Investment Ideas: March 19, 2025

Here is our report for today, March 19, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.166% to 5.043%, with maturities spanning from 2026 to 2029. Meanwhile, peso-denominated bonds offer slightly higher yields, ranging from 5.580% to 5.900%, with maturities extending from 2025 to 2029.
• Stock Recommendations: We have an OVERWEIGHT stance on a mining and power company, given its 16% trailing dividend yield and strong income visibility. A port operator has been assigned NEUTRAL, as elevated global noise and domestic political developments could pressure near-term sentiment. Meanwhile, a bank has been rated UNDERWEIGHT as its 1.4x P/B valuation appears stretched despite stable