Investment Ideas: July 8, 2025

Here is our report for today, July 8, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.253% to 4.883%, with maturities from 2025 to 2030. Peso-denominated bonds offer yields between 5.440% and 6.450%, across maturities from 2025 to 2039. These rates are indicative as of July 7, 2025.
• Stock Recommendations: We have an OVERWEIGHT stance on a real estate company, benefiting from a revival in consumer spending and easing monetary policy that supports its residential segment. A fast-food chain is rated NEUTRAL, as its flagship brands continue to perform well, but persistent challenges with its international brands weigh on the stock. Lastly, we maintain an UNDERWEIGHT rating on a