Primer: JSR Corp (4185 JP) - May 2026
JSR is undergoing a significant strategic transformation following its privatization by the government-backed Japan Investment Corporation (JIC)...
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JSR (4185) - Very Juicy Arb Return At Expected Timeline
JSR was a long-dated risk arb. People got tired of FUD and Flows, and sold. Now time is shorter and it offers a 24% yield to mid-May cashout of...
1k Views
Ohayo Japan |SPX Down (Again) As Rates Cut Bets Fade; NUGGET: JP OEMs Race for Software Engineers
NKY futs -0.4% vs Cash; USDJPY 143.5 steady as Japanese officials start verbal intervention; BOJ official wants review of YCC; Deal effectively...
319 Views
Ohayo Japan|Correction Mode as Recession Fears Reassert; NUGGET: Cosmo Energy (5021) - SHAME ON YOU
Stocks fall on recession fears/higher rates. NKY Futs -0.6% disc to Cash; USDJPY 143.7 JP inflation remains elevated - BOJ pickle ? JIC ¥1trn bid...
421 Views
Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...
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