Investment Ideas: October 21, 2025 

Here is our report for today, October 21, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.201% to 4.922%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 4.900% to 6.135%, for maturities stretching from January 2026 to January 2039.
• Stock Recommendations: We assigned an OVERWEIGHT rating to a global port operator as it sustains its momentum amid ongoing expansion and robust volume growth. A leading conglomerate has been given a NEUTRAL rating amid cautious sentiment despite stable growth in its banking arm and rosy expectations from its retail segment. Meanwhile, an UNDERWEIGHT rating was given to another conglomerate