Investment Ideas: December 27, 2024 

Here is our report for today, December 27, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds from various issuers, including Korean, Indonesian, and Philippine corporations, are offering yields between 4.972% and 5.503%, while peso-denominated retail treasury bonds and fixed-rate treasury notes present higher yields ranging from 5.880% to 6.055%.
• Stock Recommendations: Our equity analysis highlights three key Philippine companies with varying outlooks. We maintain an OVERWEIGHT position on a major power utility company due to its promising renewable energy projects. Conversely, we recommend UNDERWEIGHT positions on two conglomerates – one facing challenges in consumer products amid inflation pressur