Investment Tips
1 MIN READ
Investment Ideas: September 4, 2024
Here are our latest picks and calls to help you create your ideal investment portfolio.
For today, September 4, 2024, we have analyzed some investment opportunities you may want to consider for your portfolio.
Here are some key highlights:
- Bond Market Overview: We’ve included yield-to-maturity rates for both dollar and peso-denominated bonds. Dollar-denominated options include bonds from international companies with yields ranging from 4.395% to 4.634%, while peso-denominated bonds feature Philippine government securities offering yields between 6.0500% and 6.2050%.
- Stock Recommendations: Our analysis covers several major players in the Philippine market, with ratings ranging from “Overweight” for a major bank and to “Underweight” a mining company based on recent performance and future outlook. We’ve noted strong dividend yields, earnings beats, and potential challenges facing these companies.
- Performance of Conglomerates: We provide an overview of some of the biggest conglomerates in the country, noting their overall growth compared to the PSEi. The report highlights similarities among outperformers, such as exposure to the property sector, and discusses challenges faced by underperforming companies in the group.
Download our report here for details.