On November 3, the National Assembly debates amendments to the Electricity Law

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• Awaiting Removal of the 'Bottleneck' in Rooftop Solar Power Sales

  Vietnam has more than 134,000 rooftop solar systems, but selling electricity still faces hurdles in licensing and transaction procedures. Bitexco said rooftop solar under 1 MW selling directly through private lines is exempt from a power generation licence but not from distribution and retail licences, and proposed synchronized licence exemptions for these stages if capacity thresholds set by the Government are met, while stressing that exemption does not mean exemption from technical, safety and liability obligations. Nguyen Xuan Quy, vice chairman of the Vietnam Clean Energy Association, said Decree 243/2026/NĐ-CP raised the share of surplus rooftop solar that can be sold to the grid from 20% to up to 50%, but unstandardized procedures and anti-reverse-flow devices installed on many systems mean part of the surplus goes unused. According to EVN, by the end of August the country had 134,410 systems with total installed capacity of over 11,450 MWp. The Ministry of Industry and Trade said it had accepted adding a provision assigning the Government to determine cases exempt from electricity activity licences.

  CafeF·23/10, 01:02▲ REE• GEXelectricityVietnamrenewable energy
• Residential electricity prices may be set by peak and off-peak hours

  Vietnam's Minister of Industry and Trade, Lê Mạnh Hùng, submitted to the National Assembly on the afternoon of October 20 a draft amendment to the Electricity Law. It would allow retail electricity to be priced by peak, off-peak and normal hours where technical conditions allow, with a roadmap for applying this to residential customers. The draft also sets out a plan to eliminate cross-subsidies between customer groups and proposes incentive pricing for renewable energy, new energy and storage systems. Nguyễn Thanh Hải, chair of the National Assembly's Committee for Science, Technology and Environment, asked that the scope and roadmap for removing cross-subsidies and electricity bill support be clarified, kept separate from direct aid to poor households, and that investment risks not be shifted to the State or the public. The committee also warned that the wording requiring full recovery of costs and reasonable profit could be read as the State guaranteeing investors' financial results.

  CafeF·20/10, 09:48electricityVietnamregulation
• Five-tier electricity pricing: More than 29 million households could see lower power bills

  The Ministry of Industry and Trade proposes applying the 5-tier electricity price schedule under Decision 14/2025 immediately, expected to reduce electricity bills for about 94% of users (more than 29 million households) and ease supply pressure during peak hours. Although the decision was issued more than a year ago, the 6-tier schedule still applies; the average retail price stays above 2,204 VND per kWh, so this is not an average price adjustment. Residential customers using 800 kWh or less per month are expected to pay less, while those using 800 kWh or more will pay more; social-policy households using no more than 50 kWh and poor households will receive support equivalent to 30 kWh per month. The peak and off-peak time frames apply only to production and business customers, while capacity gaps between noon and evening peaks could reach 5,000-6,000 MW.

  CafeF·28/10, 03:25▼ NT2▼ POWelectricityNT2cost of living
• Billionaire Pham Nhat Vuong officially puts into operation system producing 39 million kWh of clean electricity a year

  On 28/10/2026, VinEnergo, a company under billionaire Pham Nhat Vuong, officially began operating a rooftop solar system combined with battery energy storage (BESS), with total capacity of 22 MWp and 45 MWh. The system supplies clean power to VinFast's car factory, the VinES battery plant and the V-G battery joint venture in the Vung Ang Economic Zone (Ha Tinh), and is VinEnergo's first project operating under direct power purchase (DPPA). It is estimated to generate about 39 million kWh in its first year, cut over 25,000 tons of CO2 emissions and save partners nearly 3.5 billion VND a year. VinEnergo has also supplied BESS projects with a scale of over 1.1 GWh for the Hanoi Power Corporation and the Northern Power Corporation, and targets raising its project portfolio to 100 GW within 3 years.

  CafeF·28/10, 10:13electricityrenewable energyPhạm Nhật Vượng
• Sunrun (RUN) Joins 1 GW Virtual Power Plant Push With Home Battery Capacity

  Sunrun (NasdaqGS:RUN) is contributing residential solar and battery capacity to Voltus under an expanded 1 GW virtual power plant agreement on the PJM grid, as Google and Voltus broaden their collaboration. Sunrun, a US residential solar installer with a market value of about $1.8 billion, earns revenue by designing, selling, owning and maintaining rooftop systems that can host home batteries. Its installed systems are expected to be aggregated into Voltus programs that can take part in PJM grid services and capacity markets. The article says this supports the idea that Sunrun can use its installed base for recurring grid services revenue, a catalyst analysts already flag with a target of 10 GWh of dispatchable energy by 2029, though it does not address concerns over heavy funding needs and interest costs. Key items to track are how many Sunrun customers in PJM and MISO are enrolled and dispatched under Voltus programs, and any disclosed earnings or cash flow contribution from grid services.

  Yahoo Finance·27/10, 15:14renewable energyelectricityenergy storage
• Vietnam leads Southeast Asia in renewable energy investment inflows

  According to BloombergNEF, renewable energy investment in Vietnam reached about $4.2 billion in the first half of 2026, up fourfold year on year, returning Vietnam to the top of Southeast Asia for the first time in five years. The growth comes as the revised Power Development Plan VIII targets strong expansion of wind and solar, driving demand for capital and long-term power purchase agreements. Since June 1, Samsung Electronics Vietnam Thai Nguyen has bought renewable power via the national grid under the direct power purchase mechanism (DPPA), sourced from the 49 MWp Đức Huệ 2 solar plant. The plan also estimates about $136.3 billion in investment for generation and transmission grids over 2026-2030, including $118.2 billion for power sources and $18.1 billion for transmission. BloombergNEF suggests greater transparency in grid fees and DPPA payments and a broader ability to aggregate corporate demand across multiple sites.

  CafeF·23/10, 07:55▲ REE▲ POWREEVietnamrenewable energy

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• Beyond Exports, Vietnam's Economy Hits a New Record in 17 Years

  According to Vietnam's Statistics Office (Ministry of Finance), total registered foreign direct investment (FDI) in Vietnam in the first 10 months of 2026 reached $54.85 billion, up 74.0% year on year and the highest since 2009. Newly registered capital came to $30.73 billion from 3,478 projects, 2.2 times higher in value, with manufacturing and processing accounting for 47.5% and Singapore the largest investor at $9.52 billion. Capital adjustments added $16.13 billion, up 33.2%, while foreign capital contributions and share purchases totaled $7.99 billion, up 49.6%. Disbursed FDI was estimated at $24.08 billion, up 13.1%, the highest for the same 10-month period in five years, with manufacturing and processing making up 82.9%.

  CafeF·03/11, 02:32▲ VNINDEXVietnamforeign direct investmentcapital flows
• Credo vs. Sandisk: Which Stock Is the Better Buy for 2027?

  The article compares Credo Technology (CRDO), which supplies high-speed connectivity for AI data centers, with Sandisk (SNDK), a NAND flash storage maker. Credo's trailing-12-month revenue is nearly $1.6 billion, up roughly 165%, and it carries no debt; Sandisk's is about $29 billion, up roughly 272%, and it also has no debt. Analysts expect Sandisk's adjusted earnings to reach $237 in fiscal 2027, and its forward P/E is about 5x versus 21x for Credo. The article says Sandisk has a better chance of outperforming in 2027 because memory supply is tight, with the main risk being that supply catches up to demand and pressures selling prices.

  Yahoo Finance·03/11, 02:20SNDKsemiconductorsvaluation
• Apple Forecast Tops Estimates, Disappoints Investors

  Apple forecast holiday-quarter growth of 7% to 10%, above Wall Street's consensus of 6.1%, but investors were underwhelmed even though the shares have risen in recent months. Demand for the iPhone Duo is running ahead of supply, and management cited sharply higher component costs, with memory pricing still an issue. The latest quarter beat expectations on total revenue and iPhone sales, but wearables, home products, accessories and iPad fell short. Greater China revenue came in about $1 billion below consensus, yet CEO John Ternus said Apple is gaining market share, citing third-party data showing it has the top three handsets in that market.

  Yahoo Finance·03/11, 02:18▼ AAPLAAPLearningsChina
• Why AMD Stock Is In Focus Before Q3 Earnings And AI Partnership Updates

  Partners Meta, Vultr and LeadDesk have highlighted new deployments of AMD EPYC processors, Instinct GPUs, Helios rackscale systems and ROCm software in large AI training, inference and conversational workloads. The article says these collaborations embed AMD technology deeply in customer infrastructure, which can influence utilization, product mix and long-term demand visibility. However, the stock still carries a rich P/E multiple and relies on higher-risk funding for its growth commitments. The most cautious analysts warn that if infrastructure spending cools, the path to US$117.6 billion in revenue and US$31.5 billion in earnings by 2029 could look stretched.

  Yahoo Finance·03/11, 02:15AMDartificial intelligencedata centers
• Ringgit opens slightly higher amid hopes of US - Iran talks progress

  The ringgit opened marginally higher against the US dollar on Tuesday as diplomatic talks between Washington and Tehran showed signs of progress. Bank Muamalat Malaysia's chief economist Dr Mohd Afzanizam Abdul Rashid said the talks could lead to reopening the Straits of Hormuz, and Brent crude fell 8.12% to US$104.21 per barrel. Lower yields at the latest US three- and six-month Treasury bill auctions suggested the odds of a rate hike had eased. He noted the West Asia situation remains fluid and expects the ringgit to trade in a narrow range as sentiment stays cautious.

  thestar.com.my·03/11, 02:15• DXY▼ XAU/USDexchange ratesoil pricesIran
• 97-Year-Old Sues 'Toy Story' Star Over 58% Gold Markups As Bankrupt Dealer Owes Customers $49 Million

  Norman and Sheila Greenberg, aged 97 and 85, say former Disney star Erik von Detten persuaded them to put $2.15 million of their retirement savings into overpriced gold coins worth about $1.36 million at the time. They have sued von Detten and Rosland Capital for financial elder abuse, fraud and breach of fiduciary duty. Rosland, a TV-advertised precious metals dealer, filed for Chapter 11 bankruptcy on July 2 and owes customers $49 million for metals they paid for but never received. The unsecured creditors' committee wants von Detten's records, arguing he played an instrumental part in the company's collapse, and has subpoenaed records from founder Marin Aleksov and custodian Goldstar Trust Company. The article notes that gold has since more than doubled in price.

  zerohedge.com·03/11, 02:15goldsilverbankruptcy