Investment Ideas: December 2, 2024

Here is our report for today, December 2, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: The fixed-income market shows an attractive yield curve with dollar-denominated bonds from various Asian issuers, including power and banking companies, offering yields between 4.805% to 5.373% for maturities ranging from 2026 to 2030. The peso-denominated government securities present higher yields from 5.930% to 6.150% for longer tenors extending to 2044.
• 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.
• UITF Spotlight: The featured Eurozone equity feeder fund, with USD 2.09 million in net asset va