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INSIGHT PROVIDER
Rising
Daniel Tabbush
Research and consultancy
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Tabbush Report
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Location:
Thailand
Joined:
09 January 2015
828
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Financials
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Equity Bottom-Up
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Thematic (Sector/Industry)
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bullish
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Thematic (Sector/Industry)
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18 Feb 2025 04:14
US Banks - Loan Acceleration Into February, Less LLR, Large Time Deposits: +ve Profit Outlook
US banks are seeing accelerating loan growth with lower loan loss reserves and less large time deposits, in HFD during Jan and Feb. The...
Daniel Tabbush
188 Views
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bearish
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DBS
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12 Feb 2025 08:24
DBS - Granular Disclosure Shows Aggressive Deterioration in HK and China. Look at Pillar 3 Also.
Granular disclosure in newly released data from DBS shows major deterioration in credit metrics in Hong Kong and in China. Its Pillar 3 release...
Daniel Tabbush
284 Views
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bullish
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Bank Syariah Indonesia Tbk PT
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08 Feb 2025 10:40
BRIS - Strong Numbers Just Out, Asset Growth High, Credit Costs Low, Fees Doing Well
BRIS just released its 4Q24 results, with strong numbers. Asset growth is high, credit costs are down, fee income is improving.
Daniel Tabbush
469 Views
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bearish
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Thematic (Sector/Industry)
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04 Feb 2025 08:43
HK Banks - China Vanke FY24 EPS Profit Alert: Loss RMB3.79 Vs Profit RMB1.03, Bank Collateral Risk
The new profit alert from China Vanke highlights ongoing risks to banks, as land is their primary collateral. Real estate stresses are also evident...
Daniel Tabbush
205 Views
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bullish
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Thematic (Sector/Industry)
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24 Jan 2025 06:12
Japan Banks - Near End of Negative Rates BOJ, Deposits with BOJ to See Big Yield Rise, Not Only JGBs
The BOJ finally raised short term rates today from 25bps to 50bps. This is an historic rate rise. Japan's banks can see better income from JGBs,...
Daniel Tabbush
1.6k Views
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