NLG.VN
SinkerNam Long Investment Corporation · Real Estate · Vietnam · $421M cap · $1.3M/day traded
VND 22,300 +0.0% · close 6 Nov · scored 7 Nov
Sinker: Weak business, rich price and weak momentum. Nothing here to keep it afloat.
As of 7 Nov 2026, the MoatMap Score for Nam Long Investment Corporation (NLG.VN) is 30/100, ranked against 25,000+ stocks in 38 markets (Quality 50, Value 35, Momentum 35, each scored against its sector).
Does the score work? Each tenth of the ranking, tracked monthly. See the record →
ABOUT NAM LONG INVESTMENT CORPORATION
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Nam Long Investment Corporation engages in the real estate business in Vietnam. The company is involved in the civil and industrial construction; housing renovation and interior decoration; construction and renovation of houses for sale or lease; harbour and road bridge construction; ground...
FINANCIAL SUMMARY (VND)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 4.3T | 3.2T | 7.2T | 5.6T | 9.2% | 3.7T | 5.4T | 6.7T | 8.7% |
| EPS (VND) | 1,322 | 1,083 | 1,177 | 1,363 | 1.0% | 948.26 | 1,469 | 1,878 | 17.4% |
| Shares | 384.1M | 384.8M | 385.1M | 485.1M | +26.3% | 485.1M | — | — | — |
| Debt | 5.2T | 6.1T | 7.0T | 5.5T | 2.2% | 5.0T | — | — | — |
| Equity | 9.0T | 9.4T | 9.7T | 12.7T | 12.1% | — | — | — | — |
| Op CF | -1.0T | -2.3T | 1.2T | -872.6B | — | -993.9B | — | — | — |
| Inv CF | 451.5B | 404.5B | 1.1T | 970.3B | — | — | — | — | — |
| Fin CF | 1.2T | 705.4B | 627.2B | 1.3T | — | — | — | — | — |
No new 52-week low for 14 weeks, 16% above that low, but not back above a rising 50-day average.
Calmer than 60% of stocks we rank over the past year (volatility 37% 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 Real Estate, ranked by industry match, size, and score similarity. Cross-listings of NLG.VN are excluded.
| Ticker | Company | Mkt Cap | Score |
|---|---|---|---|
| NLG.VN | Nam Long Investment Corporation(you) | $421M | 30 |
| PDR.VN | Phat Dat Real Estate Development Corporation | $449M | 21 |
| KDH.VN | Khang Dien House Trading and Investment Joint Stock Company | $690M | 23 |
| DIG.VN | Development Investment Construction Joint Stock Corporation | $337M | 54 |
| DXS.VN | Dat Xanh Real Estate Services Joint Stock Company | $112M | 36 |
| HDC.VN | Ba Ria - Vung Tau House Development Joint Stock Company | $116M | 17 |
| KHG.VN | Khai Hoan Land Group Joint Stock Company | $80M | 23 |
| HDG.VN | Ha Do Group Joint Stock Company | $244M | 73 |
| SIP.VN | Sai Gon VRG Investment Corporation | $476M | 86 |
| TAL.VN | Taseco Land Investment Joint Stock Company | $447M | 27 |
Peer medians: ROE 6.8% · P/E 15.5x · Gross margin 44.4%
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.