Investment Ideas: June 10, 2025 

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

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.310% to 4.994% with maturities stretching from 2025 to 2031. Peso-denominated bonds offer higher yields, from 5.780% to 6.280%, with maturities from 2029 to 2035.
• Stock Recommendations: We have an OVERWEIGHT view on a real estate company, which has demonstrated resilient earnings and presales growth despite sectoral headwinds. A diversified conglomerate is rated NEUTRAL due to a contraction in net income from key segments, though EBITDA grew by 6% year-on-year. We have an UNDERWEIGHT rating on a beverage company, which faces ongoing demand softness and potential index deletion risk due to