Investment Ideas: October 10, 2024 

Here is our report for today, October 10, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: We present a selection of dollar and peso-denominated bonds with attractive yields. Notable offerings include a 5.500% coupon bond from a US auto financing company maturing in 2026, and a peso-denominated Retail Treasury Bond (RTB) with a 6.250% coupon maturing in 2029.
• Stock Recommendations: We maintain an overweight stance on a major Philippine electric utility company due to its expanding renewable energy portfolio. However, we hold a neutral view on a home improvement retailer facing earnings pressures and potential index deletion. We also express caution on a leading fast-food chain, citing execution risks despite recent upward