Investment Ideas: October 9, 2024 

Here is our report for today, October 9, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: We present a range of bonds with varying maturities and yields. Dollar-denominated options include corporate bonds from an American automotive finance company and an Indonesian aluminum producer, as well as Philippine sovereign bonds. Peso-denominated choices feature Retail Treasury Bonds and Fixed Rate Treasury Notes, offering yields between 5.7% to 5.9% for longer-term maturities.
• 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 i