ANV.VN
Unloved QualityNam Viet Corporation · Consumer Defensive · Vietnam · $182M cap · $904K/day traded
VND 17,550 +0.0% · close 6 Nov · scored 7 Nov
Score up 1.6 since 6 Nov.
Unloved Quality: Strong and cheap, but the market has not warmed to it.
As of 7 Nov 2026, the MoatMap Score for Nam Viet Corporation (ANV.VN) is 70/100, ranked against 25,000+ stocks in 38 markets (Quality 69, Value 77, Momentum 19, each scored against its sector).
Does the score work? Each tenth of the ranking, tracked monthly. See the record →
ABOUT NAM VIET CORPORATION
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Nam Viet Corporation, together with its subsidiaries, engages in the manufacturing, processing, and preserving of aquatic products in Vietnam and internationally.
FINANCIAL SUMMARY (VND)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.9T | 4.4T | 4.9T | 7.0T | 12.4% | 7.9T | 7.6T | 7.6T | 4.6% |
| EPS (VND) | 2,650 | 134.00 | 179.00 | 3,754 | 12.3% | 2,915 | 2,891 | 1,995 | -27.1% |
| Shares | 254.3M | 266.3M | 266.3M | 266.3M | +4.7% | 266.3M | — | — | — |
| Debt | 1.9T | 1.9T | 1.7T | 1.7T | -4.9% | 2.0T | — | — | — |
| Equity | 2.9T | 2.8T | 2.8T | 3.5T | 7.0% | — | — | — | — |
| Op CF | 265.6B | -81.7B | 728.4B | 998.0B | 55.5% | 500.8B | — | — | — |
| Inv CF | 57.0B | 416.2B | -111.0B | -797.0B | — | — | — | — | — |
| Fin CF | -333.5B | -325.9B | -438.4B | -375.3B | — | — | — | — | — |
19% above its 52-week low and back above a rising 50-day average since 29 Oct 2026.
The Momentum score still reads 19: it weighs six months of price and earnings revisions, so it trails a turn like this.
Calmer than 61% of stocks we rank over the past year (volatility 36% a year).
How this is worked out
The MoatMap Score weighs the business, its price and its trend. The price check reads only the chart: the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn (the Turning up rule above) cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: how much the price moved day to day over the past year, scaled to a yearly figure (annualised volatility) and ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of ANV.VN are excluded.
| Ticker | Company | Mkt Cap | Score |
|---|---|---|---|
| ANV.VN | Nam Viet Corporation(you) | $182M | 70 |
| PHR.VN | Phuoc Hoa Rubber Joint Stock Company | $287M | 77 |
| MCM.VN | MocChau Dairy Cattle Breeding Joint Stock Company | $110M | 77 |
| PAN.VN | The PAN Group Joint Stock Company | $166M | 89 |
| HPA.VN | Hoa Phat Agriculture Development Joint Stock Company | $306M | 57 |
| DBC.VN | Dabaco Group Joint Stock Company | $262M | 40 |
| BAF.VN | BAF Vietnam Agriculture Joint Stock Company | $460M | 20 |
| VHC.VN | Vinh Hoan Corporation | $403M | 62 |
| FMC.VN | Sao Ta Foods Joint Stock Company | $88M | 94 |
| NAF.VN | Nafoods Group Joint Stock Company | $115M | 38 |
Peer medians: ROE 20.0% · P/E 11.5x · Gross margin 20.5%
Company Deep Dive
A 10,000-word report: the business and its segments, what management promised on earnings calls and whether it delivered, the competition, and how things could turn out.