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Daniel Tabbush

Daniel Tabbush
Asian bank research and consultancy
Tabbush Report

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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...

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bearishOCBC
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,...

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bearishHSBC Holdings
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...

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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...

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bullishSparx Group
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...

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