Investment Ideas: October 17, 2024 

Here is our report for today, October 17, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds from various issuers, including a Korean power company and the Republic of the Philippines, offer yields ranging from 4.433% to 5.059% for maturities between 2026 and 2033. Peso-denominated government securities present yields from 5.605% to 5.875% for maturities extending to 2044.
• Stock Recommendations: We provide insights on three major Philippine stocks, including an overweight recommendation for a telecommunications company benefiting from its fintech subsidiary, a neutral stance on a leading bank with strong consumer segment exposure, and an underweight position on a beverage company facing challenges in