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Cash Rich Banks
Is Japan Post Bank the odd man out?
Jan 27, 2022
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Daniel Tabbush
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Cash Rich Banks
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October 2021
US Banks
Ultimate leverage
Oct 14, 2021
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Daniel Tabbush
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US Banks
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September 2021
HSBC Rising Risk
Worsening real estate credit metrics can disrupt profit
Sep 27, 2021
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Daniel Tabbush
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HSBC Rising Risk
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Japan Banks - Big profit delta
Low ROA base can mean bigger delta than others in Asia
Sep 22, 2021
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Daniel Tabbush
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Japan Banks - Big profit delta
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Asia Tourism
Thai banks benefit from reopening
Sep 17, 2021
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Daniel Tabbush
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Asia Tourism
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China property risk
Focus on foreign lenders, BEA, HSB
Sep 9, 2021
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Daniel Tabbush
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China property risk
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BBNI - Oversized Provisioning
Rising loan loss reserves allows for reversals, low credit costs
Sep 7, 2021
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Daniel Tabbush
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BBNI - Oversized Provisioning
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TISCO Financial
Unlike most banks, margins are rising, and can continue
Sep 3, 2021
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Daniel Tabbush
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TISCO Financial
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August 2021
Singapore Banks
Not homogenous, especially toward Greater China
Aug 30, 2021
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Daniel Tabbush
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Singapore Banks
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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
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Daniel Tabbush
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Bank research, without the noise.
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