Investment Ideas: March 13, 2025 

Here is our report for today, March 13, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.176% to 5.012%, with maturities extending from 2026 to 2029. Meanwhile, peso-denominated bonds offer slightly higher returns, ranging from 5.680% to 5.895%, with maturities spanning 2025 to 2029.
• Stock Recommendations: We maintain an OVERWEIGHT stance on a telco company as its strategic pivot to fiber solutions is driving strong growth. We rate a diversified conglomerate NEUTRAL as USD/PHP volatility and increasing competition in the auto sector may limit its upside. A renewable energy firm was downgraded to UNDERWEIGHT from OVERWEIGHT due to near-term earnings volatility despite its long-term capacity expansion.
• Spotlight: The Utilities Sector SPDR Fund has posted a 23.2% YoY total return, benefiting from strong defensive positioning and the rising power demand linked to Artificial Intelligence. This ETF offers diversified exposure across electrical utilities (64.86%), multi-utilities (26.79%), and renewable energy producers (3.99%).

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.)