Investment Ideas: November 12, 2024 

Here is our report for today, November 12, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Both peso and dollar-denominated bonds offer attractive yields ranging from 4.678% to 6.030%. Dollar bonds include offerings from various issuers including Asian infrastructure companies, with maturities extending to 2033. Peso bonds feature government securities with maturities ranging from 2029 to 2044, offering slightly higher yields.
• Stock Recommendations: Our analysis covers three key players in different sectors. We maintain an OVERWEIGHT stance on a retail chain benefiting from holiday season demand and small store networks. We hold a NEUTRAL position on a food manufacturer experiencing strong demand but facing capacity const