中文

NKG

₫11,900
+0.00% 2026-10-30 · Close
AI Composite Signal
5.3 / 10
Neutral — 5-signal composite
Mkt Cap
5.7T
₫5.7T
P/E
38.4
P/B
0.8
ROE
2.0%
ROA
0.9%
EPS
311
Price Chart
What matters now

NKG (NKG) is a company in Vietnam's Basic Resources sector, listed on HOSE. The stock last traded at 11,900 VND, little changed on the session, giving a market capitalization of 5.7 trillion VND.

On valuation, NKG trades at a price-to-earnings ratio of 38.4 and a price-to-book of 0.8. That is a premium to the Basic Resources sector average P/E of 13.4. Return on equity of 2.0% points to weak profitability relative to the company's equity base, above the sector average of -3.8%. Trailing earnings per share stand at 311 VND.

Aveluro tracks 63 news items mentioning NKG, where recent coverage skews positive (32% of articles). The most recent catalyst was a sector sentiment event — "Vietnam Market Liquidity Falls as Money Rotates Into Steel, Wood Stocks". Aveluro's composite model rates NKG 5.3/10 (Neutral), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Basic Resources sector include AAH, ACG and ACM.

Latest catalyst

Vietnam Market Liquidity Falls as Money Rotates Into Steel, Wood Stocks

Recent Developments

Recent developments around NKG include 5 notable classified events. On Oct 19, 2026, a market event was reported: HOSE average daily turnover fell 28% to VND 13.18 trillion in the week of Oct 12-16 as the VN-Index slipped 1.7% to 1,706, with money concentrating in metals and wood. On Oct 19, 2026, a market event was reported: Nam Kim Steel (NKG) is committing VND 6,200 billion (about USD 248 million) to the Tôn Nam Kim Phú Mỹ plant, adding 1.2 million tonnes of annual capacity and lifting system-wide design capacity above 2.2 million tonnes. On Oct 13, 2026, a market event was reported: HPG has spent nearly five months below its 200-day moving average, with HSG and NKG in similar states, leaving only TVN in a long-term uptrend across nine Vietnamese steel stocks. On Oct 12, 2026, a market event was reported: HPG closed at VND 20,700 (+2.99%) on 31.1 million shares as domestic steelmakers including Hoa Phat, Hoa Sen, VAS Nghi Son, Vina Kyoei and Tung Ho raised selling prices by about VND 100/kg, with HRC offers up USD 10-12/tonne. On Oct 12, 2026, a market event was reported: Steel stocks broke out on October 12, with HPG up 2.99%, HSG up 3.54% and NKG up 6.89%, while VGS jumped 7.64% on HNX.

The overall tone of recent coverage is positive, with 2 of 5 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
5.3 / 10
Neutral
Sentiment
+0.00
Impact
0.30
Momentum
-0.08
Fundamentals
-0.60
Volume
0.11
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
63
Articles Analyzed
Positive 20
Negative 19
Mixed 15
Neutral 9
Recent News
Oct 19, 2026 Full Analysis Negative sector sentiment
HOSE average daily turnover fell 28% to VND 13.18 trillion in the week of Oct 12-16 as the VN-Index slipped 1.7% to 1,706, with money concentrating in metals and wood. NKG average volume rose nearly 110% to about 3.8 million shares a session and HSG doubled, while securities, oil & gas and large-cap real estate lost flow.
Oct 19, 2026 Full Analysis Positive capital raise
Nam Kim Steel (NKG) is committing VND 6,200 billion (about USD 248 million) to the Tôn Nam Kim Phú Mỹ plant, adding 1.2 million tonnes of annual capacity and lifting system-wide design capacity above 2.2 million tonnes. The project pushes NKG from commodity galvanized coil into cold-rolled, colour-coated and electrical steel grades, a higher-margin segment where domestic supply remains thin.
Oct 13, 2026 Full Analysis Mixed sector sentiment
HPG has spent nearly five months below its 200-day moving average, with HSG and NKG in similar states, leaving only TVN in a long-term uptrend across nine Vietnamese steel stocks. Brokerages still forecast Q3/2026 profit growth, led by HPG at VND 5,582 billion (+39.1%), on higher consumption volumes and margins.
Oct 12, 2026 Full Analysis Positive sector sentiment
HPG closed at VND 20,700 (+2.99%) on 31.1 million shares as domestic steelmakers including Hoa Phat, Hoa Sen, VAS Nghi Son, Vina Kyoei and Tung Ho raised selling prices by about VND 100/kg, with HRC offers up USD 10-12/tonne. Hoa Phat's 9M2026 steel sales reached 10.3 million tonnes, up 39% YoY, with HRC volumes up 59%.
Oct 12, 2026 Full Analysis Mixed sector sentiment
Steel stocks broke out on October 12, with HPG up 2.99%, HSG up 3.54% and NKG up 6.89%, while VGS jumped 7.64% on HNX. The rally came as selling in Vingroup real estate, oil and gas, and fertilizer names pushed the VN-Index down more than 14 points, signaling a rotation into steel rather than a broad market recovery.
Related Stocks — Basic Resources
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: 2026-10-30T20:52:01Z.