中文

Nafoods Group

₫48,000
+0.00% 2026-09-15 · Close
AI Composite Signal
7.5 / 10
Bullish — 5-signal composite
⚠ News sentiment is bearish, but strong fundamentals, volume push the composite higher.
Mkt Cap
3.0T
₫3.0T
P/E
15.5
P/B
3.6
ROE
23.0%
ROA
6.9%
EPS
3.2K
Price Chart
What matters now

Nafoods Group (NAF) is a company in Vietnam's Food & Beverage sector, listed on HOSE. The stock last traded at 48,000 VND, little changed on the session, giving a market capitalization of 3.0 trillion VND.

On valuation, NAF trades at a price-to-earnings ratio of 15.5 and a price-to-book of 3.6. That is a discount to the Food & Beverage sector average P/E of 29.2. Return on equity of 23.0% points to strong profitability relative to the company's equity base, above the sector average of 0.3%. Trailing earnings per share stand at 3,150 VND.

Aveluro tracks 10 news items mentioning NAF, where recent coverage skews negative (60% of articles). The most recent catalyst was a foreign flow event — "Vietnam Foreign Flow Turns Net Buy: VIC, FPT Lead VND 401B Session". Aveluro's composite model rates NAF 7.5/10 (Bullish), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Food & Beverage sector include AAM, AAN and ABT.

Latest catalyst

Vietnam Foreign Flow Turns Net Buy: VIC, FPT Lead VND 401B Session

Recent Developments

Recent developments around Nafoods Group include 5 notable classified events. On Sep 10, 2026, a market event was reported: Foreign investors flipped to net buyers of VND 401.2 billion (about USD 16 million) on the session, led by VIC, FPT, DGW, VPB and HPG, while proprietary trading net bought VND 295.6 billion. On Sep 08, 2026, a market event was reported: VIX saw the largest proprietary sell-off on HOSE on September 8, with broker desks net selling VND 206 billion of the stock, contributing to a total VND 153 billion net sell by proprietary desks. On Sep 03, 2026, a market event was reported: On September 3, 2026, foreign investors net sold nearly VND 1.5 trillion on HOSE, reversing a six-session buying streak, with VCB, VPB, TCB, VIC, HPG, and MSN each seeing over VND 100 billion in outflows. On Aug 22, 2026, a market event was reported: FTSE Russell added 117 Vietnamese stocks to its GEIS, with four consumer/retail small caps—MSN, VNM, MCH, VRE—expected to attract about $155.6 million in foreign inflows as Vietnam upgrades to secondary emerging market status in September 2026. On Aug 03, 2026, an earnings beat was reported: Nafoods Group (NAF) reported H1 2026 net profit of VND 140.6 billion, up 96.3% YoY, achieving 70.3% of its annual target in just two quarters.

The overall tone of recent coverage is positive, with 3 of 5 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
7.5 / 10
Bullish
⚠ News sentiment is bearish, but strong fundamentals, volume push the composite higher.
Sentiment
-0.07
Impact
0.45
Momentum
+0.00
Fundamentals
+0.70
Volume
0.71
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
10
Articles Analyzed
Negative 6
Positive 3
Mixed 1
Recent News
Sep 10, 2026 Full Analysis Positive foreign flow
Foreign investors flipped to net buyers of VND 401.2 billion (about USD 16 million) on the session, led by VIC, FPT, DGW, VPB and HPG, while proprietary trading net bought VND 295.6 billion. VN-Index closed up 2 points at 1,829.23, with VHM contributing the most points even as foreign desks sold it on the matching board.
Sep 08, 2026 Full Analysis Negative foreign flow
VIX saw the largest proprietary sell-off on HOSE on September 8, with broker desks net selling VND 206 billion of the stock, contributing to a total VND 153 billion net sell by proprietary desks. Foreign investors also net sold about VND 385 billion across the market, adding pressure to the securities sector.
Sep 03, 2026 Full Analysis Negative foreign flow
On September 3, 2026, foreign investors net sold nearly VND 1.5 trillion on HOSE, reversing a six-session buying streak, with VCB, VPB, TCB, VIC, HPG, and MSN each seeing over VND 100 billion in outflows. Proprietary trading desks added another VND 280 billion in net selling, pressuring large-cap banking and real estate names.
Aug 22, 2026 Full Analysis Positive foreign flow
FTSE Russell added 117 Vietnamese stocks to its GEIS, with four consumer/retail small caps—MSN, VNM, MCH, VRE—expected to attract about $155.6 million in foreign inflows as Vietnam upgrades to secondary emerging market status in September 2026.
Aug 03, 2026 Full Analysis Positive earnings beat
Nafoods Group (NAF) reported H1 2026 net profit of VND 140.6 billion, up 96.3% YoY, achieving 70.3% of its annual target in just two quarters. Q2 profit of VND 80.5 billion was the highest quarterly result in company history, driven by margin expansion and cost control.
Jul 24, 2026 Full Analysis Negative foreign flow
Foreign investors net sold VND 1,295.2 billion on HOSE on July 24, 2026, with individual investors absorbing the pressure by net buying VND 1,565.1 billion. The VN-Index fell 13.27 points to 1,686.11 amid broad market weakness, with foreign net selling concentrated in consumer goods and real estate stocks.
Jul 24, 2026 Full Analysis Negative foreign flow
Foreign investors net sold nearly VND 1,400 billion on July 24, the largest single-session sell-off in weeks, with PNJ accounting for VND 534 billion of outflows. HPG was the top buy at VND 87 billion, suggesting selective interest in steel despite broad foreign selling across securities, real estate, and banking stocks.
Apr 27, 2026 Full Analysis Negative foreign flow
Foreign investors net sold VND 4,690.2 billion (USD 187.6 million) in the week before the holiday, with net sell on order matching of VND 3,419.9 billion. The selling was concentrated in banking stocks and FPT, while domestic individuals and institutions absorbed the supply.
Related Stocks — Food & Beverage
Stock Analysis

By Aveluro Research Team · Editorial policy · Caveat: Not investment advice. · How Aveluro computed this

Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.

Last updated: 2026-09-15T16:36:22Z.