Archive - Tabbush Report

Cash Rich Banks

Is Japan Post Bank the odd man out?

Jan 27, 2022 •

October 2021

Ultimate leverage

Oct 14, 2021 •

September 2021

HSBC Rising Risk

Worsening real estate credit metrics can disrupt profit

Sep 27, 2021 •

Japan Banks - Big profit delta

Low ROA base can mean bigger delta than others in Asia

Sep 22, 2021 •

Thai banks benefit from reopening

Sep 17, 2021 •

China property risk

Focus on foreign lenders, BEA, HSB

Sep 9, 2021 •

BBNI - Oversized Provisioning

Rising loan loss reserves allows for reversals, low credit costs

Sep 7, 2021 •

TISCO Financial

Unlike most banks, margins are rising, and can continue

Sep 3, 2021 •

August 2021

Singapore Banks

Not homogenous, especially toward Greater China

Aug 30, 2021 •

Bank research, without the noise.

Welcome to Tabbush Report by me, Daniel Tabbush.

Aug 20, 2021 •

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