Investment Ideas: May 30, 2025 

Here is our report for today, May 30, 2025, with some insights into various investment opportunities.

Here are some key highlights:

• Bond Market Overview: Yields for dollar-denominated bonds range from 4.391% to 5.064%, with maturities between 2025 and 2031. In contrast, peso-denominated bonds offer higher returns between 5.7650% and 6.2600%, with maturities extending from 2029 to 2035.
• 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: First-quarter earnings of a global port operator rose 25% YoY to USD 240 million, while EBITDA increased 18% to USD 490 million. The growth was driven by robust volume in EMEA (+26%), Americas (+14%), and Asia (+7%), alongside higher port yields.

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.)