Tabbush Report | Daniel Tabbush | Substack

Welcome to Tabbush Report by me, Daniel Tabbush. Bank analyst ~30 years. Formerly, Head of Asian Bank Research at CLSA. Contributing analyst to SmartKarma, previously to GMT Research, Asianomics. Created independent bank research & consultancy, Tabbush Report more than 10 years…

Is Japan Post Bank the odd man out?

Jan 27

Ultimate leverage

Oct 14, 2021

Worsening real estate credit metrics can disrupt profit

Sep 27, 2021

Low ROA base can mean bigger delta than others in Asia

Sep 22, 2021

Thai banks benefit from reopening

Sep 17, 2021

Focus on foreign lenders, BEA, HSB

Sep 9, 2021

Rising loan loss reserves allows for reversals, low credit costs

Sep 7, 2021

Tabbush Report

About Archive Authors

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