Proposal Suggests Toll Fees Ranging from VND 900 to VND 1,300 Per Kilometer for 13 North-South Highway Projects
Vietstock Kinh te dau tu (The gioi) • 05/19/2026
Neutral
Summary
The core idea of the story, in a faster reading layer.
The component projects of the North-South East Expressway have been completed and put into operation, with state management agencies calculating a suitable toll rate in line with the affordability of the people. The expected toll rate is from 900-1,300 Vietnamese dong per kilometer across 13 North-South East Expressway projects.
AI quick analysis
A short investor-focused read on transmission channels, sectors, and near-term watchpoints.
Background & Analysis Scope
- The high toll fees on the North-South Eastern High-Speed Route may impact companies providing traffic services on these routes.
- The analysis scope includes transportation, logistics, and companies providing traffic services on high-speed routes.
Impact mechanism
- The toll fees may directly affect transportation costs, thereby impacting the profits of transportation and logistics companies.
- The expected toll fees of 900-1,300 VND/km may be a reasonable price, but will depend on the ability of the people to pay.
- Industry/Code Benefiting or Under Pressure:
- Benefiting:
Gemadept Corporation (GMD)
- One of the largest cargo transportation companies in Vietnam, may benefit from the increase in high-speed toll fees.
- Vạn Tường Construction Joint Stock Company (VCG): A company providing traffic services on high-speed routes, may benefit from the increase in toll fees.
- Under Pressure:
- Other transportation and logistics companies, may be under pressure from the increase in high-speed toll fees.
Risks to watch
- The risk of people's ability to pay the high-speed toll fees.
- The risk of the impact on the profits of transportation and logistics companies.
- Short-Term Framework:
- In the short term, high-speed toll fees may impact the profits of transportation and logistics companies.
- In the long term, high-speed toll fees may impact people's ability to pay and the impact on the profits of transportation and logistics companies.
AI-assisted synthesis only. Not investment advice.
Potentially affected tickers
Heuristic mapping from the story and reference listed-market data.
Source excerpt
Stored source excerpt from the original article, without rewriting the publication's voice.
The high-speed North-South East section projects have been completed and opened to traffic, with state management agencies now calculating toll fees to ensure they are affordable for the public.