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

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

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

Aussie Shorts (16th Mar 2026): Goodman Fielder, Woodside Petroleum, TPG Telecom, DroneShield

Aussie Shorts (9th Mar 2026): CBA, Mcmillan Shakespeare, Silex Systems, Ramsay Health, News

Aussie Shorts (2 Mar 2026): BHP Group, Sigma Healthcare, Flight Centre Travel, Telstra, Boss 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 23rd March, published ~9AM on the 27th March.</li>
<li>The largest industry net increase in the past week was into "Healthcare Distributors"; the largest industry net decrease was out of "Diversified Metals &amp; Mining". Net shorts declined A$2.3bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/pilbara-minerals-ltd" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">Pilbara Minerals (PLS AU)</a>, <a href="https://www.smartkarma.com/entities/sigma-healthcare-ltd" target="_blank" data-smartkarma-citation="entities:15966:1" rel="noopener">Sigma Healthcare (SIG AU)</a>, <a href="https://www.smartkarma.com/entities/yancoal-australia-ltd" target="_blank" data-smartkarma-citation="entities:4145:1" rel="noopener">Yancoal Australia (YAL AU)</a>, <a href="https://www.smartkarma.com/entities/lotus-resources-limited" target="_blank" data-smartkarma-citation="entities:13978:1" rel="noopener">Lotus Resources (LOT AU)</a>, and <a href="https://www.smartkarma.com/entities/treasury-wine-estates-ltd" target="_blank" data-smartkarma-citation="entities:710:1" rel="noopener">Treasury Wine Estates (TWE 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 23rd March, published ~9AM on the 27th March.
The largest industry net increase in the past week was into "Healthcare Distributors"; the largest industry net decrease was out of "Diversified Metals &amp; Mining". Net shorts declined A$2.3bn week-on-week.
Companies mentioned in this regular weekly report include: Pilbara Minerals (PLS AU), Sigma Healthcare (SIG AU), Yancoal Australia (YAL AU), Lotus Resources (LOT AU), and Treasury Wine Estates (TWE AU).


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