Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Thematic (Sector/Industry)

<p>We often look at fringe finance companies as a window on mainstream banks. <strong>China Rongzhong Financial Holdings (CRZFH)</strong> provides financial leasing services in China, focusing on SME’s in the province of Hubei. The company announced late last week that its FY18 (ending March 2018) will see an even higher loss of at least HKD340 million compared with its HKD277 million loss in FY17. The causes for this: less revenue, higher provisions. To us, this is ultimately the way forward for China’s banks…</p>

We often look at fringe finance companies as a window on mainstream banks. China Rongzhong Financial Holdings (CRZFH) provides financial leasing services in China, focusing on SME’s in the province of Hubei. The company announced late last week that its FY18 (ending March 2018) will see an even higher loss of at least HKD340 million compared with its HKD277 million loss in FY17. The causes for this: less revenue, higher provisions. To us, this is ultimately the way forward for China’s banks…

China Banks – Periphery Lender Reveals Worsening Financials

China

Roan Holdings Group Co., Ltd. operates as a holding company. The Company, through its subsidiaries, provides industrial operations and capital market services includes initial planning, regulatory approvals and compliance, government relations, and construction management. Roan Holdings Group serves customers in China.

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Roan Holdings Group (RAHGF US)

China Banks – Periphery Lender Reveals Worsening Financials

We often look at fringe finance companies as a window on mainstream banks. China Rongzhong Financial Holdings (CRZFH) provides financial leasing...

Daniel Tabbush

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