
Vietnamese pig and broiler prices have fallen sharply ahead of Lunar New Year 2027, with live hog prices in some areas down about 40,000 dong per kg since the start of the year. Farms are cutting production and pausing restocking while feed costs have risen about 20% this year.
Weaker Vietnamese livestock margins and reduced restocking point to lower domestic feed demand from hog and poultry producers, a mild bearish signal for corn, soybean meal and other feed ingredients.
After 117 past bearish disease events, Lean Hogs moved a median -0.6% over 5 sessions (36% higher; middle half -2.2% to +1.6%), and +1.2% over 20.
Not enough comparable past events yet for a historical read.
After 175 past bearish disease events, Corn moved a median +0.0% over 5 sessions (51% higher; middle half -1.7% to +1.5%), and +0.6% over 20.
After 167 past bearish disease events, Soybean Meal moved a median -0.6% over 5 sessions (40% higher; middle half -1.8% to +1.4%), and -0.8% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.