Investment Ideas: February 11, 2025 

Here is our report for today, February 11, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: The peso-denominated bonds currently offer higher yields compared to dollar-denominated securities, with peso bonds ranging from 5.675% to 5.850% versus dollar bonds yielding between 4.706% to 5.132%.
• Stock Recommendations: Our analysis has led to three key rating changes: upgrading a diversified holdings company to OVERWEIGHT based on its attractive dividend yield, maintaining a NEUTRAL stance on a ports operator on concerns over global trade, and downgrading a consumer goods company to UNDERWEIGHT as a result of consumers trading down.
• UITF Spotlight: Our featured funds showcase divergent performances, with the multi-themed equity