CB Arbitrage Desk Refinitiv · LSEG Eikon updated 2026-05-17 08:07
DEMO MODE · Static snapshot. The live version (running locally) pulls fresh Refinitiv data every weekday at 08:04. View code on GitHub.
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CyberAgent

JP255056425= · underlying 4751.T · matures 2029-11-16
NR 429bp View memo →
Plain-English summary This bond is trading roughly in line with our model fair value. Greeks below show how the bond responds to changes in stock price, vol, time, and interest rates — these drive your hedge ratios.
Market107.25
Model · Tree103.84
Cheap-3.2%
Bond floor81.20
Parity87.36
Premium23%
HV6036%
IV42%
Δ Delta0.037
Γ Gamma-0.00004
Vega0.57
θ /day+0.003

Position sizing & hedge calculator

Bond cost (mkt)
Shares to short
Short proceeds
Expected mispricing
Theta /day
Vega /1 vol pt

Buy ¥100M face of this CB at market 107.25 = . Short shares of 4751.T at ¥1,316. If model is right, expected gross convergence P&L is . After 25bp bond round-trip + 5bp equity round-trip transaction costs, net edge is . At 1% JPY financing on the long bond, daily carry costs (offset by short rebate).

Price history — model vs market (backtest)

Cheap% over time (backtest)