Investment Ideas: July 10, 2025 

Here is our report for today, July 10, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.229% to 4.882%, with maturities between November 2025 and May 2030. Meanwhile, peso-denominated bonds provide higher returns, ranging from 5.420% to 6.450%, with maturities stretching from August 2025 to January 2039.
• Stock Recommendations: We have an OVERWEIGHT stance on a real estate company, benefiting from a revival in consumer spending and easing monetary policy that supports its residential segment. A fast-food chain is rated NEUTRAL, as its flagship brands continue to perform well, but persistent challenges with its international brands weigh on the stock. Lastly, we maintain a