HISTORICAL MOVEMENT PRICE

SUKUK

MAYBANK IMTN 4.710% 31.01.2031

1. Initial Decline (2019 - Mid-2020):

The yield dropped from around 4.6% to below 3.0%.

This decline may be attributed to a favorable economic environment or monetary policy adjustments, such as interest rate cuts, increasing bond prices and reducing yields.

2. Stabilization and Volatility (2020 - 2021):

The yield stabilized around 3.0% but showed occasional fluctuations.

These changes could be due to market uncertainty, such as during the COVID-19 pandemic, which impacted global financial markets.

3. Rising Yield (2022):

A sharp increase in yield is noticeable from early 2022.

This could result from interest rate hikes by central banks to combat inflation, which typically decrease bond prices and increase yields.

4. Subsequent Decline (2023 - Early 2024):

The yield dropped again in 2023, possibly due to improved economic conditions or adjustments in monetary policies leading to lower interest rates.

5. Recent Stabilization (Late 2024):

In late 2024, yields appear relatively stable with minor fluctuations.

This may indicate market normalization or a balance in supply and demand dynamics for the sukuk.

TOYOTA CAP IMTN 4.300% 26.02.2030 - IMTN 11

Initial Stability (March 8 - March 18, 2023):

The yield begins at about 4.04% and then elevation to slightly below 4.00% in the first two weeks.

This minor decline may be attributed to market conditions or low demand of the Sukuk wherein there are minor fluctuations in the prices which slightly an affect the yield.

2.Increase in Yield (March 18 - April 7, 2023):

The yield increases from 4.00%, to a high of 4.06% in early April.

This could mean lower demand on the Sukuk maybe as a result of an interest rate change or just investors shifting to other opportunities thus changing the price of the Sukuk.

3.Gradual Decline (April 7 - July 16, 2023):

The yield decreases gradually as it hits 3.94% in middle of July.

This shows there is a high demand for the Sukuk and people are interested in investing especially when there are high risks, when there is low risk rate the fixed income instruments are preferred.

4.Fluctuations and Low Point (July 16 - October 4, 2023):

The yield changes slightly during July to October, yet overall it is low and drops to its lowest level 3.90% in early October.

This reinforces stable market structures and no shocks in Sukuk demand and supply as seen in the chart above.

5.Rising Yield (October 4 - November 28, 2023):

Yield also rises steeply up to 4.03% in the last week of November.

This implies that the Sukuk prices were coming down, which may be force by increase in interest rate charges, decreased volume of cash or investors diverting their funds to other security products with higher yields.

6. Final Stabilization (November 28, 2023 - January 2, 2024):

It then trends sideways at around 3.94% in early January 2024 as depicted by the green, pink and white line representing a fluctuating market.

This stabilization may be attributed to market equilibrium because investors gain confidence in the Sukuk and supply the demand is equal to the supply.

STOCK

PETRONAS CHEMICAL GROUP BERHAD

2014 to Mid-2017 : The price started at a lower point in 2014 and showed on initial increase, followed by flunctuations. There was a notable peak around mid-2017.
Mid-2017 to Early 2018 : After the peak in mid-2017, there was a sharp decline in the price.
Early 2018 to Late 2018 : The price rose again, reaching another significant peak towards the end of 2018.
Late 2018 to Early 2020 : Following the peak in late 2018, the price experienced another decline.
Early 2020 : There was a steep drop in early 2020, likely due to global economic events impacting financial markets.
Mid-2020 to Mid-2021 : After the steep drop, the price saw an extraordinary sharp increase, peaking in mid-2021, indicating rapid growth during this period.

REAL ESTATE INVESTMENT TRUST (REITs)

AXIS REAL ESTATE INVESTMENT TRUST (AXIS-REIT)

The graph shows the historical price movement of Axis REIT (Real Estate Investment Trust) listed on the Kuala Lumpur Stock Exchange (KLSE).

1. Initial Fluctuations (2013-2015): The price exhibited volatility with sharp rises and falls.

- General market uncertainty or economic conditions during this period. Changes in interest rates, as REITs are sensitive to them (higher rates can reduce REIT attractiveness). Property acquisitions or sales impacting investor confidence in the REIT.

2. Recovery and Stability (2016-2018): A period of recovery and gradual upward trend.

- Improved economic conditions or property market performance eventually will make the graph to grow upward gradually. Better dividend payouts or stable rental income from properties held by Axis REIT. Increased demand for industrial properties, a key focus for Axis REIT.

3. Significant Growth (2019-2020): A strong upward trend reaching a peak in 2020.

- The expansion of Axis REIT's portfolio with high-quality industrial assets, increasing rental income. Investor preference for industrial REITs as these assets were more resilient during economic uncertainties, especially during the early COVID-19 pandemic.

4. Decline and Volatility (2021-Present): A gradual decline with periods of volatility.

- These changes could be due to economic challenges post-pandemic, such as inflation and cost pressures, impacting tenant businesses and rental income. Potential oversupply in the industrial property market or shifts in demand could also be one of the causes.

AL-'AQAR HEALTHCARE REIT

The graph shows the performance of Al- ‘Aqar Healthcare REIT over time, with significant fluctuations.

1. Increase (2016-2017)

- Strong financial performance by Al-‘Aqar Healthcare REIT.

- Positive market sentiment and increased investor confidence in healthcare real estate.

2. Decline (2017-2018)

- Economic downturns or political instability affecting REIT valuations.

- Rising interest rates, which typically affect REITs negatively.

3. Recovery (2019-2020)

- Recovery in the overall real estate market.

- Increased demand for healthcare facilities post-2018.

4. Volatility and Decline (2020 Onward)

- Post-2020, the graph shows volatility with periodic rises and falls.

- COVID-19 impacts, affecting healthcare operations and property income.

- Economic uncertainties, inflation, and fluctuating interest rates.

5. Recent Performance (2022-2023):

- Stabilization post-pandemic.

- Adjustments in the REIT’s asset portfolio.

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