Investment Ideas: October 14, 2024 

Here is our report for today, October 14, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: We highlight a selection of dollar- and peso-denominated bonds with maturities ranging from 2026 to 2044. Notable offerings include bonds from a Korean automotive finance company, an Indonesian aluminum producer, and Philippine government securities, with yields to maturity between 4.431% and 5.875%.
• 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 executi