Investment Ideas: June 25, 2025 

Here is our report for today, June 25, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.295% to 4.956%, with maturities stretching from 2025 to 2030. Peso-denominated bonds offer higher yields, from 5.800% to 6.390%, with maturities from 2029 to 2035.
• Stock Recommendations: We hold an OVERWEIGHT stance on a prominent bank, as it is expected to benefit from recent interest rate adjustments and its significant exposure to consumer loans, which could lead to improved net interest margins. A diversified conglomerate has been upgraded to NEUTRAL due to signs of recovery in previously underperforming subsidiaries and potential divestment plans, though further clarity is needed. Co