Investment Ideas: September 16, 2025

Here is our report for today, September 16, 2025, with some insights into various investment opportunities.

Here are some key highlights:

•  Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.138% to 4.995%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 5.045% to 6.090%, for maturities stretching from December 2025 to January 2039.
• Stock Recommendations: We assigned an OVERWEIGHT rating for a major holding company as its automotive arm reported surging sales and its other subsidiaries credited with solid performance. A fast food chain was given a NEUTRAL rating because of uncertainty in the sustainability of its China operations. We recommend an UNDERWEIGHT rating for a telco amid business challenges and regulato