Investment Ideas: June 24, 2025

Here is our report for today, June 24, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.305% to 4.957%, with maturities extending from 2025 to 2030. Meanwhile, peso-denominated bonds provide higher returns, ranging from 5.850% to 6.450%, with maturities between 2029 and 2035.
• Stock Recommendations: We hold an OVERWEIGHT stance on a prominent bank, as it is expected to benefit from recent interest rate adjustments and its significant exposure to consumer loans, which could lead to improved net interest margins. A diversified conglomerate has been upgraded to NEUTRAL due to signs of recovery in previously underperforming subsidiaries and potential divestment plans, though