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2.51 MB
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Extraction Summary

1
People
4
Organizations
3
Locations
3
Events
1
Relationships
5
Quotes

Document Information

Type: Financial research report / investment presentation slide
File Size: 2.51 MB
Summary

This document is a UBS financial research slide titled 'UK equities' dated June 27, 2012 (data as of June 21, 2012). Authored by CIO asset class specialist Markus Irngartinger, it provides an 'Overweight' preference for the UK market, analyzing the FTSE 100, Energy, and Banking sectors alongside positive and negative economic scenarios. The document bears a 'HOUSE_OVERSIGHT_024151' stamp, indicating it was part of document production for a US House Oversight Committee investigation, likely related to financial institutions' compliance or account handling.

People (1)

Name Role Context
Markus Irngartinger CIO asset class specialist
Listed as the contact person for further information at the bottom of the document.

Organizations (4)

Name Type Context
UBS
The bank issuing the report/view.
Bank of England
Mentioned regarding monetary policy and collateral requirements.
Thomson Reuters
Cited as a data source for the chart.
House Oversight Committee
Implied by the Bates stamp 'HOUSE_OVERSIGHT_024151'.

Timeline (3 events)

2012-07-02
PMI manufacturing for June release
UK
2012-07-04
PMI services for June release
UK
2012-07-05
Bank of England policy meeting
UK

Locations (3)

Location Context
UK
Primary subject of the equity analysis.
Mentioned for comparison regarding sovereign debt crisis.
Mentioned as a source of demand for commodities.

Relationships (1)

Markus Irngartinger Employment UBS
Listed as CIO asset class specialist with a UBS email address.

Key Quotes (5)

"Preference: overweight"
Source
HOUSE_OVERSIGHT_024151.jpg
Quote #1
"We continue to like UK equities relative to global ones."
Source
HOUSE_OVERSIGHT_024151.jpg
Quote #2
"Energy is the largest sector of the UK market."
Source
HOUSE_OVERSIGHT_024151.jpg
Quote #3
"Profitability of UK banks is reasonable."
Source
HOUSE_OVERSIGHT_024151.jpg
Quote #4
"UK market trades at a P/E-discount"
Source
HOUSE_OVERSIGHT_024151.jpg
Quote #5

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