Investment Ideas: December 2, 2025 

Here is our report for today, December 2, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 3.877% to 4.819%, with maturities between October 2026 and August 2035. Peso-denominated bonds present higher yields, from 4.800% to 6.000%, for maturities stretching from February 2026 to January 2039.
• Stock Recommendations: A supermarket chain was given an OVERWEIGHT rating because of an anticipated rebound in 4Q 2025 amid holiday spending. A big bank is given NEUTRAL because of softening institutional loans and higher NPL loan ratio despite increasing consumer loans and net interest margins growth relative to peers. A smaller bank has an UNDERWEIGHT rating as a result of weaker no