Investment Ideas: March 28, 2025 

Here is our report for today, March 28, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Dollar bonds yield between 4.268% and 5.173%, while peso bonds range from 5.755% to 6.105%.
• Stock Recommendations: A construction company is rated OVERWEIGHT, supported by a 10% trailing yield and pre-ex-date positioning. A consumer retailer is NEUTRAL amid muted sentiment despite a potential resurgence in consumer spending, while a gaming company is UNDERWEIGHT persistent weak demand for onsite gaming.
• Spotlight: A new USD 300 million, 5-year issuance by a Philippine food conglomerate’s international unit offers a 5.332% rate at par, with a call option three months before maturity—positioned attractively vs. ROPs with similar tenor.

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.)