Investment Ideas: October 2, 2024 

Here is our report for today, October 2, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Both dollar and peso-denominated bonds offer competitive yields, with options ranging from short to long-term maturities. Notable offerings include bonds from an American automotive finance company, an Indonesian aluminum producer, and Philippine government securities, providing investors with diverse options to suit their risk appetites and investment horizons.
• Stock Recommendations: We have identified several stocks of interest, including an overweight rating for a major Philippine market proxy with significant foreign investment potential. We maintain a neutral stance on a conglomerate facing challenges in consumer demand, while a