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, 6 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[First Read: TELUS Corporation "Q3 results remain soft; guidance lowered"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05955|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • Canadian Fixed-Line Communications

  • Americas Fixed-Line Communications

  • Americas Telecommunications

  • Canadian Telecommunications

  • North American Fixed-Line Communications

  • North American Telecommunications


Companies
  • Ta.TO TELUS Corporation


Subjects
  • Company Update

  • Morning Note

]]> Phillip Huang, CFA Ta.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05955|native|public|20091106161555 Fri, 6 Nov 2009 <![CDATA[TelMeDaily "Research in Focus" 06-Nov-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82296|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • TLIT.MI Telecom Italia

  • ADVA.BK Adv Info Service

  • CTL.N CenturyLink

  • DISH.O DISH Network

  • DTV.O DIRECTV Group

  • NTLS.O NTELOS Holdings

  • PCS.N Metro PCS

  • WIN.N Windstream

  • TWC.N Time Warner Cable

  • TEL.NZ Telecom NZ


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA TLIT.MI ADVA.BK CTL.N DISH.O DTV.O NTLS.O PCS.N WIN.N TWC.N TEL.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82296|native|public|20091106153347 Fri, 6 Nov 2009 <![CDATA[Adv Info Service "Good risk-return tradeoff" (Buy) Arayasantiparb]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51577|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Thailand

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • Thai Wireless Communications

  • Asian Wireless Communications

  • Asian Telecommunications

  • Thai 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
  • ADVA.BK Adv Info Service

  • TRUE.BK True Corporation

  • DTAC.BK Total Access


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Athaporn Arayasantiparb ADVA.BK TRUE.BK DTAC.BK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51577|native|public|20091106111312 Fri, 6 Nov 2009 <![CDATA[UBS European Telecoms News wrap-up "06 Nov 2009" 06-Nov-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69304|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Telecommunications

  • Global Telecommunications


Companies
  • TEF.MC Telefonica

  • TLIT.MI Telecom Italia

  • BEZQ.TA Bezeq

  • DTEGn.F Deutsche Telekom

  • OTEr.AT OTE

  • FTE.PA France Telecom

  • MTEL.BU Magyar Telekom

  • SCMN.VX Swisscom

  • TLSN.ST TeliaSonera


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Laura Janssens TEF.MC TLIT.MI BEZQ.TA DTEGn.F OTEr.AT FTE.PA MTEL.BU SCMN.VX TLSN.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69304|native|public|20091106082803 Fri, 6 Nov 2009 <![CDATA[Telecom Italia "Lowering forecasts due to weak TIM and despite strong savings"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69302|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • Italian Fixed-Line Communications

  • European Wireless Communications

  • European Fixed-Line Communications

  • European Ex. UK Wireless Communications

  • European Ex. UK Fixed-Line Communications

  • Global Wireless Communications

  • Global Fixed-Line Communications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • Global Telecommunications

  • Italian Telecommunications


Companies
  • TLIT.MI Telecom Italia


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Nick Lyall TLIT.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69302|native|public|20091106082309 Fri, 6 Nov 2009 <![CDATA[Telecom NZ "Q1 result operationally weak" (Neutral) Eary]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11442|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • 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

  • New Zealand Fixed-Line Communications

  • New Zealand Telecommunications

  • Australasian Fixed-Line Communications

  • Australasian Telecommunications


Companies
  • TEL.NZ Telecom NZ


Subjects
  • Company Update

  • Morning Note

]]> Richard Eary TEL.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11442|native|public|20091106072525 Fri, 6 Nov 2009 <![CDATA[Metro PCS "Cutting numbers as competition heats up" (Buy) Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82248|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


Companies
  • PCS.N Metro PCS


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> John C. Hodulik, CFA PCS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82248|native|public|20091106051048 Fri, 6 Nov 2009 <![CDATA[CenturyLink "Results showed steady progress" (Buy) Levi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82255|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
  • CTL.N CenturyLink


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Batya Levi CTL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82255|native|public|20091106032726 Fri, 6 Nov 2009 <![CDATA[First Read: NTELOS Holdings "Results soft; Lowered EBITDA outlook within ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82216|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


Companies
  • NTLS.O NTELOS Holdings


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Batya Levi NTLS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82216|native|public|20091105214552 Thu, 5 Nov 2009 <![CDATA[TelMeDaily "Research in Focus" 05-Nov-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82193|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • CW.L Cable & Wireless

  • TEF.MC Telefonica

  • BEZQ.TA Bezeq

  • DTEGn.F Deutsche Telekom

  • OTEr.AT OTE

  • FNTGn.DE Freenet

  • CMCSA.O Comcast Corporation

  • CTL.N CenturyLink

  • CCI.N Crown Castle Intl.

  • DTV.O DIRECTV Group

  • PCS.N Metro PCS

  • CBB.N Cincinnati Bell

  • TWC.N Time Warner Cable


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA CW.L TEF.MC BEZQ.TA DTEGn.F OTEr.AT FNTGn.DE CMCSA.O CTL.N CCI.N DTV.O PCS.N CBB.N TWC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82193|native|public|20091105150217 Thu, 5 Nov 2009 <![CDATA[First Read: CenturyLink "Revenues lower; Margins higher" (Buy) Levi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82188|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
  • CTL.N CenturyLink


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Batya Levi CTL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82188|native|public|20091105142424 Thu, 5 Nov 2009 <![CDATA[First Read: Metro PCS "Financial metrics ahead, subs disappoint" (Buy) Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82169|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


Companies
  • PCS.N Metro PCS


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> John C. Hodulik, CFA PCS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82169|native|public|20091105122712 Thu, 5 Nov 2009 <![CDATA[OTE "Q3 results in line" (Neutral) Papadopoulou]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69227|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Greece

  • UBSW EMEA


Sectors
  • Greek 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

  • Greek Telecommunications


Companies
  • OTEr.AT OTE


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Violeta Katzova OTEr.AT http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69227|native|public|20091105092838 Thu, 5 Nov 2009 <![CDATA[Cable & Wireless "Downgrades expected" (Neutral) Lyall]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69223|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Fixed-Line Communications

  • European Fixed-Line Communications

  • Global Fixed-Line Communications

  • European Telecommunications

  • British Telecommunications

  • Global Telecommunications


Companies
  • CW.L Cable & Wireless


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Nick Lyall CW.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69223|native|public|20091105091528 Thu, 5 Nov 2009 <![CDATA[First Read: Bezeq "Earnings momentum intact" (Buy) Shaw]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82156|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • Israeli Fixed-Line Communications

  • EMEA Emerging Fixed-Line Communications

  • Global Fixed-Line Communications

  • EMEA Emerging Telecommunications

  • Global Telecommunications

  • Israeli Telecommunications

  • Global Emerging Fixed-Line Communications

  • Global Emerging Telecommunications


Companies
  • BEZQ.TA Bezeq


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Darren Shaw BEZQ.TA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82156|native|public|20091105090724 Thu, 5 Nov 2009 <![CDATA[Deutsche Telekom "Q3s solid, dividend to follow previous years" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69195|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Fixed-Line Communications

  • European Fixed-Line Communications

  • European Ex. UK Fixed-Line Communications

  • Global Fixed-Line Communications

  • German Telecommunications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • Global Telecommunications


Companies
  • DTEGn.F Deutsche Telekom


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Laura Janssens DTEGn.F http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69195|native|public|20091105072132 Thu, 5 Nov 2009 <![CDATA[Cincinnati Bell "Results mixed; Guidance maintained" (Buy) Levi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82143|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

  • Operating Results

  • Morning Note

]]> Batya Levi CBB.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82143|native|public|20091105051036 Thu, 5 Nov 2009 <![CDATA[Freenet "Q3 09 preview" (Buy) Baeumer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69155|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Wireless Communications

  • European Wireless Communications

  • European Ex. UK Wireless Communications

  • Global Wireless Communications

  • German Technology

  • German Telecommunications

  • European Technology

  • European Telecommunications

  • European Ex. UK Technology

  • European Ex. UK Telecommunications

  • Global Technology

  • Global Telecommunications

  • German Internet Services

  • German Technology Services

  • European Internet Services

  • European Technology Services

  • European Ex. UK Internet Services

  • European Ex. UK Technology Services

  • Global Internet Services

  • Global Technology Services


Companies
  • FNTGn.DE Freenet


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Marcus Baeumer FNTGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69155|native|public|20091105040017 Thu, 5 Nov 2009 <![CDATA[Crown Castle Intl. "Beats expectations one more time " (Neutral) Levi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82134|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


Companies
  • CCI.N Crown Castle Intl.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Batya Levi CCI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82134|native|public|20091105031147 Thu, 5 Nov 2009 <![CDATA[TelMeDaily "Research in Focus" 04-Nov-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82084|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • BOUY.PA Bouygues

  • PTC.LS Portugal Telecom

  • 4904.TW Far EasTone

  • BCE.TO BCE

  • CMCSA.O Comcast Corporation

  • CVC.N Cablevision Systems

  • CTL.N CenturyLink

  • AMT.N American Tower

  • CCI.N Crown Castle Intl.

  • DTV.O DIRECTV Group

  • FTR.N Frontier

  • NTLS.O NTELOS Holdings

  • PCS.N Metro PCS

  • CBB.N Cincinnati Bell

  • TWC.N Time Warner Cable


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA BOUY.PA PTC.LS 4904.TW BCE.TO CMCSA.O CVC.N CTL.N AMT.N CCI.N DTV.O FTR.N NTLS.O PCS.N CBB.N TWC.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82084|native|public|20091104143627 Wed, 4 Nov 2009