# BTG: Key takeaways from analyst meeting slightly positive | Café Invest

> An analyst note said flooding had tightened Thai supplies of pigs, broiler chickens, and laying hens, supporting expectations for firm livestock prices into the high season. It reported around 40,000 fewer breeding sows and roughly three million laying hens lost, while forecasting slightly higher feed-ingredient costs in the fourth quarter, particularly for soybean meal; BTG’s stocks and forward purchases cover about two months of needs.

- Date: 2026-11-11 · published 2026-11-11T13:37:55.461Z
- Category: weather · region Thailand · magnitude medium
- Page: https://feedsoft.ai/events/93638-btg-key-takeaways-from-analyst-meeting-slightly-positive-cafe-invest
- Commodities: [Lean Hogs](https://feedsoft.ai/c/HOGS.md), [Chicken](https://feedsoft.ai/c/CHICKEN.md), [Eggs](https://feedsoft.ai/c/EGGS.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

Flood-related livestock losses tighten meat and egg supply, supporting hog and egg prices, while higher feed costs could weigh on producer margins. Lower soybean-meal availability or higher prices would raise feed costs, though inventory and forward coverage may cushion the near-term impact.

## Read by commodity

- SBM: bullish ▲
- EGGS: bullish ▲
- HOGS: bullish ▲
- CHICKEN: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| HOGS | 2026-07-29 | [Hog futures firm on heat-driven supply tightening - CME
						 \| The Pig Site](https://feedsoft.ai/events/18486-hog-futures-firm-on-heat-driven-supply-tightening-cme-the-pig-site.md) | -3.3% | -14.8% |
| HOGS | 2016-06-03 | [Futures File: Soaring prices prove pigs can fly; weather worries push grain prices higher – Greeley Tribune](https://feedsoft.ai/events/5266-futures-file-soaring-prices-prove-pigs-can-fly-weather-worries-push-grain.md) | +2.1% | +4.9% |
| HOGS | 2019-02-13 | [Floods, drought, trade wars - trying to understand risk in a sea of uncertainty - Beef Central](https://feedsoft.ai/events/60546-floods-drought-trade-wars-trying-to-understand-risk-in-a-sea-of-uncertainty.md) | +0.9% | +6.6% |
| HOGS | 2018-09-18 | [Florence adds volatility to lean hog prices - FreightWaves](https://feedsoft.ai/events/63180-florence-adds-volatility-to-lean-hog-prices-freightwaves.md) | +9.1% | +10.0% |
| HOGS | 2022-09-06 | [Genesus Global Market Report – China, August 2022
						 \| The Pig Site](https://feedsoft.ai/events/39576-genesus-global-market-report-china-august-2022-the-pig-site.md) | -1.1% | -4.9% |
| SBM | 2018-12-18 | [Brazil Soybean Farmers to Slow Early Selling Pace, Analyst Says](https://feedsoft.ai/events/61421-brazil-soybean-farmers-to-slow-early-selling-pace-analyst-says.md) | -0.5% | +0.3% |
| SBM | 2019-10-31 | [Kedia Daily Oilseed As On 31102019 \| Investing.com India](https://feedsoft.ai/events/56665-kedia-daily-oilseed-as-on-31102019-investing-com-india.md) | -1.1% | -2.8% |
| SBM | 2017-04-12 | [Flooding In Argentina May Delay Soy Crop Harvesting \| Investing.com](https://feedsoft.ai/events/71348-flooding-in-argentina-may-delay-soy-crop-harvesting-investing-com.md) | +0.5% | +1.5% |

## Sources

- innovestx.co.th: https://www.innovestx.co.th/cafeinvest/th/articles/btg-news-20261111

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.