Investment Ideas: November 19, 2024 

Here is our report for today, November 19, 2024, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds from various issuers, including Southeast Asian corporations and Philippine sovereign debt, are showing yields between 4.882% to 5.423%, while peso-denominated government securities offer more attractive yields ranging from 5.950% to 6.130%, particularly for longer-term maturities.
• Stock Recommendations: We are OVERWEIGHT on a telecommunications company showing impressive income growth and market dominance in broadband additions. We hold a NEUTRAL view on a holding company with interests in food, banking, and other businesses, and we are UNDERWEIGHT on a gaming resort operator.
• UITF Spotlight: A USD-denominated equity feeder fund is featured, showing robust performance metrics and global diversification across major markets, with primary allocations to American (56.600%) and European (24.800%) equities. The fund, which requires a minimum investment of USD 500, is managed by an experienced portfolio team and focuses on sectors such as Technology, Healthcare, and Financials.

Download our report here for details.