UBS Research: Transportation http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschstockrschsector&IndCatCode=TRA&MarketCode=GL&MarketCap=X UBS Research: Transportation 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[K-Sea Transportation "Cautions Endure; Lowering Price Target" (Neutral) Barone]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82887|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Marine Transport

  • Global Energy

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Americas Marine Transport

  • US Marine Transport

  • Americas Energy

  • Americas Industrial

  • Americas Industrial Transportation

  • US Energy

  • US Industrial

  • US Industrial Transportation

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Energy

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Marine Transport

  • North American Industrial Transportation


Companies
  • KSP.N K-Sea Transportation


Subjects
  • Company Update

  • Morning Note

]]> Ronald J. Barone KSP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82887|native|public|20091120215057 Fri, 20 Nov 2009 <![CDATA[Sinotrans Shipping "Upside limited; downgrade to Neutral" (Neutral) Kwan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51939|native|public Regions
  • Global

  • Asia

  • China

  • Hong Kong

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Marine Transport

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Asian Marine Transport

  • Chinese Marine Transport

  • Hong Kong Marine Transport

  • Asian Industrial

  • Asian Industrial Transportation

  • Chinese Industrial

  • Chinese Industrial Transportation

  • Hong Kong Industrial

  • Hong Kong Industrial Transportation

  • Asian Industrial Goods & Services

  • Chinese Industrial Goods & Services

  • Hong Kong Industrial Goods & Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Marine Transport

  • Asian Pacific Industrial Transportation

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Marine Transport

  • Asian Pacific Ex. JP Industrial Transportation


Companies
  • 2343.HK PacBasin

  • 1919.HK China COSCO

  • 0368.HK Sinotrans Shipping


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Thomas Kwan, CFA 2343.HK 1919.HK 0368.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51939|native|public|20091120153254 Fri, 20 Nov 2009 <![CDATA[China COSCO "Oversupplied & profitable: a rare combination" (Sell) Horth]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51936|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Marine Transport

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Asian Marine Transport

  • Chinese Marine Transport

  • Asian Industrial

  • Asian Industrial Transportation

  • Chinese Industrial

  • Chinese Industrial Transportation

  • Asian Industrial Goods & Services

  • Chinese Industrial Goods & Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Marine Transport

  • Asian Pacific Industrial Transportation

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Marine Transport

  • Asian Pacific Ex. JP Industrial Transportation


Companies
  • 1919.HK China COSCO


Subjects
  • Company Update

  • Morning Note

]]> Damien Horth 1919.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51936|native|public|20091120122133 Fri, 20 Nov 2009 <![CDATA[European Transport "Alpha Preferences" 20-Nov-2009 Edridge]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69998|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Industrial

  • European Industrial Transportation

  • Global Industrial

  • Global Industrial Transportation

  • European Industrial Goods & Services

  • Global Industrial Goods & Services

  • European Transportation Services

  • Global Transportation Services

  • UBS Key Calls - Europe


Companies
  • BAY.L British Airways

  • LHAG.DE Lufthansa

  • MAERSKb.CO Maersk

  • FGP.L FirstGroup

  • TNT.AS TNT

  • AIRF.PA Air France - KLM

  • HHFGn.DE HHLA


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Dominic Edridge BAY.L LHAG.DE MAERSKb.CO FGP.L TNT.AS AIRF.PA HHFGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69998|native|public|20091120071507 Fri, 20 Nov 2009 <![CDATA[Japan's Transport Sector Monthly Trends "Recovery trend in the door-to-door ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17963|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Air Freight

  • Global Airlines

  • Global Marine Transport

  • Global Railroads

  • Global Trucking

  • Global Consumer, Cyclical

  • Global Industrial

  • Global Industrial Transportation

  • Global Cyclical Goods & Services

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Japanese Air Freight

  • Japanese Airlines

  • Japanese Marine Transport

  • Japanese Railroads

  • Japanese Trucking

  • Japanese Consumer, Cyclical

  • Japanese Industrial

  • Japanese Industrial Transportation

  • Japanese Cyclical Goods & Services

  • Japanese Industrial Goods & Services

  • Japanese Transportation Services


Subjects
  • Industry Overview

]]> Jun Harada http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17963|native|public|20091120060015 Fri, 20 Nov 2009 <![CDATA[Macquarie Infr Group "Performance fee deficit update" (Buy) Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11559|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Industrial Transportation

  • Asian Pacific Transportation Services

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Industrial Transportation

  • Asian Pacific Ex. JP Transportation Services

  • Australian Industrial

  • Australian Industrial Transportation

  • Australian Industrial Goods & Services

  • Australian Transportation Services

  • Australasian Industrial

  • Australasian Industrial Goods & Services

  • Australasian Industrial Transportation

  • Australasian Transportation Services


Companies
  • MIG.AX Macquarie Infr Group


Subjects
  • Company Update

  • Morning Note

]]> Scott Kelly, CFA MIG.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11559|native|public|20091120045845 Fri, 20 Nov 2009 <![CDATA[UBS Railroads Weekly "Re-Reg Fear Factor in Decline" 19-Nov-2009 Paterson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82831|native|public Regions
  • Global

  • Americas

  • Canada

  • United States

  • North America


Sectors
  • Global Railroads

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Americas Railroads

  • Canadian Railroads

  • US Railroads

  • Americas Industrial

  • Americas Industrial Transportation

  • Canadian Industrial

  • Canadian Industrial Transportation

  • US Industrial

  • US Industrial Transportation

  • Americas Industrial Goods & Services

  • Canadian Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Railroads

  • North American Industrial Transportation


Companies
  • CNR.TO Canadian National

  • BNI.N Burlington Northern

  • CSX.N CSX

  • NSC.N Norfolk Southern

  • UNP.N Union Pacific

  • KSU.N Kansas City Southern

  • CP.TO Canadian Pacific

  • JBHT.O JB Hunt Transport

  • HUBG.O Hub Group


Subjects
  • Industry Overview

  • Morning Note

]]> Rick Paterson CNR.TO BNI.N CSX.N NSC.N UNP.N KSU.N CP.TO JBHT.O HUBG.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82831|native|public|20091119165007 Thu, 19 Nov 2009 <![CDATA[European motorways "Motorways: further outperformance to market is tough ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69936|native|public Regions
  • Spain

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Portugal

  • UBSW EMEA

  • Americas


Sectors
  • Global Investment Services

  • European Industrial

  • European Industrial Transportation

  • European Ex. UK Industrial

  • European Ex. UK Industrial Transportation

  • Global Financial

  • Global Industrial

  • Global Industrial Transportation

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Financial Services

  • Global Industrial Goods & Services

  • European Transportation Services

  • European Ex. UK Transportation Services

  • Global Transportation 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

  • OHL.MC Obrascon Huarte

  • ACS.MC Acs

  • REP.MC Repsol YPF

  • ATL.MI Atlantia

  • BRI.LS Brisa


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Bosco Ojeda ABE.MC FCC.MC POP.MC SAN.MC TEF.MC OHL.MC ACS.MC REP.MC ATL.MI BRI.LS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69936|native|public|20091119091508 Thu, 19 Nov 2009 <![CDATA[Mainfreight "Solid Q2 result" (Buy) Gardiner]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11541|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • New Zealand

  • Australasia


Sectors
  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Industrial Transportation

  • Asian Pacific Transportation Services

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Industrial Transportation

  • Asian Pacific Ex. JP Transportation Services

  • New Zealand Industrial

  • New Zealand Industrial Transportation

  • New Zealand Industrial Goods & Services

  • New Zealand Transportation Services

  • Australasian Industrial

  • Australasian Industrial Goods & Services

  • Australasian Industrial Transportation

  • Australasian Transportation Services


Companies
  • MFT.NZ Mainfreight


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Wade Gardiner MFT.NZ http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11541|native|public|20091119043739 Thu, 19 Nov 2009 <![CDATA[Atlantia "On the road again" (Buy) D'Erme]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69935|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Industrial

  • European Industrial Transportation

  • European Ex. UK Industrial

  • European Ex. UK Industrial Transportation

  • Global Industrial

  • Global Industrial Transportation

  • Italian Industrial

  • Italian Industrial Transportation

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services

  • Italian Industrial Goods & Services

  • Italian Transportation Services

  • European Transportation Services

  • European Ex. UK Transportation Services

  • Global Transportation Services


Companies
  • ATL.MI Atlantia


Subjects
  • Company Update

  • Morning Note

]]> Alessandro D'Erme ATL.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69935|native|public|20091119040022 Thu, 19 Nov 2009 <![CDATA[MLP Sector Comment "Revising Commodity Forecasts and Earnings Expectations"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82696|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Coal

  • Global Marine Transport

  • Global Pipelines

  • Global Energy

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Americas Coal

  • Americas Marine Transport

  • Americas Pipelines

  • US Coal

  • US Marine Transport

  • US Pipelines

  • Americas Energy

  • Americas Industrial

  • Americas Industrial Transportation

  • US Energy

  • US Industrial

  • US Industrial Transportation

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Coal

  • North American Energy

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Marine Transport

  • North American Pipelines

  • North American Industrial Transportation


Companies
  • APU.N AmeriGas Partners

  • EPD.N Enterprise Products

  • FGP.N Ferrellgas Partners

  • GEL.A Genesis Energy

  • ETP.N Energy Transfer

  • KMP.N Kinder Morgan Energy

  • EEP.N Enbridge Energy

  • OKS.N Oneok Partners

  • PAA.N Plains All American

  • SPH.N Suburban Propane

  • TCLP.O TC PipeLines

  • MMP.N Magellan Midstream

  • NS.N NuStar Energy L.P.

  • PVR.N Penn Virginia

  • SXL.N Sunoco Logistics

  • NRGY.O Inergy L.P.

  • BPL.N Buckeye Partners

  • KSP.N K-Sea Transportation

  • NRP.N Natural Resource

  • HEP.N Holly Energy

  • KYN.N Kayne Anderson MLP

  • TGP.N Teekay LNG

  • TLP.N Transmontaigne LP

  • ETE.N Energy Transfer Eq

  • RGNC.O Regency Energy LP

  • BWP.N Boardwalk Pipeline

  • DPM.N DCP Midstream

  • KED.N Kayne Anderson Dev

  • NSH.N NuStar GP Holdings

  • BGH.N Buckeye GP Holdings

  • PVG.N Penn Virginia GP

  • EROC.O Eagle Rock Energy

  • NGLS.O Targa Resources Part

  • CPNO.O Copano Energy

  • DEP.N Duncan Energy

  • KGS.P Quicksilver Gas

  • CPLP.O Capital Product

  • SEP.N Spectra Energy

  • ENP.N Encore Energy

  • PSE.N Pioneer Southwest

  • EPB.N El Paso Pipeline

  • WES.N Western Gas Partners

  • OSP.N OSG America


Subjects
  • Industry Overview

  • Morning Note

]]> Jeremy Tonet, CFA APU.N EPD.N FGP.N GEL.A ETP.N KMP.N EEP.N OKS.N PAA.N SPH.N TCLP.O MMP.N NS.N PVR.N SXL.N NRGY.O BPL.N KSP.N NRP.N HEP.N KYN.N TGP.N TLP.N ETE.N RGNC.O BWP.N DPM.N KED.N NSH.N BGH.N PVG.N EROC.O NGLS.O CPNO.O DEP.N KGS.P CPLP.O SEP.N ENP.N PSE.N EPB.N WES.N OSP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82696|native|public|20091117053144 Tue, 17 Nov 2009 <![CDATA[Asian Shipping "Takeaways from China COSCO conference" 17-Nov-2009 Kwan]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51814|native|public Regions
  • Global

  • Asia Pacific


Sectors
  • Global Marine Transport

  • Global Shipbuilding

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Asian Pacific Marine Transport

  • Asian Pacific Shipbuilding


Companies
  • NEPS.SI Neptune Orient Lines

  • 2603.TW Evergreen Marine

  • 2609.TW Yang Ming Marine

  • 2615.TW Wan Hai Lines

  • 0316.HK OOIL

  • 011200.KS Hyundai Merchant

  • TTA.BK TTA

  • 2866.HK CSCL

  • 2343.HK PacBasin

  • 1919.HK China COSCO

  • 0368.HK Sinotrans Shipping


Subjects
  • Industry Overview

  • Morning Note

]]> Thomas Kwan, CFA NEPS.SI 2603.TW 2609.TW 2615.TW 0316.HK 011200.KS TTA.BK 2866.HK 2343.HK 1919.HK 0368.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51814|native|public|20091116165924 Mon, 16 Nov 2009 <![CDATA[Mitsui O.S.K. Lines "Undemanding from a medium-term point of view" (Buy) Harada]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17897|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Marine Transport

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Japanese Marine Transport

  • Japanese Industrial

  • Japanese Industrial Transportation

  • Japanese Industrial Goods & Services


Companies
  • 9104.T Mitsui O.S.K. Lines


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Jun Harada 9104.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17897|native|public|20091116154635 Mon, 16 Nov 2009 <![CDATA[Kawasaki Kisen "Risk to the scenario that assumes profit in FY10" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17895|native|public Regions
  • Global

  • Asia Pacific

  • Japan


Sectors
  • Global Marine Transport

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Japanese Marine Transport

  • Japanese Industrial

  • Japanese Industrial Transportation

  • Japanese Industrial Goods & Services


Companies
  • 9107.T Kawasaki Kisen


Subjects
  • Company Update

  • Morning Note

]]> Jun Harada 9107.T http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uew17895|native|public|20091116151028 Mon, 16 Nov 2009 <![CDATA[China Port Sector "Takeaways from Shenzhen port visits" (Chinese Version)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02136|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Asian Industrial

  • Asian Industrial Transportation

  • Chinese Industrial

  • Chinese Industrial Transportation

  • Asian Industrial Goods & Services

  • Chinese Industrial Goods & Services

  • Chinese Transportation Services

  • Asian Transportation Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Industrial Transportation

  • Asian Pacific Transportation Services

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Industrial Transportation

  • Asian Pacific Ex. JP Transportation Services


Subjects
  • Industry Overview

  • Morning Note

]]> Robin Xu http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=zya02136|native|public|20091116091855 Mon, 16 Nov 2009 <![CDATA[First Read: VTG "Q3 results: stability continues" (Buy) Edridge]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69789|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Railroads

  • European Railroads

  • European Ex. UK Railroads

  • Global Railroads

  • German Industrial

  • German Industrial Transportation

  • European Industrial

  • European Industrial Transportation

  • European Ex. UK Industrial

  • European Ex. UK Industrial Transportation

  • Global Industrial

  • Global Industrial Transportation

  • German Industrial Goods & Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • VT9G.DE VTG


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Dominic Edridge VT9G.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69789|native|public|20091116082256 Mon, 16 Nov 2009 <![CDATA[First Read: Atlantia "9M results in line - traffic improving" (Buy) D'Erme]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69775|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA


Sectors
  • European Industrial

  • European Industrial Transportation

  • European Ex. UK Industrial

  • European Ex. UK Industrial Transportation

  • Global Industrial

  • Global Industrial Transportation

  • Italian Industrial

  • Italian Industrial Transportation

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services

  • Italian Industrial Goods & Services

  • Italian Transportation Services

  • European Transportation Services

  • European Ex. UK Transportation Services

  • Global Transportation Services


Companies
  • ATL.MI Atlantia


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Alessandro D'Erme ATL.MI http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69775|native|public|20091116071750 Mon, 16 Nov 2009 <![CDATA[Deutsche Post "The best is yet to come" (Buy) Edridge]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69754|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Air Freight

  • European Air Freight

  • European Ex. UK Air Freight

  • Global Air Freight

  • German Industrial

  • German Industrial Transportation

  • European Industrial

  • European Industrial Transportation

  • European Ex. UK Industrial

  • European Ex. UK Industrial Transportation

  • Global Industrial

  • Global Industrial Transportation

  • German Industrial Goods & Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • DPWGn.DE Deutsche Post


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Dominic Edridge DPWGn.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69754|native|public|20091116040046 Mon, 16 Nov 2009 <![CDATA[China Port Sector "Takeaways from Shenzhen port visits" 16-Nov-2009 Xu]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51793|native|public Regions
  • Global

  • Asia

  • China

  • Asia Pacific

  • Asia Pacific Ex. JP


Sectors
  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Asian Industrial

  • Asian Industrial Transportation

  • Chinese Industrial

  • Chinese Industrial Transportation

  • Asian Industrial Goods & Services

  • Chinese Industrial Goods & Services

  • Chinese Transportation Services

  • Asian Transportation Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Industrial Transportation

  • Asian Pacific Transportation Services

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Industrial Transportation

  • Asian Pacific Ex. JP Transportation Services


Subjects
  • Industry Overview

  • Morning Note

]]> Robin Xu http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uev51793|native|public|20091116032135 Mon, 16 Nov 2009 <![CDATA[Macquarie Infr Group "Why the 407 is worth >25x EV/EBITDA" (Buy) Kelly]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11509|native|public Regions
  • Global

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Australia

  • Australasia


Sectors
  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Global Transportation Services

  • Asian Pacific Industrial

  • Asian Pacific Industrial Goods & Services

  • Asian Pacific Industrial Transportation

  • Asian Pacific Transportation Services

  • Asian Pacific Ex. JP Industrial

  • Asian Pacific Ex. JP Industrial Goods & Services

  • Asian Pacific Ex. JP Industrial Transportation

  • Asian Pacific Ex. JP Transportation Services

  • Australian Industrial

  • Australian Industrial Transportation

  • Australian Industrial Goods & Services

  • Australian Transportation Services

  • Australasian Industrial

  • Australasian Industrial Goods & Services

  • Australasian Industrial Transportation

  • Australasian Transportation Services


Companies
  • WOW.AX Woolworths Ltd

  • MIG.AX Macquarie Infr Group


Subjects
  • Company Update

]]> Scott Kelly, CFA WOW.AX MIG.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uet11509|native|public|20091115234316 Sun, 15 Nov 2009