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INSIGHT PROVIDER
Rising
Daniel Tabbush
Research and consultancy
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Tabbush Report
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Location:
Thailand
Joined:
09 January 2015
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Equity Bottom-Up
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Recent
bullish
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Thematic (Sector/Industry)
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09 Aug 2025 05:35
US Banks - USD13 Trillion in Loans, First Time Ever, as at Week 30 July
US banks have seen loans outstanding rise above USD13 trillion for the first time ever. The growth rate remains above 4% YoY for five weeks...
Daniel Tabbush
71 Views
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bullish
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Thematic (Sector/Industry)
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28 Jul 2025 02:15
US Banks - Weekly LLR Data Suggests Strong Credit Metrics, 3rd Week in Row of over +4% Loans
US banks weekly data shows LLR remains strong at over USD200bn with still benign YoY % growth, suggesting very good credit metrics. We now have 3rd...
Daniel Tabbush
201 Views
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bearish
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Thematic (Sector/Industry)
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24 Jul 2025 06:14
HK Banks - Credit Growth Improves, but Property Worsening. LDR Continues to Move Lower.
There are improvements in overall loan growth in HK, but property sector lending - most critical for bank collateral - continues to contract at...
Daniel Tabbush
212 Views
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bullish
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Thematic (Sector/Industry)
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21 Jul 2025 08:35
US Banks - Another Week of >4% YoY Loan Growth, Credit Metrics Look Good: Meager LLR Growth
US banks show another week of >4% YoY loan growth, two consecutive weeks, only time we have seen at least since first week of FY24. C&I loan delta...
Daniel Tabbush
284 Views
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bearish
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Thematic (Sector/Industry)
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16 Jul 2025 06:54
Australia Banks - Insolvencies Data to 30 June 2025 Suggest Weak and Worsening Credit Metrics.
Australian insolvencies data is fairly real-time and certainly HFD, giving a window on underlying credit metrics. The data is not good, with very...
Daniel Tabbush
294 Views
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