Investment Ideas: August 7, 2025 

Here is our report for today, August 7, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.271% to 5.246%, with maturities between November 2025 and May 2030. Peso-denominated bonds present higher yields, from 5.325% to 6.280%, for maturities stretching from August 2025 to January 2039.
• Stock Recommendations: We have an OVERWEIGHT recommendation on a diversified holding company, as it is viewed as undervalued with the potential for exponential growth once re-rated. Our NEUTRAL stance on a food manufacturing company is due to stable earnings in its noodle and biscuit segments, which could see further upside potential from improving margins. However, its meat alternative business is still a drag on earnings. Lastly, we have an UNDERWEIGHT rating on a Philippine bank due to potential changes to the PSEi composition, which may lead to scrutiny on the bank’s low market liquidity and dampen investor sentiment.
• Spotlight: The PIMCO Income Fund is for those who want to diversify and invest in fixed income securities amid market volatility. Investors may consider the fund to optimize current income while gaining diversified exposure to a range of fixed income securities. It has a total year-on-year return of 7.30%.

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.)