中文

NKG

₫10,100
+0.00% 2026-09-15 · Close
AI Composite Signal
9.3 / 10
Very Bullish — 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
10-Session Avg Vol
1.3M
Price Chart
What matters now

NKG (NKG) is a company in Vietnam's Basic Resources sector, listed on HOSE. The stock last traded at 10,100 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 -5.7%. Trailing earnings per share stand at 311 VND.

Aveluro tracks 40 news items mentioning NKG, where recent coverage skews positive (32% of articles). The most recent catalyst was a foreign flow event — "VPB Leads USD 240M FTSE Upgrade Inflow as SSI Research Flags First ETF Tranche". Aveluro's composite model rates NKG 9.3/10 (Very Bullish), blending news sentiment, price momentum, and fundamentals.

Average daily volume over the past 10 sessions is roughly 1,295,460 shares. Comparable names in the Basic Resources sector include AAH, ACG and ACM.

Latest catalyst

VPB Leads USD 240M FTSE Upgrade Inflow as SSI Research Flags First ETF Tranche

Recent Developments

Recent developments around NKG include 5 notable classified events. On Sep 14, 2026, a market event was reported: SSI Research estimates foreign ETFs will net buy about USD 240 million in the first FTSE upgrade disbursement, with VPBank (VPB) attracting the largest inflow at USD 32.82 million. On Sep 13, 2026, a market event was reported: SSI Research estimates foreign ETFs will net buy about $246 million during the September 18, 2026 restructuring tied to Vietnam's FTSE upgrade, with VPB drawing the largest inflow at roughly $33 million, ahead of VHM at $31 million and MCH at $22 million. On Sep 07, 2026, a market event was reported: VIC is projected to face net selling of over VND 1,500 billion during the September ETF rebalancing, driven by index changes at VanEck Vietnam ETF and Xtrackers Vietnam Swap UCITS ETF. On Sep 07, 2026, a market event was reported: Yuanta projects two ETFs will rebalance portfolios, adding SSB with a 1.85% weight (~VND 253B buy) and removing FTS and CEO, while the other cuts VIC's weight from 28.07% to 15% (~VND 1,310B sell). On Sep 07, 2026, a leadership change was reported: NKG Vice Chairman Vo Hoang Vu resigned on September 4, after less than five months in the role, citing personal reasons.

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

AI Signal Breakdown
Bearish Neutral Bullish
9.3 / 10
Very Bullish
Sentiment
+0.83
Impact
0.50
Momentum
+1.00
Fundamentals
-0.60
Volume
0.54
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
40
Articles Analyzed
Positive 13
Negative 12
Mixed 8
Neutral 7
Recent News
Sep 14, 2026 Full Analysis Positive foreign flow
SSI Research estimates foreign ETFs will net buy about USD 240 million in the first FTSE upgrade disbursement, with VPBank (VPB) attracting the largest inflow at USD 32.82 million. Total passive inflows from the upgrade could reach roughly USD 2.28 billion across four tranches, while Vingroup (VIC) faces the biggest outflows at USD 28.06 million.
Sep 13, 2026 Full Analysis Positive foreign flow
SSI Research estimates foreign ETFs will net buy about $246 million during the September 18, 2026 restructuring tied to Vietnam's FTSE upgrade, with VPB drawing the largest inflow at roughly $33 million, ahead of VHM at $31 million and MCH at $22 million. VIC sits on the other side, facing an estimated $28 million of net selling as Xtrackers cuts its weight from 31.6% to 15%.
Sep 07, 2026 Full Analysis Negative foreign flow
VIC is projected to face net selling of over VND 1,500 billion during the September ETF rebalancing, driven by index changes at VanEck Vietnam ETF and Xtrackers Vietnam Swap UCITS ETF. In contrast, VHM, STB, and SSB are expected to see net buying.
Sep 07, 2026 Full Analysis Mixed foreign flow
Yuanta projects two ETFs will rebalance portfolios, adding SSB with a 1.85% weight (~VND 253B buy) and removing FTS and CEO, while the other cuts VIC's weight from 28.07% to 15% (~VND 1,310B sell). Net buying is concentrated in VHM, STB, FPT, MSN, HPG, and SSI, with VIC, VRE, VND, VJC, DXG, and NKG facing selling pressure.
Sep 07, 2026 Full Analysis Neutral leadership change
NKG Vice Chairman Vo Hoang Vu resigned on September 4, after less than five months in the role, citing personal reasons. The company will seek shareholder approval for his removal at the next general meeting.
Sep 07, 2026 Full Analysis Neutral leadership change
NKG announced the resignation of Vice Chairman Vo Hoang Vu for personal reasons, while CEO Nguyen Vinh An bought 1 million shares, raising his stake to 0.33%. The moves come as NKG reported H1 2026 net profit up 98% to VND 124 billion despite a 6% revenue decline.
Sep 07, 2026 Full Analysis Negative leadership change
Nam Kim Steel (NKG) Vice Chairman Vo Hoang Vu resigned for personal reasons effective September 4, 2026, with the company to seek shareholder approval at the next general meeting. The departure comes as NKG posts a Q2 net profit of VND 103 billion, reversing a year-earlier loss, though H1 revenue slipped 6%.
Sep 05, 2026 Full Analysis Positive strategic partnership
Nam Kim Steel (NKG) placed a VND 400 billion deposit with Phat Dat Real Estate (PDR) under a cooperation agreement to participate in the Lotte Eco Smart City Thu Thiem project. The deposit is refundable with 15% annual interest if the investment contract is not signed by December 30, 2026.
Sep 03, 2026 Full Analysis Positive strategic partnership
Nam Kim Steel (NKG) disclosed a 400 billion VND deposit and loans totaling 450 billion VND to Phat Dat (PDR) and related parties, supporting PDR's 35% stake in Lotte's Thủ Thiêm Eco Smart City. The deposit earns 15% interest if the partnership fails, but signals NKG's diversification into real estate financing.
Aug 26, 2026 Full Analysis Positive sector sentiment
TCB surged to its daily limit on August 26 after reports of foreign investors negotiating to buy a stake, lifting the VN-Index past 1,800 to close at 1,821 (+1.67%). The rally was broad-based, with banks, real estate, and tech leading, while foreign investors net bought TCB, FPT, and PNJ.
Aug 23, 2026 Full Analysis Positive insider trade
PNJ CEO Phan Quoc Cong bought 1 million shares, lifting his stake to 0.2% ahead of an extraordinary shareholder meeting. Concurrent insider purchases at MWG, SSI, VBB, and NKG signal confidence, while PBC's CEO faces a trading suspension and fine.
Aug 16, 2026 Full Analysis Neutral insider trade
CLI chairman Nguyen Van Hung sold 4 million shares for about VND 108 billion, cutting his stake to 44.9% while remaining the largest shareholder. The sale follows MB Capital's full exit from CLI, signaling continued insider distribution.
Aug 15, 2026 Full Analysis Positive insider trade
NKG CEO Nguyen Vinh An purchased 1 million shares between July 27 and August 13, 2026, lifting his stake to 0.33%. The buy follows a strong Q2 2026 profit turnaround to VND 103 billion, signaling insider confidence in the steelmaker's recovery.
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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: 2026-09-15T16:36:43Z.