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

Salvatore Dali , MalaysiaFinance

23-May-13 05:29

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. 

 


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Tags:  salvatore dali,  economy,  malaysia finance,  tambun,  penang


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