Investment Ideas: February 3, 2026

Here is our report for today, February 3, 2026, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 3.617% to 4.968%, with maturities between October 2026 and January 2036. Peso-denominated fixed income instruments present higher yields, from 4.650% to 6.150%, for maturities stretching from April 2026 to January 2039.
• Stock Recommendations: A REIT has earned an OVERWEIGHT rating as it enters the Philippine Stock Market index as well as strong occupancy numbers and high dividend yield. A bank has a NEUTRAL rating amid subdued investor sentiment despite strong return on equity. A large food and beverage company, owing to margin pressures and slower economic growth, has an UNDERWEIGHT