Investment Ideas: March 20, 2025 

Here is our report for today, March 20, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Peso-denominated bonds saw higher indicative yields, with at 5.580% to 5.910%. Dollar-denominated bonds range from 4.461% to 5.014%, reflecting sustained investor confidence in sovereign credit.
• Stock Recommendations: We have an OVERWEIGHT stance on a mining and power company, given its 16% trailing dividend yield and strong income visibility. A port operator has been assigned NEUTRAL, as elevated global noise and domestic political developments could pressure near-term sentiment. Meanwhile, a bank has been rated UNDERWEIGHT as its 1.4x P/B valuation appears stretched despite stable fundamentals.
• Spotlight: A globally recognized invest