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, 6 Nov 2009 Sat, 7 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[UBS Euro Bloc Style Indices 6-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69347|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


]]> Maylan Cheung http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69347|native|public|20091106175912 Fri, 6 Nov 2009 <![CDATA[UBS GEM Style Indices 6-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69345|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69345|native|public|20091106175315 Fri, 6 Nov 2009 <![CDATA[FTSE UK Style Indices 6-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69339|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


]]> Simon Iley http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69339|native|public|20091106170352 Fri, 6 Nov 2009 <![CDATA[UBS UK Style Indices 6-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69336|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


]]> Maylan Cheung http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69336|native|public|20091106170108 Fri, 6 Nov 2009 <![CDATA[UK Small-Midcaps Weekly Diary "The Week Ahead" 06-Nov-2009 Hugh]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69319|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Industrial

  • British Industrial

  • Global Industrial


Companies
  • CHTR.L Charter

  • CKSN.L Cookson

  • ECM.L Electrocomponents

  • ERM.L Euromoney

  • SXS.L Spectris

  • GPOR.L Great Portland

  • GFRM.L Galiform

  • MKLW.L Mucklow

  • NFDS.L Northern Foods

  • RSW.L Renishaw

  • SHI.L SIG

  • SMWH.L Smith (W.H.)

  • SPX.L Spirax-Sarco

  • TNI.L Trinity Mirror

  • DCG.L Dairy Crest

  • JPR.L Johnston Press

  • AGGK.L Aggreko

  • INF.L Informa

  • DNX.L Dana Petroleum

  • IHG.L InterContinental

  • YELL.L Yell

  • PHIT.L Phoenix IT

  • MCRO.L Micro Focus

  • SCHE.L Southern Cross

  • DTY.L Dignity

  • DNLM.L Dunelm Group

  • AVV.L Aveva Group


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Smaller Capitalised Companies

  • Morning Note

]]> Alex Hugh, CFA CHTR.L CKSN.L ECM.L ERM.L SXS.L GPOR.L GFRM.L MKLW.L NFDS.L RSW.L SHI.L SMWH.L SPX.L TNI.L DCG.L JPR.L AGGK.L INF.L DNX.L IHG.L YELL.L PHIT.L MCRO.L SCHE.L DTY.L DNLM.L AVV.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69319|native|public|20091106120416 Fri, 6 Nov 2009 <![CDATA[Dow Jones-UBS Commodity Index "Commodities mostly strained; Precious metals ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69313|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=uer69313|native|public|20091106101613 Fri, 6 Nov 2009 <![CDATA[First Read: Smith & Nephew "Feedback from Q309 results call" (Neutral) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • British Advanced Medical Devices

  • European Advanced Medical Devices

  • Global Advanced Medical Devices

  • European Healthcare

  • European Medical Products

  • British Healthcare

  • British Medical Products

  • Global Healthcare

  • Global Medical Products

  • US Advanced Medical Devices

  • Americas Advanced Medical Devices

  • Americas Healthcare

  • Americas Medical Products

  • US Healthcare

  • US Medical Products

  • North American Healthcare

  • North American Advanced Medical Devices

  • North American Medical Products


Companies
  • SN.L Smith & Nephew


Subjects
  • Company Update

  • Morning Note

]]> Martin Wales, PhD SN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public|20091106100430 Fri, 6 Nov 2009 <![CDATA[UK Small-Midcaps Daily 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69306|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=uer69306|native|public|20091106085503 Fri, 6 Nov 2009 <![CDATA[European Support Services Daily 06-Nov-2009 Shepperd]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69301|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
  • RTO.L Rentokil Initial

  • XCH.L Xchanging


Subjects
  • Industry Overview

  • Morning Note

]]> Mark Shepperd RTO.L XCH.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69301|native|public|20091106081949 Fri, 6 Nov 2009 <![CDATA[European Media Matters 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69300|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • France

  • United Kingdom

  • Global

  • Russia

  • EMEA Emerging

  • UBSW EMEA

  • Emerging Markets

  • Americas

  • United States

  • North America


Subjects
  • Company Update

  • Industry Overview

  • Market Strategy / Comment

  • Operating Results

  • Morning Note

]]> Neha Agarwal http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69300|native|public|20091106081711 Fri, 6 Nov 2009 <![CDATA[First Read: RBS Group "Taking time to turn" (Neutral) Crutchley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69299|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Banks

  • British Banks

  • Global Banks

  • European Financial

  • British Financial

  • Global Financial

  • British Banks, Ex-S&L

  • European Banks, Ex-S&L

  • Global Banks, Ex-S&L


Companies
  • RBS.L RBS Group


Subjects
  • Company Update

  • Morning Note

]]> John-Paul Crutchley RBS.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69299|native|public|20091106081531 Fri, 6 Nov 2009 <![CDATA[First Read: UBM "Reaching an inflexion point" (Buy) Reid]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69297|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • UBM.L UBM


Subjects
  • Company Update

  • Morning Note

]]> Alastair Reid UBM.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69297|native|public|20091106080239 Fri, 6 Nov 2009 <![CDATA[Rentokil Initial "2009 q3 results " (Neutral) Shepperd]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69296|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
  • RTO.L Rentokil Initial


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Mark Shepperd RTO.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69296|native|public|20091106075537 Fri, 6 Nov 2009 <![CDATA[British Airways "Yield set to Advance?" (Buy) Castle]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69295|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Airlines

  • British Airlines

  • Global Airlines

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Cyclical Goods & Services

  • British Cyclical Goods & Services

  • Global Cyclical Goods & Services


Companies
  • BAY.L British Airways


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jarrod Castle, CFA BAY.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69295|native|public|20091106075422 Fri, 6 Nov 2009 <![CDATA[Smith & Nephew "In line sales, good margins. Q309 results" (Neutral) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69287|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • British Advanced Medical Devices

  • European Advanced Medical Devices

  • Global Advanced Medical Devices

  • European Healthcare

  • European Medical Products

  • British Healthcare

  • British Medical Products

  • Global Healthcare

  • Global Medical Products

  • US Advanced Medical Devices

  • Americas Advanced Medical Devices

  • Americas Healthcare

  • Americas Medical Products

  • US Healthcare

  • US Medical Products

  • North American Healthcare

  • North American Advanced Medical Devices

  • North American Medical Products


Companies
  • SN.L Smith & Nephew


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Martin Wales, PhD SN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69287|native|public|20091106071110 Fri, 6 Nov 2009 <![CDATA[Morning Expresso - UK "Friday 06 November 2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69284|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=uer69284|native|public|20091106060735 Fri, 6 Nov 2009 <![CDATA[GKN "Targeting aerospace acquisitions" (Buy) Puetter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69261|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Aerospace

  • European Auto Parts

  • British Aerospace

  • British Auto Parts

  • Global Aerospace

  • Global Auto Parts

  • European Consumer, Cyclical

  • European Industrial

  • British Consumer, Cyclical

  • British Industrial

  • Global Consumer, Cyclical

  • Global Industrial

  • European Automobiles

  • European Industrial Goods & Services

  • British Automobiles

  • British Industrial Goods & Services

  • Global Automobiles

  • Global Industrial Goods & Services

  • British Auto Parts & Tires

  • European Auto Parts & Tires

  • Global Auto Parts & Tires


Companies
  • GKN.L GKN


Subjects
  • Company Update

  • Morning Note

]]> Stephan Puetter GKN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69261|native|public|20091106040105 Fri, 6 Nov 2009 <![CDATA[Old Mutual "Q3 interim management statement" (Neutral) Christelis]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01202|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Insurance, Life

  • European Insurance, Life

  • Global Insurance, Life

  • European Financial

  • European Insurance

  • British Financial

  • British Insurance

  • Global Financial

  • Global Insurance


Companies
  • OML.L Old Mutual


Subjects
  • Company Update

  • Morning Note

]]> Michael Christelis, FIA, CFA OML.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueq01202|native|public|20091106040018 Fri, 6 Nov 2009 <![CDATA[SOCO "IMS update - broadly positive" (Buy) Agarwal]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69251|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
  • SIA.L SOCO


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Rohit Agarwal SIA.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69251|native|public|20091106040025 Fri, 6 Nov 2009 <![CDATA[Friday Equity Briefing "FTSE 100 paying dividends" 06-Nov-2009 Cherry]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69265|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Companies
  • 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

  • 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

  • JDW.L Wetherspoon (JD)

  • GOG.L Go-Ahead Group

  • CNA.L Centrica

  • DEB.L Debenhams

  • AZN.L AstraZeneca

  • ETI.L Enterprise Inns

  • GSK.L GlaxoSmithKline

  • IPR.L International Power

  • MKS.L Marks & Spencer

  • MAB.L Mitchells & Butlers

  • KESA.L Kesa

  • 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

  • ASOS.L ASOS


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Neil S R Cherry 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 NXT.L PSON.L RBS.L RIO.L SBRY.L SGC.L MTC.L TSCO.L MARS.L WTB.L FGP.L JDW.L GOG.L CNA.L DEB.L AZN.L ETI.L GSK.L IPR.L MKS.L MAB.L KESA.L GFS.L HFD.L RTN.L ISA.L DNLM.L HOME.L ASHM.L ASOS.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69265|native|public|20091106040030 Fri, 6 Nov 2009