Investment Ideas: April 3, 2025 

Here is our report for today, April 3, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar bond yields range from 4.484% (2028 ROP) to 5.180% (2030 corporate), while peso bonds such as FXTN 10-69 (2032) yield 5.995%, offering premium for long-term positions.
• Stock Recommendations: We recommend an OVERWEIGHT position on a major bank due to strong loan growth prospects from resilient consumer and corporate demand. A food conglomerate was given a NEUTRAL because of high tuna and carrier costs weigh on short-term profitability despite strong export volumes. We rated another conglomerate UNDERWEIGHT amid deepening losses in its petrochemical arm, pressured by oversupply and weak margins.
• Spotlight: The Metro High Dividend Y