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Top Quartile
Daniel Tabbush
Research and consultancy
•
Tabbush Report
Location:
Thailand
Joined:
09 January 2015
798
Insights
277.1k
Views
663
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Financials
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bearish
•
Bank of East Asia
•
22 Aug 2024 13:18
BEA - Far Worse Deterioration in Hong Kong than Other Regions & Sharply Lower HFD Centa City Index
BEA just released 1H24 net profit - not good. Granular data shows most deterioration in HK region. HFD in real estate, lending suggests this is not...
Daniel Tabbush
188 Views
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bearish
•
Thematic (Sector/Industry)
•
19 Aug 2024 15:22
Australia Banks - Negative Loan Growth Reaches August 2021 Levels
With NAB results and peers, it is worthwhile keeping in mind this HFD on insolvencies, which has been for some time, pointing to worsening credit...
Daniel Tabbush
715 Views
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bearish
•
National Australia Bank
•
19 Aug 2024 15:11
NAB - Profit Slightly Down in 3Q, Credit Costs Collapsed, but Bad Loans Are Rising Significantly
NAB reported its 3Q24 results with profit down slightly, but the figure is exaggerated with sharply lower credit costs, despite much higher bad...
Daniel Tabbush
193 Views
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bullish
•
Thematic (Sector/Industry)
•
16 Aug 2024 10:53
US Banks & Economy - HFD Mortgage Data Shows Weekly Improvements, Credit Growth Improving in US
HFD on mortgage loans is improving substantially, not suggestive of a weakening economy, impending recession. Overall loan growth is also...
Daniel Tabbush
298 Views
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bullish
•
Tong Yang Industry
•
12 Aug 2024 15:44
Tong Yang Industry - Record Profit With Improving Financial Position
Strong 2Q24 results just out: NTD1.04bn vs NTD758m net profit. Continues to shows ongoing earnings strength, even after exceptional 1Q24.
Daniel Tabbush
465 Views
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