Investment Ideas: November 29, 2024 

Here is our report for today, November 29, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Both peso and dollar-denominated bonds present attractive opportunities, with dollar bonds offering yields between 4.811-5.404% for 2-5 year tenors from various Asian issuers including a Korean industrial company and an Indonesian bank. Peso government securities provide higher yields ranging from 5.940-6.150% for longer tenors up to 20 years.
• Stock Recommendations: We are OVERWEIGHT on the biggest local bank. We hold a NEUTRAL view on a container services company, and we are UNDERWEIGHT on a major food and beverages company.
• Spotlight: Our analysis focuses on consumer staples, particularly a leading food manufacturer that has demon