Investment Ideas: May 29, 2025 

Here is our report for today, May 29, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.408% to 5.064%, with maturities spanning from 2025 to 2029. Meanwhile, peso-denominated bonds provide higher yields between 5.7500% and 6.2500%, with tenors extending up to 2035, highlighting opportunities in long-duration sovereign securities.
• Stock Recommendations: We have an OVERWEIGHT rating on a broadband fiber operator amid sustained growth in provincial expansion and strong Q1 revenue. A diversified conglomerate received a NEUTRAL rating given headwinds in its power and telecom units. A spirits manufacturer was UNDERWEIGHT as recovery in brandy sales was offset by weaker whisky performance.
• Spotlight: We remain optimistic on the long-term potential of US technology as seen in the Invesco QQQ Trust. Despite short-term volatility, the ETF’s 12.94% YoY return reflects robust demand for AI-related innovations. Investors may gradually increase exposure to capture growth from leading firms across the tech, healthcare, and industrials sectors.

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.)