Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

HK Type 4 license through Ballingal Investment Advisors Ltd. 

I'm a highly experienced sell-side analyst with in excess of 26 years of covering Asia Pacific equities, the past 20 years immersed in event strategies encompassing M&A risk arbitrage, directional long/short, stub trades and restructuring.  

My background also includes accountancy (liquidation/bankruptcy/receivership) earlier in my career and as a chief financial officer of a global commodity company based in the US and Mexico.

Pan-Asia Catalysts/Events

Aussie Shorts [5 June 2026]: Pro Medicus, DroneShield, 4DMedical, Immutep, Mayne Pharma

Aussie Shorts [15 June 2026]: Stockland, Wesfarmers, Nextdc, Sigma Healthcare, Woodside, Telix Pharm

Aussie Shorts [22 June 2026]: CSL, Cochlear, Aristocrat Leisure, BHP, Rio, Guzman Y Gomez

Aussie Shorts [25 May]: PLS, Newmont, Suncorp, Transurban, Capstone Copper, Lendlease, Block

Aussie Shorts [18th May]: Insurance Australia, 4DMedical, The Lottery Corp., NAB, ANZ, and Westpac

Aussie Shorts [11 May 2026]: Telstra, Woolworths, Lotus Res., Arafura Res., Mcmillan Shakespeare

Quiddity Advisors

Event-Driven

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 1st June 2026, published on the 5th June.</li>
<li>The largest industry net increase in the past week was A$2.5bn into "Diversified Meals"; the largest industry net decrease was just A$85mn out of "Steel". Net shorts increased A$5.7bn week-on-week!
</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/bhp-group-ltd" target="_blank" data-smartkarma-citation="entities:147:1" rel="noopener">BHP Group Ltd (BHP AU)</a>, <a href="https://www.smartkarma.com/entities/pls-group-limited" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">PLS Group (PLS AU)</a>, <a href="https://www.smartkarma.com/entities/arafura-rare-earths-ltd" target="_blank" data-smartkarma-citation="entities:16550:1" rel="noopener">Arafura Rare Earths (ARU AU)</a>, and <a href="https://www.smartkarma.com/entities/rea-group-ltd" target="_blank" data-smartkarma-citation="entities:699:1" rel="noopener">REA Group Ltd (REA AU)</a>.</li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day. Data in this insight is up to 1st June 2026, published on the 5th June.
The largest industry net increase in the past week was A$2.5bn into "Diversified Meals"; the largest industry net decrease was just A$85mn out of "Steel". Net shorts increased A$5.7bn week-on-week!

Companies mentioned in this regular weekly report include: BHP Group Ltd (BHP AU), PLS Group (PLS AU), Arafura Rare Earths (ARU AU), and REA Group Ltd (REA AU).


Aussie Shorts [1 Jun 2026]: BHP, PLS Group, Arafura Rare Earths, REA Group, Bapcor