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 (9 Feb 2026): Commonwealth Bank of Australia, Sigma Healthcare, Evolution Mining, Seek

Aussie Shorts (16 Feb 2026): Commonwealth Bank, Fortescue Metals, AMP, Sims Metal Management, Nufarm

Aussie Shorts (23 Feb 2026): Westpac, Wesfarmers, Inghams, Reliance Worldwide, IDP Education

Aussie Shorts (23rd Jan 2026): Lynas, Light & Wonder, Domino's Pizza, Amcor, Boss Energy

Quiddity Advisors

Event-Driven

<ul>
<li>Australia's ASIC releases the aggregated short position data four business days after the reporting day.</li>
<li>The largest industry net increase in the past week was A$1.3bn into "Banks"; the largest industry net decrease was A$630mn out of "Gold".</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/lynas-corp-ltd" target="_blank" data-smartkarma-citation="entities:20374:1" rel="noopener">Lynas (LYC AU)</a>, <a href="https://www.smartkarma.com/entities/bluescope-steel-ltd" target="_blank" data-smartkarma-citation="entities:207:1" rel="noopener">Bluescope Steel (BSL AU)</a>, <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>, <a href="https://www.smartkarma.com/entities/evolution-mining-ltd" target="_blank" data-smartkarma-citation="entities:18363:1" rel="noopener">Evolution Mining (EVN AU)</a>, and <a href="https://www.smartkarma.com/entities/pinnacle-investment-management" target="_blank" data-smartkarma-citation="entities:20624:1" rel="noopener">Pinnacle Investment Management (PNI AU)</a>. </li>
</ul>


Australia's ASIC releases the aggregated short position data four business days after the reporting day.
The largest industry net increase in the past week was A$1.3bn into "Banks"; the largest industry net decrease was A$630mn out of "Gold".
Companies mentioned in this regular weekly report include: Lynas (LYC AU), Bluescope Steel (BSL AU), Treasury Wine Estates (TWE AU), Evolution Mining (EVN AU), and Pinnacle Investment Management (PNI AU). 


Aussie Shorts (30th Jan 2026): Lynas, Aussie Banks, Bluescope Steel, Pinnacle Investment M'ment

Lynas Corp Ltd

Aussie Shorts (30th Jan 2026): Lynas, Aussie Banks, Bluescope Steel, Pinnacle Investment M'ment