Archive - Tabbush Report

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

Unlike most banks, margins are rising, and can continue

Sep 3, 2021

Not homogenous, especially toward Greater China

Aug 30, 2021

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

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