CPALL –  Targets 13% sales growth in 2013 — CPALL targets 13% sales growth for 2013 and plans to add 550 more branches to achieve a total of 7,300 branches by the end of this year. In addition, the company plans to open one more distribution center in Samut Sakhon province this year. (Khao Hoon, 04/01/13)

Comment: Used to love this stock, still a great company, however valuations have me worried

HITECH – Revenue to grow 15-20% this year — HTECH targets revenue this year to grow by 15-20%, while maintaining its net margin at 20%. The company will focus more on the automotive market and also expand into other Asian markets, especially in Indonesia. Revenues for 2012 are expected to grow by more than 25%. (Khao Hoon, 04/01/13)

Comment: On valuation numbers alone it looks interesting, though never looked at the company

PLE – Turnaround this year — PLE expects a turnaround to profit this year. It targets revenues to grow by 15-20%, backed by current backlog of more than Bt8bn, which is expected to be recognized this year. The company also plans to bid for more projects. (Khao Hoon, 04/01/13)

Comment: Company seems to turnaround every 3 years, we used to trade it, missed it on this one

TTA – New subsidiary to handle Atlantic traffic — TTA has set up a subsidiary, Thoresen Shipping Demark Aps (“TSD”), to expand its customer base in the Atlantic area. Management sees TSD as an opportunity to expand in other markets while promising high returns. (Khao Hoon, 04/01/13)

WHA – Sale of assets to push 1Q13 profit up strongly — WHA’s profit for 1Q13 is expected to grow strongly due to revenue from the sale of assets to WHAPF fund worth Bt2.2bn. Management reiterates its target revenue growth in 2013 of 30% from 2012. The company expects to sign 4-5 new contracts this quarter. (Khao Hoon, 04/01/13)

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