Investment Ideas: December 10, 2024 

Here is our report for today, December 10, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds from investment-grade issuers are currently yielding between 4.793% to 5.312%, with tenors ranging from 2026 to 2030. Meanwhile, peso-denominated government securities are offering more attractive yields from 5.855% to 6.080% for longer-dated securities maturing between 2029 and 2044.
• Stock Recommendations: Our equity analysis maintains an OVERWEIGHT stance on a leading property developer focusing on the luxury segment, while downgrading our view on a telco to NEUTRAL. We also hold an UNDERWEIGHT position on a diversified conglomerate due to muted demand in some business segments.
• Spotlight: We feature a dol