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

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

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

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

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

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

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 4th May, published ~midday on the 8th May.</li>
<li>The largest industry net increase in the past week was A$767mn into "Diversified Banks"; the largest industry net decrease was A$265mn out of  "Diversified Metals". Net shorts increased A$2.8bn week-on-week.</li>
<li>Companies mentioned in this regular weekly report include: <a href="https://www.smartkarma.com/entities/woodside-petroleum-ltd" target="_blank" data-smartkarma-citation="entities:177:1" rel="noopener">Woodside Petroleum (WPL AU)</a>, <a href="https://www.smartkarma.com/entities/woolworths-ltd" target="_blank" data-smartkarma-citation="entities:500:1" rel="noopener">Woolworths (WOW AU)</a>, <a href="https://www.smartkarma.com/entities/james-hardie-industries-plc" target="_blank" data-smartkarma-citation="entities:10937:1" rel="noopener">James Hardie Industries Plc (JHX AU)</a>, <a href="https://www.smartkarma.com/entities/beach-energy-ltd" target="_blank" data-smartkarma-citation="entities:795:1" rel="noopener">Beach Energy (BPT AU)</a>, and<a href="https://www.smartkarma.com/entities/idp-education-ltd" target="_blank" data-smartkarma-citation="entities:1098:1" rel="noopener">IDP Education (IEL 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 4th May, published ~midday on the 8th May.
The largest industry net increase in the past week was A$767mn into "Diversified Banks"; the largest industry net decrease was A$265mn out of  "Diversified Metals". Net shorts increased A$2.8bn week-on-week.
Companies mentioned in this regular weekly report include: Woodside Petroleum (WPL AU), Woolworths (WOW AU), James Hardie Industries Plc (JHX AU), Beach Energy (BPT AU), andIDP Education (IEL AU).


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