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 [20 July 2026]:  Commonwealth Bank, Westpac, Woodside Energy, Wesfarmers, REA Group

Aussie Shorts [13 July 2026]: PLS, Lynas, Westpac, Iluka Resources, Commonwealth Bank

Aussie Shorts [6 July 2026]: NAB, James Hardie, Qantas, Megaport, Magellan Financial

Quiddity Advisors

Event-Driven

Commonwealth Bank of Australia / Event-Driven

<ul>
<li>In my <a href="https://www.smartkarma.com/compose/insight/248125/https:/skr.ma/sa8Bu" target="_blank" rel="noopener">weekly insight on short positions</a> in Australia, it was noteworthy seeing <a href="https://www.smartkarma.com/entities/commonwealth-bank-of-australia" target="_blank" data-smartkarma-citation="entities:14:1" rel="noopener">Commonwealth Bank of Australia (CBA AU)</a> knock <a href="https://www.smartkarma.com/entities/rio-tinto-ltd" target="_blank" data-smartkarma-citation="entities:13:1" rel="noopener">Rio Tinto (RIO AU)</a> off the top spot.</li>
<li>
<a href="https://www.smartkarma.com/entities/westpac-banking-corp" target="_blank" data-smartkarma-citation="entities:444:1" rel="noopener">Westpac (WBC AU)</a> was No. 4 (in A$mn short), up from No. 11 a year ago. <a href="https://www.smartkarma.com/entities/national-australia-bank-ltd" target="_blank" data-smartkarma-citation="entities:15:1" rel="noopener">National Australia Bank (NAB AU)</a> was at No. 9, and <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> No. 14.</li>
<li>There are a multitude of factors for increased banking short positions. Revolut gaining a full banking licence Down Under is unlikely one of them. But it's still worth digging into.</li>
</ul>


In my weekly insight on short positions in Australia, it was noteworthy seeing Commonwealth Bank of Australia (CBA AU) knock Rio Tinto (RIO AU) off the top spot.

Westpac (WBC AU) was No. 4 (in A$mn short), up from No. 11 a year ago. National Australia Bank (NAB AU) was at No. 9, and ANZ (ANZ AU) No. 14.
There are a multitude of factors for increased banking short positions. Revolut gaining a full banking licence Down Under is unlikely one of them. But it's still worth digging into.


Revolut's Turn To Take On Aussie Big Four