Daniel Tabbush

The Tabbush Report: Asian bank research and consultancy, without the noise. Daniel Tabbush has ~30 years experience analyzing Asia-Pacific banks, including HSBC, Standard Chartered, Japanese and Australian banks. His research and consulting focuses on global banking issues, including with banks in the US. He was the Head of Asian Bank research at the number one Asian brokerage CLSA for most of his career, overseeing coverage of 80 banks and 10 analysts in Asia-Pacific. He has been highly ranked by Asiamoney, The Asset and Bloomberg, as well as by institutional investors focused on Asia. He continues to appear in press interviews with TVB in Hong Kong, and has appeared on CNBC in the past. He maintains an information-sharing agreement with Dr. Jim Walker of Asianomics, the foremost econom...

Daniel Tabbush
Asian bank research and consultancy
• Tabbush Report

US Banks - Not Just Silicon Risk

US banks face more than just Silicon Valley risk, namely with respect to rising deposit rates, worsening net interest income, and rising credit costs.

Daniel Tabbush

RHB - Volatility

RHB's credit costs are characterized by a high degree of volatility, which is not something that we view as positive. Reversals hardly repeat...

Daniel Tabbush

HSBC - Dangling The Dividend

High quarterly growth in operating costs, worsening net fee income yet again, and sharply higher credit costs, helped to offset most of the net...

Daniel Tabbush

BRIS - Dominant

BRIS is relatively newly formed, with an incredibly dominant Shariah lending market share, where growth is high and can continue with strong asset...

Daniel Tabbush

KakaoBank- The Only One

The only major, liquid, listed internet bank in the region, operating in a highly internet connected economy and well-penetrating the working...

Daniel Tabbush