Investment Ideas: January 17, 2025 

Here is our report for today, January 17, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: The dollar-denominated bonds show yields ranging from 5.103% to 5.533% for maturities between 2028 and 2030. Meanwhile, peso-denominated securities present slightly higher yields, ranging from 5.680% to 6.200% for maturities between 2025 and 2031, reflecting the local market’s risk premium.
• 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.
• Spotlight: A corporate bond offering in the secondary market presents an attractive opportunity with a 6.001% yield for a benchmark 2.5-year interpolated rate. The bond features call options in August 2025 and 2026, with potential gains for investors even in a call scenario, provided the purchase is made at current levels of 99.94.

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.)