Essays in stock market anomalies

This thesis compromises one literature review chapter and three essays which focus on the theme of valuation, value premium anomaly, R&D premium anomaly, momentum anomaly and emerging markets. The first essay is entitled “Does Low Book-to-market Predict Low Returns? The Other Side of Growth: Res...

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Main Author: Yu, Lin
Format: Thesis (University of Nottingham only)
Language:English
Published: 2016
Subjects:
Online Access:https://eprints.nottingham.ac.uk/36221/
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author Yu, Lin
author_facet Yu, Lin
author_sort Yu, Lin
building Nottingham Research Data Repository
collection Online Access
description This thesis compromises one literature review chapter and three essays which focus on the theme of valuation, value premium anomaly, R&D premium anomaly, momentum anomaly and emerging markets. The first essay is entitled “Does Low Book-to-market Predict Low Returns? The Other Side of Growth: Research and Development Investment”. In this essay, I develop a theoretical framework of the risk and return of R&D, and examine the relation between R&D and BM. This paper documents that the intersections of R&D and BM produce enhanced trading strategies, and that the four-factor model, with a R&D factor, outperforms the three-factor model. The second essay, entitled “Firm Characteristics and Momentum”, studies the momentum anomaly. In this essay, I examine the relations of firm characteristics and momentum in US stocks. Momentum effect seems to be less significant in recent years. Most importantly, this paper presents that firm size and growth option may plays an important role in momentum trading strategy. The returns of large and medium winners/losers tend to sustain, while small winners/losers tend to reverse quickly. Also, it also shows that R&D investment enhance the reversal effect of small firms, especially in high-tech industries. The third essay, entitle “Firm Attributes and Momentum Strategies in China”, focus on the emerging market China. This study investigates the momentum and reversal phenomenon in China, based on most up-to-date data. It shows that Chinese stock market experiences barely momentum effect, but the reversal effect is increasingly significant in the long horizon. Additionally, two risk proxies, size and R&D expense, are employed to explain momentum and reversal effect. It shows that the returns of large stocks are more likely to be persistent, while that of small firms are more likely reverse. Moreover, R&D investment reduces reversal effect, especially for small firms.
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spelling nottingham-362212025-02-28T13:32:40Z https://eprints.nottingham.ac.uk/36221/ Essays in stock market anomalies Yu, Lin This thesis compromises one literature review chapter and three essays which focus on the theme of valuation, value premium anomaly, R&D premium anomaly, momentum anomaly and emerging markets. The first essay is entitled “Does Low Book-to-market Predict Low Returns? The Other Side of Growth: Research and Development Investment”. In this essay, I develop a theoretical framework of the risk and return of R&D, and examine the relation between R&D and BM. This paper documents that the intersections of R&D and BM produce enhanced trading strategies, and that the four-factor model, with a R&D factor, outperforms the three-factor model. The second essay, entitled “Firm Characteristics and Momentum”, studies the momentum anomaly. In this essay, I examine the relations of firm characteristics and momentum in US stocks. Momentum effect seems to be less significant in recent years. Most importantly, this paper presents that firm size and growth option may plays an important role in momentum trading strategy. The returns of large and medium winners/losers tend to sustain, while small winners/losers tend to reverse quickly. Also, it also shows that R&D investment enhance the reversal effect of small firms, especially in high-tech industries. The third essay, entitle “Firm Attributes and Momentum Strategies in China”, focus on the emerging market China. This study investigates the momentum and reversal phenomenon in China, based on most up-to-date data. It shows that Chinese stock market experiences barely momentum effect, but the reversal effect is increasingly significant in the long horizon. Additionally, two risk proxies, size and R&D expense, are employed to explain momentum and reversal effect. It shows that the returns of large stocks are more likely to be persistent, while that of small firms are more likely reverse. Moreover, R&D investment reduces reversal effect, especially for small firms. 2016-11 Thesis (University of Nottingham only) NonPeerReviewed application/pdf en arr https://eprints.nottingham.ac.uk/36221/2/LinYu%206512771%20Dissertation%2020160817_final%20version.pdf Yu, Lin (2016) Essays in stock market anomalies. PhD thesis, University of Nottingham. Asset Pricing; Momentum; Reversal; R&D
spellingShingle Asset Pricing; Momentum; Reversal; R&D
Yu, Lin
Essays in stock market anomalies
title Essays in stock market anomalies
title_full Essays in stock market anomalies
title_fullStr Essays in stock market anomalies
title_full_unstemmed Essays in stock market anomalies
title_short Essays in stock market anomalies
title_sort essays in stock market anomalies
topic Asset Pricing; Momentum; Reversal; R&D
url https://eprints.nottingham.ac.uk/36221/