Investment Ideas: August 27, 2024

Today, we feature some bond and stock recommendations you may want to consider for your portfolio.

Here are some highlights:

• Bond Market Overview: The report provides yield-to-maturity rates for a range of dollar and peso-denominated bonds, including issues from a Korean power company, a global bank, and various Philippine government securities, with maturities spanning from 2028 to 2044.
• Stock Recommendations: Key companies are analyzed and rated, with a major Philippine bank receiving an “Overweight” rating due to its strong position to benefit from the rate-cut cycle, while other significant players in the market are rated as “Neutral” and “Underweight” respectively.
• Property and Retail Sector Spotlight: The document offers in-depth analysis of major players in the property development