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Tabbush Report
Asian bank research, without the noise.
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bearish
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HKEX
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20 May 2024 09:49
HKEX - Revenue Down, Investment Income Down, Operating Costs Up, Will It All Reverse?
The direction of most line items are poor and this is not likely to reverse. The top line decline is especially severe as is average daily...
Daniel Tabbush
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40 Views
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bearish
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Japan Post Bank
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17 May 2024 13:15
Japan Post Bank - It's like a Closed End Mutual Fund More Than Ever
Japan Post Bank is more than ever like a closed-end mutual fund, which is hardly seeing any line items drive profit upward other than stock sales,...
Daniel Tabbush
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419 Views
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bullish
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Mitsui E&S Holdings
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16 May 2024 12:55
Mitsui E&S - Near Record ROE as Profit Continues to Expand From Multiple Drivers
Mitsui E&S is recording strong expansion in profit from multiple drivers which can continue and there is room for the company and the market to...
Daniel Tabbush
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166 Views
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bearish
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Thematic (Sector/Industry)
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12 May 2024 18:10
US Banks - No Period on Record Since 1972 Shows Terms on Credit Card Loans so Poor
Terms of credit on card loans in the US are worse than any time since the series begins in 1972. This is not simply a following of Fed Funds rates,...
Daniel Tabbush
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238 Views
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bearish
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Postal Savings Bank of China C
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07 May 2024 15:08
China Postal Savings Bank - Lower NIM, But Steady Lending & Credit Costs Suggests All Is Fine?
China Postal Savings Bank shows far higher loans with almost no increase of impairment costs. NIM reduction is radical, we wonder if this is partly...
Daniel Tabbush
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207 Views
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