Investment Ideas: November 25, 2024

Here is our report for today, November 25, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds from various issuers, including Southeast Asian corporations and Philippine sovereign debt, are showing yields between 4.911% to 5.404%, while peso-denominated government securities offer more attractive yields ranging from 5.930% to 6.130%, particularly for longer-term maturities.
• Stock Recommendations: We are OVERWEIGHT on a telecommunications company showing impressive income growth and market dominance in broadband additions. We hold a NEUTRAL view on a holding company with interests in food, banking, and other businesses, and we are UNDERWEIGHT on a gaming resort operator.
• Spotlight: We feature USD equi