www.ubs.com/investmentresearchThisreporthasbeenpreparedbyUBSSecuritiesAustraliaLtd.ANALYSTCERTIfiCATIONANDREQUIREDDISCLOSURESBEGINONPAGE25.UBSdoesandseekstodobusinesswithcompaniescoveredinitsresear...
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www.ubs.com/investmentresearchThisreporthasbeenpreparedbyUBSSecuritiesPhilippinesInc.ANALYSTCERTIfiCATIONANDREQUIREDDISCLOSURESBEGINONPAGE22.UBSdoesandseekstodobusinesswithcompaniescoveredinitsrese...
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www.ubs.com/investmentresearchThisreporthasbeenpreparedbyUBSAGLondonBranch.ANALYSTCERTIfiCATIONANDREQUIREDDISCLOSURESBEGINONPAGE21.UBSdoesandseekstodobusinesswithcompaniescoveredinitsresearchreport...
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www.ubs.com/investmentresearchThisreporthasbeenpreparedbyUBSAGLondonBranch.ANALYSTCERTIfiCATIONANDREQUIREDDISCLOSURESBEGINONPAGE25.UBSdoesandseekstodobusinesswithcompaniescoveredinitsresearchreport...
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www.ubs.com/investmentresearchThisreporthasbeenpreparedbyUBSSecuritiesLLC.ANALYSTCERTIfiCATIONANDREQUIREDDISCLOSURESBEGINONPAGE53.UBSdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports...
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ThailandBanksandConsumerLendersQuantifyingthehittoassetqualityfinancialsThemefigure1:Wecalculatethat9.8%ofSMEsrepresentpossibletroubledloansSource:OSMEP,CreditSuisseestimatesIndustry-levelanalysiso...
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AsiaPacificThematicStrategyAboontoenergyconsumersStrategyStrategyfigure1:OfUS$1.1tninsavingsforoilconsumers,US$500bnisbetweeneconomiesSource:TradeMaps,CreditSuisseestimatesNear-termvolatilityaside,...
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ConsumerStaplesCOVIDFactorstoWatch–100Read-ThroughsfromEarningsWeeks1+2ConsumerStaplesIndustryPrimerWecombedthrough37earningsreleases/calls—globally—fromApril15thtoMay1standidentified100read-thr...
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WheatOutlookWheatOutlookJenniferK.Bond,CoordinatorCOVID-19LinkedShiftsinConsumptionLeadtoSurgeinU.S.WheatFoodUseWheatflourproductionduringthefirst3monthsofcalendaryear2020surgedmorethan4percentandn...
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Pleaserefertopage24forimportantdisclosuresandanalystcertification,oronourwebsitewww.macquarie.com/research/disclosures.14April2020GreaterChinaEQUITIESInsideHK/Chinaconsumervaluationtable2Structural...
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