Investment Ideas: May 29, 2025 

Here is our report for today, May 29, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.408% to 5.064%, with maturities spanning from 2025 to 2029. Meanwhile, peso-denominated bonds provide higher yields between 5.7500% and 6.2500%, with tenors extending up to 2035, highlighting opportunities in long-duration sovereign securities.
• Stock Recommendations: We have an OVERWEIGHT rating on a broadband fiber operator amid sustained growth in provincial expansion and strong Q1 revenue. A diversified conglomerate received a NEUTRAL rating given headwinds in its power and telecom units. A spirits manufacturer was UNDERWEIGHT as recovery in brandy sales was offset by weaker whisky perf