that could impact Swiss equities: Nov 1, SNB meeting Monetary and economic policy Corporate news Key corporate announcement dates: Oct 30, Geberit, Oerlikon, Straumann & UBS; Oct 31, Lonza & Sika 2 UBS Recommendations Tactical (6 months) e We favor large caps over small caps. e We like stocks paying

ursuing acquisition of Nutreco (NUO NA -4.9%) • SocGen: Russia's woes could force SocGen to push back profit targets there (WSJ) EFTA00355983 • Oerlikon sells Advanced Tech Segment to Evatec AG (price undisclosed) (trading +3.3%) • Thomtons trading statement: now sees FY earnings below last financia