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Tabbush Report
Asian bank research, without the noise.
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bearish
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Thematic (Sector/Industry)
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11 Jul 2024 15:21
US Banks - Weekly US Bankruptcies Rising, US Consumer Defaults More Risk to Large Banks
Weekly US bankruptcy filings are rising, these appear to be higher than dire days of FY20 now. High rates, high inflation, buy now pay later, are...
Daniel Tabbush
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197 Views
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bullish
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Thematic (Sector/Industry)
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05 Jul 2024 11:49
Taiwan Banks - HFD Profit Figures Good, Tech Exposure Can Support Credit Metrics, Loan Growth
Taiwan's banks may be unique with reasonable tech exposure, a possible driver for some of the best loan volume anywhere, with strong credit...
Daniel Tabbush
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396 Views
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bullish
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HDFC Bank
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04 Jul 2024 12:33
HDFC Bank - Rebalancing & MUFG Acquisition Benefit, Ongoing NPL Stability & Profit Strength
Renewed interest from a potential re-balancing, and a possible MUFG purchase for HDB. It shines on its own: stability, growth, credit metrics, with...
Daniel Tabbush
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314 Views
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bullish
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Thematic (Sector/Industry)
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03 Jul 2024 20:10
Asia Credit - HK Weakens More, Indonesia, Taiwan Remain Strong, and Improving
Domestic credit growth HFD shows weakening figures in Hong Kong, far better figures and strong in Indonesia, and still strong, rising in Taiwan....
Daniel Tabbush
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262 Views
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bullish
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Thematic (Sector/Industry)
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28 Jun 2024 11:35
Japan Financials - Buybacks Strongest at Japan Post Insurance, Japan Post Holdings, Yamaguchi
Share buybacks at Japan's financials are particularly strong at Japan Post Insurance, Japan Post Holdings, and Yamaguchi. MS&AD also stands out...
Daniel Tabbush
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326 Views
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