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 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[SABMiller "Reducing MillerCoors estimates" (Buy) DeRise]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72986|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=uer72986|native|public|20100210040022 Wed, 10 Feb 2010 <![CDATA[British Land "Good letting progress (Q3 comment)" (Buy) Freeman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72984|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
  • BLND.L British Land

  • LAND.L Land Secs

  • SGRO.L SEGRO


Subjects
  • Company Update

]]> Quentin Freeman BLND.L LAND.L SGRO.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72984|native|public|20100209220657 Tue, 9 Feb 2010 <![CDATA[SABMiller "Disappointing MillerCoors Q4 09CY" (Buy) DeRise]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72972|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=uer72972|native|public|20100209135213 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[Rio Tinto Plc "2009 profit preview" (Buy) Ker]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72966|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Mining

  • British Mining

  • Global Mining

  • European Basic Materials

  • European Mining & Metals

  • British Basic Materials

  • British Mining & Metals

  • Global Basic Materials

  • Global Mining & Metals

  • European Basic Resources

  • British Basic Resources

  • Global Basic Resources


Companies
  • RIO.L Rio Tinto Plc

  • BLT.L BHP Billiton Plc


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Olivia Ker, CFA RIO.L BLT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72966|native|public|20100209103626 Tue, 9 Feb 2010 <![CDATA[First Read: Victrex Plc "AGM statement: Light and Shadow" (Sell) Favre]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72960|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Chemicals, Specialty

  • European Chemicals, Specialty

  • Global Chemicals, Specialty

  • European Basic Materials

  • European Chemicals

  • British Basic Materials

  • British Chemicals

  • Global Basic Materials

  • Global Chemicals


Companies
  • VCTX.L Victrex Plc


Subjects
  • Company Update

  • Morning Note

]]> Laurent Favre, CFA VCTX.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72960|native|public|20100209092425 Tue, 9 Feb 2010 <![CDATA[UK Small-Midcaps Daily 09-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72958|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=uer72958|native|public|20100209085416 Tue, 9 Feb 2010 <![CDATA[First Read: Mothercare "Strategic partnership with Boots" (Neutral) Green]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72955|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Retailers, Broadline

  • British Retailers, Broadline

  • Global Retailers, Broadline

  • British Retailers, Specialty

  • British Retailers, Apparel

  • European Retailers, Specialty

  • European Retailers, Apparel

  • Global Retailers, Specialty

  • Global Retailers, Apparel

  • European Consumer, Cyclical

  • European Retail

  • British Consumer, Cyclical

  • British Retail

  • Global Consumer, Cyclical

  • Global Retail


Companies
  • MTC.L Mothercare


Subjects
  • Company Update

  • Morning Note

]]> Isabel Green MTC.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72955|native|public|20100209083612 Tue, 9 Feb 2010 <![CDATA[First Read: TUI Travel "Q1 Trading statement" (Neutral) Leinster]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72951|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Recreational Products & Services

  • European Recreational Products & Services

  • Global Recreational Products & Services

  • European Consumer, Cyclical

  • European Leisure Goods & Services

  • British Consumer, Cyclical

  • British Leisure Goods & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • European Cyclical Goods & Services

  • British Cyclical Goods & Services

  • Global Cyclical Goods & Services


Companies
  • TT.L TUI Travel


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jonathan Leinster TT.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72951|native|public|20100209080828 Tue, 9 Feb 2010 <![CDATA[First Read: Rightmove "Surprise trading update - likely 10-15% consensus ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72950|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • European Technology

  • British Consumer, Cyclical

  • British Technology

  • Global Consumer, Cyclical

  • Global Technology

  • European Media

  • British Media

  • Global Media

  • British Internet Services

  • British Technology Services

  • European Internet Services

  • European Technology Services

  • Global Internet Services

  • Global Technology Services


Companies
  • RMV.L Rightmove


Subjects
  • Company Update

  • Morning Note

]]> Alex Hugh, CFA RMV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72950|native|public|20100209080818 Tue, 9 Feb 2010 <![CDATA[First Read: ITV "BSkyB placing ITV stake" (Buy) Tang]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72926|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Broadcasting

  • European Broadcasting

  • Global Broadcasting

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • BSY.L BSkyB

  • ITV.L ITV


Subjects
  • Company Update

  • Morning Note

]]> Polo Tang BSY.L ITV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72926|native|public|20100209073940 Tue, 9 Feb 2010 <![CDATA[European Support Services Daily 09-Feb-2010 Shepperd]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72944|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
  • ADEN.VX Adecco

  • RAND.AS Randstad

  • MAN.N Manpower, Inc.


Subjects
  • Industry Overview

  • Morning Note

]]> Mark Shepperd ADEN.VX RAND.AS MAN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72944|native|public|20100209073250 Tue, 9 Feb 2010 <![CDATA[Homeserve "Good momentum continues" (Neutral) Vanderpump]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72940|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
  • HSV.L Homeserve


Subjects
  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> William Vanderpump HSV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72940|native|public|20100209072318 Tue, 9 Feb 2010 <![CDATA[First Read: Southern Cross "Steady start to the year" (Buy) Green]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72939|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Healthcare Providers

  • British Healthcare Providers

  • Global Healthcare Providers

  • European Healthcare

  • British Healthcare

  • Global Healthcare


Companies
  • SCHE.L Southern Cross


Subjects
  • Company Update

  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Isabel Green SCHE.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72939|native|public|20100209072006 Tue, 9 Feb 2010 <![CDATA[Dow Jones-UBS Commodity Index "Dollar decline boosts commodities; natural ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72937|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Julien Garran http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72937|native|public|20100209071310 Tue, 9 Feb 2010 <![CDATA[First Read: AstraZeneca "Crestor receives a broad label on JUPITER" (Buy) Amusa]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72929|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • European Pharmaceuticals

  • European Ex. UK Pharmaceuticals

  • British Pharmaceuticals

  • Global Pharmaceuticals

  • European Healthcare

  • European Ex. UK Healthcare

  • British Healthcare

  • Global Healthcare

  • Americas Pharmaceuticals

  • US Pharmaceuticals

  • Americas Healthcare

  • US Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Companies
  • AZN.L AstraZeneca

  • GSK.L GlaxoSmithKline


Subjects
  • Company Update

  • Market Strategy / Comment

  • Morning Note

]]> Gbola Amusa, MD, CFA AZN.L GSK.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72929|native|public|20100209062148 Tue, 9 Feb 2010 <![CDATA[Morning Expresso - UK "Tuesday 09 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72928|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=uer72928|native|public|20100209061443 Tue, 9 Feb 2010 <![CDATA[UK Capital Goods "Valuation supportive & growth to surprise" 09-Feb-2010 Swanton]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72913|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
  • CHLD.L Chloride

  • CHTR.L Charter

  • CKSN.L Cookson

  • SXS.L Spectris

  • HLMA.L Halma

  • IMI.L IMI

  • ROR.L Rotork

  • RSW.L Renishaw

  • ISYS.L Invensys

  • SPX.L Spirax-Sarco

  • TOMK.L Tomkins

  • WEIR.L Weir

  • UMC.L Umeco


Subjects
  • Industry Overview

  • Morning Note

]]> Stephen Swanton, CFA CHLD.L CHTR.L CKSN.L SXS.L HLMA.L IMI.L ROR.L RSW.L ISYS.L SPX.L TOMK.L WEIR.L UMC.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72913|native|public|20100209040036 Tue, 9 Feb 2010 <![CDATA[Kingfisher "Q4 preview" (Buy) Hughes]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72904|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
  • KGF.L Kingfisher


Subjects
  • Company Update

  • Morning Note

]]> Andrew Hughes KGF.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72904|native|public|20100209040026 Tue, 9 Feb 2010 <![CDATA[Catlin "FY 09 results preview" (Buy) Changazi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72908|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Insurance, Property & Casualty

  • European Insurance, Property & Casualty

  • Global Insurance, Property & Casualty

  • European Financial

  • European Insurance

  • British Financial

  • British Insurance

  • Global Financial

  • Global Insurance


Companies
  • CGL.L Catlin


Subjects
  • Company Update

  • Morning Note

]]> Fahad Changazi, CFA CGL.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer72908|native|public|20100209040014 Tue, 9 Feb 2010