Disclosure Quality, the Cost of Capital and Strategic Correlation

We investigate the strategic role of correlation between disclosure error and payoff shock in affecting a firm’s cost of capital or share price. We show that the correlation affects the relationship between disclosure quality and the cost of capital or share price. The standard result where disclosu...

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Main Authors: Cheung, Adrian, Hu, Wei
Format: Working Paper
Published: Centre for Research in Applied Economics 2014
Subjects:
Online Access:http://hdl.handle.net/20.500.11937/47642
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author Cheung, Adrian
Hu, Wei
author_facet Cheung, Adrian
Hu, Wei
author_sort Cheung, Adrian
building Curtin Institutional Repository
collection Online Access
description We investigate the strategic role of correlation between disclosure error and payoff shock in affecting a firm’s cost of capital or share price. We show that the correlation affects the relationship between disclosure quality and the cost of capital or share price. The standard result where disclosure quality unambiguously lowers the firm’s cost of capital or share price can be observed only in the case where the correlation is zero. In the extreme case where the correlation is perfect, disclosure quality does not affect the cost of capital or share price. When compared to other non-perfect correlation cases, the extreme case where the correlation is perfect results in, on average, a higher share price. This implies that the firm can achieve a higher share price by influencing the correlation (i.e., making it nonzero) and suggests a new way as to how the effectiveness of a disclosure should be evaluated.
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spelling curtin-20.500.11937-476422017-01-30T15:34:45Z Disclosure Quality, the Cost of Capital and Strategic Correlation Cheung, Adrian Hu, Wei disclosure quality Cost of capital strategic correlation We investigate the strategic role of correlation between disclosure error and payoff shock in affecting a firm’s cost of capital or share price. We show that the correlation affects the relationship between disclosure quality and the cost of capital or share price. The standard result where disclosure quality unambiguously lowers the firm’s cost of capital or share price can be observed only in the case where the correlation is zero. In the extreme case where the correlation is perfect, disclosure quality does not affect the cost of capital or share price. When compared to other non-perfect correlation cases, the extreme case where the correlation is perfect results in, on average, a higher share price. This implies that the firm can achieve a higher share price by influencing the correlation (i.e., making it nonzero) and suggests a new way as to how the effectiveness of a disclosure should be evaluated. 2014 Working Paper http://hdl.handle.net/20.500.11937/47642 Centre for Research in Applied Economics fulltext
spellingShingle disclosure quality
Cost of capital
strategic correlation
Cheung, Adrian
Hu, Wei
Disclosure Quality, the Cost of Capital and Strategic Correlation
title Disclosure Quality, the Cost of Capital and Strategic Correlation
title_full Disclosure Quality, the Cost of Capital and Strategic Correlation
title_fullStr Disclosure Quality, the Cost of Capital and Strategic Correlation
title_full_unstemmed Disclosure Quality, the Cost of Capital and Strategic Correlation
title_short Disclosure Quality, the Cost of Capital and Strategic Correlation
title_sort disclosure quality, the cost of capital and strategic correlation
topic disclosure quality
Cost of capital
strategic correlation
url http://hdl.handle.net/20.500.11937/47642