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

REA Group (REA AU) Vs. News Corp (NWS AU): Parent–Subsidiary Divergence Signals Stat Arb

Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (30 Mar 2026)

Medibank (MPL AU) Vs. Soul Patts (SOL AU): Quant Pair Trade Signals Opportunity

StubWorld: The Murdoch Succession Into News Corp, Fox & REA

Domain (DHG AU): CoStar's A$4.20/Share NBIO

StubWorld: REA Group Dives As CoStar Muscles Into Turf

Quiddity Advisors

Event-Driven

<ul>
<li>Post 1H26 numbers, <strong><a href="https://www.smartkarma.com/entities/news-corp-class-a" target="_blank" data-smartkarma-citation="entities:5543:1" rel="noopener">News Corp Class A (NWSA US)</a></strong> touches a 12-month low; and <a href="https://www.smartkarma.com/entities/rea-group-ltd" target="_blank" data-smartkarma-citation="entities:699:1" rel="noopener">R<strong>EA Group Ltd (REA AU)</strong></a> a two-year low.</li>
<li>Preceding my comments on News Corp and 62%-held REA are the current setup/unwind tables for Asia-Pacific Holdcos.</li>
<li>These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.</li>
</ul>


Post 1H26 numbers, News Corp Class A (NWSA US) touches a 12-month low; and REA Group Ltd (REA AU) a two-year low.
Preceding my comments on News Corp and 62%-held REA are the current setup/unwind tables for Asia-Pacific Holdcos.
These relationships trade with a minimum liquidity of US$1mn, and a % market capitalisation &gt;20%.


StubWorld: News Corp Trading "Cheap" As REA Flags Surprise Buyback