Investment Ideas: March 13, 2025 

Here is our report for today, March 13, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.176% to 5.012%, with maturities extending from 2026 to 2029. Meanwhile, peso-denominated bonds offer slightly higher returns, ranging from 5.680% to 5.895%, with maturities spanning 2025 to 2029.
• Stock Recommendations: We maintain an OVERWEIGHT stance on a telco company as its strategic pivot to fiber solutions is driving strong growth. We rate a diversified conglomerate NEUTRAL as USD/PHP volatility and increasing competition in the auto sector may limit its upside. A renewable energy firm was downgraded to UNDERWEIGHT from OVERWEIGHT due to near-term earnings volatility despite its lon