Investment Ideas: February 13, 2025 

Here is our report for today, February 13, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Peso bonds maintain higher yields, ranging from 5.650% to 5.850%, with longer-dated securities offering incrementally higher returns. Dollar-denominated bonds from various issuers, including sovereign and corporate entities, present yields between 4.688% and 5.072%, with shorter maturities generally offering higher yields.
• 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