Investment Ideas: September 13, 2024 

Today, September 13, 2024, we offer some insights you can consider in your portfolio.

Here are some key highlights:

• Bond Market Overview: We present a selection of dollar-denominated bonds from reputable issuers, including a Korean power company and a major U.S. bank, with yields to maturity ranging from 4.074% to 4.600%. For peso-denominated options, we feature government securities with attractive yields up to 6.250% for longer-dated maturities.
• Stock Recommendations: Our stock analysis focuses on three major Philippine conglomerates, with recommendations ranging from underweight to overweight. Factors influencing these assessments include industry-specific challenges, dividend policies, and potential benefits from currency movements, particularly the peso’s recent appreciation followin