Investment Ideas: February 26, 202

Here is our report for today, February 26, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bond yields range from 4.479% to 4.966%, with maturities spanning from 2026 to 2029. Peso-denominated bonds offer higher yields, ranging from 5.600% to 5.865%, with maturities extending from 2025 to 2029.
• Stock Recommendations: Our team has upgraded a consumer goods company to OVERWEIGHT as it capitalizes on downtrading trends and maintains a 10% earnings growth outlook. Meanwhile, we downgrade a leading bank to NEUTRAL as loan growth saw improvement with a modest uptick in non-performing loans and flat coverage ratios. A liquor manufacturer has received an UNDERWEIGHT call the company faces persistent headwinds.