Asian bank research and consultancy, Tabbush Report

Daniel Tabbush

Asian bank research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Thematic (Sector/Industry)

<ul>
<li>Singapore's banks stand out well on several features compared with high-growth Asean</li>
<li>Credit-Risk management may be most important, which is fundamental to banking</li>
<li>Stability of returns, high dividend payouts, better non-interest income are also key </li>
</ul>


Singapore's banks stand out well on several features compared with high-growth Asean
Credit-Risk management may be most important, which is fundamental to banking
Stability of returns, high dividend payouts, better non-interest income are also key 


Singapore Banks Compare Well with ASEAN Banks, Perhaps Unexpectedly?

Indonesia

PT Bank Negara Indonesia (Persero) Tbk is a state-owned bank that conducts commercial and consumer banking services.

Bank Negara Indonesia Persero (BBNI IJ)

Singapore Banks Compare Well with ASEAN Banks, Perhaps Unexpectedly?

There are several stand out characteristics of Singapore’s banks compared with others in Asean: credit metrics, return stability, cost-management,...

Daniel Tabbush