Investment Ideas: October 8, 2024 

Here is our report for today, October 8, 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-term to long-term maturities. Notable opportunities include bonds from a Korean auto finance company and an Indonesian aluminum producer in the dollar space, while peso bonds from various government securities provide yields up to 5.9% for longer-dated issues.
• 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 expre