Investment Ideas: January 10, 2025 

Here is our report for today, January 10, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds from various issuers currently offer yields ranging from 5.146% to 5.625% for maturities between 2028 and 2030. On the peso side, retail treasury bonds present yields from 5.850% to 6.100% for maturities spanning 2025 to 2031, providing attractive opportunities for local currency investments.
• Stock Recommendations: Our equity analysis covers three major Philippine companies with varying outlooks. We maintain an OVERWEIGHT position on a leading Philippine bank poised to benefit from regulatory changes and the high interest rate environment. We hold a NEUTRAL stance on a major conglomerate pending clearer signs