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?
1
Ultimate leverage
Worsening real estate credit metrics can disrupt profit
Low ROA base can mean bigger delta than others in Asia
Thai banks benefit from reopening
1
Focus on foreign lenders, BEA, HSB
Rising loan loss reserves allows for reversals, low credit costs
See all

Tabbush Report