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INSIGHT PROVIDER
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Daniel Tabbush
Research and consultancy
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Tabbush Report
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Location:
Thailand
Joined:
09 January 2015
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Financials
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Equity Bottom-Up
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Thematic (Sector/Industry)
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bearish
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Thematic (Sector/Industry)
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12 Nov 2025 14:58
HSBC - Loss Loans up 7.5x from FY19 to 2Q25 in HKMA Industry Data. Hang Seng Bank Buyout, Now?
HSBC is increasing its investment in HSB as loss loan ratio is HK is rising by 7.5x from FY19 to 2Q25, and high growth in other buckets, makes...
Daniel Tabbush
349 Views
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bullish
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Thematic (Sector/Industry)
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05 Nov 2025 18:29
US Stock Market - US Banks Have Total Deposits of USD17.4tr, Which Was USD3-4tr ~30 Yrs Ago
With more talk about the stock market being over-valued, it is a stark reminder that US banks hold $18.5tr of customer deposits. Depositors can...
Daniel Tabbush
2.1k Views
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bearish
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HSBC Holdings
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28 Oct 2025 13:22
HSBC - 3Q25 Results Are Out, Major Deterioration in Credit Metrics
With 3Q25 results out just over 1 hour ago, we can see clearly, major deterioration in credit metrics, especially stage 2 loans and relative growth...
Daniel Tabbush
227 Views
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bearish
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HSBC Holdings
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27 Oct 2025 10:43
HSBC - Privatization of Hang Seng Bank Should Mean Limits on Granular Credit Metrics After 2H25
$1.1bn hit from Madoff fraud. None of this is positive for HSBC. There can be increased operational risk req. Front office managers are likely to...
Daniel Tabbush
483 Views
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bullish
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Muthoot Finance
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23 Oct 2025 14:35
Muthoot Finance – Top ROA Lender, with 116 Tons of Gold!
Muthoot Finance lends based on gold collateral, with gold prices so much higher now than in the past, there is far less likelihood of defaults. The...
Daniel Tabbush
1.2k Views
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