First Read Charoen Pokphand Foods Management reaffirms positive outlook for H226 Expecting swine prices to broadly improve in H226 We attended Charoen Pokphand Foods (CPF)'s Q226 analyst meeting today. Overall, the management reiterated its guidance of improving earnings momentum in H226 driven by recovering meat prices. The company highlighted that China swine prices appear to have passed the bottom at around RMB9/kg in Q2 and are now on an upward trajectory, with spot at about RMB10.9/Kg and forwards indi ...