Debt-equity choices, R&D investment and market timing

In this paper, we examine whether managers time their debt-equity choices to exploit market mispricing. Controlling for the level of external financing and corporate investment activities, we find evidence consistent with the market timing hypothesis. We find managers issue more equity relative to d...

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Main Authors: Lewis, Craig M, Tan, Yongxian
Format: Journal Article
Published: 2016
Online Access:http://hdl.handle.net/20.500.11937/89112
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author Lewis, Craig M
Tan, Yongxian
author_facet Lewis, Craig M
Tan, Yongxian
author_sort Lewis, Craig M
building Curtin Institutional Repository
collection Online Access
description In this paper, we examine whether managers time their debt-equity choices to exploit market mispricing. Controlling for the level of external financing and corporate investment activities, we find evidence consistent with the market timing hypothesis. We find managers issue more equity relative to debt when analysts are relatively optimistic about firms’ long-term growth prospects. Moreover, equity issuers earn lower returns than debt issuers at subsequent earnings announcements. Controlling for research and development (R&D) investment, we find that, consistent with the market timing hypothesis and inconsistent with the extant empirical literature, the debt-equity composition of external financing predicts year-ahead stock return.
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institution Curtin University Malaysia
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publishDate 2016
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spelling curtin-20.500.11937-891122022-08-22T07:42:07Z Debt-equity choices, R&D investment and market timing Lewis, Craig M Tan, Yongxian In this paper, we examine whether managers time their debt-equity choices to exploit market mispricing. Controlling for the level of external financing and corporate investment activities, we find evidence consistent with the market timing hypothesis. We find managers issue more equity relative to debt when analysts are relatively optimistic about firms’ long-term growth prospects. Moreover, equity issuers earn lower returns than debt issuers at subsequent earnings announcements. Controlling for research and development (R&D) investment, we find that, consistent with the market timing hypothesis and inconsistent with the extant empirical literature, the debt-equity composition of external financing predicts year-ahead stock return. 2016 Journal Article http://hdl.handle.net/20.500.11937/89112 10.1016/j.jfineco.2016.01.017 restricted
spellingShingle Lewis, Craig M
Tan, Yongxian
Debt-equity choices, R&D investment and market timing
title Debt-equity choices, R&D investment and market timing
title_full Debt-equity choices, R&D investment and market timing
title_fullStr Debt-equity choices, R&D investment and market timing
title_full_unstemmed Debt-equity choices, R&D investment and market timing
title_short Debt-equity choices, R&D investment and market timing
title_sort debt-equity choices, r&d investment and market timing
url http://hdl.handle.net/20.500.11937/89112