Investment Ideas: October 1, 2025

Here is our report for today, October 1, 2025, with some insights into various investment opportunities.

Here are some key highlights:

•  Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.237% to 4.948%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 4.825% to 6.130%, for maturities stretching from December 2025 to January 2039.
• Stock Recommendations: We have given an OVERWEIGTH rating on one of the leading real estate companies in the country as we see continued momentum in the 2nd half of 2025 for its core and premium properties. A mining and power conglomerate earned a NEUTRAL rating amid subdued coal and spot electricity prices. Another conglomerate has an UNDERWEIGHT rating because of limited earnings visibility and liquidity.
• Spotlight: Having a net asset value of USD 1.75 million as of August 29, 2025, the Metro$ Japan Equity Feeder Fund intends to provide capital appreciation through investing in stocks comprising the Japan equity market. Its target fund is iShares MSCI Japan ETF. We foresee the resumption of policy normalization by the Bank of Japan to serve as a tailwind in the country’s stock market. The fund has a year-to-date ROI of 18.190% and a past-one-year ROI of 11.094%.
   

Download our report here for details.

(Disclaimer: This is general investment information only and does not constitute an offer or guarantee, with all investment decisions made at your own risk. The bank takes no responsibility for any potential losses.)