Investment Ideas: October 3, 2025

Here is our report for today, October 3, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.227% to 4.897%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 4.880% to 6.190%, for maturities stretching from December 2025 to January 2039.
• Stock Recommendations: We have given an OVERWEIGHT rating on one of the leading real estate companies in the country as we see continued momentum in the 2nd half of 2025 for its core and premium properties. A mining and power conglomerate earned a NEUTRAL rating amid subdued coal and spot electricity prices. Another conglomerate has an UNDERWEIGHT rating because of limited earnings visibi