Investment Ideas: September 26, 2025

Here is our report for today, September 26, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds offer yields ranging from 4.286% to 4.929%, with maturities between June 2026 and April 2035. Peso-denominated bonds present higher yields, from 4.925% to 6.115%, for maturities stretching from December 2025 to January 2039.
• Stock Recommendations: An OVERWEIGHT rating was given to a real estate behemoth amid continued steady growth of its retail segment and renewed demand from the mid-income market. A holding company with interests in water, mining, and cement has earned a NEUTRAL rating amid weakness that resulted in a substantial decline in net income. We gave an UNDERWEIGHT rating to an online gaming firm amid regulatory uncertainty.
• Spotlight: Take a look at the SM Prime Holdings Fixed Rate Bonds and see if it is a wise addition to your portfolio. SMPH is one of the largest listed real estate developers in the Philippine Stock Exchange, offering innovative and sustainable lifestyle cities through its malls, residences, offices, hotels, and convention centers. Yields range from 5.775% to 6.200%.

Download our report here for details.