Investment Ideas: August 18, 2025

Here is our report for today, August 18, 2025, with some insights into various investment opportunities.

Here are some key highlights:

•  Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.244% to 5.161%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 5.250% to 6.180%, for maturities stretching from October 2025 to January 2039.
•  Stock Recommendations: A port management company has been given an OVERWEIGHT recommendation owing to rosy growth trends despite tariff uncertainties. We have a NEUTRAL stance on a telecommunications company because of lower rates versus peers. Meanwhile, an energy company received our UNDERWEIGHT rating because of a decline in earnings due to lower spot prices and extended outages.
•  Spotlight: The Metro Multi-themed Equity Fund of Funds aims to achieve long-term capital growth by investing in a diversified portfolio of US dollar-denominated collective investment schemes. It is suitable for those with an aggressive risk profile. The year-to-date ROI is 9.620%, while the past-one-year ROI is 18.218%.

Download our report here for details.

(Disclaimer: This is general investment information only and does not constitute an offer or guarantee, with all investment decisions made at your own risk. The bank takes no responsibility for any potential losses.)