Investment Ideas: December 4, 2024 

Here is our report for today, December 4, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offered yields between 4.786% and 5.373%, with tenors ranging from 2026 to 2030. Meanwhile, peso-denominated securities showed higher yields between 5.930% and 6.130% for longer-dated instruments maturing between 2029 and 2044.
• Stock Recommendations: Our equity coverage maintains an OVERWEIGHT stance on a leading fast-food chain operator with strong global presence, particularly benefiting from its US operations. We hold a NEUTRAL view on a major conglomerate with banking and retail exposure, while taking an UNDERWEIGHT position on a mining company affected by commodity price headwinds.
• UITF Spotlight: The fe