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Singapore Banks
Not homogenous, especially toward Greater China
Daniel Tabbush
Aug 30, 2021
3
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Singapore Banks
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Cash Rich Banks
Is Japan Post Bank the odd man out?
Daniel Tabbush
Jan 27
1
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Cash Rich Banks
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Asia Tourism
Thai banks benefit from reopening
Daniel Tabbush
Sep 17, 2021
1
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Asia Tourism
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HSBC Rising Risk
Worsening real estate credit metrics can disrupt profit
Daniel Tabbush
Sep 27, 2021
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HSBC Rising Risk
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China property risk
Focus on foreign lenders, BEA, HSB
Daniel Tabbush
Sep 9, 2021
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China property risk
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US Banks
Ultimate leverage
Daniel Tabbush
Oct 14, 2021
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US Banks
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Japan Banks - Big profit delta
Low ROA base can mean bigger delta than others in Asia
Daniel Tabbush
Sep 22, 2021
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Japan Banks - Big profit delta
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TISCO Financial
Unlike most banks, margins are rising, and can continue
Daniel Tabbush
Sep 3, 2021
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TISCO Financial
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BBNI - Oversized Provisioning
Rising loan loss reserves allows for reversals, low credit costs
Daniel Tabbush
Sep 7, 2021
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BBNI - Oversized Provisioning
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