Tabbush Report

Tabbush Report

Home
Archive
About
Singapore Banks
Not homogenous, especially toward Greater China
Aug 30, 2021 • 
Daniel Tabbush
3

Share this post

Tabbush Report
Tabbush Report
Singapore Banks
Cash Rich Banks
Is Japan Post Bank the odd man out?
Jan 27, 2022 • 
Daniel Tabbush
1

Share this post

Tabbush Report
Tabbush Report
Cash Rich Banks
Asia Tourism
Thai banks benefit from reopening
Sep 17, 2021 • 
Daniel Tabbush
1

Share this post

Tabbush Report
Tabbush Report
Asia Tourism
HSBC Rising Risk
Worsening real estate credit metrics can disrupt profit
Sep 27, 2021 • 
Daniel Tabbush

Share this post

Tabbush Report
Tabbush Report
HSBC Rising Risk
China property risk
Focus on foreign lenders, BEA, HSB
Sep 9, 2021 • 
Daniel Tabbush

Share this post

Tabbush Report
Tabbush Report
China property risk
US Banks
Ultimate leverage
Oct 14, 2021 • 
Daniel Tabbush

Share this post

Tabbush Report
Tabbush Report
US Banks
Japan Banks - Big profit delta
Low ROA base can mean bigger delta than others in Asia
Sep 22, 2021 • 
Daniel Tabbush

Share this post

Tabbush Report
Tabbush Report
Japan Banks - Big profit delta
TISCO Financial
Unlike most banks, margins are rising, and can continue
Sep 3, 2021 • 
Daniel Tabbush

Share this post

Tabbush Report
Tabbush Report
TISCO Financial
BBNI - Oversized Provisioning
Rising loan loss reserves allows for reversals, low credit costs
Sep 7, 2021 • 
Daniel Tabbush

Share this post

Tabbush Report
Tabbush Report
BBNI - Oversized Provisioning
© 2025 Daniel Tabbush
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share