Investment Ideas: September 17, 2024 

Here is our report for today, September 17, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Both dollar and peso-denominated bonds offer appealing yields, with notable options including a Korean power company bond maturing in 2026 and Philippine government securities with maturities ranging from 2029 to 2044.
• Stock Recommendations: We are overweight on a leading property developer, anticipating benefits from an expected residential segment recovery and historical outperformance during easing monetary cycles. We maintain a neutral stance on a major Philippine conglomerate, noting its recent price recovery driven by strong performance of its subsidiaries.
• UITF Spotlight: We highlight a dollar-denominated medium-term fixed i