Daniel Tabbush, Tabbush Report

Daniel Tabbush, Tabbush Report

7 August 2020
Bigger Picture: OCBC Q2 profit slumps 40% on hike in allowances
OCBC Bank follows the industry trend of hiking provisions for tougher times ahead, as well as moderating dividends with a scrip option. Daniel Tabbush, Founder, Tabbush Report explains why more pain may be ahead for the sector.

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6 May 2020
Bigger Picture: UOB Q1 profit drops 19%, provisions spike
Daniel Tabbush, Founder, Tabbush Report, shares why he thinks UOB's headline figures may paint a misleading picture, and bank will be under pressure to cut dividend as they brace for more hits on the lending business especially from the O&G sector.

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29 April 2020
Across the ASEAN: Taking the Temperature of Regional Banks, with Daniel Tabbush
Just before Singapore's banks start releasing earnings, we spoke to Daniel Tabbush, the author of the Tabbush report and frequent SmartKarma contributor, about the state of banks across the ASEAN. Singapore's banks may be facing more risks than we think, especially from the oil and gas space. His advice: watch out for new additions to NPLs and special mention loans in the release. He also touches on the state of banks in China, and why traditional valuation metrics may not be reliable signals for bargain hunters looking to buy banks now.

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21 February 2020
Bigger Picture: OCBC / UOB earnings beat market estimates
Daniel Tabbush, Founder, Tabbush Report, gives his assessment of OCBC & UOB's Q4 earnings, and the headwinds ahead for the banks amid the COVID-19 outbreak.

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