Investment Ideas: June 26, 2025 

Here is our report for today, June 26, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.284% to 4.921%, with maturities stretching from November 2025 to June 2029. Peso-denominated bonds offer higher yields, from 5.765% to 6.320%, with maturities from February 2029 to April 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