Investment Ideas: December 5, 2024 

Here is our report for today, December 5, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds from Asian issuers, including a Korean power company and Indonesian financial institution, are offering yields between 4.787% and 5.373% for 2026-2030 maturities. The peso government securities market presents higher yields ranging from 5.930% to 6.110% for longer-dated papers 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