Investment Ideas: July 18, 2025 

Here is our report for today, July 18, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.375% to 4.914%, with maturities stretching from November 2025 to May 2030. Peso-denominated bonds offer higher yields, from 5.375% to 6.455%, with maturities from August 2025 to January 2039.
• Stock Recommendations: We have an OVERWEIGHT stance on a real estate investment trust. The real estate investment trust is favored due to its fundamental appeal, strong dividend growth, and a robust pipeline for asset acquisition. A diversified conglomerate is rated NEUTRAL. The diversified conglomerate’s valuations appear attractive, However, persistent challenges in its telecommunications and energy businesses may temper sentiment. We have an UNDERWEIGHT rating on a power distribution company, whose defensive profile and attractive trailing dividend yield are key strengths, but investors are awaiting clarity on impending rate rebasing.
• Spotlight: We feature Metrobank Trust Banking Group’s local and global asset allocation strategy for the third quarter of 2025.

Download our report here for details.

(Disclaimer: This is general investment information only and does not constitute an offer or guarantee, with all investment decisions made at your own risk. The bank takes no responsibility for any potential losses.)