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Tabbush Report
Asian bank research, without the noise.
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bullish
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SBI Sumishin Net Bank
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18 Apr 2024 12:15
SBI Sumishin Net Bank - Dramatic ROA Expansion, Steady & Strong, Profit & Loan Growth, ROE at 19%
9.6% move upward today is sizeable even with recent volatility. We continue to like this bank in Japan, which tends to have better financial...
Daniel Tabbush
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768 Views
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bullish
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Canara Bank
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18 Apr 2024 08:33
Canara Bank - Radically Lower NPLs and Sharply Expanding Net Profit
Radically lower NPLs and sharply higher net profit can continue with benign credit costs, especially as Loss Loans are down a lot. ROE and ROA are...
Daniel Tabbush
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209 Views
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bearish
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Thematic (Sector/Industry)
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17 Apr 2024 00:22
BAC - Net Charge Offs Up 86% YoY And -3% YoY Net Interest Income Growth
BAC now shows two consecutive quarters of negative net interest income growth, and in 1Q24 it also shows substantially higher total net charge...
Daniel Tabbush
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174 Views
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bearish
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Thematic (Sector/Industry)
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15 Apr 2024 07:05
US Banks - Faltering Net Interest Income Growth Is Well in Place, But This Should Worsen
US bank's are now reporting 1Q24 data with far worse net interest income growth, which should not surprise our readers, and this should only...
Daniel Tabbush
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211 Views
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bearish
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Thematic (Sector/Industry)
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12 Apr 2024 00:27
Australia Banks - Negative Loan Growth Reaches August 2021 Levels
Australia's domestic loan growth has just turned negative 2.2% in January 2024, the worst showing since August 2021, with negative implications for...
Daniel Tabbush
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463 Views
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