Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Daniel Tabbush
Research and consultancy
•
Tabbush Report
Message
Follow
Location:
Thailand
Joined:
09 January 2015
798
Insights
277.5k
Views
663
Followers
Financials
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Haitong Securities Co Ltd (A)
•
30 Aug 2024 09:06
Haitong Securities - Portugal Bank Goodwill Impairment Surge | Overall: High Costs, Poor Revenue
Profit down 75% YoY and revenue down 32% YoY in latest results just out for 1H24. Risks still remain for this company, and potentially worsening...
Daniel Tabbush
802 Views
Share
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
191 Views
Share
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
718 Views
Share
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
197 Views
Share
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
301 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.36.0
x