Three main types of anti-inflation benefit shares (recommended shares)

 We recommend five main lines and their respective agricultural investment in order are: seed (Dunhuang Seed Co., Long Ping High-Tech, Fengle Seed, Denghai Seed), poultry (St. agricultural development, Eagles Farming, Bond Technology), feed (sea large group, New Hope, DBN), oil (Kinder development, East Ling grain and oil), fish (Zhangzidao, the League of Fisheries.) (Huatai Securities Institute Joint)

investors to the recent concern: East Ling grain, Kinder development, Xinnongkaifa, Xinsaigufen, agricultural products. (Bohai Securities Research Institute)

 Food & Beverage

down by the U.S. Department of Agriculture and the U.S. estimate of the global supply of agricultural products, on Friday, all CBOT agricultural futures limit.

we observed that the financial attributes of agricultural products in recent years growing at the same time, the already fragile agricultural supply and demand, combined with weather disasters this year, the impact on production, so that more violent fluctuations in prices of agricultural products. From the domestic agricultural development, the policy of agricultural support prices, increased industry concentration superposition of the trend, shares of long-term strength of agriculture.

international wheat prices in early drought cut production in Europe, stimulated by nearly 2 years to hit a new high, although there come down, but then corn, soybeans and other agricultural products, rising prices have to follow the trend. This month the prices of domestic agricultural products to maintain a strong, grain, pork, edible oil prices Dengjun different degrees, in this context, the collective strength agricultural sector, August animal husbandry and fishery index CSI 300 Index outperformed 11.6 percent. Current industry relative valuation is the market's 4 times, at a historic high. However, we believe that in the second half is expected to continue to maintain a strong agricultural prices, agricultural sector still ongoing performance opportunities. August investment in our stock order of agriculture: Kinder development, Haida Fisheries Group and the League of Nations. Jinde development: restructuring for the corn oil companies, to enjoy rapid growth in the industry; the company is rapidly advancing its own brand of products, in the first half sales to maintain buy ratings. Sea large groups: a negative growth of the industry under the situation of 25% 19% 27% sales growth and profit growth, a clear corporate strategy, growth of high uncertainty, long-term investment value. League of Nations Fisheries: Prawn main growth clear, shrimp, domestic sales, tilapia constitute a new growth point, pre-disaster situation by the impact of shrimp farming in Zhanjiang results and estimates were underestimated, as the market re-understanding of the company, shares have room to rise. (Huatai Securities Institute Joint)

agricultural prices in the agricultural sector investment is expected to have been an important theme. USDA10 profitable agricultural supply and demand of the month report and further enhance the proliferation of global liquidity in the market inflation expectations. Agricultural prices in the

 retail sector

Thailand United: agricultural sector long-term strength (recommended shares)
 agricultural sector

Bohai Securities: Agricultural sector still more trading opportunities (recommended shares)

Thailand United: investment in animal husbandry and fishery stocks sorted