Investment Ideas: February 21, 2025

Here is our report for today, February 21, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Peso-denominated bonds offer yields ranging from 5.655% to 5.920% for maturities between 2025 and 2029, while dollar-denominated bonds yield 4.719% to 5.106% for maturities between 2026 and 2028.
• Stock Recommendations: Our team has upgraded a mining and power corporation from Neutral to OVERWEIGHT based on its compelling dividend yield, while downgrading a food service company to NEUTRAL despite positive developments in foreign ownership restrictions. We maintain an UNDERWEIGHT stance on a diversified conglomerate due to persistent headwinds in its key subsidiaries.
• Spotlight: A leading property developer reported a 14% year-over-ye