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

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

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

Iron Ore Monthly (April 2026): Skew Repricing and Lower IV Point to Moderating Expectations Into Q3

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

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

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 20th April, published ~9AM on the 24th April.</li>
<li>The largest industry net increase in the past week was A$421mn into "Diversified Metals"; the largest industry net decrease was A$505mn out of "Diversified Banks". Net shorts increased A$2.2bn 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/wisetech-global-ltd" target="_blank" data-smartkarma-citation="entities:22669:1" rel="noopener">Wisetech Global (WTC AU)</a>, <a href="https://www.smartkarma.com/entities/goodman-group" target="_blank" data-smartkarma-citation="entities:959:1" rel="noopener">Goodman Group (GMG 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>, and <a href="https://www.smartkarma.com/entities/droneshield-ltd" target="_blank" data-smartkarma-citation="entities:30509:1" rel="noopener">DroneShield Ltd (DRO 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 20th April, published ~9AM on the 24th April.
The largest industry net increase in the past week was A$421mn into "Diversified Metals"; the largest industry net decrease was A$505mn out of "Diversified Banks". Net shorts increased A$2.2bn week-on-week.
Companies mentioned in this regular weekly report include: BHP Group Ltd (BHP AU), Wisetech Global (WTC AU), Goodman Group (GMG AU), 4DMedical (4DX AU), and DroneShield Ltd (DRO AU).


Aussie Shorts [20 April 2026]: BHP, Wisetech, Goodman, 4DMedical, DroneShield, Telix Pharmaceuticals