UBS Research: United Kingdom Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighunitedkingdom UBS Research: United Kingdom Regional Highlights 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[UK Small-Midcaps Weekly Diary "The Week Ahead" 20-Nov-2009 Hugh]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70052|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Industrial

  • British Industrial

  • Global Industrial


Companies
  • DLAR.L De La Rue

  • DMGOa.L DMGT

  • DSGI.L DSG International

  • SXS.L Spectris

  • GFRM.L Galiform

  • UU.L United Utilities

  • RSW.L Renishaw

  • SIG.L Signet Group

  • SMWH.L Smith (W.H.)

  • RM.L RM

  • AGGK.L Aggreko

  • ATKW.L Atkins WS

  • SSL.L SSL International

  • INF.L Informa

  • DNX.L Dana Petroleum

  • FUTR.L Future

  • MTO.L MITIE Group

  • CPW.L Carphone Warehouse

  • ITL.L Intec

  • HSV.L Homeserve

  • PARA.L Paragon

  • MAB.L Mitchells & Butlers

  • NWG.L Northumbrian

  • YELL.L Yell

  • MCRO.L Micro Focus

  • SDY.L Speedy Hire

  • BVIC.L Britvic

  • QQ.L QinetiQ

  • SCHE.L Southern Cross

  • ASHM.L Ashmore

  • BBAY.L BlueBay


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Alex Hugh, CFA DLAR.L DMGOa.L DSGI.L SXS.L GFRM.L UU.L RSW.L SIG.L SMWH.L RM.L AGGK.L ATKW.L SSL.L INF.L DNX.L FUTR.L MTO.L CPW.L ITL.L HSV.L PARA.L MAB.L NWG.L YELL.L MCRO.L SDY.L BVIC.L QQ.L SCHE.L ASHM.L BBAY.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70052|native|public|20091120124539 Fri, 20 Nov 2009 <![CDATA[Dow Jones-UBS Commodity Index "Dollar rebound weighs on commodities" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70049|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Peter Hickson http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70049|native|public|20091120111822 Fri, 20 Nov 2009 <![CDATA[UK Small-Midcaps Daily 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70045|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70045|native|public|20091120085535 Fri, 20 Nov 2009 <![CDATA[Paragon "Upgrading PT to 211p, rating to Buy" (Buy) Walkowicz]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70020|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Diversified Financial

  • British Diversified Financial

  • Global Diversified Financial

  • European Financial

  • British Financial

  • Global Financial

  • European Financial Services

  • British Financial Services

  • Global Financial Services


Companies
  • PARA.L Paragon


Subjects
  • Change in Recommendation

  • Company Update

  • Morning Note

]]> Tomasz Walkowicz PARA.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70020|native|public|20091120084437 Fri, 20 Nov 2009 <![CDATA[European Support Services Daily 20-Nov-2009 Shepperd]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70043|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Industrial Services

  • European Industrial Services

  • European Ex. UK Industrial Services

  • Global Industrial Services

  • European Industrial

  • European General Industrial Services

  • European Ex. UK Industrial

  • European Ex. UK General Industrial Services

  • British Industrial

  • British General Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • ITRK.L Intertek

  • EXPN.L Experian Group


Subjects
  • Industry Overview

  • Morning Note

]]> Mark Shepperd ITRK.L EXPN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70043|native|public|20091120083055 Fri, 20 Nov 2009 <![CDATA[European Support Services Weekly "The Week Ahead" 20-Nov-2009 Shepperd]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70038|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Industrial Services

  • European Industrial Services

  • Global Industrial Services

  • European Industrial

  • European General Industrial Services

  • British Industrial

  • British General Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • ATKW.L Atkins WS

  • MTO.L MITIE Group

  • HSV.L Homeserve


Subjects
  • Industry Overview

  • Morning Note

]]> Mark Shepperd ATKW.L MTO.L HSV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70038|native|public|20091120081554 Fri, 20 Nov 2009 <![CDATA[Sage "Readthrough from Intuit Q1s" (Neutral) Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70033|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Software

  • British Software

  • Global Software

  • European Technology

  • British Technology

  • Global Technology


Companies
  • SGE.L Sage


Subjects
  • Company Update

  • Morning Note

]]> Michael Briest SGE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70033|native|public|20091120073444 Fri, 20 Nov 2009 <![CDATA[Rotork "Upgrades but order outlook remains mixed" (Neutral) Swanton]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70032|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Industrial, Diversified

  • British Industrial, Diversified

  • Global Industrial, Diversified

  • European Industrial

  • British Industrial

  • Global Industrial

  • European Industrial Goods & Services

  • British Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • ROR.L Rotork


Subjects
  • Company Update

  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Stephen Swanton, CFA ROR.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70032|native|public|20091120073300 Fri, 20 Nov 2009 <![CDATA[Sage "Readthrough from Intuit Q1s" (Neutral) Briest]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70031|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Software

  • British Software

  • Global Software

  • European Technology

  • British Technology

  • Global Technology


Companies
  • SGE.L Sage


Subjects
  • Company Update

  • Morning Note

]]> Michael Briest SGE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70031|native|public|20091120073129 Fri, 20 Nov 2009 <![CDATA[Reckitt Benckiser "More than just a storm?" (Buy) Quiroga]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70028|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Household Products, Non-Durable

  • European Household Products, Non-Durable

  • Global Household Products, Non-Durable

  • European Household Products

  • European Consumer, Non-Cyclical

  • British Household Products

  • British Consumer, Non-Cyclical

  • Global Household Products

  • Global Consumer, Non-Cyclical

  • European Non-Cyclical Goods & Services

  • British Non-Cyclical Goods & Services

  • Global Non-Cyclical Goods & Services


Companies
  • RB.L Reckitt Benckiser

  • CL.N Colgate-Palmolive


Subjects
  • Company Update

  • Morning Note

]]> Eva Quiroga RB.L CL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70028|native|public|20091120064839 Fri, 20 Nov 2009 <![CDATA[Morning Expresso - UK "Friday 20 November 2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70026|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Themis Themistocleous http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70026|native|public|20091120061029 Fri, 20 Nov 2009 <![CDATA[BP "Adding Rumaila TSC to outlook" (Buy) Rigby]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70011|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • British Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • British Energy

  • Global Energy


Companies
  • BP.L BP

  • REP.MC Repsol YPF


Subjects
  • Company Update

  • Morning Note

]]> Jon Rigby, CFA BP.L REP.MC http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70011|native|public|20091120040129 Fri, 20 Nov 2009 <![CDATA[Premier "IMS update review" (Neutral) Agarwal]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70006|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Oil Companies, Secondary

  • British Oil Companies, Major

  • British Oil Companies, Secondary

  • Global Oil Companies, Major

  • Global Oil Companies, Secondary

  • European Energy

  • British Energy

  • Global Energy


Companies
  • PMO.L Premier


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Rohit Agarwal PMO.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70006|native|public|20091120040122 Fri, 20 Nov 2009 <![CDATA[SABMiller "Strong EPS momentum: more fuel for SAB " (Buy) DeRise]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70019|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • South Africa

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets


Sectors
  • British Distillers & Brewers

  • South African Distillers & Brewers

  • EMEA Emerging Distillers & Brewers

  • European Distillers & Brewers

  • Global Distillers & Brewers

  • EMEA Emerging Consumer, Non-Cyclical

  • European Consumer, Non-Cyclical

  • British Consumer, Non-Cyclical

  • Global Consumer, Non-Cyclical

  • South African Consumer, Non-Cyclical

  • EMEA Emerging Food & Beverage

  • European Food & Beverage

  • British Food & Beverage

  • Global Food & Beverage

  • South African Food & Beverage

  • British Beverage

  • South African Beverage

  • EMEA Emerging Beverage

  • European Beverage

  • Global Beverage

  • Global Emerging Beverage

  • Global Emerging Distillers & Brewers

  • Global Emerging Food & Beverage

  • Global Emerging Consumer, Non-Cyclical


Companies
  • SAB.L SABMiller


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jason DeRise, CFA SAB.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70019|native|public|20091120040125 Fri, 20 Nov 2009 <![CDATA[Derwent London plc "Q3 IMS - NAV upgrade" (Sell) Freeman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69995|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Real Estate

  • British Real Estate

  • Global Real Estate

  • European Financial

  • British Financial

  • Global Financial

  • European Financial Services

  • British Financial Services

  • Global Financial Services


Companies
  • DLN.L Derwent London plc


Subjects
  • Company Update

  • Morning Note

]]> Quentin Freeman DLN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69995|native|public|20091120040109 Fri, 20 Nov 2009 <![CDATA[Friday Equity Briefing "UK household cashflow" 20-Nov-2009 Cherry]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70015|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Companies
  • AMEC.L Amec

  • BAES.L BAE SYSTEMS

  • BARC.L Barclays

  • BATS.L BAT UK

  • BOK.L Booker

  • BP.L BP

  • BWNG.L N Brown

  • ARI.L Arriva

  • CATVU.L Carpetright

  • BAYGn.F Bayer

  • DSGI.L DSG International

  • GNK.L Greene King

  • GRG.L Greggs

  • HSBA.L HSBC

  • INCH.L Inchcape

  • KGF.L Kingfisher

  • LLOY.L Lloyds Banking Group

  • MRW.L Morrison (Wm.)

  • NEX.L National Express

  • RDSa.L Royal Dutch Shell

  • NXT.L Next

  • PSON.L Pearson

  • RBS.L RBS Group

  • RIO.L Rio Tinto Plc

  • SBRY.L Sainsbury J

  • SGC.L Stagecoach

  • MTC.L Mothercare

  • TSCO.L Tesco

  • MARS.L Marston's

  • WTB.L Whitbread

  • FGP.L FirstGroup

  • TLW.L Tullow

  • JDW.L Wetherspoon (JD)

  • GOG.L Go-Ahead Group

  • AML.L Amlin

  • BG.L BG Group

  • CNA.L Centrica

  • SIA.L SOCO

  • HSX.L Hiscox

  • DEB.L Debenhams

  • DNX.L Dana Petroleum

  • AZN.L AstraZeneca

  • ETI.L Enterprise Inns

  • GSK.L GlaxoSmithKline

  • IPR.L International Power

  • MKS.L Marks & Spencer

  • BRE.L Brit Insurance

  • MAB.L Mitchells & Butlers

  • KESA.L Kesa

  • CGL.L Catlin

  • GFS.L G4S

  • HFD.L Halfords Group

  • RTN.L The Restaurant Group

  • ISA.L Inmarsat

  • DNLM.L Dunelm Group

  • HOME.L Home Retail Group

  • ASHM.L Ashmore

  • LRE.L Lancashire

  • ASOS.L ASOS


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Amit Kara AMEC.L BAES.L BARC.L BATS.L BOK.L BP.L BWNG.L ARI.L CATVU.L BAYGn.F DSGI.L GNK.L GRG.L HSBA.L INCH.L KGF.L LLOY.L MRW.L NEX.L RDSa.L NXT.L PSON.L RBS.L RIO.L SBRY.L SGC.L MTC.L TSCO.L MARS.L WTB.L FGP.L TLW.L JDW.L GOG.L AML.L BG.L CNA.L SIA.L HSX.L DEB.L DNX.L AZN.L ETI.L GSK.L IPR.L MKS.L BRE.L MAB.L KESA.L CGL.L GFS.L HFD.L RTN.L ISA.L DNLM.L HOME.L ASHM.L LRE.L ASOS.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70015|native|public|20091120040114 Fri, 20 Nov 2009 <![CDATA[Carillion "PT upgraded for higher services valuation" (Buy) Stockdale]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69994|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Heavy Construction

  • British Heavy Construction

  • Global Heavy Construction

  • European Industrial

  • British Industrial

  • Global Industrial

  • European Construction

  • British Construction

  • Global Construction


Companies
  • CLLN.L Carillion


Subjects
  • Company Update

  • Morning Note

]]> Mark Stockdale CLLN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69994|native|public|20091120040052 Fri, 20 Nov 2009 <![CDATA[Dana Petroleum "IMS update" (Buy) Agarwal]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70008|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Oil Companies, Secondary

  • British Oil Companies, Major

  • British Oil Companies, Secondary

  • Global Oil Companies, Major

  • Global Oil Companies, Secondary

  • European Energy

  • British Energy

  • Global Energy


Companies
  • DNX.L Dana Petroleum


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Rohit Agarwal DNX.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer70008|native|public|20091120040033 Fri, 20 Nov 2009 <![CDATA[Halfords Group "Driving down costs" (Buy) Green]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69983|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Retailers, Specialty

  • European Retailers, Specialty

  • Global Retailers, Specialty

  • European Consumer, Cyclical

  • European Retail

  • British Consumer, Cyclical

  • British Retail

  • Global Consumer, Cyclical

  • Global Retail


Companies
  • HFD.L Halfords Group


Subjects
  • Company Update

  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Isabel Green HFD.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69983|native|public|20091119161002 Thu, 19 Nov 2009 <![CDATA[Land Secs "Positive, poised but patient" (Neutral) Freeman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69976|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Real Estate

  • British Real Estate

  • Global Real Estate

  • European Financial

  • British Financial

  • Global Financial

  • European Financial Services

  • British Financial Services

  • Global Financial Services


Companies
  • LAND.L Land Secs


Subjects
  • Company Update

  • Morning Note

]]> Quentin Freeman LAND.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69976|native|public|20091119124041 Thu, 19 Nov 2009