Investment Ideas: July 14, 2025

Here is our report for today, July 14, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.177% to 4.881%, with maturities stretching from 2025 to 2030. Meanwhile, peso-denominated bonds provide higher returns, ranging from 5.390% to 6.400%, with maturities from 2025 to 2039.
• 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 telec