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Daniel Tabbush

Daniel Tabbush
Asian bank research and consultancy
Tabbush Report

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bullishThematic (Sector/Industry)07 Jun 2023 10:23

ANZ's Suncorp Takeover - In Jeopardy

ANZ's takeover of Suncorp Bank may be in jeopardy due to radical deterioration in banking, economic landscape, that can color view of ACCC before...

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bearishMitsubishi UFJ Financial (MUFG)06 Jun 2023 12:02

MUFG - What if No Yield Curve Control Relief?

Maybe there is no imminent yield curve control relief in Japan, making the market cap gains at MUFG questionable, especially against 60% higher bad...

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bearishThematic (Sector/Industry)05 Jun 2023 08:56

US Banks - Road Forward

The road forward for US banks is likely far lower net interest income growth, with some turning negative, alongside rising credit costs and a...

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bearishThematic (Sector/Industry)18 May 2023 10:43

US Banks - Liquidity to Credit

Except US banks to move from liquidity risks to credit risks, with the US Senior Loan Officer Survey pointing to major tightening.

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bearishThematic (Sector/Industry)08 May 2023 16:19

Small US Banks - CRE Acceleration

Small banks in the US are seeing their commercial real estate loans surging, which we believe is not due to new projects, renewed optimism, but...

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