Investment Ideas: April 7, 2025 

Here is our report for today, April 7, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar bond yields range from 4.382% to 5.030% for maturities between 2028 to 2032, led by corporates and sovereigns. Peso bonds offer 5.730% to 6.000% yields, with tenors ranging from 2027 to 2032.
• Stock Recommendations: We recommend an OVERWEIGHT position on a major bank due to strong loan growth prospects from resilient consumer and corporate demand. A food conglomerate was given a NEUTRAL because of high tuna and carrier costs weigh on short-term profitability despite strong export volumes. We rated another conglomerate UNDERWEIGHT amid deepening losses in its petrochemical arm, pressured by oversupply and weak margins.
• Spotlight: T