Investment Ideas: September 30, 2024 

Here is our report for today, September 30, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: We’re seeing attractive yields in both foreign and local currency bonds. Dollar-denominated options include a 5.5% coupon bond from an American automotive finance company maturing in 2026, while peso-denominated choices feature government securities with yields ranging from 5.505% to 5.750% for various maturities.
• Stock Recommendations: We highlight three key stocks with varying outlooks. We maintain an overweight stance on a major Philippine conglomerate, expecting it to benefit from increased foreign inflows. We have a neutral position on another conglomerate that’s currently undervalued and missing out on market visibility. Last