Dashboard
Watchlists
Collections
Events
Tools
SIGN UP
SIGN IN
INSIGHT PROVIDER
Rising
Daniel Tabbush
Asian bank research and consultancy
•
Tabbush Report
Message
Follow
Location:
Thailand
Joined:
09 January 2015
617
Insights
183.5k
Views
577
Followers
Financials
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Thematic (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...
Daniel Tabbush
189 Views
Share
bearish
•
Mitsubishi 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...
Daniel Tabbush
317 Views
Share
bearish
•
Thematic (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...
Daniel Tabbush
264 Views
Share
bearish
•
Thematic (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.
Daniel Tabbush
255 Views
Share
bearish
•
Thematic (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...
Daniel Tabbush
201 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.12.3
x