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

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

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

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

Aussie Shorts [4 May 2026]: Woodside Petroleum, Woolworths, James Hardie, Beach Energy, IDP Edu.

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

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 18th May, published on the 22nd May.</li>
<li>The largest industry net increase in the past week was just A$49mn into "Industrial REITs"; the largest net decrease was A$531mn out of "Diversified Banks". Net shorts fell A$1.6bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/insurance-australia-group-ltd" target="_blank" data-smartkarma-citation="entities:712:1" rel="noopener">Insurance Australia (IAG AU)</a>, <a href="https://www.smartkarma.com/entities/4dmedical-ltd" target="_blank" data-smartkarma-citation="entities:30789:1" rel="noopener">4DMedical (4DX AU)</a>, <a href="https://www.smartkarma.com/entities/the-lottery-corp-ltd" target="_blank" data-smartkarma-citation="entities:35970:1" rel="noopener">The Lottery Corporation (TLC AU)</a>, <a href="https://www.smartkarma.com/entities/national-australia-bank-ltd" target="_blank" data-smartkarma-citation="entities:15:1" rel="noopener">NAB (NAB AU)</a>, <a href="https://www.smartkarma.com/entities/anz-group-holdings-ltd" target="_blank" data-smartkarma-citation="entities:40898:1" rel="noopener">ANZ  (ANZ AU)</a>, and <a href="https://www.smartkarma.com/entities/westpac-banking-corp" target="_blank" data-smartkarma-citation="entities:444:1" rel="noopener">Westpac (WBC 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 18th May, published on the 22nd May.
The largest industry net increase in the past week was just A$49mn into "Industrial REITs"; the largest net decrease was A$531mn out of "Diversified Banks". Net shorts fell A$1.6bn week-on-week.
Companies mentioned in this regular weekly report include: Insurance Australia (IAG AU), 4DMedical (4DX AU), The Lottery Corporation (TLC AU), NAB (NAB AU), ANZ  (ANZ AU), and Westpac (WBC AU).


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

National Australia Bank

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