Company List

102
Notes Company TKR sector XINJIANG TIAN -A 002100 CH Xinjiang Sayram Mo cotton, seed, oi Agria Corporation GRO.N corn, sh China SIPEF SA real estate and Camellia Plc. agribusiness inv Yuan Longping High hybrid rice Hefei Fengle Seed Co. Lt seed CHINA GREEN fruits, China (t Ruralco Holdings Ltd. land, wool, grai Agricola Nacional ANASA seed Chile too small Jabelmalux S.A. JABK. rubber, oil palm too small Hail Agricultural wheat, dates, po too small Tandou Ltd. mixed crops Agrofruse - Agrico land, walnuts, p appears to KWS SAAT AG sugar be GER too small, Timbercorp Ltd. agribusiness inv US FARMS INC USFI plants The Andersons Inc. ANDE grain, ethanol years data 2 cents

Transcript of Company List

Page 1: Company List

Notes Company TKR sector

XINJIANG TIAN -A 002100 CHXinjiang Sayram Modern cotton, seed, oilAgria Corporation GRO.N corn, sheeChinaSIPEF SA real estate and planCamellia Plc. agribusiness investYuan Longping High-Tec hybrid riceHefei Fengle Seed Co. Ltd. seedCHINA GREEN fruits, veg China (trRuralco Holdings Ltd. land, wool, grainAgricola Nacional S.A.CANASAseed Chile

too small Jabelmalux S.A. JABK.L rubber, oil palms, frutoo small Hail Agricultural Dev wheat, dates, poultrtoo small Tandou Ltd. mixed crops

Agrofruse - Agricola de land, walnuts, pistacappears to beKWS SAAT AG sugar beetGERtoo small, negTimbercorp Ltd. agribusiness invest

US FARMS INC USFI U plants

The Andersons Inc. ANDE grain, ethanol

profits in steady slight decline for 5 years

couldn't find any current data

making losses, shares only worth 2

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Comment Market Cap price PE ratio ( P/E

I AM NOT KEEN ON ANY OF THESETOO DIVERSIFIED OR TOO NON SPECIALISED

$878M 18.84CNY $439.5M 13.25CNY 1,432.37$405M $ 6.41 (trading 7.18342.85M 342.00 euro 13.15£202.940m 7,300.00p EPS 68.12p$706m 17.40 CNY 1,509.33$436m 13.26 CNY 61.14$378.32M 378.32M 19.90$130m $2.30 670.5 (2008)

18,823,200 eu$690.00 (quite rapid growth in earnings bw mid 2005 and 2006, then plumented)$50m = 209,434.90SAR$28m8.8m$386,092$15,491,143

$513.84M $28.07 EPS: -0.62

Xinjiang Talimu Agriculture Development Co., Ltd. is engaged in agricultural planting, breeding of livestock and aquatic products, the processing and sale of agricultural and livestock products, the manufacture and repairing of agricultural machines, the sale

Xinjiang Sayram Modern Agriculture Co., Ltd. principally provides various agricultural and industrial products. The Company’s main products include cotton lint, edible oil, cotton linter, meals, cotton seeds, agricultural

Agria Corporation (Agria) is a China-based, agri-solutions provider engaged in the research and development, production and sale of upstream agricultural products. The Company offers corn seeds, sheep breeding products and seedling products.

SIPEF N.V. is a Belgium-based agro-industrial group. It holds majority stakes in tropical plantation businesses, which it manages and operates. The Company produces various commodities, such as palm oil, rubber, tea, various tropical

Camellia Plc is an investment holding company. Through its subsidiaries, the Company is engaged in activities, such as agriculture and horticulture (the production of tea, citrus, edible nuts, grapes, other horticultural

Yuan Longping High-Tech Agriculture Co., Ltd. is principally engaged in the production and sale of agricultural products, as well as the real estate business. The Company primarily provides hybrid rice, vegetables,

Hefei Fengle Seed Co., Ltd. is principally engaged in the manufacture and distribution of various seeds, agricultural chemicals and flavors. The Company is also involved in the hotel operation business. The Company

China Green Agriculture, Inc., incorporated on February 6, 1987, operates through its two wholly owned subsidiaries in China, TechTeam Jinong Humic Acid Product Co., Ltd. (Techteam) and Xi’an Jintai Agriculture

Ruralco Holdings Limited is an Australia-based company. The Company’s principal activities include sales and marketing of products to rural and related industries (merchandising), and agency services in relation to real

Agricola Nacional S.A.C. e I. (Anasac) is a Chile-based company, active in the agriculture, cattle farming and garden supplies industries. The Company has four main business divisions: Seeds, offering a line of hybrid and open pollination Jabelmalux S.A.is a Belgium-based company, listed on the Luxembourg stock exchange. The Company is an agro-industrial group of established plantations with processing and shipping facilities in Asia and Oceania, Africa and South America. In

Hail Agriculture Development Company (HADCO) is a Saudi Arabia-based company engaged in the production of agricultural and animal products, including wheat, alfalfa, yellow corn, dates, grapes, chicken, poultry feed and animal feed. The Company's

Tandou Limited, along with its subsidiaries, is engaged in the production of irrigated cotton and cereal crops, ginning of cotton and production of livestock at Tandou Farm, through Menindee, NSW; establishment and production of tree fruits and white wine

Agrofruse - Agricola de Frutos Secos, SA is a Spain-based company that is primarily engaged in the exploitation of an agricultural estate named Benavides, located in the village of Badajoz. The estate measures 378 hectares

KWS SAAT AG is a Germany-based company operating in the agricultural sector. The Company divides its operations in four areas: sugar beets, maize, crops and oil seeds. It also researches and develops new breeds of

Timbercorp Limited is an agribusiness investment manager. The Company sources, funds and manages agribusiness projects for investors. Its portfolio consists of eucalypt plantations (96,622 hectares), olive groves

US Farms, Inc. is a diversified commercial farming and nursery company. The Company grows, markets and distributes horticultural products through a number of subsidiaries. The horticultural products are sold through

Andersons, Inc. is an entrepreneurial company with diversified interests in the agriculture and transportation markets. The Company operates in five business segments. The Grain and Ethanol Group purchases and merchandises grain, operates

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website tel email

current stock/financial info: http://markets.ft.com/ft/tearsheets/performance.asp?s=600540%3ASHH

http://finance.google.com/finance?q=EBR:SIP

Agricultural Operations

http://www.anasac.cl/

$690.00 (quite rapid growth in earnings bw mid 2005 and 2006, then plumented)

http://www.xnkf.com/

http://www.xinsai.com.cn http://www.agriacorp.com/

http://www.lpht.com.cn http://www.fengle.com.cn/

http://www.hadco.com.sa/ http://www.tandou.com.au

http://www.andersonsinc.com

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current stock/financial info: http://markets.ft.com/ft/tearsheets/performance.asp?s=600540%3ASHH

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notes Company TKR sector CTY Comment Market Cap price

food recycl Darling International http://www.google.com/finance?q=NYSE%3ADAR

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PE ratio website tel email grass feed?

http://www.google.com/finance?q=NYSE%3ADAR

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notes Company TKR sector CTY

Chaoda Modern rice, mushro HKPT Prasidha A coffee, tapioc INDonesiaXinjiang Chalkis Co., Ltd. vegetables (t CHIKakuzi Limited tea, avocadosKEN (trades oAsian Citrus Holdings Ltd. citrus fruits ChinaAlico Inc. land, citrus fr USACrookes Brothers Limited sugarcane, fruSAFS.A. San Miguel land, fruits ArgentinaRASIP AGRO RSIP3 BZ apples, grapeBRA

CostaExchange Ltd. fruit Australia (afftoo small National Agriculture Development Cotoo small United Plantat citrus fruits Southern Afritoo small IQF del Peru SA vegetables? too small Compagnie Agricole de la Cvegetables? FRA

VICONTO VICONTO CI fruit, vegetab CHItoo small Webster Ltd. vegetables, walnuts

El Wadi for Ex citrus EGY

fruits Chiletoo small Bevo Agro Inc. tomatoes, cu CANtoo small Copefrut S.A. fruit Chiletoo small Chaoda Modern rice, mushrooHK

Camposol Holding Plc vegetables PERRENAR MACA RNAR3 BZ fruit brazilAgroser SAECA Paraguay

SAN MIGUEL cSMGBY fruit, land PhillipinesFresh Del Mon vegetables, fruitsAl Jouf SAU:6070 Saudi ArabiaJazan Develo fruitTabuk Agricu grains, seed Saudi ArabiaTotal Produce plc fruit, vegetab IRE

earnings steadily rising, not affected by

hard to find info for such a large company…neg EPS on google finance

negative EPS

small BUT strong earnings and price

too small; has showed strong growth in

small but earnings look stable since very volatile during crisis; now smaller than

small and volatilenew company, only shows stock info negative earnings; too small

Soc Agricola La Rosa Sofruco S.A.

declie in price, ceo resigningcurrent neg income

couldn't find listing. Only listed as an export ad

earnings steadily rising even through recently bought Utopia UK; shows high

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Comment Market Cap price

$2.5b 6.40 HKD$158b 110 IDR

Xinjiang Chalkis Co., Ltd is primarily engaged in the production and $657m $10.69 (NYSE$617M 31.50$589m 5.22CNY$190.15m $25.80$81m$56m$50m

83m AUDhttp://finance.google.com/finance?q=SAU:6010 National A $76m

$50mIQF del Peru SA is a Peru-based company engaged in the agricultural i 36

Compagnie Agricole de la Crau is a French company that specializes in 28 $18m

Webster Limited is a Tasmania-based diversified food and agribusiness$33m$33m 46.00 EGP$31m$3.83m$16m

Chaoda Modern Agriculture (Holdings) Ltd, through its subsidiaries, i 26

$80m 0.99BRL

$4.6B 69 ph. pesos (Top Frontier paid 75 pesos ($1.59) each for the shares. San Miguel's A shares, the exclusive domain of Filipinos, ended the week at 69 pesos ($1.46), up 5.4%. Prices of A shares have almost doubled since last November. Meanwhile, B shares, which are open to foreign investors, rose 4.5% to close at 69 pesos ($1.46).)$1.43B $22.46$189m 35.50 SAR$174m 13.05 SAR$147m 27.60 SAR123m euro .35

Chaoda Modern Agriculture (Holdings) Ltd, through its subsidiaries, is engaged in producing and selling agricultural products. The majority of its fruit and vegetable production is sold as fresh produce. Fruit and vegetable exports make up approximately 30% of Chaoda's total

PT Prasidha Aneka Niaga Tbk is an Indonesia-based agribusiness company. The Company is engaged in the production and trading of a range of fruits, vegetables and spices. Its main commodity products processed and exported are coffee, crumb rubber, tapioca chips and Kakuzi Limited is a Kenya-based company engaged in the cultivation, manufacture and marketing of tea. The Company is also engaged in the growing and marketing of avocados, livestock farming, jointly controlled operations dealing with growing of pineapples, growing of

Asian Citrus Holdings Limited (Asian Citrus) and its subsidiaries are engaged in the planting, cultivation and selling of agricultural products. As of December 17, 2007, the Company owned and operated orange plantations in the People’s Republic of China. The

Alico, Inc. (Alico) is a land management company operating in central and southwest Florida. The Company's primary asset is 135,466 acres of land located in Collier, Glades, Hendry, Lee and Polk Counties. Alico is involved in a variety of agribusiness businesses in

Crookes Brothers Limited is a producer of primary agricultural products with sugar cane. The Company also farms bananas, citrus and deciduous fruit, grain, sheep, cattle and crocodiles on farms located in KwaZulu-Natal, Western Cape, Mpumalanga and

S.A. San Miguel A.G.I.C.I. y F. (San Miguel) is an Argentinean company that produces, packages and exports fruit. The Company grows its own trees, from which it obtains and commercializes fresh fruit, including lemons, grapefruits and clementines. It also sells

Rasip Agro Pastoril SA is a Brazil-based company involved in the farming sector. It is engaged in the production and commercialization of apples and grape nurseries trees. The Company’s brand portfolio includes Rasip, Brazilian Choice and Sunny. Rasip Agro Pastoril SA CostaExchange Limited, formerly Chiquita Brands South Pacific Limited, is engaged in the manufacturing, packing, marketing and distribution of fruit and vegetables within Australia and to export markets, and the growing of bananas, mushrooms, blueberries, raspberries, grapes, citrus and other fruits,

United Plantations Africa Limited (UPAL) is mainly engaged in the operation of citrus plantations located in Southern Africa. Its other activities include the growing of sugar cane, bananas and the production of lime oil and juice. The Company sales its products to

Fruticola Viconto S.A. is a Chile-based company that is primarily involved in the production, marketing and export of fresh and frozen fruit and vegetables. The Company owns 500 hectares of fruit and vegetable plantations and directly controls a further 800-plus El Wadi for Exporting Agricultural Products (El Wadi) is an Egypt-based agricultural trader and exporter of agricultural products. The Company produces and exports a wide range of citrus, fruits, vegetables, rice, medical aromatic herbs and seeds. El Wadi also

Soc Agricola La Rosa Sofruco S.A. is involved in the food business in Chile. The Company produces, processes and markets oranges, plums, pears, peaches and apples in Chile, and exports its products to more than 30 countries around the world. The Company operates

Bevo Agro Inc. through its operating subsidiary, Bevo Farms Ltd. operates 34 acres of propagation greenhouse facilities on 98 acres of land in Milner, British Columbia. The Company's main products are the propagation of vegetable plants, such as tomatoes, peppers,

Copefrut S.A. is a Chile-based producer of fruit for global export. The Company has four fruit packing plants: one in Buin, processing stone fruit and another; the Cenkiwi plant in Teno, that processes kiwi fruit, stone fruit, frozen berries and vegetables. Cenfrut, the third plant, is located in Curico and Camposol Holding Plc is a company active within the agricultural industry. It is primarily engaged in the production and distribution of asparagus, avocados, artichokes, mangos and piquillo pepper. As of September 26, 2007, the Company owned approximately 11,500

Renar Macas SA is a Brazilian agricultural company whose activities include the production and supply of fruits in internal and external markets. In addition to supplying fresh fruit and honey to the market, Renar Macas also processes apples for the food industry (for clients Agroser SAECA is a Paraguay-based company principally engaged in the export, storage and commercialization of cereals and fruits. It is headquartered in Asuncion, Paraguay. http://finance.google.com/finance?q=ASS:AGS

Privately-held firm Top Frontier Investment Holdings announced it bought a 28% stake in San Miguel Corporation, Southeast Asia's largest food and beverage conglomerate. On the heels of an unsuccessful attempt to gain a foothold in San Miguel in 2008, Top

Fresh Del Monte Produce Inc. (Fresh Del Monte) is a vertically integrated producer, marketer and distributor of fresh and fresh-cut fruit and vegetables, as well as producer and distributor of prepared fruit and vegetables, juices, beverages and snacks. The Company's

Al Jouf Agricultural Development Company (ALJOUF) is a Saudi Arabia-based company engaged in the production and marketing of agricultural and animal products. The Company's range of products includes table and industrial potatoes, potato seeds, Al Jouf frying

Jazan Development Company (JAZADCO) is a Saudi Arabia-based company primarily engaged in agriculture and aquaculture sectors. The Company's agriculture products include tropical fruits, such as figs, mangos, guava and bananas. Its aquaculture sector involved in

Tabuk Agriculture Development Company (TADCO) is a Saudi joint stock company engaged in the production, manufacture and marketing of agricultural and animal products. The Company's products include fruits, such as grapes, peaches, apricots, pears and plums, for which the gross annual production is

Total Produce plc is a fresh produce distributor in Europe. The Company operates its business in two segments: general produce, which includes the procurement and distribution of fresh produce, and ambient goods, which includes its consumer goods business. The

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PE ratio website tel email grass feed?

5.70

EPS-0.17

8.92EPS (ttm):-0.21

??

39

12

69 ph. pesos (Top Frontier paid 75 pesos ($1.59) each for the shares. San Miguel's A shares, the exclusive domain of Filipinos, ended the week at 69 pesos ($1.46), up 5.4%. Prices of A shares have almost doubled since last November. Meanwhile, B shares, which are open to foreign investors, rose 4.5% to close at 69 pesos ($1.46).)10.313.14 [Sep 200

42.748.11

  FDP.N Industry P/E(TTM) 10.69 1.30 P/S(TTM) 0.43 0.38 ROI(TTM) 6.52 0.78 ROE(TTM) 8.79 1.26 2.52

http://www.copefrut.com/ http://www.chaoda.com.hk/

http://www.aljouf.com.sa/

http://www.tadco-agri.com/default/d...

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69 ph. pesos (Top Frontier paid 75 pesos ($1.59) each for the shares. San Miguel's A shares, the exclusive domain of Filipinos, ended the week at 69 pesos ($1.46), up 5.4%. Prices of A shares have almost doubled since last November. Meanwhile, B shares, which are open to foreign investors, rose 4.5% to close at 69 pesos ($1.46).)

FDP.N Industry P/E(TTM) 10.69 1.30 P/S(TTM) 0.43 0.38 ROI(TTM) 6.52 0.78 ROE(TTM) 8.79 1.26

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69 ph. pesos (Top Frontier paid 75 pesos ($1.59) each for the shares. San Miguel's A shares, the exclusive domain of Filipinos, ended the week at 69 pesos ($1.46), up 5.4%. Prices of A shares have almost doubled since last November. Meanwhile, B shares, which are open to foreign investors, rose 4.5% to close at 69 pesos ($1.46).)

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69 ph. pesos (Top Frontier paid 75 pesos ($1.59) each for the shares. San Miguel's A shares, the exclusive domain of Filipinos, ended the week at 69 pesos ($1.46), up 5.4%. Prices of A shares have almost doubled since last November. Meanwhile, B shares, which are open to foreign investors, rose 4.5% to close at 69 pesos ($1.46).)

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notes Company TKR sectorvolatile earni Cosan S.A. Industria e CSAN3 sugar cane BRAAlmost all sugBaotou Huazi Industry C sugar, dairyearnings low Heilongjiang Agricultu grainearnings grew Parmalat Brasil SA Indu milk, cereals, fruitearnings steadIllovo Sugar Limited sugar SA (listed on net income cuAcucar Guarani S.A. ACGU3 sugar cane, biBRAtightened margZambia Sugar plc sugar cane ZAMmoderate succeBonifiche Ferraresi grain, sugar, soy, etc.income steadiEMP AGRO CASA GR CASG/C Psugar cane PER

Omnicane Limited (Formerly Mon Tsugar Mauritiusearnings almoTrigon Agris A/S cereals, milkcurrently makiAgroindustrias San Jaci sugar cane PERearnings peakEmpresa Agroindustrial sugarcane Peruno webiste. f Sucrerie De Bourbon T sugar cane VNilliquid. Sho VUPIK DD VPIKRA Ccereals, cropyoung companySLC Agricola SLCE3.SA

AGRO IND PARAM-C PARA/C Psugar cane PERListed on the SwaziROYAL SWAZILAND RSSC SD sugar cane SWAsmall. Volati Empresa Agricola San J sugarcane PERsmall. No infoEmpresa Agroindustrial sugarcane PERno info. Empresa Agricola Barra sugarcane, asPERirregularities Hippo Valley Estates Li sugar cane ZIM

Pelwatte Sugar IndustriCOL:SUGsugar cane SRIsmall. earningEmpresa Agricola SintuSINTUC Psugarcane

The Mount Sugar Estat sugar cane MAUmaking lossesEmpresas IANSA S.A. IANSA sugar beet CHIsubsidiary of Mon Desert Alma Limited sugarcane MAUsubsidiary of sugar cane MAUtoo small Landkom International LON:LKI

ESV Group PLC grain, biofuelaccording to Gruppa Razgulyay OAO sugar, grainPRIVATE; 2nd Cargill Inc.Owned by holdEmpresa Agraria Chiqui sugarcane PERnegative EPS,Alico, Inc. citrus, sugar USearnings volatEMP AGRARIA AZUC ANDA/C Psugarcane

couldn't find Central Azucarera Chu sugarcane PERno financial i PD Zajecar a.d. Zajecar wheat, corn, pigsno website andEmpresa Agroindustrial mixed cropsIt is a 77.49 Pavlovskiy sakharnyi zavod OAO sugar beet RUSno web site, nNegociacion Agricola Vi sugarcane, bePERno web site, nEmpresa Agricola Sintu sugarcane PERIn addition, Empresa Azucarera El I sugarcane PERThe Company’sCompania Agricola San sugar cane COLno further inf Alimentos Derivados de sugar cane COLno further inf Inversiones Venecia S.A. sugar cane COL

Savannah Sugar Estates Company Ltd

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Nippon Beet Sugar Mfg. 108 sugar beet JAPvery storng d Complejo Agroindustrial sugarcane PER

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Comment Market Cap price PE ratio website$4.6B 22.05 BRL eps 1.27BRL$4.31B 8.89$3.5B 13.79 CNY 44.693.3B Euro 1.96 euro 4.9

Illovo Sugar is a leading, global, low-cost sugar produce $1.86B 29.48 SAR

$814M 5BRL .20 (reuters)$447M (2.1t $330.00 ZMK 13.7x221.36M € 35.87 36.80

$200M 6.48PNS 9.2x

http://investing.businessweek.com/rese $179M 78MUR

$135M 5.73 Danish k eps -0.08$133.9M 4.62 0.2x

Empresa Agroindustrial Laredo SAA is en$102M 25PNS 20x91.8M (1.7t D 11700 Vdong 20.4x

100 $788m 13,89reais$57.6M

tightly held stock42M Peruvian sols

Empresa Agroindustrial Tuman S.A. is en63.62m BRLEmpresa Agricola Barraza SA is a Peru-based company engaged in cultivating sugar cane and vegetables. The Company produces sugar, molasses and cultivates such vegetables as green asparagus and artichokes. It sells most of the produced sugar to Empresa Agroindustrial Laredo SA, as a part of an earlier signed purchase-sale agreement. It owns and cultivates land located in Valle Santa Catalina in the province of Trujillo. http://finance.google.com/finance?q=LIN:BARRAZC1

$19.2T (suspicprice frozen for last month at $100$16M

Empresa Agricola Sintuco SA is a Peru-b$23.5M 8.3xThe Mount Sugar Estates Company Limit$39M

$179M 33.71 pesos eps -2.78CLPMon Desert Alma Limited is a Mauritius $52M http://enl.mu/

$50M28.93M GBP 98.6gbp -

ESV Group Plc is a United Kingdom-based 2M GBP

Alico, Inc. (Alico) is a land management $190.5M $25.86 EPS: -0.21Empresa Agraria Azucarera Andahuasi S.A$71M

Cosan S.A. Industria e Comercio is a producer of sugar and ethanol. The Company cultivates harvests and processes sugarcane - the main raw

Baotou Huazi Industry Co., Ltd. is principally engaged in the manufacture of sugar products and electronic information products. The

Heilongjiang Agriculture Company Limited is principally engaged in the production and sale of agricultural products. The Company primarily

http://www.hacl.cn/ Parmalat Brasil S.A. Industria de Alimentos is involved in the production, industrialization, and commercialization of dairy, vegetable, Acucar Guarani (Guarani) is a Brazil-based company active in planting sugarcane, commercializing and producing sugar as well as

Zambia Sugar Plc is a sugar producer in Zambia. The Company's principal activities include the cultivation of sugarcane and the production of sugar

Societa per la Bonifica dei Terreni Ferraresi e per Imprese Agricole S.p.A.. The Company's principal activities are the cultivation and wholesale of wheat, maize, http://www.bonificheferraresi.it

Casa Grande SAA, formerly Empresa Agroindustrial Casa Grande SAA, is a Peru-based company engaged in the cultivation, refining and commercialization of sugar Trigon Agri A/S is a Denmark-based soft commodities producer, storage provider and trader with operations in Ukraine, Russia and Estonia. The http://www.trigonagri.com/

Agroindustrias San Jacinto SA is a Peru-based company primarily engaged in sugar cane processing and the commercialization of its sub Sucrerie de Bourbon Tay Ninh is a Vietnam-based company mainly engaged in sugar manufacturing sector. The Company produces,

Vupik d.d. is a Croatia-based company. It specializes in cereal farming, as well as other crops growing. The Company is headquartered in Vukovar, Croatia.

SLC Agricola S.A. is a Brazil-based company, engaged in the agriculture sector. Its main activities include harvesting and marketing of cotton, http://www.slcagricola.com.br

Agro Industrial Paramonga is a Peruvian agro-industrial company. The Company's primary crop is sugar cane, which is processed into sugar (red,

Royal Swaziland Sugar Corporation Limited (RSSC) is a Swaziland-based company that operates in the sugar industry. Controls 2/3 of Swaziland's

Empresa Agricola San Juan S.A.A. is a Peru-based company, primarily engaged in the cultivation and export of sugar cane. It harvests and

Hippo Valley Estates Limited is engaged in the growing and milling of sugarcane and other farming operations. The Company, through its

Pelwatte Sugar Industries Limited (PSIL) is involved in cultivating sugar cane, manufacturing sugar and marketing of sugar and molasses. The Empresas Iansa S.A. is a Chile-based company, engaged in the production of sugar. The Company is involved in all stages of production from selection Savannah Sugar Estate Co., Ltd. is a Mauritius-based sugar cane growing company. The Company has 2,600 hectares of land under cane cultivation

stock has doubled in six months. Landkom International Plc (Landkom) is a producer of agricultural feed stocks, including oil seed rape (OSR) http://landkomukraine.sharepointsite.net/default.aspx

http://www.esvgroup.com/

Razgulyay Group OAO (OJSC Razgulyay Group) is a Russia-based holding active within the agricultural industry. The Group consists of the managing company, http://www.raz.ru/

Cargill, Incorporated is an international provider of agricultural, food/food processing, industrial, trading and financial products and services. The http://www.cargill.com

Empresa Agraria Chiquitoy S.A. is a Peruvian company primarily engaged in the cultivation and commercialization of sugar cane and Central Azucarera Chucarapi Pampa Blanca SA is a Peru-based company engaged in the agriculture industry. The Company's main activity is

PD Zajecar a.d. Zajecar is a Serbia-based company primarily engaged in the farming industry. Its activities include farming wheat, corn,

Empresa Agroindustrial Cayalti SA is a Peru-based company located in the Chiclayo province. The Company’s operations are concentrated in the

Pavlovskiy sakharniy zavod OAO is a Russia-based company that specializes in the production of sugar and sugar beet derived products. It is

Negociacion Agricola Vista Alegre, S.A. (NAVASA) is a Peru-based agriculture company. Located in the province of Chiclayo, the Company is primarily

Empresa Agricola Sintuco SA is a Peru-based company, engaged in the cultivation and sale of sugar cane. The main shareholder of the Company is

Empresa Azucarera El Ingenio S.A. is an agro-industrial company based in Peru that is primarily engaged in sugar cane processing. It conducts its

Compania Agricola San Felipe S.A. is Colombia-based company, engaged in the cultivation and production of sugar cane.

Alimentos Derivados de la Cana S.A. is a Colombia-based company, involved in the production of sugar cane. http://finance.google.com/finance?

Inversiones Venecia is a Colombia-based company that specializes in the production of sugarcane. http://finance.google.com/finance?

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$362M 221.00 YEN 23,705$100M 14 PNS

Nippon Beet Sugar Manufacturing Co., Ltd.. is a Japan-based company chiefly engaged in the food and the agriculture and livestock businesses.

Difficult to find information on. Complejo Agroindustrial Cartavio SAA is a Peru-based company engaged in the processing of sugar cane. It

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tel email

Agricultural Operations

Agricultural Operations

Empresa Agricola Barraza SA is a Peru-based company engaged in cultivating sugar cane and vegetables. The Company produces sugar, molasses and cultivates such vegetables as green asparagus and artichokes. It sells most of the produced sugar to Empresa Agroindustrial Laredo SA, as a part of an earlier signed purchase-sale agreement. It owns and cultivates land located in Valle Santa Catalina in the province of Trujillo. http://finance.google.com/finance?q=LIN:BARRAZC1

http://enl.mu/

http://www.bonificheferraresi.it

http://www.trigonagri.com/

http://www.slcagricola.com.br

http://landkomukraine.sharepointsite.net/default.aspxhttp://www.esvgroup.com/ http://www.raz.ru/ http://www.cargill.com

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Empresa Agricola Barraza SA is a Peru-based company engaged in cultivating sugar cane and vegetables. The Company produces sugar, molasses and cultivates such vegetables as green asparagus and artichokes. It sells most of the produced sugar to Empresa Agroindustrial Laredo SA, as a part of an earlier signed purchase-sale agreement. It owns and cultivates land located in Valle Santa Catalina in the province of Trujillo. http://finance.google.com/finance?q=LIN:BARRAZC1

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Empresa Agricola Barraza SA is a Peru-based company engaged in cultivating sugar cane and vegetables. The Company produces sugar, molasses and cultivates such vegetables as green asparagus and artichokes. It sells most of the produced sugar to Empresa Agroindustrial Laredo SA, as a part of an earlier signed purchase-sale agreement. It owns and cultivates land located in Valle Santa Catalina in the province of Trujillo. http://finance.google.com/finance?q=LIN:BARRAZC1

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Empresa Agricola Barraza SA is a Peru-based company engaged in cultivating sugar cane and vegetables. The Company produces sugar, molasses and cultivates such vegetables as green asparagus and artichokes. It sells most of the produced sugar to Empresa Agroindustrial Laredo SA, as a part of an earlier signed purchase-sale agreement. It owns and cultivates land located in Valle Santa Catalina in the province of Trujillo. http://finance.google.com/finance?q=LIN:BARRAZC1

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Page 22: Company List

notes Company TKR sectorprofits steaMonsanto Company seed

Syngenta VTX:SYNN crop tech and protectionearnings strSociedad Quimica y Minera de Chile S.A Chile (traded

K+S (Kali and Salz)

stable earnAmerican VanAVD chemicalsMost of theNITTO FC CO. TYO:4033 Fertilizersharp drop SAPEC SAP BB Equitycrop BELsharply negORIGIN ENTEROGN ID agri-nutrition products

MosaicPotash corp

slightly ne RIDLEY INC RCL CN animal nutritionmaking los Plant Health LON:PHCsomething Tyra Technegative prAWB LTD AWB AU Equitgrain AUS

WOOSUNG FE006980 KS animal feedTATTERSALL TATTER CI auctioningCARR'S MILLI CRM LN animal feed

profit went Sun Gro Horti GRO.UNWYNNSTAY G WYN LN seed, fertilizer

almost no rGREENSMARTGREN US fertilizercoop Southern StatSOCP US feed. fertilizer, seedlooks bankrOrganiTECH USA, Inc. hydroponic teILprivate HEDEGAARD AHEDE DC Equiseed, fertilize DKprivate Agritech InverAISA AR investments ARG

Company TKR sector CTYsmall Senesco agrichem?not too dir Bayer (p) agrichemsteady profiSICHUAN NEW000876 CH Eqfeed, milk, m CHIhigh earninLandec lndcwas ok till BUNGE LTD BG US fertilizeronly 37% ofFMC FMC agro chemicalUSA

ANIMALSprofits risi GENUS PLC GNS LN genetics, biotechnologydeclining p ASTRAL FOODARL SJ Equity animal feed RSAprofits tum Ridley Corporation Ltd. animal feed Australiafinancials AGFEED INDUFEED US Equi feed CHIFEED: 008040 KS feed/food processingstrong growtCharoen Pokph animal feed TaiwanEPS volatil HUNAN ZHEN 000702 CH Eqfeed CHI

JIANGXI ZHEN002157 CH mostly meet China

solid growth in past 4 years: Year over year, Syngenta AG has been able to grow revenues from $9.2B to $11.6B. Most impressively, the company has been able to reduce the percentage of sales devoted to cost of goods sold from 50.60% to 49.23%. This was a driver that led to a bottom line growth from $1.1B to $1.4B.

growth four years prior to crisis

Gansu Yasheng Industrial

plant tech, chemicals

DONGAONE

Page 23: Company List

Comment Market Cap price$43.3B $80.75

$27.0B 57.8$10.1B $38.43

make phosporous products and salt, german company$1.27B 6.06 CNY192M 7.35$158M 487 Yen$131M € 64.24€299M € 218

American potash company

$94M C$7.31

121m 230 GBP$4M$898M$50M$24M38.5M GBP$75M$32.5M GBP$212K

141

Comment Market Cap price$9.4M

40000$1.41B 13.60CNY$162M $6.28$8.7B $65.19$4.13B $57.06

$609M 617GBP$596M R10,439 355.53M $1.15 AUD$213M144M 3250KRW$111M 15.55Taiwanese$263.6M $7CNY$426m 12.88 CNY

Monsanto Company (Monsanto), along with its subsidiaries, is a global provider of agricultural products for farmers. The Company’s seeds, biotechnology trait products, and herbicides provide farmers with solutions that improve

Syngenta AG (Syngenta) is an agribusiness that is involved in the discovery, development, manufacture and marketing of a range of products designed to improve crop yields and food quality. Syngenta is also engaged in the development of

Sociedad Quimica y Minera de Chile S.A. (SQM) is an integrated producers of potassium nitrate, iodine and lithium carbonate. It also produces other specialty plant nutrition products, iodine and lithium derivatives, and certain Gansu Yasheng Industrial (Group) Co., Ltd is principally engaged in the development and processing of high technology new agricultural products, as well as the distribution of farm and sideline products. The Company is

American Vanguard Corporation is a specialty chemical manufacturer that develops and markets products for agricultural and commercial uses. The Company manufactures and formulates chemicals for crops, human and

NITTO FC CO., LTD. is a Japan-based company mainly engaged in the fertilizer business and real estate business. The Company operates in three business segments. The Fertilizer segment is engaged in the import, manufacture and

Sapec S.A. is a Belgium-based industrial holding company that comprises six businesses. The Crop protection division is engaged in the formulation, packaging and distribution of phytosanitary products for crop protection. The Crop nutrition

Origin Enterprises PLC is engaged in the manufacture and distribution of Agri-Nutrition products, as well as the marketing and distribution of Ambient Food products. Through its subsidiaries and associates, the Company has Canadian potash company Potash Corporation of Saskatchewan Inc. (PCS) is an integrated fertilizer and related industrial and feed products company. The Company owns and operates five potash mines in Saskatchewan and one in

Ridley Inc. (Ridley) is a commercial animal nutrition business, serving customers mainly in the United States and Canada. It manufactures and markets a range of animal nutrition products, including formulated feeds, premixes, low-moisture

Plant Health Care plc is a supplier of natural products. The Company’s products are targeted at the agriculture, commercial landscaping and land reclamation industries, through both direct sales and supply and distribution

TyraTech, Inc. is developing and commercializing insecticide and parasiticide products, which incorporate blends of natural, plant oil derived active ingredients. Its product pipeline addresses a range of pesticide market opportunities

AWB Limited operates in seven business areas. Pool Management Services manages the aggregation and global marketing of Australian wheat, provides commodity price and currency risk management, and provides the development

Woo Sung Feed Company Limited is a Korea-based company specialized in the provision of animal feed products. The Company provides formula feeds for pigs, poultry, beef cattle, dairy cows, fish, dogs and other pets. During the year ended Sociedad El Tattersall S.A., is a Chile-based group of companies comprised of Tattersall Remates, Cia. de Leasing Tattersall, Tattersall Propiedades and Tattersall Comercial. Tattersall Remates is engaged in auctioning agricultural

Carr's Milling Industries PLC's activities are focused on agriculture, food and engineering. The Company's agriculture business comprises four related activities: animal feed manufacture, fertilizer blending, agricultural retailing and oil

General Sun Gro Horticulture Income Fund (the Fund) is a limited purpose, open-ended trust. The Fund was created to acquire and hold, directly and indirectly, the securities of Sun Gro Horticulture Canada Ltd. and several wholly owned

Wynnstay Group plc manufactures and supplies agricultural products and services to farmers and the rural community in Wales, the Welsh border counties, and the North and South Midlands. It operates in four divisions. Arable Division

GreenSmart Corporation, formerly known as AgroCan Corporation, owns AgroCan (China) Inc., a British Virgin Islands corporation that was established in 1996 to take advantage of the growing demand for fertilizers and other

Founded to provide affordable, high-quality seed to Virginia farmers, Southern States Cooperative has grown to an agricultural powerhouse, serving its approximately 300,000 members, mainly in Mid-Atlantic and Southern states. The co-

OrganiTECH USA, Inc. (OrganiTECH) designs, develops, manufactures, markets and supports hydroponics solutions and platforms for the agriculture and life-science industries. The Company’s products enable the growth of lettuce, green

Hedegaard A/S is a Denmark-based company engaged in the production of farm products. The Company operates through two principal divisions: Hedegaard agro and Hedegaard foods. Hedegaard agro manufactures and retails farm

Agritech Inversora S.A. is an Argentinean company active in the business of investing in agricultural companies and extending credit and/or guarantees to these companies and other parties. The Company holds interests in Agrobel Fruits

Senesco Technologies, Inc. is a development-stage company. The Company along with its wholly owned subsidiary, Senesco, Inc., is engaged in utilizing eucaryotic translation initiation Factor 5A and deoxyhypusine synthase (DHS), in

Bayer AG is the management holding company for the Bayer Group. The Company’s business operations are organized into three groups: Bayer HealthCare, which is involved in the research, development and manufacture of health products

Sichuan New Hope Agribusiness Co., Ltd. is primarily engaged in the manufacture and distribution of feedstuffs, meat products and milk products. The Company is also involved in the banking and insurance businesses. During the year ended

Landec Corporation (Landec) designs, develops, manufactures and sells temperature-activated and other specialty polymer products for a range of food products, agricultural products and licensed partner applications. The

Bunge Limited (Bunge) is an agribusiness and food company operating in the farm-to-consumer food chain. The Company conducts its operations through three divisions: agribusiness, fertilizer and food products. These divisions include four

FMC Corporation is a diversified, global chemical company providing solutions, applications and products to a variety of end markets. The Company operates in three segments. Its Agricultural Products segment focuses on insecticides, which Genus plc is a United Kingdom-based company engaged in the global application of quantitative genetics and biotechnology to animal breeding in the bovine and porcine sectors; consultancy advice to farmers and international

Astral Foods Limited is a South Africa-based food company with activities in animal feed, animal feed pre-mixes, broiler genetics, broiler operations, and the production and sale of day-old broilers and hatching eggs. The Company has two

Ridley Corporation Limited is engaged in the production and marketing of stock feed and animal feed supplements, and the production of crude salt, salt refining and marketing. It operates in two segments: stockfeed and feed supplements,

AgFeed Industries, Inc. (AgFeed) is engaged in the research and development, manufacture, marketing, distribution and sale of pre-mix fodder blended feed and feed additives primarily for use in People’s Republic of China's domestic

formerly SCF Co., Ltd. is a Korea-based company engaged in the manufacture of animal feeds. The Company provides feeds and nutritional products for chickens, pigs, ducks, dogs, fish, goats, deer and rabbits. During the year ended

Charoen Pokphand Enterprise Co., Ltd., headquartered in Taiwan, is engaged in the processing of animal feeds, the cold storage of chicken, pork and duck, the processing of a range of meat, as well as the operation of pig gene pool.

Hunan Zhenghong Science and Technology Develop Co., Ltd. is principally engaged in the research, development, production and sale of feedstuffs, as well as the processing of flesh food. During the year ended December 31, 2007, the

Jiangxi Zhengbang Technology Co., Ltd. is principally engaged in the manufacture and sale of feedstuffs and feed additive. The Company is also involved in the breeding and cultivation of animals and marine products. In addition, the Company is involved in the production and

Page 24: Company List

PE ratio website tel email21.6x25.9

26.79

131.4x19

8.4x

Agricultural Operations

Agricultural Operations

Agricultural Operations

PE ratio website tel email grass feed?-

1331.03 Pastoral&Agricultural

23.3166.4x

13.5x

17.89x11.7x Agricultural Operations

27.2515.6 Pastoral&Agricultural

19.56xEPS -0.01CNY Pastoral&Agricultural68.66

http://www.syngenta.com

http://www.yasheng.com.cn http://www.american-vanguard.com http://www.nittofc.co.jp/

http://www.phc-inc.com http://www.tyratech.com/

http://www.woosungfeed.co.kr

http://www.sungro.com/

http://www.Landec.Com

http://www.fmc.com/

http://www.scfeed.co.kr

http://www.zhengbang.com

Page 25: Company List

notes Company TKR sectorVILMORIN & CIE RIN FP Equity

steadily ri Gansu Yasheng Industrial (Group) CoBISI INTERNATION BISI IJ seed, grain

growing profADVANTA INDIA LT ADV IN seed Indiasteady growHefei Fengle Seed Co. Ltd. seedprofits tumbCAMELLIA PLC CAM LN Equity UKincreasing Nong Woo Bio Co., Ltd. seed, mix vegKORstronge los Gansu Dunhuang Seed Co. Ltd seed

Kaveri Seed Company Ltd. seed INDIAA LOT of spOrigin Agritech Ltd. SEED.O crop seed CHI (Nas)

Shandong Zhouyuan Sd. & NrsrSZSN US seed CHIrevenue staSAKATA SEED CORP 1377 JP Equit seeds JAPprivate SNOW BRAND SEED 2057 JP Equit seed JAPinfo in vie Southern Seed Joint Stock Co seed

Companies combined with others

formerly YaShaanxi Yanchang Petro Chem. Eng. Co Ltd seed

less than 2 SICHUAN HEJIA-A 600093 CH Eq(p) seed CHI

Page 26: Company List

Comment Market Cap priceVilmorin & Cie SA is a France-based company that is primarily €1,1B 79.55

Gansu Yasheng Industrial (Group) Co., Ltd is principally enga $1.23B 70.00PT Bisi International Tbk is an Indonesia-based agribusiness c $477M 1520IDRAdvanta India Limited is an associate company of United Phos $388M 597.75Hefei Fengle Seed Co., Ltd. is principally engaged in the manu$380M 12.35CNYCamellia Plc is an investment holding company. Through its sub$335M 7,263.00pNong Woo Bio Co., Ltd. specializes in the provision of veget $112M 9,050 KRWGansu Dunhuang Seed Co., Ltd. is principally engaged in seed,$509.7M 20.52CNYGREAT CHART Kaveri Seed Company Limited (KSCL) is an agri-i$62M

Origin Agritech Limited (Origin), operates mainly in the crop $259M $11.26 price hiDEREGISTERED Shandong Zhouyuan Seed and Nursery Co., Ltd. (Zh$2.1M

$805MSnow Brand Seed Co., Ltd. a Japan-based company that operate 126

Shaanxi Yanchang Petroleum Chemical Construction Co.,Ltd. principally engage$517M

Sichuan Hejia Co., Ltd. is principally engaged in the manufac $366M

SAKATA SEED CORPORATION is a Japan-based supplier of gardening products. Along with its subsidiaries and associated company, SAKATA SEED CORPORATION operates in three business segments. The Wholesaling segment Southern Seed Joint-Stock Company is a Vietnam-based company which mainly engages in studying, manufacturing and trading various agricultural seeds such as rice seeds, hybrid corn seeds and vegetables seeds. The Company is also involved in producing and

11.68CNY

Page 27: Company List

PE ratio website tel email19.1x126.8x

93

104.9029.7x

15.6x678.02

10NM Q2 (Jun '09) 2008 Net profit margin 19.49% -8.09% Operating margin 24.93% -8.25% EBITD margin - -4.01% Return on average assets 35.15% -4.15% Return on average equity 147.82% -15.43% Employees 938 -

Agricultural Operations25 Agricultural Operations

31.4

Agricultural Operations

http://www.fengle.com.cn/

http://www.dhseed.com http://www.kaveriseeds.com/ http://www.originagritech.com

http://www.snowseed.co.jp/ http://www.ssc.com.vn

http://www.qfny.com

http://www.hejia.com/zhongye/zhongye/index.htm

Page 28: Company List

Q2 (Jun '09) 2008 Net profit margin 19.49% -8.09% Operating margin 24.93% -8.25% EBITD margin - -4.01% Return on average assets 35.15% -4.15% Return on average equity 147.82% -15.43% Employees 938 -

Page 29: Company List

Q2 (Jun '09) 2008 Net profit margin 19.49% -8.09% Operating margin 24.93% -8.25% EBITD margin - -4.01% Return on average assets 35.15% -4.15% Return on average equity 147.82% -15.43% Employees 938 -

Page 30: Company List

notes Company TKR sectorvery stro (argentina, bu

revenue grBRASILAGRO AGRO3 BZ land, mixed cropALICO INC ALCO US land, citrus fruitsKREMNEY PUB4K1A GR Equity agricultural l UKR-US?

were doing PRIMEAG AUSPAG AU Equity land, water AUSsomething rBLACK EARTHBEFSDB land listed in Stocnegative E TEJON RANCHTRC US land, walnuts, almonds, gra

Cresud Inc. (ADR) (Public, NASDAQ:CRESY) 

Tejon Ranch Co., incorporated in 1987, is a

Page 31: Company List

Comment Market Cap priceCresud SACIF y A (Cresud) is an Argentinean company engaged in the a735M $5.30

350M 10.32 BRL$190.6M $25.86

12M

$426M$457.77M $26.90 EPS (ttm):-0.185

BrasilAgro is involved in the agricultural sector. The Company's objective is to engage in the acquisition and leasing of selected rural properties that tend to offer an opportunity for the agricultural production and real estate appreciation. Cresud,

Alico, Inc. (Alico) is a land management company operating in central and southwest Florida. The Company's primary asset is 135,466 acres of land located in Collier, Glades, Hendry, Lee and Polk Counties. Alico is involved in a variety of agribusiness

Kremney PLC is a holding company for Land West, a land-focused agricultural company that is based in Ukraine. It controls 164,170 hectares of agricultural land in Lviv, Rivne, Zhytomyr, Khmelnytskyi, Ivano-Frankivsk, and Ternopil regions of Ukraine.

PrimeAg Australia Limited is an investment that seeks to take advantage of the soft commodities. The Company focuses to invest in a number of selected Australian rural properties and water entitlements. http://finance.google.com/finance?q=ASX

Black Earth Farming Ltd (BEF) is a farming and land owning company that is incorporated in the Channel Islands and operates in Russia. It acquires, owns and cultivates agricultural land assets primarily in the Black Earth region in southwest Russia. BEF is a

Page 32: Company List

PE ratio website tel email12.1x

PS 2008: 0.23646.5x

Agricultural OperationsAgricultural Operations

EPS SEK-11.94 Agricultural OperationsEPS (ttm):-0.185

http://www.cresud.com.ar/

Page 33: Company List

Corporateinformation's list of Industries: Grain, Flour & Cereal

  ABB Grain Ltd (ABB) - Australia

   Allatini Industrial & Commercial Company (ALLAK) - Greece   Archer-Daniels-Midland Co (ADM) - United States   AWB Limited (AWB) - Australia   Bahrain Flour Mills Company (BFM) - Bahrain

   Black Earth Farming Limited (BEF SDB) - Russian Federation   Bunge Limited (BG) - United States   Capro Corporation (006380) - Korea (South)   Chatzikraniotis & Sons Mills SA (HKRAN) - Greece

   China Huaren Organic Products, Inc. (CHRN) - United States

   China Organic Agriculture Incorporated (CNOAE) - China   China Starch Holdings Limited (3838) - Hong Kong

   China Sun Bio-Chem Technology Group Company Ltd (C86) - Singapore   Chubu Shiryo Co., Ltd. (2053) - Japan   Costimex (COST) - France

   Dae Han Flour Mills Company Limited (001130) - Korea (South)   East Delta Flour Mills (EDFM) - Egypt   Farmsco (036580) - Korea (South)   Flour Mills C. Sarantopoulos (KYSA) - Greece   Flour Mills Kepenos SA (KEPEN) - Greece

   Formosa Oilseed Processing Company Limited (1225) - Taiwan

   Gansu Ronghua Industry Group, Ltd. (600311) - China   General Silos and Storage (GSSC) - Egypt

   Global Bio-Chem Technology Group Company Limited (809) - Hong Kong   Grands Moulins de Strasbourg (6418) - France   Groupe Minoteries SA (MIP) - Switzerland   Gruma S.A.B. de C.V. (GRUMA.B) - Mexico   Gruma S.A.B. de C.V. (GMK) - United States

   Grupo Industrial Maseca S.A.B. de C.V. (MASECA B) - Mexico   Grupo Minsa S.A.B. de C.V. (MINSA.C) - Mexico

   Henan Lianhua Gourmet Powder Company Limited (600186) - China   Imperial Ginseng Products Limited (IGP) - Canada

   Josapar-Joaquim Oliveira SA- Particip (JOPA4) - Brazil   Kellogg Company (K) - United States   Kitoku Shinryo Company Limited (2700) - Japan   KLRF Ltd (507598) - India   Kuantan Flour Mills Berhad (KFMB) - Malaysia   Liberty Flour Mills Incorporated (LFM) - Philippines   Lien Hwa Industrial Corporation (1229) - Taiwan

Page 34: Company List

   Loulis Mills S.A. (KYLO) - Greece   Luzhou Bio-Chem Technology Ltd (L46) - China   Malteries Franco Belges (MALT) - France   Masuda Flour Milling Co., Ltd. (2008) - Japan   MBK Public Company Limited (MBK-PD) - Thailand   MGP Ingredients, Inc. (MGPI) - United States   Middle & West Delta Mills (WCDF) - Egypt   Middle Egypt Flour Mills (CEFM) - Egypt   Molinos Juan Semino S.A. (SEMI) - Argentina   MORIXE HERMANOS S.A. (MORI) - Argentina   Nichiwa Sangyo Co., Ltd. (2055) - Japan   Nihon Shokuhin Kako Co., Ltd. (2892) - Japan   Nippon Flour Mills Co Ltd (2001) - Japan

   Nippon Formula Feed Manufacturing Company Ltd (2056) - Japan   Nisshin Seifun Group Incorporated (2002) - Japan

   Nitto Fuji Flour Milling Company Limited (2003) - Japan

   Nong Shim Company Limited (004370) - Korea (South)   North Cairo Flour Mills (MILS) - Egypt   Oman Flour Mills Company (OFMI) - Oman   Padiberas Nasional Berhad (6866) - Malaysia

   Patum Rice Mill and Granary Public Company Limited (PRG) - Thailand   Ralcorp Holdings, Inc. (RAH) - United States   Razguliay Group (GRAZ) - Russian Federation   Ridley Corporation Limited (RIC) - Australia

   Samyang Foods Company Limited (003230) - Korea (South)   Showa Sangyo Co Ltd (2004) - Japan   Skane-Mollan (SKMO) - Sweden   Slc Agricola S.A. (SLCE3) - Brazil   SOS Corp Alimentaria SA (SOS) - Spain   Tofuku Flour Mills Co., Ltd. (2006) - Japan   Torigoe Co., Ltd. (2009) - Japan   Trigon Agri A/S (TAGR) - Denmark

   United Flour Mill Public Company Limited (UFM) - Thailand   Upper Egypt Flour Mills (UEFM) - Egypt   Viterra Incorporation (VT) - Canada   VK Muehlen AG (VKL) - Germany

   Woo Sung Feed Company Limited (006980) - Korea (South)

Page 35: Company List

Notes Company TKR sector

earnings grHOKUTO CORPORATION mushrooms JAPmodest growGANSU MOGA600543 CH Eqmalt,grapes, CHI

profits steaCalavo Growers, Inc. avocados US

revenue risTata Coffee Ltd. (Parent) coffeeno stock in Barkworth Oli olives AUS

losses for Olea Australis Limited food processi AUS

Page 36: Company List

Frankland River Olive Compolives AUS

losses last Conafex SA coffee, teaSasini Tea and Coffee Limit tea, coffee KEN

SCHEID VINEYSVIN US vine, wine grapes

Page 37: Company List

The CompaSetas Colombianas SA mushrooms COL

Gulf Mushroo mushrooms OMA

YUKIGUNI MAI1378 JP Equit mushrooms JAPChai-Na-Ta Corp. (USA) ginseng CAN

private Buderim Ginger Ltd. ginger AUS

small Imperial Gins IGP.V ginseng

Page 38: Company List

ML Macadamia macadamia nutsPT Wahana Ph cashew nutsAgrofruse - Ag land, walnuts, pistachios

The CompanKakuzi Limited tea, avocadosKEN

Page 39: Company List

Comment

Gansu Mogao Industrial Development Co., Ltd. primarily offers malt, grapes, wines, lic

Hokuto Corporation, based in Nagano, Japan, is principally engaged in the production of mushrooms. The Company operates in three business segments. The Mushroom segment produces and sells planting pots, seeds and fungus, as well as various kinds of mushrooms. The Chemical segment is engaged in the manufacture and sale of agricultural materials, as well as the sale of packaging materials. The Health Food segment manufactures and sells cold beverage, tablets and high value-added health food products. Hokuto has three subsidiaries. http://finance.google.com/finance?q=TYO:1379

Calavo Growers, Inc. (Calavo) procures and markets avocados and other perishable commodities and prepares and distributes processed avocado products. Calavo delivers a range of fresh and processed food products to food distributors, produce wholesalers, supermarkets, and restaurants globally. It procures avocados from California, Mexico and Chile. Calavo through its operating facilities in southern California, Texas, New Jersey, Arizona, and Mexico sort, pack, and/or ripen avocados for distribution both domestically and internationally. It also distributes perishable foods and prepares processed avocado products. The two segments of the Company include fresh products and processed products. In June 2007, Calavo entered into a distribution agreement with Agricola Belher (Belher) of Mexico for export of tomatoes to the United States. Subsequently, it has entered into a consignment and marketing agreement with Farmers Fresh Mushroom, Inc (FFMI) and Maui Pineapple Company, LTD. (MPC). http://finance.google.com/finance?q=NASDAQ:CVGW

Tata Coffee Limited (TCL) is a coffee plantation company. During the fiscal year ended March 31, 2007 (fiscal 2007), the Company’s tea production in two estates in Karnataka was 69.36 million kilograms. The Company’s coffee production during fiscal 2007 was 5505 tons. Its freeze dried coffee plant was opened in Tamil Nadu in March 2007. During fiscal 2007, it entered into an joint venture agreement with Beeyu Overseas Ltd for the marketing and sale of its instant coffee products in international markets. During fiscal 2007, the Company signed a definitive agreement to acquire Eight O’ Clock Coffee Company, USA. Its subsidiaries include Alliance Coffee Limited, Consolidated Coffee Inc, Eight O’ Clock Coffee Company, USA and Eight O’ Clock Holdings Inc, USA. http://finance.google.com/finance?cid=721762

Barkworth Olive Groves Limited is an Australia-based company primarily operating in the olive industry. Its major properties include the Keetah property, which is in New South Wales adjacent to the Queensland border, and comprises seven titles totalling 1,366 hectares; the Bassano/Kingston Park property, which comprises six titles totalling Olea Australis Limited is an Australia-based company engaged in the management of the Company’s olive trees representing 385 hectares; the operation of an olive processing facility, and selling and distribution of extra virgin olive oil principally into the Australian retail and food service market. It operates in three segments: processing and marketing; olive plantation operations, and management services. The processing and marketing operation processes the fruit, packs and markets extra virgin olive oil. The olive plantation operation comprises the growing, harvesting and sale of olives from entity-owned groves. The management services operation involved the sale of a range of management services to external owners of olive groves, including consultancy, orchard development, tree supply, farm management, land rental, irrigation infrastructure, harvesting and sale of fruit. http://finance.google.com/finance?q=ASX:OLE

Page 40: Company List

Sasini Tea and Coffee Limited, along with its subsidiaries, is principally engaged in gro

Scheid Vineyards Inc. (SVI) is an independent producer of varietal wine grapes and bulk

Frankland River Olive Company Ltd is an olive oil producer. It owns 783 hectares of land in Frankland and 1,360 hectares of land in Mogumber, both in Western Australia, of which 735 hectares have been planted with olive trees. It has three segments: Responsible Entity duties, olive plantation operations and management services. The Responsible Entity duties segment, which ceased on January 12, 2007, provided services for managed investment schemes and operated a financial services license. The olive plantation operation segment comprises the growing, harvesting, processing and sale of olives. The management services segment provides management services, including administration services, wine storage and wine labelling. During the fiscal year ended June 30, 2007, management rights for the five olive managed investment schemes and the non-MIS areas of the Frankland and Parmelia groves were acquired through the acquisition of Southern Olive Management Pty Ltd. http://finance.google.com/finance?q=ASX:FLR

Conafex Holdings Societe Anonyme (Conafex) is an African agri-resource company. The Company’s activities comprise the central management and control of the investments in its operating subsidiaries, associates and other undertakings. Conafex’s geographic segments include South Africa, which is engaged in the production, processing and marketing through its subsidiaries and associate; United Kingdom, which is engaged in the sourcing, packaging and marketing of teas, and Luxembourg, which is a non-trading, registered office of the parent company. During the year fiscal year ended September 30, 2007, the Company sold United Kingdom segment activities. The Company’s subsidiaries include Conafex International Finance Limited, Conafex Africa Holdings Limited, Africa Holdings Limited, Coffee Roasters International Limited, Conafex Cape Holdings Limited, Cape Natural Tea Products (Pty) Limited and Global Coffee Exports Limited. http://finance.google.com/finance?q=LUX:7461

Page 41: Company List

Setas Colombianas SA is a Colombia-based company that is engaged in the cultivation, processing and commercialization of fresh and processed mushrooms. The Company operates a plant that produces 5,800 tons of fresh mushrooms per year. The plant occupies an area of 33.000 square meters. Additionally, the incubation and pasteurization processes are realized in nine tunnels with a production capacity of two tons per hour. The plant is located in Cuiva Plain, in the Yarumal Municipality under the Department of Antioquia. http://finance.google.com/finance?q=CLB:SETAS

Gulf Mushroom Products Co. SAOG is an Oman-based company engaged in the cultivation, processing and marketing of mushrooms. The Company operates a mushroom farm with an annual capacity exceeding 3,000 metric tons for cultivating, harvesting and canning fresh button mushrooms (Agaricus Bisporous). The Company's products include fresh white mushrooms, giant fresh mushrooms, white button mushroom in glass jars (slices and whole) and cans (pieces and stems). Its main export market for processed mushrooms is the United States and its fresh mushrooms are exported to the Middle East, Singapore and Malaysia. http://finance.google.com/finance?q=MSM:GMPI

YUKIGUNI MAITAKE CO., LTD. is a Japan-based company that is mainly engaged in the manufacture and sale of maitake mushrooms, shimeji mushrooms and other types of Japanese mushrooms. Along with its subsidiaries, the Company operates in two business segments. The Food Products segment offers maitake mushrooms, shimeji mushrooms and other types of fresh Japanese mushrooms, as well as various processed food, water boiled food, dried food and aquatic food. This segment also offers bean sprouts, health food products and agriculture products. The Others segment offers petroleum and other types of fuels. Headquartered in Niigata, the Company has 12 subsidiaries and two associated companies. http://finance.google.com/finance?q=TYO%3A1378

Chai-Na-Ta Corp. (Chai-Na-Ta) is engaged in growing, processing and marketing of North American ginseng. The Company maintains farms near Lillooet, Kamloops, and Ashcroft in British Columbia, Otterville in Ontario. As at December 31, 2007, Chai-Na-Ta had under lease 865 acres and owned 270 acres of farmland of which 629 are under ginseng Buderim Ginger Limited operates in the ginger processing industry. Its principal activities during the year ended December 31, 2007, included manufacture and marketing of a variety of confectionery ginger and other ginger-based products to industrial, food service and retail customers throughout the world; manufacture and marketing of a variety of bakery products to both industrial and retail customers throughout Australia, and tourism operations comprising the sale of ginger and other retail gift and food products, and the provision of leisure activities within the Australian tourism market. In addition to its traditional ginger processing activities and specialty food business, the Company operates a tourism business named the Ginger Factory. On December 31, 2007, Buderim Ginger Limited acquired Agrimac International Enterprises Pty Ltd through its wholly owned subsidiary, Buderim Macadamias Pty Ltd. http://finance.google.com/finance?q=ASX:BUG

Imperial Ginseng Products Ltd. (Imperial) is an American ginseng grower. The Company cultivates and processes ginseng in Ontario, Canada, and markets North American ginseng products throughout North America and Asia. Imperial's revenue is derived from ginseng root and value-added product sales. During the fiscal year ended June 30, 2007 (fiscal 2007), the Company planted approximately 106 acres of ginseng. In fiscal 2007, approximately 115 acres were harvested and 244,000 pounds of ginseng were processed by Imperial. As of June 30, 2007, the Company's acres under cultivation totaled 570 acres. On November 30, 2006, the Company closed down the operations of one of its subsidiaries, Imperial Ginseng Distributors Ltd. (IGD), the Company’s product division. http://finance.google.com/finance?q=OTC%3AIGPFF http://stocks.us.reuters.com/stocks/overview.asp?symbol=IGP.V

Page 42: Company List

PT Wahana Phonix Mandiri Tbk is an Indonesia-based agribusiness company. The Company isAgrofruse - Agricola de Frutos Secos, SA is a Spain-based company that is primarily engKakuzi Limited is a Kenya-based company engaged in the cultivation, manufacture and mar

ML Macadamia Orchards, L.P. is a publicly traded partnership, engaged in the business of growing and farming macadamia nuts in Hawaii. The Partnership owns or leases approximately 4,190 tree acres of macadamia nut orchards in three locations within a 50-mile radius on the island of Hawaii. It sold all of its macadamia nut production to

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Market Cap price PE ratio website tel email

$697M 1886 JAPY 13.2$609.6M ¥14.15 163x Agricultural Operations

257.8M $17.78 16.8x

$130M 338.55 INR 31.3x

$2M

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$4.58M

$4M

$29M

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$14M

121 Agricultural Operations

221K NM http://www.imperialginseng.com

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$17.3M$5M8.8M$8M reported illiquid in source sheet

Page 47: Company List

Agricultural Operations

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Agricultural Operations

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notes Company TKR sectorModern Dairies Ltd milk mauf.NZ FARMING NZS NZ dairy, beefFonterra Co-o milk, dairyChina Milk Pr milk, dairyTrigon Agris A/S cereals, milkPieno Zvaigzdes AB milk, dairyABICO Holdin milk, dairyMontec International Limite dariy technologyChina Dairy Group milk, dairyAgrowill Group AB land, dairyZambeef Products PLC beef, dairy, chickenBaotou Huazi I sugar, dairyBright Dairy & Food Co. Ltd.milk, dairy

milk, dairy

Centrale del latte di Torino milk, dairyParmalat Bras milk, cereals, fruitVivartia S.A. milk, dairyDean Foods Company milk, dairyMaeil Dairy I milk, dairySnow Brand Mi milk, dairy, feedLaive SA milk, meatLifeway Foods Inc. milk, dairy

milk, dairy

American Dairy Inc. milk, dairySynutra International Inc. milk, dairyProdlacta SA milk, dairyHeritage Foods (India) Ltd. milk, dairyEmmi AG milk, dairyThe Arab Dai milk, dairy

Beijing Sanyuan Foods Company

Wimm-Bill-Dann Foods OJSC (ADR)

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Comment Market CapModern Dairies Ltd. is a dairy company based in the state of Haryana, In Mkt cap 1.28

271,36M

NZ Farming Systems Uruguay Limited is engaged in developing and operating diary and beef farming activities in Uruguay. Its subsidiaries include Lembay S.A., Ginok S.A. and Gabegim. During the fiscal year ended June 30, 2007, the Company acquired Gimley S.A. and Gabefox S.A. from PGG Wrightson PAS. In

Fonterra Co-operative Group Limited manufactures and sells butter, cheese, dried milk, or casein, or any other product derived from milk or milk solids. The Company operates in two industrial segments: ingredients and consumer products (predominantly Fonterra brands).

China Milk Products Group Limited is engaged in the production and sale of raw milk, pedigree bull semen and pedigree dairy cow embryos in the People’s Republic of China. The Company’s raw milk is sold mainly to domestic dairy product manufacturers, who process the raw

Trigon Agri A/S is a Denmark-based soft commodities producer, storage provider and trader with operations in Ukraine, Russia and Estonia. The Company operates commercial cereals and dairy farms. As of April 2008, Trigon Agri had approximately 120,600 hectares of land under

Pieno zvaigzdes AB (Pieno zvaigzdes JSC) is a Lithuania-based company involved in the production and sale of dairy products. The Company's range of products includes milk, fermented milk and cheese, butter, cream, curd, yogurts, milk deserts, cottage and enzyme cheese, sour

ABICO Holding Public Company LTD is a Thailand-based company primarily engaged in the production of milk. Its main products include ultra-heat-treated (UHT) milk, pasteurized milk and lactic acid drinks. ABICO Holding is also involved in the real estate and food business.

Montec International Limited is engaged in the marketing and licensing of monounsaturated dairy technology. The Company holds certain rights to the manufacture and marketing of monounsaturated, cholesterol-free dairy products. Montec's technology provides the

China Dairy Group Limited is the investment holding company of Xi’an Yinqiao Biological Science and Technology Co., Ltd. in the People’s Republic of China. The Company is engaged in manufacture and distribution of milk powder products, and liquid milk products. The

Agrowill Group AB (Agrowill Group JSC), formerly Agrovaldymo grupe AB, is a Lithuania-based company, the main activity of which is the management of its subsidiaries. During the fiscal year ended December 31, 2007, the Company had 35 subsidiaries, which principally operated

Zambeef Products PLC is an agri-business company involved in the production, processing, distribution and retailing of beef, chickens, eggs, milk and dairy products throughout Zambia. The Company has cropping operations in Africa with 2,100 hectares under irrigation and a

Baotou Huazi Industry Co., Ltd. is principally engaged in the manufacture of sugar products and electronic information products. The Company is also involved in dairy and financial business. The Company's major products and services include sugar products and

Bright Dairy & Food Co., Ltd (Bright Dairy) is principally engaged in the production and sale of dairy products. It offers various products, consisting of fresh milk; yogurt, under the brand name of Bright, Daneng and Sandao; ultra heat treated (UHT) milk; milk powder, including milk powder for adults, infant milk

Beijing Sanyuan Foods Co., Ltd. is principally engaged in the manufacture and sale of milk and dairy products, under the brand Sanyuan. The Company’s major products include liquid milk series, powdered milk series and cheese series. The Company distributes its

Centrale del Latte di Torino & C. SpA is an Italian milk products producer. The Company produces fresh pasteurized milk, long shelf-life, ultra-heat-treated (UHT) milk, fresh pasteurized and UHT cream, butter, yogurt, fermented milk using acidophilus and bifida. In addition, its offer consists of packaged products

Parmalat Brasil S.A. Industria de Alimentos is involved in the production, industrialization, and commercialization of dairy, vegetable, cereal, fruits and biscuit products, among others. The Company is in the Brazilian consumer market under the Parmalat brand name.

Vivartia S.A., formerly Delta Holdings S.A., is a Greece-based holding company active in the food sector. The Company was formed as a result of the merger through acquisition of the following companies, Chipita S.A., Delta Dairy S.A., Goody’s S.A. and General Frozen Foods S.A. The Company, via its subsidiaries,

Dean Foods Company is a food and beverage company. The Company has two segments: the Dairy Group and WhiteWave Foods (WhiteWave). The Dairy Group segment is a processor and distributor of milk and other dairy products, with products sold under more than 50 familiar local and regional brands and a

Maeil Dairy Industry Company is a Korea-based company engaged in the production and sale of milk products. The Company provides four categories of products: baby food, including delicatessen food, weaning diet, special powdered milk, nutrition, soybean milk and drinks for

Snow Brand Milk Products Co., Ltd. is a Japan-based company engaged in the food industry. The Company has three business segments. The Food Products segment is engaged in the production and sale of dairy and processed food products. The Feedstuffs and Seeds segment is

Laive SA is a Peru-based company engaged in the food industry. It specializes in production, industrialization, commercialization, import and export of the all types of dairy, meat and other grocery products. The Company owns and sells its products under the following

Lifeway Foods, Inc. manufactures probiotic, cultured, functional dairy and non-dairy health food products. Lifeway’s primary products are kefir, a drinkable dairy beverage similar to but distinct from yogurt, in several flavors sold under the name Lifeway Kefir and Helios Nutrition

Wimm-Bill-Dann Foods OJSC (WBD) is a Russian manufacturer of dairy and juice products. As of the year ended December 31, 2006, the Company's dairy, beverage and baby food products accounted for 75%, 18.4% and 6.6% of its net sales respectively. WBD's principal

American Dairy, Inc. completed the acquisition of 100% of American Flying Crane Corporation (AFC), effective May 7, 2003. Subsequently, AFC become a wholly owned subsidiary of American Dairy. In addition, American Dairy changed its name to American Dairy, Inc. AFC holds

Synutra International, Inc. (Synutra), through its wholly owned subsidiary, Synutra Inc., is engaged in the production, marketing, packaging and development of dairy-based nutritional products in China for infants, children, pregnant women and nursing mothers, and

Prodlacta SA is a Romanian producer of milk and dairy products. Its product range includes milk, butter, cheese, ice cream and mayonnaise. The Company’s services include the storage and distribution of dairy products, as well as transportation activities.

Heritage Foods (India) Limited (HFIL) is an India-based company engaged in the dairy business. The Company distributes milk and milk products in the states of Andhra Pradesh, Karnataka, Kerala and Tamil Nadu and Union Territory of Pondicherry. Its products include milk,

Emmi AG is a Swiss dairy company. The Company produces a range of dairy and creamery products, including milk, butter, margarine, cream, yogurt, cheese, chilled coffee drinks, offered under the brand name Caffe Latte, quarks, desserts, ice cream, as well as gluten-free products

The Arab Dairy Products Company (Arab Dairy) is an Egypt-based company engaged in the dairy industry. The Company produces different international kinds of cheese, including white cheese, with eastern and European flavors (Feta and Istanbully); triangles; cheddar;

Page 51: Company List

price PE ratio website tel emailRange 54.70 -Q1 (Mar '09) 2009 Net profit margin -15.80% -5.65% Operating margin -17.15% -6.76% EBITD marginN/A http://www.nzfsu.co.nz

http://www.fonterra.com http://www.chinamilkgroup.com/ http://www.trigonagri.com/

Page 52: Company List

Q1 (Mar '09) 2009 Net profit margin -15.80% -5.65% Operating margin -17.15% -6.76% EBITD margin

Page 53: Company List

Notes Company TKR sectorRUBICON LIMIT RBC NZ Equity energy and forestry portfoliTFS CorporatioTFC.AX forestryCerro Verde FCVB woodEl Tecal CA E ETCL woodLa Reserva Forestal seedGuangzhao IndGUAN.SI forestryForest EnterprFEA.AX forestryGreat SoutherGTP forestry, meat, almonds, grEver Fortune Intl. Hldgs. Ltd. tree seedsTSH RESOURCTSH MK Equity cocoa, oil pal MAL

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Comment Market Cap price PE ratiosee last cell in row for energy and forestry holdings 172

177.01M 7.24 102.90M 10.16 ?

407

TFS Corporation Ltd (TFS) is engaged in management and operation of forestry plantations, and the provision of finance. Its principal activities include promotion of sandalwood-managed investment schemes; management and maintenance Cerro Verde Forestal SA (BIGFOREST) is an Ecuador-based company principally engaged in the wood processing industry. BIGFOREST is listed on the Quito Stock Exchange.

El Tecal CA ELTECA is an Ecuador-based company principally engaged in the wood processing industry. It is listed on the Quito Stock Exchange. http://finance.google.com/finance?q=QUI:ETCLLa Reserva Forestal Reforest is an Ecuador-based company active in the agricultural and cattle farming sectors. The Company is listed on the Quito Stock Exchange.

Guangzhao Industrial Forest Biotechnology Group Limited (Guangzhao) is engaged in the production and sale of the Guangzhao Fast Growing Poplar, a variety of fast growing poplar, which can grow up to a harvestable height of 16 meters

Forest Enterprises Australia Limited is a vertically integrated forestry and forest products company. It is engaged in the sale of woodlot investments through managed investment schemes, preparation, establishment and maintenance of plantations,

Great Southern Ltd. is engaged in the development, marketing, establishment and management of agribusiness-based projects. The Company is a plantation forestry company and in the five commodity producers for beef cattle, wine grape, olives,

Ever Fortune International Holdings Limited, formerly First Dragoncom Agro-Strategy Holdings Ltd., is a Hong-Kong-based investment holding company that, together with its subsidiaries, is principally engaged in nurturing, selling and selling of tree

TSH Resources Berhad is an investment holding company. It is engaged in the marketing and distribution of cocoa beans, and the operation of a forest management unit. It is organized into three

Page 55: Company List

website tel emailEnergy Port Forestry Portfolio: A 17.6% ownership interest in Tenon (formerly FCF but since renamed to Tenon); A 31.67% interest in ArborGen - the world's leading forestry biotechnology joint venture (in which Rubicon, International Paper and MeadWestvaco are equal partners);An interest in 50% of FTSA -  a eucalyptus forest and timber/plywood processing operation in Argentina; A 3% interest in Genesis Research and Development Limited - a publicly listed New Zealand genomics company

http://www.tfsltd.com.au/

http://www.guangzhao.com.sg/ http://www.forestenterprise.com/ http://www.great-southern.com.au/

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Forestry Portfolio: A 17.6% ownership interest in Tenon (formerly FCF but since renamed to Tenon); A 31.67% interest in ArborGen - the world's leading forestry biotechnology joint venture (in which Rubicon, International Paper and MeadWestvaco are equal partners);An interest in 50% of FTSA -  a eucalyptus forest and timber/plywood processing operation in Argentina; A 3% interest in Genesis Research and Development Limited - a publicly listed New Zealand genomics company

Page 57: Company List

Forestry Portfolio: A 17.6% ownership interest in Tenon (formerly FCF but since renamed to Tenon); A 31.67% interest in ArborGen - the world's leading forestry biotechnology joint venture (in which Rubicon, International Paper and MeadWestvaco are equal partners);An interest in 50% of FTSA -  a eucalyptus forest and timber/plywood processing operation in Argentina; A 3% interest in Genesis Research and Development Limited - a publicly listed New Zealand genomics company

Page 58: Company List

Forestry Portfolio: A 17.6% ownership interest in Tenon (formerly FCF but since renamed to Tenon); A 31.67% interest in ArborGen - the world's leading forestry biotechnology joint venture (in which Rubicon, International Paper and MeadWestvaco are equal partners);An interest in 50% of FTSA -  a eucalyptus forest and timber/plywood processing operation in Argentina; A 3% interest in Genesis Research and Development Limited - a publicly listed New Zealand genomics company

Page 59: Company List

Forestry Portfolio: A 17.6% ownership interest in Tenon (formerly FCF but since renamed to Tenon); A 31.67% interest in ArborGen - the world's leading forestry biotechnology joint venture (in which Rubicon, International Paper and MeadWestvaco are equal partners);An interest in 50% of FTSA -  a eucalyptus forest and timber/plywood processing operation in Argentina; A 3% interest in Genesis Research and Development Limited - a publicly listed New Zealand genomics company

Page 60: Company List

Forestry Portfolio: A 17.6% ownership interest in Tenon (formerly FCF but since renamed to Tenon); A 31.67% interest in ArborGen - the world's leading forestry biotechnology joint venture (in which Rubicon, International Paper and MeadWestvaco are equal partners);An interest in 50% of FTSA -  a eucalyptus forest and timber/plywood processing operation in Argentina; A 3% interest in Genesis Research and Development Limited - a publicly listed New Zealand genomics company

Page 61: Company List

Company TKR sectorGlenealy Plantations Malaysia GNEALY oil palms plantationBoustead Holdings Berhad BOUS.KL oil palmsTH Group Berhad THGR.KL oil palms (also many other Société Anonyme Forestiére et AgrSFOR.PA oil palmsPembinaan Limbongan Setia Berh PLSB.KL oil palms, forestryKulim (Malaysia) Berhad KULM.KL oil palmsTDM Berhad oil palmsIJM Plantations Berhad IJMP.KL oil palmsNPC Resources Berhad oil palmsR.E.A. Holdings oil palmsUnico-Desa Plantations Berhad KUL:UNICO oil palmsHarn Len Corporation Berhad oil palmsBLD Plantation Berhad oil palmsMHC Plantations Berhad oil palmsSarawak Oil Palms Berhad oil palmsAnglo-Easter Plantations PLC oil palms, rubberM.P. Evans Group PLC oil palms, rubberCompagnie Internationale de Cult oil palms, rubberAsian Palm Oil Comany Ltd. oil palmsChin Teck Plantations Berhad oil palmsThe Indo-Malay Estates Limited oil palmsThe Indo-Malay Estates Limited oil palmsNegri Sembilan Oil Palms Berhad oil palms, fruitRiverview Rubber Estates Berhad oil palmsThe Good Hope Company Ltd. oil palmsHap Seng Plantations Holdings Be oil palmsKurnia Setia Berhad oil palmsWilmar International Ltd. oil palmsNARBOROUGH PLTNS NBP LN oil palmsANGLO-EAST PLNTS AEP LN oil palms, rubberREA HOLDINGS RE/ LN oil palmsKuala Lumpur Kepong Berhad oil palms, rub MALKUALA LUMPUR KEP KLK MK rubber, palm productsSUNGEI BAGAN RUB SBR MK oil palms and investmentCHIN TECK PLANTS CTP MK oil palmsKECK SENG MALAYS KS MK oil palmsSARAWAK PLANT SPLB MK oil palms MALIOI CORP BHD IOI MK Equity oil palms MALGOLDEN AGRI-RESO GGR SP Equit oil palms SINASTRA AGRO LEST AALI IJ Equity oil palms rub INDINDOFOOD AGRI RE IFAR SP Equity SINASIATIC DEVELOP ASP MK Equit oil palms MALPLANTATIONS TERR PTER FP Equitoil palms and LUXNEW BRITAIN PALM NBPO LN Equioil palms PNGTRADEWINDS PLANT TWPB MK Equioil palms MALSOCFINAL SFNL LX Equitrubber, palm oLUXTRADEWINDS (MAL) TWI MK Equit sugar, oil pal MALM P EVANS GROUP MPE LN Equit oil palms, rub UKTSH RESOURCES TSH MK Equit cocoa, oil pal MAL

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UNITED MALACCA UMR MK Equitoil palms MALFAR EAST HLDGS FEH MK Equit oil palms MALKIM LOONG RESOUR KIML MK Equi oil palms, cocMALUNIVANICH PALM O UVAN TB Equioil palms THATH PLANTATIONS THP MK Equit oil palms MALPALMCI PALC BC Equi oil palms Ivory CoastBUKIT DARAH CO BUKI SL Equit oil palms SRILADANG PERBADANA LPF MK Equityoil palms MALOKOMU OIL PALM OKOMUOIL NL oil palms NIGPT PP London Sumatra Indonesia oil palms, rubber, tea, coff

KWANTAS CO KWAN MK Equity

volatile earnings UNITED INTL UIE DC Equityholding agro

Page 63: Company List

Comment Market Cap price594.11M 201.96M 239.75M234.51M

13,915

6,720

4,156

2,579

1,992

1,584

1,517

635

516

499

466

407

Glenealy Plantations (Malaya) Berhad is a Malaysia-based investment holding company that is engaged in the provision of management services to its subsidiaries. The Company, along with its subsidiaries, is principally engaged in the operations of oil

Boustead Holdings Berhad is an investment holding company. It is also engaged in the cultivation of oil palms. The Company operates in seven segments: plantation, heavy industries, property development, property investment, finance and investment,

TH Group Berhad is involved in investment holding, property investment and the provision of management services. The Company has four principal divisions: Plantation, Contracting, Information Technology and Biohealthcare. Under the Plantation

Societe Anonyme Forestiere et Agricole is a France-based company operating oil palm tree and rubber plantations in Cameroon. The Company is a part of the Bollore group. It is headquartered in Puteaux, France.

Pembinaan Limbongan Setia Berhad is principally engaged in the undertaking of civil engineering and construction works. The Company has three segments: construction, which include civil engineering and construction work of earthwork and buildings;

Kulim (Malaysia) Berhad is engaged in oil palm plantation, investment holding and property investment in Malaysia. The Company operates in five business segments: plantation operations segment, which is engaged in oil palm planting, crude

TDM Berhad is a Malaysia-based investment holding company engaged in the provision of management services to its subsidiaries. Through its subsidiaries, the Company is engaged in the management of oil palm plantation, processing and trading of

IJM Plantations Berhad is a Malaysia-based company engaged in the cultivation of oil palm, investment holding and provision of management services to the subsidiaries. The three palm oil mills in the Company have a total fresh fruit bunches (FFB) processing

NPC Resources Berhad is a Malaysia-based investment holding company engaged in the provision of management services to its subsidiaries. Through its subsidiaries, the Company is engaged in the operation of oil palm plantations and palm oil mills, trading of

R.E.A. Holdings plc is engaged in the cultivation of oil palms in the province of East Kalimantan in Indonesia, and in the production of crude palm oil (CPO) and by-products from fruit harvested from its palms. As at December 31, 2006, the Company operated two oil

Unico-Desa Plantations Berhad is engaged in the cultivation of oil palm, palm oil milling and distribution of crude palm oil and palm kernel. The Company is organized into two main business segments: plantations, which involves the cultivation of oil palm,

Harn Len Corporation Bhd (Harn Len) is a Malaysia-based company engaged in the cultivation of oil palm and teak trees, operation of palm oil mill, property investment and investment holding. The Company operates through two business segments:

BLD Plantation Berhad is an investment holding company. BLD Plantation Berhad has two directly owned subsidiaries: Bintulu Lumber Development Sdn. Bhd., which is involved in oil palm plantation, palm oil milling and sales of related products, and

MHC Plantations Bhd is a Malaysia-based company engaged in oil palm cultivation, investment holding and the operation of a hotel. Its major subsidiaries include Champion Point Sdn Bhd, Majuperak Plantation Sdn Bhd, Yew Lee Holdings Sdn Berhad and Anson Oil

Sarawak Oil Palms Berhad is a Malaysian-based company that is principally engaged in cultivation of oil palms and the operations of palm oil mills. The Company conducts business through its subsidiaries: Ebal Plantation Sdn. Bhd., SOP Karabungan Sdn.

Anglo-Eastern Plantations PLC operates and is developing plantations in Indonesia and Malaysia, amounting to a total land area of 45,000 hectares producing mainly palm oil and some rubber. The Company, through its subsidiaries, is engaged in the

M.P. Evans Group PLC has interests in oil-palm and rubber plantations in Indonesia, beefcattle operations in Australia and oil-palm plantations and property development in West Malaysia. During the year ended December 31, 2006, the Company had

Compagnie Internationale de Cultures SA is a Luxembourg-based holding company with direct and indirect interests in companies operating in Africa, in the sectors of rubber and palm oil production. The Company has two wholly owned subsidiaries:

Asian Palm Oil Company Limited is established to acquire, develop and operate palm oil plantations in Malaysia. The Company has an option to acquire two land owning companies with land in Eastern Malaysia, specifically Sarawak and Sabah.

Chin Teck Plantations Berhad is engaged in the cultivation of oil palms, production and sale of crude palm oil and palm kernel, and investment holding. The Company has one wholly owned subsidiary, Double Alliance Sdn. Bhd, which is involved in

The Indo-Malay Estates Limited is engaged in the cultivation of palm oil. During the fiscal year ended March 31, 2007 (fiscal 2007), the gross area of the oil palm plantation in Malaysia was 293.52 hectares. The plantation

The Indo-Malay Estates Limited is engaged in the cultivation of palm oil. During the fiscal year ended March 31, 2007 (fiscal 2007), the gross area of the oil palm plantation in Malaysia was 293.52 hectares. The plantation

Negri Sembilan Oil Palms Berhad is a Malaysian investment holding company that is principally engaged in the cultivation of oil palms and sale of fresh fruit bunches, and investment holding. The principal activities of the subsidiaries are the cultivation of oil

Riverview Rubber Estates, Berhad is a Malaysia-based company engaged in the cultivation of oil palm. During the year ended December 31, 2006, the Company produced 43,651 tons of fresh fruit bunches. As of December 31,

The Good Hope Company Limited is a Colombo-based company engaged in the cultivation of oil palm. The Company's Malaysian oil palm plantation property has a gross area of 315.93 hectares. The plantation is located in

Hap Seng Plantations Holdings Berhad (HSP) is a Malaysia-based investment holding company that carries out marketing and trading activities for its subsidiaries. The Company’s subsidiaries include Jeroco Plantation Sdn Bhd

Kurnia Setia Berhad is a Malaysia-based company engaged in the cultivation of oil palms, sale of fresh fruit bunches and other related products. Kurnia Setia Berhad is a plantation-based company with a total plantation size

Wilmar International Limited is a palm oil trading company based in Singapore. The Company’s business activities include oil palm cultivation, edible oils refining, oilseeds crushing, consumer pack edible oils processing and

Narborough Plantations PLC is a Malaysia-based company. The Company is engaged in the cultivation of oil palm wholly carried out within Malaysia. http://finance.google.com/finance?q=LON:NBP

Anglo-Eastern Plantations PLC operates and is developing plantations in Indonesia and Malaysia, amounting to a total land area of 45,000 hectares producing mainly palm oil and some rubber. The Company, through its subsidiaries, is engaged in the

R.E.A. Holdings plc is engaged in the cultivation of oil palms in the province of East Kalimantan in Indonesia, and in the production of crude palm oil (CPO) and by-products from fruit harvested from its palms. As at December 31, 2006, the Company operated two oil

Kuala Lumpur Kepong Berhad (KLK) is engaged in the producing and processing palm products and natural rubber on its plantations. The plantation segment is engaged in the cultivation and processing of palm and

Kuala Lumpur Kepong Berhad (KLK) is engaged in the producing and processing palm products and natural rubber on its plantations. The plantation segment is engaged in the cultivation and processing of palm and

Sungei Bagan Rubber Company (Malaysia) Berhad is a long-term portfolio investor in securities and is also engaged in the production and sale of fresh oil palm fruit bunches. Sungei Bagan Rubber Company (Malaysia)

Chin Teck Plantations Berhad is engaged in the cultivation of oil palms, production and sale of crude palm oil and palm kernel, and investment holding. The Company has one wholly owned subsidiary, Double Alliance Sdn. Bhd, which is involved in

Keck Seng (Malaysia) Berhad is principally engaged in the cultivation of oil palm, processing and marketing of refined palm oil products, housing development, property investment and share investment holding. The Company,

Sarawak Oil Palms Berhad is a Malaysian-based company that is principally engaged in cultivation of oil palms and the operations of palm oil mills. The Company conducts business through its subsidiaries: Ebal Plantation Sdn. Bhd., SOP Karabungan Sdn.

IOI Corporation Berhad is a Malaysia-based investment holding company engaged in the cultivation of oil palm and processing of palm oil. The Company operates in five segments. The plantation segment is engaged in

Golden Agri-Resources Ltd. (GAR) is a Singapore-based investment holding company. The Company, through its wholly owned subsidiaries, is engaged in trading in crude palm oil and related products, treasury management,

PT Astra Agro Lestari Tbk is an Indonesia-based plantation company. The Company's principal activities are the operation of oil palm, rubber and cocoa plantations, general trading, manufacturing, transportations,

Indofood Agri Resources Ltd. is a vertically-integrated producer of edible oil and fats, with its principal activities comprising oil palm seed breeding, cultivation of oil palm plantations, production and refining of crude palm oil

Asiatic Development Berhad is Malaysia-based investment holding and management company. The Company, along with its subsidiaries, is engaged in the plantation and property development. Asiatic Development Berhad

Plantations des Terres Rouges is engaged in two activities: the production of palm oil and portfolio management. The Company is the major shareholder in SFA (98.37%), Cormoran Participations (99.98%), PTR Finances (99.92%)

New Britain Palm Oil Limited operates in the oil palm industry in Papua New Guinea, the Solomon Islands, Indonesia, Singapore and Australia. The Company is engaged in the business of growing, harvesting and Tradewinds Plantation Berhad is a Malaysia-based holding company. The Company operates through its wholly owned subsidiary Johore Tenggara Oil Palm Berhad, which is engaged in investment holding, and its subsidiaries,

Socfinal SA Holding is a Luxemburg-based holding company. The Company invests in portfolio and service companies that directly or indirectly operate in South East Asia and Africa in the production of rubber and palm oil.

Tradewinds (M) Berhad is engaged in the provision of management services and investment holding. The Company is organized into four business segments. The manufacturing and trading segment manufacture and sells

M.P. Evans Group PLC has interests in oil-palm and rubber plantations in Indonesia, beefcattle operations in Australia and oil-palm plantations and property development in West Malaysia. During the year ended December 31,

TSH Resources Berhad is an investment holding company. It is engaged in the marketing and distribution of cocoa beans, and the operation of a forest management unit. It is organized into three segments: palm and bio-

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330

283

243

234

225

189

172

152

123 $1.16B $0.85 = 8,000

oil palms MAL

DK $352m

United Malacca Berhad is a Malaysia-based is engaged in cultivation of oil palms and investment holding. The Company’s business segments include plantation, which includes cultivation of oil palms and palm oil milling;

Far East Holdings Berhad is a Malaysia-based company principally engaged in oil palm plantations and investment holding. During the year ended December 31, 2006, the Company produced 284,510 metric tons of fresh fruit

Kim Loong Resources Berhad is a Malaysia-based company engaged in the cultivation of oil palm and cocoa, and investment holding. The Company, together with its subsidiaries, operates in two business segments. The

Univanich Palm Oil Public Company Limited is a Thailand-based manufacturing company. The Company is engaged in the production and sale of crude palm oil, crude palm kernel oil, palm kernel cake, as well as palm seeds and

TH Plantations Berhad (THP) is an investment holding company. The Company is principally engaged in cultivation of oil palm, processing of fresh fruit bunches (FFB), marketing of crude palm oil (CPO), palm kernel (PK)

PALMCI SA is an Ivorian company headquartered in Abidjan, Ivory Coast. The Company activities consist in the management of industrial oil plantations. It is also involved in the production of crude palm oil and palm-kernel oil.

The Bukit Darah Company Limited primarily invests in oil palm plantations and in diversified holding companies. The Company has two main investment holdings 46.4% interest in Carson Cuberbatch & Co. Ltd. and 70% interest

Ladang Perbadanan-Fima Berhad and its subsidiaries are engaged in oil palm cultivation and production and sale of crude palm oil and palm kernel. During the year ended December 31, 2006, the Company’s three estates with a

The Okomu Oil Palm Company Plc is a Nigeria-based company that is engaged in the development of oil palm plantation, palm oil milling and palm kernel processing. The Company’s other activities include the development of

PT Perusahaan Perkebunan London Sumatra Indonesia Tbk is an Indonesia-based plantation company. It is engaged in the planting and developing palm oil, rubber, cocoa, coconut, tea, coffee and seeds. Its products are sold to

Kwantas Corporation Berhad (KCB) is an

United International Enterprises Limited (UIE)

Page 65: Company List

PE ratio website tel email18.75

13.71

15.1621.28

Agricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural Operations

http://www.boustead.com.my/ http://www.thgroup.com.my/

http://www.kulim.com.my/ http://www.tdmberhad.com.my/ http://www.ijm.com/ http://www.npc.com.my/ http://www.rea.co.uk/

http://www.bld.com.my

http://www.angloeastern.co.uk/ http://www.mpevans.co.uk/ http://www.socfinal.be/ http://www.asianpalmoil.com/

http://www.carsoncumberbatch.com/ http://www.hapsengplantations.com.m...

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Agricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural OperationsAgricultural Operations

15.55404

390.00 danish6.60 Agricultural Operations

http://www.londonsumatra.com/defaul...

Page 67: Company List

Company TKR sector

Landkom InterLON:LKI

ESV Group PLC grain, biofuel

Page 68: Company List

Comment Market Cap price

´197m gbp 98.6gbp

stock has doubled in six months. Landkom International Plc (Landkom) is a producer of agricultural feed stocks, including oil seed rape (OSR) and wheat for the biofuel and food markets. The Company's production is centered in Western Ukraine. Website: Landkom International Plc (“Landkom”), which is incorporated in the Isle of Man, is fast becoming one of Europe’s largest producers of high value agricultural feed stocks including oil seed rape (“OSR”) and wheat for the biofuel and food markets. The company's production is centred in Western Ukraine where the land is amongst the most fertile in the world. In 2007 the company will have planted 10,000 hectares of land for harvest in 2008. http://stocks.us.reuters.com/stocks/overview.asp?symbol=LKI.L

ESV Group Plc is a United Kingdom-based investment business company involved in farming operations, improving port facilities, transport, cargo handling and warehousing for the export of grains and vegetable oils from the Ukraine with specific emphasis on supplying biofuel raw supplies to the European biodiesel refineries. The Company has business interests in farming and farming logistics. Its main operations are conducted through a purchase agreement with Agri-Ukraine Ltd, Cyprus who operate a substantial 12,000 hectare farming operation in Poltava; a management agreement with Dnipro Cargo Ltd, Cyprus whereby ESV Group Plc manages a grain terminal at Kherson sea port on the Black Sea, and ESV Bio Africa Lda, which is developing a Jatropha plantation in Mozambique for the production of raw vegetable oil. http://finance.google.com/finance?q=OFEX:ESVO

Page 69: Company List

PE ratio website tel email

- http://landkomukraine.sharepointsite.net/default.aspx

http://www.esvgroup.com/

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Ticker Short Name ICB Subsector NameAALI IJ ASTRA AGRO LEST Farming & FishingSMAR IJ SMART TBK Farming & FishingLSIP IJ PP LONDON SUMATR Farming & FishingBISI IJ BISI INTERNATION Farming & FishingUNSP IJ BAKRIE SUMATERA Farming & FishingSGRO IJ SAMPOERNA AGRO Farming & FishingCPRO IJ CENTRAL PROTEINA Farming & Fishing

CPIN IJ CHAROEN POK INDO Farming & FishingMPC VN MINH PHU SEAFOOD Farming & FishingJPFA IJ JAPFA COMFEED Farming & Fishing

6040 KS DONGWON INDUS Farming & Fishing4970 KS SILLA CO LTD Farming & Fishing

MULTIFOO CI MULTIFOODS Farming & Fishing

SFICO AB SAUDI FISHERIES Farming & FishingNADEC AB NATIONAL AGRICUL Farming & FishingCRES AR CRESUD SA Farming & FishingABB AU ABB GRAIN LTD Farming & FishingFCL AU FUTURIS CORP LTD Farming & FishingPHC BC PLANTATION ET HU Farming & FishingTTRC BC TRITURAF Farming & FishingPALC BC PALMCI Farming & FishingSOGC BC SOGB Farming & FishingSPHC BC SOC AFRICAINE PL Farming & FishingSLCE3 BZ SLC AGRICOLA SA Farming & FishingBNA CB BNA Farming & Fishing

600506 CH XINJIANG KORLA Farming & Fishing2124 CH NINGBO TECH -A Farming & Fishing2086 CH ORIENTAL OCEAN-A Farming & Fishing2157 CH JIANGXI ZHENGB-A Farming & Fishing

702 CH HUNAN ZHENGHON-A Farming & Fishing2100 CH XINJIANG TIAN -A Farming & Fishing

48 CH SHENZHEN KONDA-A Farming & Fishing600975 CH HUNAN NEW Farming & Fishing600313 CH ZHINGKEN AGRIC-A Farming & Fishing600543 CH GANSU MOGAO IND Farming & Fishing600371 CH WANXIANG DONEE-A Farming & Fishing

998 CH YUAN LONGPING-A Farming & Fishing600257 CH HUNAN DONGTING Farming & Fishing600965 CH FORTUNE NG FUNG Farming & Fishing600354 CH GANSU DUNHUANG S Farming & Fishing

2041 CH DENGHAI SEEDS CO Farming & Fishing798 CH CNFC OVERSEAS-A Farming & Fishing

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34 CH SHENZHEN SHENXIN Farming & Fishing600540 CH XINJIANG SAYRAM Farming & Fishing

713 CH HEFEI FENGLE S-A Farming & Fishing600359 CH XINJIANG TALIM-A Farming & Fishing

735 CH HAIKOU AGRICUL-A Farming & Fishing600467 CH HOMEY AQUATIC DE Farming & Fishing600195 CH CHINA ANIMAL-A Farming & Fishing

2069 CH ZHANGZIDAO -A Farming & Fishing876 CH SICHUAN NEW-A Farming & Fishing

600108 CH GANSU YASHENG-A Farming & Fishing600438 CH TONGWEI CO-A Farming & Fishing600598 CH HEILONGJIANG-A Farming & Fishing

ANASAC CI ANASAC Farming & FishingCOPEVAL CI COPEVAL Farming & FishingINVERMAR CI INVERMAR Farming & FishingNAVAR CI NAVARINO Farming & FishingIQUIQUE CI IQUIQUE Farming & FishingITATA CI ITATA Farming & FishingCOLOSO CI COLOSO Farming & FishingVT CN SASKATCHEWAN WHE Farming & FishingVIRORA CZ VIRO TVORNICA E Farming & FishingBIOMAR DC BIOMAR HOLDING Farming & FishingUIE DC UNITED INTL ENTE Farming & FishingPOUL EY CAIRO POULTRY Farming & FishingPTER FP PLANTATIONS TERR Farming & FishingRIN FP VILMORIN & CIE Farming & FishingBYW6 GR BAYWA AG-VINK. Farming & Fishing

43 HK CP POKPHAND Farming & Fishing1203 HK GUANGNAN HLDGS Farming & Fishing

682 HK CHAODA MODERN Farming & FishingADF IN AGRO DUTCH INDUS Farming & FishingJKAGRI IN JK AGRI GENETICS Farming & FishingWH IN VENKY'S (INDIA) Farming & FishingJTI IN JAYSHREE TEA Farming & FishingHRM IN HARRISONS MALAY Farming & FishingGDRK IN GOODRICKE GROUP Farming & FishingGMR IN GMR INDUSTRIES L Farming & FishingKSCL IN KAVERI SEED Farming & FishingCCO IN TATA COFFEE LTD Farming & FishingALRL IN ALCHEMIST REALTY Farming & FishingPAI IN PARRY AGRO INDS Farming & FishingASAM IN ASSAM CO LTD Farming & FishingADV IN ADVANTA INDIA LT Farming & FishingSLT IN STERLING BIOTECH Farming & FishingTT IN TATA TEA LTD Farming & FishingIG IR ICELANDIC GROUP Farming & FishingGRND IR GRANDI HF Farming & FishingA IR ALFESCA Farming & Fishing

1382 JP HOB CO LTD Farming & Fishing7427 JP ECHO TRADING CO Farming & Fishing

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2055 JP NICHIWA SANGYO Farming & Fishing1376 JP KANEKO SEEDS Farming & Fishing2056 JP NIPPON FORMULA Farming & Fishing2052 JP KYODO SHIRYO CO Farming & Fishing2057 JP SNOW BRAND SEED Farming & Fishing2053 JP CHUBU SHIRYO CO Farming & Fishing2051 JP NOSAN CORP Farming & Fishing1379 JP HOKUTO CORP Farming & Fishing1377 JP SAKATA SEED CORP Farming & Fishing1332 JP NIPPON SUISAN Farming & Fishing

RVPL KN REA VIPINGO PLAN Farming & FishingUTK KN UNILEVER TEA KEN Farming & Fishing

30270 KS KAHEE CO LTD Farming & Fishing30720 KS DONG WON FISHERI Farming & Fishing40670 KS DANAM COMMUNICAT Farming & Fishing17160 KS KOSF CO LTD Farming & Fishing25880 KS KC FEED CO LTD Farming & Fishing12620 KS WONIL SPECIAL Farming & Fishing11150 KS SAMHO F&G INC Farming & Fishing27710 KS DODRAM BIO & FEE Farming & Fishing36580 KS DAESANG FARMSCO Farming & Fishing41450 KS INNET CO LTD Farming & Fishing47940 KS EBT NETWORKS CO Farming & Fishing43610 KS BLUECORD TECH Farming & Fishing38530 KS CORECROSS INC Farming & Fishing31990 KS DAESUN SHIPBUILD Farming & Fishing

6090 KS OYANG FISHERIES Farming & Fishing88910 KS DONGWOO CO LTD Farming & Fishing

3960 KS DAERIM CORP Farming & Fishing7160 KS SAJO INDUS CO Farming & Fishing

24660 KS HALIM CO LTD Farming & Fishing54050 KS NONG WOO BIO CO Farming & Fishing53110 KS SORIBADA INC Farming & Fishing

UMR MK UNITED MALACCA Farming & FishingKS MK KECK SENG MALAYS Farming & FishingSOP MK SARAWAK OIL PALM Farming & FishingTSH MK TSH RESOURCES Farming & FishingHAP MK HAP SENG CONS Farming & FishingKWAN MK KWANTAS CORP BHD Farming & FishingTWPB MK TRADEWINDS PLANT Farming & FishingHAPL MK HAP SENG PLANTAT Farming & FishingIJMP MK IJM PLANTATIONS Farming & FishingKUL MK KULIM MALAYSIA Farming & FishingUPL MK UNITED PLANTATN Farming & FishingASP MK ASIATIC DEVELOP Farming & FishingKLK MK KUALA LUMPUR KEP Farming & FishingIOI MK IOI CORP BHD Farming & FishingNUO NA NUTRECO HLDG NV Farming & FishingLIVESTOC NL LIVESTOCK FEEDS Farming & FishingPRESCO NL PRESCO PLC Farming & Fishing

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MAFA NO MARINE FARMS ASA Farming & FishingSALM NO SALMAR ASA Farming & FishingCEQ NO CERMAQ ASA Farming & FishingAUSS NO AUSTEVOLL SEAFOO Farming & FishingMHG NO MARINE HARVEST Farming & FishingAUST/C PE AUSTRAL GROUP SA Farming & FishingKER PW KERNEL Farming & FishingMITR SG MITROSREM AD SRE Farming & FishingOCE SJ OCEANA GROUP LTD Farming & FishingAFR SJ AFGRI LTD Farming & FishingARL SJ ASTRAL FOODS LTD Farming & FishingRBW SJ RAINBOW CHICKEN Farming & FishingGOOD SL GOOD HOPE PLC Farming & FishingSELI SL SELINSING CO LTD Farming & FishingMPRH SL METROPOLITAN RES Farming & FishingMAL SL MALWATTE VALLEY Farming & FishingKGAL SL KEGALLE PLANTATI Farming & FishingBOPL SL BOGAWANTALAWA Farming & FishingSUGA SL PELWATTE SUGAR Farming & FishingINDO SL INDO MALAY ESTAT Farming & FishingKAHA SL KAHAWATTE PLANT Farming & FishingKOTA SL KOTAGALA Farming & FishingWATA SL WATAWALA PLANT Farming & FishingKVAL SL KELANI VALLEY Farming & FishingELPL SL ELPITYA PLANTAT Farming & FishingHAPU SL HAPUGASTENNE PLA Farming & FishingSHAL SL SHALIMAR MALAY Farming & FishingCTEA SL CEYLON TEA SERVI Farming & FishingBUKI SL BUKIT DARAH CO Farming & FishingCFG SP CHINA FISHERY Farming & FishingAFP SP ASIA FOOD & PROP Farming & FishingFR SP FIRST RESOURCES Farming & FishingGGR SP GOLDEN AGRI-RESO Farming & FishingBEFSDB SS BLACK EARTH-SDR Farming & FishingCPI TB CHUMPORN PALM Farming & FishingLEE TB LEE FEED MILL Farming & FishingMBK TB MBK PCL Farming & FishingKSL TB KHON KAEN SUGAR Farming & FishingCPF TB CHAROEN POK FOOD Farming & Fishing

1235 TT SHIN TAI INDUSTR Farming & Fishing1220 TT TAI ROUN PDTS CO Farming & Fishing1215 TT CHAROEN POK ENTE Farming & Fishing1232 TT TTET UNION CORP Farming & Fishing1210 TT GREAT WALL ENTER Farming & Fishing

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note: Indonesia today agricultural section http://yosefardi.com/web/page.php?id=Agriculture&div=Agriculture

ANV VN NAM VIET CORP Farming & FishingATPK IJ ATPK RESOURCES Farming & FishingTSC VN TECHNO-AGRICULTUral supply Farming & FishingAGF VN AGIFISH Farming & FishingACL VN CUULONG FISH JSC Farming & FishingSIPD IJ SIERAD PRODUCE Farming & FishingABT VN BENTRE AQUA PROD Farming & FishingNAV VN NAM VIET JOINT Farming & FishingSSC VN SOUTHERN SEED CO Farming & FishingFBT VN BEN TRE FORESTRY Farming & FishingMAIN IJ MALINDO FEEDMILL Farming & FishingMBAI IJ MULTIBREEDER AD Farming & FishingFMC VN SAO TA FOODS JOI Farming & FishingICF VN INVESTMENT COMME Farming & FishingBTEK IJ BUMITEKNOKULTURA Farming & FishingTS4 VN SEAPRIEXCO NO.4 Farming & FishingNSC VN NATIONAL SEED JO Farming & FishingDSFI IJ DHARMA SAMUDERA Farming & FishingSJ1 VN SEAFOOD JOINT ST Farming & FishingCPDW IJ CIPENDAWA AGROIN Farming & FishingWAPO IJ WAHANA PHONIX MA Farming & FishingPSDN IJ PRASIDHA ANEKA Farming & Fishing

Page 75: Company List

Curr Mkt Cap (M) markt cap in eurnote! description email49,761,944.08 2.5billion euro plantation PT Astra Ag28,721,933.19 N/A plantations PT Sinar Ma17,125,388.32 760m Euros plantation PT Perusaha

9,750,000.44 353m Euros PT Bisi Int9,659,080.51 217m Euros plantation PT Bakrie S8,457,750.05 ca 322m euros young compaPT Sampoerna Agro Tbk is an Indonesia-based palm oil manufacturer. It is engaged in oil palm plantation, production of crude palm oil (CPO), palm kernel (PK) and germinated oil palm seeds. As of September 30, 2008, the Company managed 87,000 hectares of oil palm plantation with a total land area of 200,000 hectares in Indonesia. The Company operates five palm oil mills with a total processing capacity of 395 fruit bunches per hour.5,701,076.78 N/A PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

3,218,870.37 N/A2,415,000.03 ca 210m USD as of Feb 200 Minh Phu Sehttp://www JP Morgan report from Jan 2008 available online with all accounting ratios

997,908.09 ca. 146m Euro (charts like o stock info: http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C36651750332,956.83 305m USD sseafood Dongwon Industries Co., Ltd. engages in the production and distribution of marine products in South Korea. It offers various marine products, including hairtails, blue crabs, Atka mackerels, Alaska pollacks, Pacific Ocean perch, squids, saury, and swordfish. The company exports its tuna and other marine products to Japan, Thailand, Spain, Italy, and the United States. It engages in the export and import business dealing with other marine products, as well as fish caught by its fleets. In addition, the company offers clearance services, and loading and unloading services. Dongwon Industries was founded in 1969 by Jae Chul Kim and is headquartered in Seoul, South Korea.201,272.72 121 m euro Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.213,779.81 207.3M USD salmon (notMultiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

1,215.002,530.001,733.631,288.241,533.364,752.005,148.00

46,800.0071,286.07

163,571.242,318.05

23,435.001,912.801,948.831,977.132,052.592,066.382,332.802,352.442,605.002,734.762,768.002,856.652,946.822,958.032,961.673,118.653,301.763,315.99

http://www.astra-agro.co.id/ http://www.smart-tbk.com/ http://www.londonsumatra.com/ http://www.bisi.co.id/http://www.bakriesumatera.com/

The Group's principal activities are manufacturing poultry feed, operating commercial poultry farm and breeding day old chicks. Its commercial farms produce live chickens as well as chicken meat products such as whole chickens, boneless chickens, fillets and chicken wings. The Group's aquaculture division is engaged in producing and marketing fish and shrimp feed as well as shrimp farming. The consumer products division produces food items such as chicken nuggets, ready-to-eat sausages, meatballs and corned beef.

Page 76: Company List

3,550.113,666.603,899.255,508.365,914.47

10,429.0510,935.6012,977.0913,021.5713,042.7817,401.1335,251.6819,800.0020,574.1454,942.06

120,845.40140,641.53145,333.52 ca 219m Euro179,532.81

2,615.241,854.862,001.832,725.961,351.731,078.511,492.521,215.401,329.281,340.29

21,536.131,107.831,189.921,398.471,411.911,586.211,683.723,353.214,236.725,082.956,561.287,091.347,560.51

17,956.2135,213.0950,878.86

9,113.7317,066.0339,133.38

1,371.605,952.03

Page 77: Company List

6,874.177,358.138,840.87

12,895.4613,068.0017,248.0831,680.9359,912.8467,558.56

112,270.161,230.002,737.00

13,750.0020,151.8823,259.3026,131.5826,640.0029,084.0046,889.6648,703.0051,605.9052,068.1952,415.2352,626.0253,403.4065,830.6072,812.0077,724.00

108,419.76130,000.00159,582.81160,160.01164,637.82

1,072.041,091.101,199.821,371.251,581.561,651.892,084.862,560.002,676.042,717.312,976.327,029.58

19,748.8449,251.45

1,642.665,064.377,900.00

Page 78: Company List

1,007.013,914.006,567.506,635.43

10,888.961,150.432,418.992,033.412,000.723,502.004,931.874,988.071,271.191,335.971,398.451,431.761,468.751,557.751,580.461,749.601,947.312,176.002,201.002,380.002,427.232,593.684,164.056,400.00

13,950.001,345.182,296.682,408.27

11,272.778,668.581,171.612,278.50

13,486.9822,320.0034,742.11

1,442.852,133.794,014.055,535.13

17,255.57

Page 79: Company List

note: Indonesia today agricultural section http://yosefardi.com/web/page.php?id=Agriculture&div=Agriculture

4,752,000.16 24m euro742,273.06 14m Euro Pt Atpk Resources Tbk. The Group's principal activities are mining coal, nickel, tin and precious metals, including gold and silver, the plantation industry, the power and energy sector, as well as trading, distribution and related services.681,659.01662,253.34 ca 56 mil USD as of jan2008557,999.98 11 million euros535,293.20 36m euros poultry PT Sierad Produce Terbuka. The Group's principal activities are producing primary processed and poultry feed, breeding and hatchery, growing farm, slaughtering and producing further processed and value added chicken products, poultry equipment and fishmeal production. Other activities include fast food and manufacturing and trading medicines and vitamins for livestock. The Group's customers include KFC, McDonalds, Wendy's, Carrefour and Makro. Its plants are located in Bogor, Sukabumi, Tangerang, Lampung and Sidoarjo. The Group's operations are carried out in Indonesia.429,659.95420,000.01382,962.47355,500.00288,150.00 21m euro258,750.01253,011.05240,720.00220,595.50198,592.54147,763.64129,999.48105,000.00

5,129.7254,080.0073,440.00

Page 80: Company List

PT Sampoerna Agro Tbk is an Indonesia-based palm oil manufacturer. It is engaged in oil palm plantation, production of crude palm oil (CPO), palm kernel (PK) and germinated oil palm seeds. As of September 30, 2008, the Company managed 87,000 hectares of oil palm plantation with a total land area of 200,000 hectares in Indonesia. The Company operates five palm oil mills with a total processing capacity of 395 fruit bunches per hour.PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

JP Morgan report from Jan 2008 available online with all accounting ratiosstock info: http://www.corporateinformation.com/Company-Snapshot.aspx?cusip=C36651750

Dongwon Industries Co., Ltd. engages in the production and distribution of marine products in South Korea. It offers various marine products, including hairtails, blue crabs, Atka mackerels, Alaska pollacks, Pacific Ocean perch, squids, saury, and swordfish. The company exports its tuna and other marine products to Japan, Thailand, Spain, Italy, and the United States. It engages in the export and import business dealing with other marine products, as well as fish caught by its fleets. In addition, the company offers clearance services, and loading and unloading services. Dongwon Industries was founded in 1969 by Jae Chul Kim and is headquartered in Seoul, South Korea.Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.Multiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

http://www.bakriesumatera.com/

Page 81: Company List

Pt Atpk Resources Tbk. The Group's principal activities are mining coal, nickel, tin and precious metals, including gold and silver, the plantation industry, the power and energy sector, as well as trading, distribution and related services.

PT Sierad Produce Terbuka. The Group's principal activities are producing primary processed and poultry feed, breeding and hatchery, growing farm, slaughtering and producing further processed and value added chicken products, poultry equipment and fishmeal production. Other activities include fast food and manufacturing and trading medicines and vitamins for livestock. The Group's customers include KFC, McDonalds, Wendy's, Carrefour and Makro. Its plants are located in Bogor, Sukabumi, Tangerang, Lampung and Sidoarjo. The Group's operations are carried out in Indonesia.

Page 82: Company List

PT Sampoerna Agro Tbk is an Indonesia-based palm oil manufacturer. It is engaged in oil palm plantation, production of crude palm oil (CPO), palm kernel (PK) and germinated oil palm seeds. As of September 30, 2008, the Company managed 87,000 hectares of oil palm plantation with a total land area of 200,000 hectares in Indonesia. The Company operates five palm oil mills with a total processing capacity of 395 fruit bunches per hour.PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Dongwon Industries Co., Ltd. engages in the production and distribution of marine products in South Korea. It offers various marine products, including hairtails, blue crabs, Atka mackerels, Alaska pollacks, Pacific Ocean perch, squids, saury, and swordfish. The company exports its tuna and other marine products to Japan, Thailand, Spain, Italy, and the United States. It engages in the export and import business dealing with other marine products, as well as fish caught by its fleets. In addition, the company offers clearance services, and loading and unloading services. Dongwon Industries was founded in 1969 by Jae Chul Kim and is headquartered in Seoul, South Korea.Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.Multiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

Page 83: Company List

Pt Atpk Resources Tbk. The Group's principal activities are mining coal, nickel, tin and precious metals, including gold and silver, the plantation industry, the power and energy sector, as well as trading, distribution and related services.

PT Sierad Produce Terbuka. The Group's principal activities are producing primary processed and poultry feed, breeding and hatchery, growing farm, slaughtering and producing further processed and value added chicken products, poultry equipment and fishmeal production. Other activities include fast food and manufacturing and trading medicines and vitamins for livestock. The Group's customers include KFC, McDonalds, Wendy's, Carrefour and Makro. Its plants are located in Bogor, Sukabumi, Tangerang, Lampung and Sidoarjo. The Group's operations are carried out in Indonesia.

Page 84: Company List

PT Sampoerna Agro Tbk is an Indonesia-based palm oil manufacturer. It is engaged in oil palm plantation, production of crude palm oil (CPO), palm kernel (PK) and germinated oil palm seeds. As of September 30, 2008, the Company managed 87,000 hectares of oil palm plantation with a total land area of 200,000 hectares in Indonesia. The Company operates five palm oil mills with a total processing capacity of 395 fruit bunches per hour.PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Dongwon Industries Co., Ltd. engages in the production and distribution of marine products in South Korea. It offers various marine products, including hairtails, blue crabs, Atka mackerels, Alaska pollacks, Pacific Ocean perch, squids, saury, and swordfish. The company exports its tuna and other marine products to Japan, Thailand, Spain, Italy, and the United States. It engages in the export and import business dealing with other marine products, as well as fish caught by its fleets. In addition, the company offers clearance services, and loading and unloading services. Dongwon Industries was founded in 1969 by Jae Chul Kim and is headquartered in Seoul, South Korea.Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.Multiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

Page 85: Company List

Pt Atpk Resources Tbk. The Group's principal activities are mining coal, nickel, tin and precious metals, including gold and silver, the plantation industry, the power and energy sector, as well as trading, distribution and related services.

PT Sierad Produce Terbuka. The Group's principal activities are producing primary processed and poultry feed, breeding and hatchery, growing farm, slaughtering and producing further processed and value added chicken products, poultry equipment and fishmeal production. Other activities include fast food and manufacturing and trading medicines and vitamins for livestock. The Group's customers include KFC, McDonalds, Wendy's, Carrefour and Makro. Its plants are located in Bogor, Sukabumi, Tangerang, Lampung and Sidoarjo. The Group's operations are carried out in Indonesia.

Page 86: Company List

PT Sampoerna Agro Tbk is an Indonesia-based palm oil manufacturer. It is engaged in oil palm plantation, production of crude palm oil (CPO), palm kernel (PK) and germinated oil palm seeds. As of September 30, 2008, the Company managed 87,000 hectares of oil palm plantation with a total land area of 200,000 hectares in Indonesia. The Company operates five palm oil mills with a total processing capacity of 395 fruit bunches per hour.PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Dongwon Industries Co., Ltd. engages in the production and distribution of marine products in South Korea. It offers various marine products, including hairtails, blue crabs, Atka mackerels, Alaska pollacks, Pacific Ocean perch, squids, saury, and swordfish. The company exports its tuna and other marine products to Japan, Thailand, Spain, Italy, and the United States. It engages in the export and import business dealing with other marine products, as well as fish caught by its fleets. In addition, the company offers clearance services, and loading and unloading services. Dongwon Industries was founded in 1969 by Jae Chul Kim and is headquartered in Seoul, South Korea.Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.Multiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

Page 87: Company List

PT Sierad Produce Terbuka. The Group's principal activities are producing primary processed and poultry feed, breeding and hatchery, growing farm, slaughtering and producing further processed and value added chicken products, poultry equipment and fishmeal production. Other activities include fast food and manufacturing and trading medicines and vitamins for livestock. The Group's customers include KFC, McDonalds, Wendy's, Carrefour and Makro. Its plants are located in Bogor, Sukabumi, Tangerang, Lampung and Sidoarjo. The Group's operations are carried out in Indonesia.

Page 88: Company List

PT Sampoerna Agro Tbk is an Indonesia-based palm oil manufacturer. It is engaged in oil palm plantation, production of crude palm oil (CPO), palm kernel (PK) and germinated oil palm seeds. As of September 30, 2008, the Company managed 87,000 hectares of oil palm plantation with a total land area of 200,000 hectares in Indonesia. The Company operates five palm oil mills with a total processing capacity of 395 fruit bunches per hour.PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Dongwon Industries Co., Ltd. engages in the production and distribution of marine products in South Korea. It offers various marine products, including hairtails, blue crabs, Atka mackerels, Alaska pollacks, Pacific Ocean perch, squids, saury, and swordfish. The company exports its tuna and other marine products to Japan, Thailand, Spain, Italy, and the United States. It engages in the export and import business dealing with other marine products, as well as fish caught by its fleets. In addition, the company offers clearance services, and loading and unloading services. Dongwon Industries was founded in 1969 by Jae Chul Kim and is headquartered in Seoul, South Korea.Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.Multiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

Page 89: Company List

PT Sierad Produce Terbuka. The Group's principal activities are producing primary processed and poultry feed, breeding and hatchery, growing farm, slaughtering and producing further processed and value added chicken products, poultry equipment and fishmeal production. Other activities include fast food and manufacturing and trading medicines and vitamins for livestock. The Group's customers include KFC, McDonalds, Wendy's, Carrefour and Makro. Its plants are located in Bogor, Sukabumi, Tangerang, Lampung and Sidoarjo. The Group's operations are carried out in Indonesia.

Page 90: Company List

PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Dongwon Industries Co., Ltd. engages in the production and distribution of marine products in South Korea. It offers various marine products, including hairtails, blue crabs, Atka mackerels, Alaska pollacks, Pacific Ocean perch, squids, saury, and swordfish. The company exports its tuna and other marine products to Japan, Thailand, Spain, Italy, and the United States. It engages in the export and import business dealing with other marine products, as well as fish caught by its fleets. In addition, the company offers clearance services, and loading and unloading services. Dongwon Industries was founded in 1969 by Jae Chul Kim and is headquartered in Seoul, South Korea.Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.Multiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

Page 91: Company List

PT Sierad Produce Terbuka. The Group's principal activities are producing primary processed and poultry feed, breeding and hatchery, growing farm, slaughtering and producing further processed and value added chicken products, poultry equipment and fishmeal production. Other activities include fast food and manufacturing and trading medicines and vitamins for livestock. The Group's customers include KFC, McDonalds, Wendy's, Carrefour and Makro. Its plants are located in Bogor, Sukabumi, Tangerang, Lampung and Sidoarjo. The Group's operations are carried out in Indonesia.

Page 92: Company List

PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Dongwon Industries Co., Ltd. engages in the production and distribution of marine products in South Korea. It offers various marine products, including hairtails, blue crabs, Atka mackerels, Alaska pollacks, Pacific Ocean perch, squids, saury, and swordfish. The company exports its tuna and other marine products to Japan, Thailand, Spain, Italy, and the United States. It engages in the export and import business dealing with other marine products, as well as fish caught by its fleets. In addition, the company offers clearance services, and loading and unloading services. Dongwon Industries was founded in 1969 by Jae Chul Kim and is headquartered in Seoul, South Korea.Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.Multiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

Page 93: Company List
Page 94: Company List

PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Silla Co., Ltd. is a Korea-based company engaged in the provision of marine products. The Company operates its business through two main divisions: fisheries and distribution divisions. The fisheries division focuses on the provision of tunas for making canned food, canned tunas and tunas for making raw fish. It supplies tunas for making canned food to the domestic market, Thailand and other overseas countries, canned tunas to the United States and Europe, and tunas for making raw fish to the domestic market and Japan. The distribution division imports Alaska pollacks and other fishes through a joint venture in Russia. The Company is also engaged in the steel distribution business.Multiexport Food SA is a Chile-based company that is engaged in the fishing industry. The Company's product mix includes Atlantic salmon, salmon trout, mussels, and cold- and hot-smoked fish products. The Company owns two processing plants involved in the development of fresh, frozen and smoked salmon and trout. It is active in the United States, Latin America, Japan, Russia, China, Korea, Southeast Asia and Central Europe. The Company's subsidiaries include Salmones Multiexport SA, Mytilus Multiexport SA, Cultivos Acuicolas Internacionales SA and two indirect subsidiaries: Multiexport Foods USA Inc and Soc. Inversiones Isla Victoria Ltda. Its main shareholder is Multiexport SA.

Page 95: Company List

PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Page 96: Company List

PT Central Proteinaprima Tbk is an Indonesia-based agribusiness company. The Company is engaged in integrated shrimp farming, production and sale of poultry, shrimp and fish feeds, and equity investment in other companies. Its direct subsidiaries include Isodoro Holding BV, which is engaged in the financial sector; PT Centralpertiwi Bahari and PT Centralwindu Sejati, which are engaged in the agribusiness sector; PT Marindo Lab Pratama, which is engaged in the production of dietary supplement containing bacteria or yeast; Blue Ocean Resources Pte Ltd and Central Proteinaprima International Pte. Ltd., which are investment holding and trading companies; PT Central Panganpertiwi, which is a producer of fish feed, and PT Central Bali Bahari, which is engaged in shrimp hatchery. It has a shrimp farm in Lampung and production facilities in Surabaya, Sidoarjo and Medan. The Company is part of Charoen Pokphand Group.

Page 97: Company List

Fisheries Companies ranked by Market Cap in US$ (in mid 2007)

name mkt capMARINE HARVEST 3473JP TOYO SUISAN KAISHA LTD 2114JP NIPPON SUISAN KAISHA LTD 1882SP CHINA FISHERY GROUP LTD 1396CH DALIAN ZHANGZIDAO FISHERY -A 1262NO LEROY SEAFOOD GROUP ASA 1079JP KATOKICHI CO LTD 932CH SHANDONG HOMEY AQUATIC DEV C 779JP MARUHA GROUP INC 727SM PESCANOVA SA 608PE AUSTRAL GROUP SA 461IR ALFESCA 449NO COPEINCA ASA 406AB SAUDI FISHERIES 403CI SOCIEDAD PESQUERA COLOSO SA 360NO AKER SEAFOODS ASA 349CI PESQUERA ITATA SA 346SJ OCEANA GROUP LTD 330NZ SANFORD LIMITED 325IR GRANDI HF 318CH CNFC OVERSEAS FISHERY CO-A 307AU TASSAL GROUP LTD 297IR ICELANDIC GROUP HF 297JP NICHIRO CORP 295GA NIREFS AQUACULTURE SA 290KK UNITED FISHERIES OF KUWAIT 265INVERMAR CI INVETEC PESQUERA MAR DE 255CN CLEARWATER SEAFOODS INC FUND 252KS DONGWON INDUSTRIES CO LTD 241JP KYOKUYO CO LTD 235IR VINNSLUSTODIN HF 207CH SHANDONG ZHONGLU OCEANIC FIS 176CI EMPRESA PESQUERA EPERVA SA 170IJ INTI KAPUAS AROWANA TBK PT 138