Investment Ideas: November 21, 2024 

Here is our report for today, November 21, 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 4.885% to 5.396%, while peso-denominated government securities offer more attractive yields ranging from 5.890% 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.
• Spotlight: We feature an ETF tracking US semiconductor companies given strong growth and demand for the sector. The industry holds a positive long-term outlook also due to its higher-end applications.

Download our report here for details.