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, 3 Jul 2009 Sat, 4 Jul 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[LatAm Telecoms Database - Operations - July 2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04339|native|public Regions
  • Global

  • Americas

  • Latin America


Sectors
  • Global Telecommunications

  • Latin American Telecommunications


]]> Carlos Sequeira, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04339|native|public|20090703195023 Fri, 3 Jul 2009 <![CDATA[France Telecom "Downgrade to Sell, risks rising" (Sell) Lyall]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63556|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • Global

  • UBSW EMEA


Sectors
  • French Fixed-Line Communications

  • European Fixed-Line Communications

  • European Ex. UK Fixed-Line Communications

  • Global Fixed-Line Communications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • French Telecommunications

  • Global Telecommunications


Companies
  • BOUY.PA Bouygues

  • VIV.PA Vivendi

  • FTE.PA France Telecom

  • ILD.PA Iliad


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Nick Lyall BOUY.PA VIV.PA FTE.PA ILD.PA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63556|native|public|20090703113846 Fri, 3 Jul 2009 <![CDATA[Mobistar "Reducing price target to E45.5" (Neutral) Katzova]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63553|native|public Regions
  • Belgium

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • Belgian Wireless Communications

  • European Wireless Communications

  • European Ex. UK Wireless Communications

  • Global Wireless Communications

  • Belgian Telecommunications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • Global Telecommunications


Companies
  • MSTAR.BR Mobistar


Subjects
  • Company Update

  • Morning Note

]]> Violeta Katzova MSTAR.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63553|native|public|20090703085727 Fri, 3 Jul 2009 <![CDATA[UBS European Telecoms Daily "03 July 2009" 03-Jul-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63579|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Telecommunications

  • Global Telecommunications


Companies
  • TEF.MC Telefonica

  • BOUY.PA Bouygues

  • VIV.PA Vivendi

  • TLIT.MI Telecom Italia

  • VOD.L Vodafone Group

  • PTC.LS Portugal Telecom

  • TEL2b.ST Tele2

  • DTEGn.F Deutsche Telekom

  • OTEr.AT OTE

  • FTE.PA France Telecom

  • ELI1V.HE Elisa Corporation

  • KPN.AS KPN

  • SCMN.VX Swisscom

  • VIP.N VimpelCom

  • MSTAR.BR Mobistar

  • TEL.OL Telenor

  • TELA.VI Telekom Austria

  • BT.L BT Group

  • TLSN.ST TeliaSonera

  • BCOM.BR Belgacom

  • MICsdb.ST MIC

  • ISA.L Inmarsat

  • TNET.BR Telenet

  • S.N Sprint Nextel

  • VMED.O Virgin Media


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Laura Janssens TEF.MC BOUY.PA VIV.PA TLIT.MI VOD.L PTC.LS TEL2b.ST DTEGn.F OTEr.AT FTE.PA ELI1V.HE KPN.AS SCMN.VX VIP.N MSTAR.BR TEL.OL TELA.VI BT.L TLSN.ST BCOM.BR MICsdb.ST ISA.L TNET.BR S.N VMED.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63579|native|public|20090703074447 Fri, 3 Jul 2009 <![CDATA[Selectivity Rules - The UBS Telco Quarterly Overview "Global Analyser"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63557|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • Global Telecommunications


Companies
  • CW.L Cable & Wireless

  • TEF.MC Telefonica

  • BOUY.PA Bouygues

  • TLIT.MI Telecom Italia

  • VOD.L Vodafone Group

  • BSY.L BSkyB

  • PTC.LS Portugal Telecom

  • TEL2b.ST Tele2

  • DTEGn.F Deutsche Telekom

  • OTEr.AT OTE

  • FTE.PA France Telecom

  • ELI1V.HE Elisa Corporation

  • KPN.AS KPN

  • SCMN.VX Swisscom

  • MSTAR.BR Mobistar

  • CPW.L Carphone Warehouse

  • VIE.PA Veolia Env.

  • TEL.OL Telenor

  • TELA.VI Telekom Austria

  • BT.L BT Group

  • TLSN.ST TeliaSonera

  • BCOM.BR Belgacom

  • ILD.PA Iliad

  • ISA.L Inmarsat

  • TNET.BR Telenet

  • TLITn.MI TI

  • VMED.O Virgin Media


Subjects
  • Industry Overview

]]> Nick Lyall CW.L TEF.MC BOUY.PA TLIT.MI VOD.L BSY.L PTC.LS TEL2b.ST DTEGn.F OTEr.AT FTE.PA ELI1V.HE KPN.AS SCMN.VX MSTAR.BR CPW.L VIE.PA TEL.OL TELA.VI BT.L TLSN.ST BCOM.BR ILD.PA ISA.L TNET.BR TLITn.MI VMED.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63557|native|public|20090703030047 Fri, 3 Jul 2009 <![CDATA[UBS European Telecoms Daily "02 July 2009" 02-Jul-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63529|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Telecommunications

  • Global Telecommunications


Companies
  • TEF.MC Telefonica

  • VOD.L Vodafone Group

  • DTEGn.F Deutsche Telekom

  • FTE.PA France Telecom

  • ZON.LS ZON

  • CPW.L Carphone Warehouse

  • TLSN.ST TeliaSonera

  • MICsdb.ST MIC


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Laura Janssens TEF.MC VOD.L DTEGn.F FTE.PA ZON.LS CPW.L TLSN.ST MICsdb.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63529|native|public|20090702074311 Thu, 2 Jul 2009 <![CDATA[Israel Telecoms "MVNO in Israel - too late to make a real impact" 02-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76881|native|public Regions
  • Global

  • Israel

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • EMEA Emerging Telecommunications

  • Global Telecommunications

  • Israeli Telecommunications

  • Global Emerging Telecommunications


Companies
  • BEZQ.TA Bezeq

  • PTNR.TA Partner

  • CEL.N Cellcom


Subjects
  • Industry Overview

  • Morning Note

]]> Darren Shaw BEZQ.TA PTNR.TA CEL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76881|native|public|20090702053916 Thu, 2 Jul 2009 <![CDATA[TelMeDaily "Research in Focus" 01-Jul-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76854|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • 017670.KS SK Telecom

  • 030200.KS KT

  • 032640.KS LG Telecom

  • BRTI.BO Bharti Airtel

  • PCS.N Metro PCS

  • RLCM.BO Reliance Comm

  • IDEA.BO Idea


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA 017670.KS 030200.KS 032640.KS BRTI.BO PCS.N RLCM.BO IDEA.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76854|native|public|20090701135720 Wed, 1 Jul 2009 <![CDATA[First Read: Korean Telecom Sector "Wireless competition likely to ease"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48237|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Korea

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Telecommunications

  • Asian Telecommunications

  • Korean Telecommunications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Telecommunications

  • Asia Emerging Telecommunications


Companies
  • 017670.KS SK Telecom

  • 030200.KS KT

  • 032640.KS LG Telecom


Subjects
  • Industry Overview

  • Morning Note

]]> Josh J. Bae 017670.KS 030200.KS 032640.KS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48237|native|public|20090701131306 Wed, 1 Jul 2009 <![CDATA[India Mobile Sector "Tata DOCOMO launches GSM services" 01-Jul-2009 Mahadevan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48236|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • India

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • Indian Wireless Communications

  • Asian Wireless Communications

  • Asian Telecommunications

  • Indian 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
  • BRTI.BO Bharti Airtel

  • RLCM.BO Reliance Comm

  • IDEA.BO Idea


Subjects
  • Industry Overview

  • Morning Note

]]> Suresh A Mahadevan, CFA BRTI.BO RLCM.BO IDEA.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev48236|native|public|20090701105558 Wed, 1 Jul 2009 <![CDATA[European Telecoms Valuation 1-Jul-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63485|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=uer63485|native|public|20090701092027 Wed, 1 Jul 2009 <![CDATA[UBS European Telecoms Daily "01 July 2009" 01-Jul-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63474|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Telecommunications

  • Global Telecommunications


Companies
  • TLIT.MI Telecom Italia

  • OTEr.AT OTE

  • FTE.PA France Telecom

  • KPN.AS KPN

  • ZON.LS ZON

  • FWB.MI Fastweb


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Laura Janssens TLIT.MI OTEr.AT FTE.PA KPN.AS ZON.LS FWB.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63474|native|public|20090701070355 Wed, 1 Jul 2009 <![CDATA[Latin America Wireless Telco Model Book - July 2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04332|native|public Regions
  • Global

  • Americas

  • Latin America


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • Latin American Wireless Communications

  • Latin American Telecommunications


]]> Carlos Sequeira, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04332|native|public|20090630201042 Tue, 30 Jun 2009 <![CDATA[Latin America Fixed-line Telco Model Book - July 2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04331|native|public Regions
  • Global

  • Americas

  • Latin America


Sectors
  • Global Telecommunications

  • Latin American Telecommunications


]]> Carlos Sequeira, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uey04331|native|public|20090630195857 Tue, 30 Jun 2009 <![CDATA[TelMeDaily "Research in Focus" 30-Jun-2009 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76813|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • US Telecommunications


Companies
  • ADVA.BK Adv Info Service

  • TRUE.BK True Corporation

  • DTAC.BK Total Access

  • BRTI.BO Bharti Airtel

  • CMCSA.O Comcast Corporation

  • TMAR5.SA Telemar Op. (PN)

  • TNLP4.SA Tele Norte Leste(PN)

  • TNLP3.SA Tele Norte Leste(ON)

  • CLWR.O Clearwire

  • 9432.T NTT

  • RLCM.BO Reliance Comm

  • IDEA.BO Idea


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA ADVA.BK TRUE.BK DTAC.BK BRTI.BO CMCSA.O TMAR5.SA TNLP4.SA TNLP3.SA CLWR.O 9432.T RLCM.BO IDEA.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76813|native|public|20090630133315 Tue, 30 Jun 2009 <![CDATA[UBS Telco Comps 30-Jun-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76807|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=uez76807|native|public|20090630110955 Tue, 30 Jun 2009 <![CDATA[European Telecoms Valuation 30-Jun-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63440|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=uer63440|native|public|20090630095413 Tue, 30 Jun 2009 <![CDATA[UBS European Telecoms Daily 30-Jun-2009 Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63432|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Telecommunications

  • Global Telecommunications


Companies
  • VIV.PA Vivendi

  • DTEGn.F Deutsche Telekom

  • FTE.PA France Telecom

  • KPN.AS KPN

  • VIP.N VimpelCom

  • TELA.VI Telekom Austria

  • TLSN.ST TeliaSonera

  • 7030.SE Zain KSA

  • CMCSA.O Comcast Corporation


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Laura Janssens VIV.PA DTEGn.F FTE.PA KPN.AS VIP.N TELA.VI TLSN.ST 7030.SE CMCSA.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63432|native|public|20090630073938 Tue, 30 Jun 2009 <![CDATA[Macquarie Comms Infr "Cessation of coverage" (Neutral) Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10315|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Wireless Communications

  • Global Telecommunications

  • Asian Pacific Wireless Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Wireless Communications

  • Asian Pacific Ex. JP Telecommunications

  • Australian Wireless Communications

  • Australian Telecommunications

  • Australasian Wireless Communications

  • Australasian Telecommunications


Subjects
  • Company Update

  • Morning Note

]]> Scott Kelly, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet10315|native|public|20090630055417 Tue, 30 Jun 2009 <![CDATA[Tele Norte Leste(PN) "2010E FCF Yield Too Attractive to Ignore" (Buy) Sequeira]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63412|native|public Regions
  • Global

  • Emerging Markets

  • Americas

  • Brazil

  • Latin America

  • Latin America Emerging


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • Global Emerging Fixed-Line Communications

  • Global Emerging Telecommunications

  • Brazilian Fixed-Line Communications

  • Latin American Fixed-Line Communications

  • Brazilian Telecommunications

  • Latin American Telecommunications

  • Latin America Emerging Fixed-Line Communications

  • Latin America Emerging Telecommunications


Companies
  • TMAR5.SA Telemar Op. (PN)

  • TNLP4.SA Tele Norte Leste(PN)

  • TNLP3.SA Tele Norte Leste(ON)


Subjects
  • Company Update

  • Morning Note

]]> Carlos Sequeira, CFA TMAR5.SA TNLP4.SA TNLP3.SA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer63412|native|public|20090629223722 Mon, 29 Jun 2009