Tabbush Report

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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 • 
Daniel Tabbush
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Cash Rich Banks
Is Japan Post Bank the odd man out?
Jan 27, 2022 • 
Daniel Tabbush
1
US Banks
Ultimate leverage
Oct 14, 2021 • 
Daniel Tabbush
HSBC Rising Risk
Worsening real estate credit metrics can disrupt profit
Sep 27, 2021 • 
Daniel Tabbush
Japan Banks - Big profit delta
Low ROA base can mean bigger delta than others in Asia
Sep 22, 2021 • 
Daniel Tabbush
Asia Tourism
Thai banks benefit from reopening
Sep 17, 2021 • 
Daniel Tabbush
1
China property risk
Focus on foreign lenders, BEA, HSB
Sep 9, 2021 • 
Daniel Tabbush
BBNI - Oversized Provisioning
Rising loan loss reserves allows for reversals, low credit costs
Sep 7, 2021 • 
Daniel Tabbush
Tabbush Report
Tabbush Report
Bank research, without the noise.

Tabbush Report

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Tabbush Report

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Tabbush Report
By Daniel Tabbush
· Launched 2 years ago
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