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.

Equity Bottom-Up

Weakness in UK property, US consumer finance and historically low impairment costs, point to weaker earnings for <a href="https://www.smartkarma.com/entities/21976" target="_blank" data-smartkarma-citation="entities:21976:1">HSBC Holdings Plc (HSBA LN)</a> when it announces this afternoon.  The UK’s real estate services company, <a href="https://www.smartkarma.com/entities/21890" target="_blank" data-smartkarma-citation="entities:21890:1">Countrywide PLC (CWD LN)</a> has shown a steady decline in profit, even when excluding exceptional items.  The main driver is weakness in property transactions, pure and simple. This will have an impact on HSBC which has considerable exposure to the UK market and including mortgage…

Weakness in UK property, US consumer finance and historically low impairment costs, point to weaker earnings for HSBC Holdings Plc (HSBA LN) when it announces this afternoon.  The UK’s real estate services company, Countrywide PLC (CWD LN) has shown a steady decline in profit, even when excluding exceptional items.  The main driver is weakness in property transactions, pure and simple. This will have an impact on HSBC which has considerable exposure to the UK market and including mortgage…

Frailty in UK, US Consumer to Drag Down HSBC Profit

United Kingdom

Countrywide PLC is a property services group. The company operates in the United Kingdom and provides estate agency, lettings, financial services, land and new homes, auctions, surveying, conveyancing and property management services.

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Countrywide (CWD LN)

Frailty in UK, US Consumer to Drag Down HSBC Profit

Weakness in UK property, US consumer finance and historically low impairment costs, point to weaker earnings for HSBC Holdings Plc (HSBA LN) when...

Daniel Tabbush

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