Investment Ideas: December 9, 2025

Here is our report for today, December 9, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 3.931% to 4.834%, with maturities between October 2026 and April 2035. Peso-denominated fixed income instruments present higher yields, from 4.825% to 6.015%, for maturities stretching from March 2026 to January 2039.
• Stock Recommendation: A supermarket chain was given an OVERWEIGHT rating because of an anticipated rebound in 4Q 2025 amid holiday spending. A big bank is given NEUTRAL because of softening institutional loans and higher NPL loan ratio despite increasing consumer loans and net interest margins growth relative to peers. A smaller bank has an UNDERWEIGHT rating as a result of weaker non-interest income and the possibility of removal from the PSEi next year.
• Spotlight: Aboitiz Power Corporation has been assigned an OVERWEIGHT rating. Despite a 15% decline in net income year-on-year, revenues are strong and we see promising developments in its LNG business, the acquisition of the Caliraya-Botocan-Kalayaan plant, and the possibility of the company rejoining the Philippine Stock Exchange index.

Download our report here for details.