Research and consultancy, Tabbush Report

Daniel Tabbush

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.

Equity Bottom-Up

We are sure that most people have seen Novak Djokovic play tennis.If so, we all know that even he can not place the ball in the far corner of the court, at the baseline, all the time. There are too many variables, and he is not a robot. All the practice in the world will not change this; sometimes he will miss; sometimes other factors will overshadow his competency.But can a bank hit the shot all the time?

We are sure that most people have seen Novak Djokovic play tennis.If so, we all know that even he can not place the ball in the far corner of the court, at the baseline, all the time. There are too many variables, and he is not a robot. All the practice in the world will not change this; sometimes he will miss; sometimes other factors will overshadow his competency.But can a bank hit the shot all the time?

HDFC Bank's Profit Growth Seems Crafted To A Degree

India

HDFC Bank Ltd. offers a wide range of services to the global corporate sector. The Bank provides corporate banking and custodial services and is active in the treasury and capital markets. HDFC also markets project advisory services and capital market products such as Global Deposit Receipts, Euro currency loans, and Euro currency bonds.

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HDFC Bank (ADR) (HDB US)

HDFC Bank's Profit Growth Seems Crafted To A Degree

We are sure that most people have seen Novak Djokovic play tennis.If so, we all know that even he can not place the ball in the far corner of the...

Daniel Tabbush

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