Suncorp - Decision on ANZ Takeover In Weeks, Competition Can Worsen If Allowed

Australia Banks - Construction Insolvencies +75%, A Look at NAB Risk Weights, PD

ANZ/Suncorp - Another ACCC Deal Delay, Increasingly Seems Like It Will Not Get Approval

Tax-Loss Selling in Australia - Brief Historical Analysis And A Trade Basket

ACCC Sour on ANZ/Suncorp Bank Deal Makes for A Good Trade

ANZ to Acquire Suncorp Bank: Equity Raise & Regulatory Approvals

Quiddity Leaderboard ASX Jun 23: Two ASX 200 Changes Likely, Including Ventia Surprise

Quiddity Leaderboard TWSE Div+ Jun 23: New Potential Index Changes and Flow Expectations Update

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.

Thematic (Sector/Industry)

Australia Financials / Thematic (Sector/Industry)

<ul>
<li>New RBA rate hike puts increased pressure on banks, furthering rift between banks</li>
<li>ACCC deadline to approve ANZ's takeover of Suncorp Bank is moved to 28 July 2023</li>
<li>Significant change in Australian banking metrics from July 2022 takeover proposal</li>
</ul>


New RBA rate hike puts increased pressure on banks, furthering rift between banks
ACCC deadline to approve ANZ's takeover of Suncorp Bank is moved to 28 July 2023
Significant change in Australian banking metrics from July 2022 takeover proposal


ANZ's Suncorp Takeover - In Jeopardy