

  • Global Telecommunications

  • Israeli Telecommunications

  • Global Emerging Wireless Communications

  • Global Emerging Telecommunications


Companies
  • CEL.N Cellcom


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Darren Shaw CEL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82640|native|public|20091116084541 Mon, 16 Nov 2009