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 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[First Read: Telkom Indonesia "Concern over FY'09 results" (Buy) Tobing]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53906|native|public Regions
  • Global

  • Emerging Markets

  • Asia

  • Indonesia

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Asia Emerging


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • Indonesian Fixed-Line Communications

  • Asian Fixed-Line Communications

  • Asian Telecommunications

  • Indonesian 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
  • TLKM.JK Telkom Indonesia


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Sebastian Tobing, CFA TLKM.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53906|native|public|20100210054044 Wed, 10 Feb 2010 <![CDATA[TelMeDaily "Research in Focus" 09-Feb-2010 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86077|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • VOD.L Vodafone Group

  • TEL2b.ST Tele2

  • FNTGn.DE Freenet

  • MSTAR.BR Mobistar

  • BT.L BT Group

  • 030200.KS KT

  • 032640.KS LG Telecom

  • BRTI.BO Bharti Airtel

  • IDEA.BO Idea


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA VOD.L TEL2b.ST FNTGn.DE MSTAR.BR BT.L 030200.KS 032640.KS BRTI.BO IDEA.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86077|native|public|20100209143256 Tue, 9 Feb 2010 <![CDATA[Singapore Telecom "Solid Q3FY10 results" (Buy) Bae]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53884|native|public Regions
  • Global

  • Asia

  • Singapore

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • Singaporean Fixed-Line Communications

  • Asian Fixed-Line Communications

  • Asian Telecommunications

  • Singaporean Telecommunications

  • Asian Pacific Fixed-Line Communications

  • Asian Pacific Telecommunications

  • Asian Pacific Ex. JP Fixed-Line Communications

  • Asian Pacific Ex. JP Telecommunications


Companies
  • STEL.SI Singapore Telecom


Subjects
  • Company Update

  • Morning Note

]]> Josh J. Bae STEL.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53884|native|public|20100209134634 Tue, 9 Feb 2010 <![CDATA[First Read: Partner "Strong Q4, upside risk to 21% divi yield" (Buy) Shaw]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86067|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
  • PTNR.TA Partner


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Darren Shaw PTNR.TA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86067|native|public|20100209134551 Tue, 9 Feb 2010 <![CDATA[UBS Telco Comps 9-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86057|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=uez86057|native|public|20100209125651 Tue, 9 Feb 2010 <![CDATA[BT Group "Solid results expected on Thursday 11th" (Sell) Lyall]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72970|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
  • BT.L BT Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Nick Lyall BT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72970|native|public|20100209122421 Tue, 9 Feb 2010 <![CDATA[First Read: Freenet "Preannounced strong Q4 09 prelims" (Buy) Baeumer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72963|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 Telecommunications

  • European Telecommunications

  • European Ex. UK Telecommunications

  • Global Telecommunications


Companies
  • FNTGn.DE Freenet


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Marcus Baeumer FNTGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72963|native|public|20100209101038 Tue, 9 Feb 2010 <![CDATA[Korean Telecom Sector "Challenges ahead for LG Telecom" 09-Feb-2010 Bae]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53877|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=uev53877|native|public|20100209084857 Tue, 9 Feb 2010 <![CDATA[India Mobile Sector "Industry revenue growth resumes" 09-Feb-2010 Mahadevan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53876|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

  • IDEA.BO Idea


Subjects
  • Industry Overview

  • Morning Note

]]> Suresh A Mahadevan, CFA BRTI.BO IDEA.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53876|native|public|20100209082040 Tue, 9 Feb 2010 <![CDATA[Tele2 "Q4 EBITDA 2% ahead" (Neutral) Khiroya]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72941|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Sweden

  • Nordic

  • UBSW EMEA


Sectors
  • Swedish 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

  • Swedish Telecommunications

  • Nordic Fixed-Line Communications

  • Nordic Telecommunications

  • Estonian Telecommunications


Companies
  • TEL2b.ST Tele2


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Keval Khiroya, CFA TEL2b.ST http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72941|native|public|20100209072641 Tue, 9 Feb 2010 <![CDATA[Vodafone Group "A closer look at Q3" (Neutral) Janssens]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72911|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Wireless Communications

  • European Wireless Communications

  • Global Wireless Communications

  • European Telecommunications

  • British Telecommunications

  • Global Telecommunications


Companies
  • VOD.L Vodafone Group


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Laura Janssens VOD.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72911|native|public|20100209040007 Tue, 9 Feb 2010 <![CDATA[Mobistar "Q4 results preview" (Neutral) Katzova]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72894|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

  • Operating Results

  • Morning Note

]]> Violeta Katzova MSTAR.BR http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72894|native|public|20100208143036 Mon, 8 Feb 2010 <![CDATA[TelMeDaily "Research in Focus" 08-Feb-2010 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85995|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • BCE.TO BCE

  • QBRb.TO Quebecor Inc.

  • RCIb.TO Rogers Comms Inc.

  • SJRb.TO Shaw Communications

  • T.N AT&T Inc.

  • Ta.TO TELUS Corporation

  • MBT.TO MTS Allstream

  • CCA.TO Cogeco Cable

  • BA_u.TO Bell Aliant Reg. Com

  • 9432.T NTT

  • 9433.T KDDI

  • 9984.T Softbank

  • 9437.T NTT DoCoMo


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA BCE.TO QBRb.TO RCIb.TO SJRb.TO T.N Ta.TO MBT.TO CCA.TO BA_u.TO 9432.T 9433.T 9984.T 9437.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85995|native|public|20100208141025 Mon, 8 Feb 2010 <![CDATA[Total Access "Strong core results" (Buy) Arayasantiparb]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53852|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
  • DTAC.BK Total Access


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Athaporn Arayasantiparb DTAC.BK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev53852|native|public|20100208135059 Mon, 8 Feb 2010 <![CDATA[European Telecoms Valuation 8-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72876|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=uer72876|native|public|20100208092314 Mon, 8 Feb 2010 <![CDATA[Canadian Telecommunications "Ten trends for 2010" 08-Feb-2010 Huang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06324|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Wireless Communications

  • Global Fixed-Line Communications

  • Global Telecommunications

  • Canadian Wireless Communications

  • Canadian Fixed-Line Communications

  • Americas Wireless Communications

  • Americas Fixed-Line Communications

  • Americas Telecommunications

  • Canadian Telecommunications

  • North American Wireless Communications

  • North American Fixed-Line Communications

  • North American Telecommunications


Companies
  • BCE.TO BCE

  • QBRb.TO Quebecor Inc.

  • RCIb.TO Rogers Comms Inc.

  • SJRb.TO Shaw Communications

  • Ta.TO TELUS Corporation

  • MBT.TO MTS Allstream

  • CCA.TO Cogeco Cable

  • BA_u.TO Bell Aliant Reg. Com


Subjects
  • Industry Overview

  • Morning Note

]]> Phillip Huang, CFA BCE.TO QBRb.TO RCIb.TO SJRb.TO Ta.TO MBT.TO CCA.TO BA_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06324|native|public|20100208054019 Mon, 8 Feb 2010 <![CDATA[AT&T Inc. "Management still cautious on 2010" (Buy) Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85962|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
  • T.N AT&T Inc.


Subjects
  • Company Update

  • Morning Note

]]> John C. Hodulik, CFA T.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85962|native|public|20100208014106 Mon, 8 Feb 2010 <![CDATA[TELUS Corporation "Fourth quarter results preview" (Buy) Huang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06314|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

  • Operating Results

  • Morning Note

]]> Phillip Huang, CFA Ta.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06314|native|public|20100205160320 Fri, 5 Feb 2010 <![CDATA[TelMeDaily "Research in Focus" 05-Feb-2010 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85926|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Telecommunications

  • Americas Telecommunications

  • US Telecommunications

  • North American Telecommunications


Companies
  • TEL.OL Telenor

  • 033630.KQ SK Broadband

  • BCE.TO BCE

  • VZ.N Verizon

  • T.N AT&T Inc.

  • MBT.TO MTS Allstream

  • STAR.SI StarHub


Subjects
  • Industry Overview

  • Morning Note

]]> John C. Hodulik, CFA TEL.OL 033630.KQ BCE.TO VZ.N T.N MBT.TO STAR.SI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85926|native|public|20100205150716 Fri, 5 Feb 2010 <![CDATA[Mobile Monitor (January) "Net adds, MNP, churn rate watch" 05-Feb-2010 Inui]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18728|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Telecommunications

  • Japanese Telecommunications


Subjects
  • Industry Overview

  • Morning Note

]]> Makio Inui http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew18728|native|public|20100205150232 Fri, 5 Feb 2010