Investment Ideas: January 15, 2025

Here is our report for today, January 15, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar-denominated bonds from various sovereign and corporate issuers offer yields between 5.204% and 5.717% for maturities ranging from 2028 to 2030, while peso-denominated retail treasury bonds and fixed-rate treasury notes present yields between 5.700% and 6.200% for maturities from 2025 to 2031.
• Stock Recommendations: We feature three companies with distinct market positions: an OVERWEIGHT rating for a telecommunications company showing strong broadband segment growth, a NEUTRAL stance on a consumer goods manufacturer facing challenging market conditions despite potential benefits from consumer downtrading, and an UNDERWEIGHT rating for a retail company experiencing declining sales and potential index deletion.
• UITF Spotlight: The featured money market funds demonstrate robust sector allocation strategies, with the peso-denominated fund maintaining 70.10% in time deposits and 34.12% in government securities, while the dollar-denominated fund holds 87.96% in time deposits and 12.01% in government securities, both achieving identical returns of 4.09% YTD and 4.28% for the past year.

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.)