Don't Mind Please

Impeachment risks before June 2027 spike.

Blue wave confirmed. Democrats sweep both house and senate. Regime change. Next to watch: impeachment risk.

Prediction markets say Blue Wave / Democrats Sweep is 98% (call it done deal)! Republicans chance of winning Senate is only 2% Republicans chance of winning House is only 1%

Many red states are flipping to blue. Even Texas is blue now?

TNB + IOI Corp in Solar Project *TENAGA NASIONAL, IOI CORP FORM JOINT VENTURE FOR SOLAR PROJECT

*MALAKOFF RESUMES LUMUT GAS POWER PLANT OPS OCT. 7: EDGE

IOIPG REIT Hugeeeeeee *IOI Properties Expects to Raise MYR2.1B From the IPO of IOIPG Malaysia Real Estate Investment Trust

Google investing more in Malaysia. *Google to Invest $160M in Shared Water Infrastructure in Malaysia

This is the Kenyir Project in Terengganu with the state govt. *TENAGA JOINT VENTURE LODGES SUKUK UP TO MYR2B FOR SOLAR PROJECT

USD Credit Market week to date as of 04-Nov-2026 (Wednesday): Changes week to date - USD O/N SOFR @ 3.95% (unch) - 5Y USD SOFR SWAP @ 4.48% (+4bps) - 2Y UST @ 4.63% (+4bps) - 5Y UST @ 4.76% (+4bps) - 10Y UST @ 4.96% (+3bps) - 30Y UST @ 5.33% (+2bps) - 2y/10y UST Yield Curve @ 33bps (-1bps) USD Aussie Bank Senior Credit FIXED: - ANZ 4.615% 12/16/29 @ 5.05% (-2bps) - NAB 4.901% 01/14/30 5.01% (+1bps) - MQGAU 5.033% 01/15/30 5.32% (+1bps) - WSTP 2.65% 01/16/30 5.01% (unch) - CBAAU 4.608% 03/14/30 5.03% (+3bps) USD Aussie Bank Tier 2 Credit FIXED: - HLBKMK 4.4% 05/29/29 @ 0% (unch) - NAB 3.933% 08/02/34 5.7% (+5bps) - ANZ 5.731% 09/18/34 5.72% (+4bps) - CBAAU 3.61% 09/12/34 5.7% (+4bps) - MQGAU 3.052% 03/03/36 6.14% (+7bps) - WSTP 3.02% 11/18/36 6.05% (+5bps) USD Non-APAC Senior Credit: - HSBC 4.675% 03/10/32 5.77% (+4bps) USD SG Credit: - DBSSP 4.403% 03/21/28 @ 4.83% (+5bps) - UOBSP 4.401% 04/02/28 4.86% (unch) USD Malaysia Credit: - AMMMK 5.252% 01/23/30 5.55% (+4bps) - PETMK 4.95% 01/03/31 5.31% (+3bps) - KNBZMK 2.78% 05/11/31 5.44% (+1bps) - MALAYS 4.612% 04/30/32 4.84% (+4bps) USD China Credit: - CHGRID 1 5/8 08/05/30 4.87% (+8bps) - SINOPE 2.7% 05/13/30 4.89% (+5bps)

AUD Credit Market week to date as of 04-Nov-2026 (Wednesday): Changes week to date - 3mBBSW @ 4.91% (+1bps) - 2Y ACGB @ 4.83% (-4bps) - 5Y ACGB @ 4.8% (-4bps) - 10Y ACGB @ 5.1% (-2bps) - 30Y ACGB @ 5.52% (-1bps) AUD Senior (Bank & Corp) FXD - CBAAU 5.03% 01/15/31 @ 5.52% (-1bps) - UOBSP 5.023% 01/29/31 5.51% (-1bps) - WSTP 5.141% 02/12/31 5.53% (-2bps) - DBSSP 5.065% 02/13/31 5.46% (-1bps) - GOOGL 5 1/2 08/27/31 5.84% (+7bps) - NAB 5.1% 10/16/35 5.93% (+1bps) - GOOGL 6 1/4 08/27/36 6.35% (+17bps) FRN - OCBCSP Float 01/15/29 @ DM+57bps (+1bps) - DBSSP Float 02/13/29 @ DM+56bps (+1bps) - ANZ Float 02/18/30 @ DM+66bps (+1bps) - NAB Float 03/18/30 @ DM+66bps (+1bps) - MQGAU Float 07/17/30 @ DM+74bps (unch) - CBAAU Float 01/15/31 @ DM+67bps (unch) - WSTP Float 02/12/31 @ DM+68bps (+1bps) - GOOGL Float 08/27/31 @ DM+101bps (+7bps) Bank AUD Tier 2 FXD - CBAAU 5.632% 03/05/36 6.2% (-1bps) - MQGAU 5.757% 08/20/36 6.42% (unch) - MQGAU 6.1456% 05/29/40 6.8% (+2bps) - NAB 5.774% 07/30/40 6.68% (+1bps) - ANZ 5.691% 08/14/40 6.67% (unch) - WSTP 6.085% 02/12/41 6.73% (+1bps) FRN - WSTP Float 02/12/35 @ DM+125bps (+2bps) - NAB Float 11/14/35 @ DM+130bps (unch) - CBAAU Float 03/05/36 @ DM+134bps (+2bps) - MQGAU Float 08/20/36 @ DM+156bps (+3bps) - ANZ Float 02/23/37 @ DM+145bps (+2bps) Kangaroo Bonds (Foreign issuers in AUD): - MTRC 4.886% 01/29/31 5.33% (-2bps) - MTRC 5.582% 01/29/38 6.15% (+1bps)

Ringgit Bonds on Tuesday (3/11): Table 1: End of the day levels. Table 2: Changes in the day. - MYR IRS fell 1-3bps. - Govvies yields fell 1-2bps. - GG yields fell 1bps in the short end and gained 2-5bps in the longer end. - Caga yields unchanged. - Rated corp yields slipped 1bps.

JPM’s market take on Mid Term election. Blue Wave (60%) = UST rally Red Wave (7%) = UST selloff In all conditions, for stocks, BTFD. (Not financial advice)

*INDIA'S 10-YEAR BOND YIELD FALLS 10BPS AS OIL PRICES SLIDE

quarterly result of one of the world's largest AI company *ANTHROPIC HAS ABOUT $895.4B IN COMMITTED SPEND *ANTHROPIC 3Q TOTAL OPERATING EXPENSES $17.5B VS. $4.47B Y/Y *ANTHROPIC 3Q REV. $16.96 BILLION VS. $1.38 BILLION Y/Y *ANTHROPIC 3Q NET LOSS $23.3 BILLION VS. $12.1 BILLION Y/Y

quarterly result of the world's largest company *APPLE 4Q REV. $114.48B, EST. $113.47B *APPLE 4Q IPHONE REVENUE $57.58B, EST. $56.49B *APPLE 4Q GREATER CHINA REV. $17.54B, EST. $18.75B *APPLE SEES 1Q REVENUE +7% TO +10%, EST. +6.1%

More Facebook bond issue *META EYES AT LEAST $20B IN POTENTIAL US DOLLAR, EURO BOND SALE

More Google bond issue *ALPHABET KICKS OFF SEVEN-PART BOND OFFERING IN EUROS

More Tenaga bond issue 03-Nov-2026 at 06:57:30, CHOK KT shared *TENAGA JOINT VENTURE LODGES SUKUK UP TO MYR2B FOR SOLAR PROJECT

Malaysia KFC and Pizza Hut business for sale Anyone? *JCORP, CVC SEEK TO SELL KFC, PIZZA HUT BUSINESSES: EDGE