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 22 years of covering Asia Pacific equities, the past 19 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 [20 April 2026]: BHP, Wisetech, Goodman, 4DMedical, DroneShield, Telix Pharmaceuticals

BHP Blinks First on China Index, Now Pressure Builds on Rio Tinto

Aussie Shorts [27 Apr 2026]: Predictive Discovery, Bapcor, Woodside Petroleum, Beach Energy

Aussie Shorts [2nd Apr]: Goodman Group, Generation Development, PEXA Group, Cochlear, Supply Network

Aussie Shorts (27th Mar 2026): BHP, Nextdc, Flight Centre, WEB Travel, Bapcor, Wisetech Global

Aussie Shorts (23rd Mar 2026): Pilbara Minerals, Sigma Healthcare, Yancoal, Treasury Wine Estates

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 13th April, published ~9AM on the 17th April.</li>
<li>The largest industry net increase in the past week was A$1.3bn into "Diversified Banks"; the largest industry net decrease was A$144mn out of "Oil&amp;Gas". Net shorts increased A$5.3bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/commonwealth-bank-of-australia" target="_blank" data-smartkarma-citation="entities:14:1" rel="noopener">Commonwealth Bank of Australia (CBA AU)</a>, <a href="https://www.smartkarma.com/entities/woodside-energy-group-ltd" target="_blank" data-smartkarma-citation="entities:13190:1" rel="noopener">Woodside Energy (WDS AU)</a>, <a href="https://www.smartkarma.com/entities/droneshield-ltd" target="_blank" data-smartkarma-citation="entities:30509:1" rel="noopener">DroneShield (DRO AU)</a>, <a href="https://www.smartkarma.com/entities/straits-resources-ltd" target="_blank" data-smartkarma-citation="entities:12080:1" rel="noopener">Aeris Resources (AIS AU)</a>, and <a href="https://www.smartkarma.com/entities/mcmillan-shakespeare-ltd" target="_blank" data-smartkarma-citation="entities:3023:1" rel="noopener">Mcmillan Shakespeare (MMS 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 13th April, published ~9AM on the 17th April.
The largest industry net increase in the past week was A$1.3bn into "Diversified Banks"; the largest industry net decrease was A$144mn out of "Oil&amp;Gas". Net shorts increased A$5.3bn week-on-week.
Companies mentioned in this regular weekly report include: Commonwealth Bank of Australia (CBA AU), Woodside Energy (WDS AU), DroneShield (DRO AU), Aeris Resources (AIS AU), and Mcmillan Shakespeare (MMS AU).


Aussie Shorts [13th Apr]: CBA, Woodside Energy, DroneShield, Aeris Res., Mcmillan Shakespeare

DroneShield Ltd

Aussie Shorts [13th Apr]: CBA, Woodside Energy, DroneShield, Aeris Res., Mcmillan Shakespeare