Tabbush Report | Daniel Tabbush | Substack

Bank research, without the noise.

Welcome to Tabbush Report by me, Daniel Tabbush. Bank analyst ~30 years. Formerly, Head of Asian Bank Research at CLSA. Contributing analyst to…

Aug 20, 2021 •

New

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Cash Rich Banks

Is Japan Post Bank the odd man out?

Jan 27, 2022 •

Ultimate leverage

Oct 14, 2021 •

HSBC Rising Risk

Worsening real estate credit metrics can disrupt profit

Sep 27, 2021 •

Japan Banks - Big profit delta

Low ROA base can mean bigger delta than others in Asia

Sep 22, 2021 •

Thai banks benefit from reopening

Sep 17, 2021 •

China property risk

Focus on foreign lenders, BEA, HSB

Sep 9, 2021 •

BBNI - Oversized Provisioning

Rising loan loss reserves allows for reversals, low credit costs

Sep 7, 2021 •

Tabbush Report

Tabbush Report

Bank research, without the noise.

Tabbush Report

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