AH sees windfall from Honda & Nissan M&A deal as it’s already suppling OEM parts to both, multiple manufacturing bases in TH, CN, Malaysia, Portugal providing competitive advantage from risk diversification.

Comment: There’s no windfall…volumes would remain the same.

SEC asks CPAXT to clarify its investment in Happitat by 25 Dec, amid concerns of conflict of interest and CG, while AIMC to discuss the case at 24 Dec meeting, management were invited.

CPAXT said its investment in Happitat mixed-use project is align with business operations, as it’s not investing in the Forestias real estate project, but rather Lotus’ Mall Bangna under Happitat.

Comment: CP group should fire its feng shui master, the names that they come up with are ridiculous, Lotus’s, and now Happitat? GFY.

DUSIT reported resumption of 198 guestrooms Dusit Princess Chiangmai on Dec 6 after major facelifted, also cod-ed 80 rooms resort, Dusit D2 Fagu India, nested the Himalayas on Dec 15.

Comment: Quietly growing and growing.

SET’s cautioned investors to study F/S of RML carefully as the developer is required to clarify significant info about its 3Q operation results.

Comment: After observing Wind Energy Holding and now seeing how RML has operated under the major shareholder…well you know you’re just going to be screwed…