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>It can be easy to become distracted by media hype and raucous headlines daily. Here we are referring specifically to the characterizations of corporate demise from the current crisis. This too goes to the heart of bank analysis especially where there is concern on moral hazard and forbearance. Perhaps there are swathes of companies not as poor off financially as many had expected, given low rates, reopening of economies, and simply less dire fear than early in the year?</p>

It can be easy to become distracted by media hype and raucous headlines daily. Here we are referring specifically to the characterizations of corporate demise from the current crisis. This too goes to the heart of bank analysis especially where there is concern on moral hazard and forbearance. Perhaps there are swathes of companies not as poor off financially as many had expected, given low rates, reopening of economies, and simply less dire fear than early in the year?

US Banks – Corporate Pain Not So Severe

United States

Peoples Financial Services Corp. is the holding company of Peoples National Bank of Susquehanna County.  The Bank operates in northwestern Pennsylvania with the primary focus being Susquehanna and Wyoming Counties.

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Peoples Financial Services (PFIS US)

US Banks – Corporate Pain Not So Severe

At the heart of bank analysis lies concern on moral hazard and forbearance. There might just be swathes of companies NOT doing poorly, given low...

Daniel Tabbush

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