Penang STB2 and Second Link as emerging theme; TH Heavy vs CLIQ

MalaysiaFinance blogger Salvatore Dali, David Chew, Shiao Chan and Melissa Idris discuss this weeks' thematic play and Dali's favourite stocks.

- Seri Tanjung Bungah 2;

- Second penang bridge;

- Tambun - better land bank, bigger, foreign funds investing Ivory;

- Well managed E&0 + IJM;

- GST - shadow economy;

- Movers & takers - CLIQ, Tebrau, Malton, THHeavy, Benalec.