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?
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
Focus on foreign lenders, BEA, HSB
Rising loan loss reserves allows for reversals, low credit costs
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Tabbush Report