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INSIGHT PROVIDER
Top Quartile
Daniel Tabbush
Asian bank research and consultancy
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Tabbush Report
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Location:
Thailand
Joined:
09 January 2015
726
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Financials
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bullish
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Bendigo And Adelaide Bank
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01 Dec 2023 13:01
2024 High Conviction - BEN - Almost All Mortgages | NPLs in Decline | Credit Costs Can Move Lower
BEN is unlike peers, with almost all mortgage loans, less of a problem with high rates, slowing economy. Its LT credit costs show this. NPLs are...
Daniel Tabbush
391 Views
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bearish
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OCBC
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30 Nov 2023 20:54
OCBC - Market Capitalization Rising, Unlike Peers | Insurance Is Lack Luster | Credit Costs Seem Low
OCBC may see its net interest income slow dramatically, exposing the worsening other line items, where credit costs can especially surprise,...
Daniel Tabbush
123 Views
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bearish
•
HSBC Holdings
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20 Nov 2023 12:39
HSBC - HK & China CRE Credit Impaired Loans Now 25.8% from 20.2% | ECL Coverage for HK CRE up 45%
HSBC HK & China credit-impaired CRE loans are high and rising. Its HK CRE credit metrics also appear to be worsening a lot. Yet, HSBC's credit...
Daniel Tabbush
317 Views
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bearish
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Thematic (Sector/Industry)
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18 Nov 2023 18:47
US Banks - Weekly Balance Sheets, Negative C&I Growth, Nearly First Time This Year, Other Negatives
US large banks show -1.0% YoY growth in C&I loans in the most recent weekly release. Cash balances are still rising a lot as are jumbo time...
Daniel Tabbush
320 Views
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bullish
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Sparx Group
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16 Nov 2023 10:21
SPARX - Sharply Expanding ROE, 1H24 Profit Annualized Surges YoY, FUM Strongly Up, Costs Contained
Continuously expanding ROE now to 24%, profit growth at 47% YoY in the quarter, can mean an exceptionally strong full year. Costs are well...
Daniel Tabbush
245 Views
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