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

Sumitomo Mitsui Financial Group / Equity Bottom-Up

<p>Weakness in Japan mega bank financials - with dreadful margins and near zero domestic loan growth - has been hidden by loan loss reversals, but this will change. Rising credit costs from Russian lending will expose bank weakness under Abenomics.&nbsp;</p>

Weakness in Japan mega bank financials - with dreadful margins and near zero domestic loan growth - has been hidden by loan loss reversals, but this will change. Rising credit costs from Russian lending will expose bank weakness under Abenomics.&nbsp;

Japan's mega banks will see major profit pressure from Russia credit costs

Japan

Mitsubishi UFJ Financial Group, Inc. (MUFG) is a holding company established through the merger of Mitsubishi Tokyo Financial Group and UFJ Holdings. As a financial group, the Company provides a variety of financial and investment services including commercial banking, trust banking, international finance, and assets management services.

Mitsubishi UFJ Financial (MUFG) (8306 JP)

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Japan's mega banks will see major profit pressure from Russia credit costs

Weakness in Japan mega bank financials - with dreadful margins and near zero domestic loan growth - has been hidden by loan loss reversals, but...

Daniel Tabbush