Dashboard
Watchlists
Collections
Events
Tools
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Daniel Tabbush
Asian bank research and consultancy
•
Tabbush Report
Message
Follow
Location:
Thailand
Joined:
09 January 2015
686
Insights
207.7k
Views
600
Followers
Financials
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Qbe Insurance
•
22 Sep 2023 12:23
QBE Insurance - COR 109% in N America Commercial, Where Growth Is High | Debt Surges USD700m in 1H23
COR is now at 109% in North America Commercial segment, where growth of premiums is especially high. Debt is now rising, this is new, up USD700m in...
Daniel Tabbush
83 Views
Share
bullish
•
Bank Negara Indonesia Persero
•
21 Sep 2023 16:43
BBNI - Stock Split to Double Shares on 10 October | NPLs Are in Sharp Decline, Especially Loss Loans
2 new for 1 old stock split on 10 Oct can mean much more liquidity for shares. Mkt cap/assets looks relatively low also when considering ROA. NPLs...
Daniel Tabbush
190 Views
Share
bearish
•
Thematic (Sector/Industry)
•
21 Sep 2023 12:42
US Banks - Added $122bn Cash In Past 2 Weeks | Loans up $31bn | CRE Loans Down | Deposits up $113bn
US banks are de-risking. Weekly balance sheet data shows almost all new deposits coming in moving into cash. Jumbo time deposits now far higher to...
Daniel Tabbush
197 Views
Share
bullish
•
Remitly Global
•
20 Sep 2023 19:20
Remitly - Rev +49% | ROW Rev +120% | Scaling: COGS -25% | Adj EBITDA Margin 2Q23 Is 8.7%, Highest
49% revenue growth 2Q23, COGS/revenue in decline. Adj EBITDA is positive, rising sharply in 2Q23 from 1Q23, 4Q22. Scale, penetration, reach, new...
Daniel Tabbush
312 Views
Share
bearish
•
KakaoBank
•
19 Sep 2023 17:34
KakaoBank - Term Deposits +47% | Net Int Inc/Assets -80bps | Provisions: 10% to 23% of Net Int Inc
Major net interest income pressure, NIM down sharply in past 6 months. Operating costs not supporting ROA. Credit metrics worsening: LLP from 10%...
Daniel Tabbush
272 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.16.5
x