How should we estimate value-relevance models? Insights from European data

We study the consequences of unobserved heterogeneity when employing different econometric methods in the estimation of two major value-relevance models: the Price Regression Model (PRM) and the Return Regression Model (RRM). Leveraging a large panel data set of European listed companies, we first d...

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Main Authors: Onali, Enrico, Ginesti, Gianluca, Vasilakis, Chrysovalantis
Format: Article
Published: Elsevier 2017
Subjects:
Online Access:https://eprints.nottingham.ac.uk/52467/
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author Onali, Enrico
Ginesti, Gianluca
Vasilakis, Chrysovalantis
author_facet Onali, Enrico
Ginesti, Gianluca
Vasilakis, Chrysovalantis
author_sort Onali, Enrico
building Nottingham Research Data Repository
collection Online Access
description We study the consequences of unobserved heterogeneity when employing different econometric methods in the estimation of two major value-relevance models: the Price Regression Model (PRM) and the Return Regression Model (RRM). Leveraging a large panel data set of European listed companies, we first demonstrate that robust Hausman tests and Breusch-Pagan Lagrange Multiplier tests are of fundamental importance to choose correctly among a fixed-effects model, a random-effects model, or a pooled OLS model. Second, we provide evidence that replacing firm fixed-effects with country and industry fixed-effects can lead to large differences in the magnitude of the key coefficients, with serious consequences for the interpretation of the effect of changes in earnings and book values per share on firm value. Finally, we offer recommendations to applied researchers aiming to improve the robustness of their econometric strategy.
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spelling nottingham-524672020-05-04T19:09:59Z https://eprints.nottingham.ac.uk/52467/ How should we estimate value-relevance models? Insights from European data Onali, Enrico Ginesti, Gianluca Vasilakis, Chrysovalantis We study the consequences of unobserved heterogeneity when employing different econometric methods in the estimation of two major value-relevance models: the Price Regression Model (PRM) and the Return Regression Model (RRM). Leveraging a large panel data set of European listed companies, we first demonstrate that robust Hausman tests and Breusch-Pagan Lagrange Multiplier tests are of fundamental importance to choose correctly among a fixed-effects model, a random-effects model, or a pooled OLS model. Second, we provide evidence that replacing firm fixed-effects with country and industry fixed-effects can lead to large differences in the magnitude of the key coefficients, with serious consequences for the interpretation of the effect of changes in earnings and book values per share on firm value. Finally, we offer recommendations to applied researchers aiming to improve the robustness of their econometric strategy. Elsevier 2017-09-30 Article PeerReviewed Onali, Enrico, Ginesti, Gianluca and Vasilakis, Chrysovalantis (2017) How should we estimate value-relevance models? Insights from European data. British Accounting Review, 49 (5). pp. 460-473. ISSN 0890-8389 Value-relevance ; Linear information model ; IFRS ; Price regression model ; Return regression model ; Panel data https://www.sciencedirect.com/science/article/pii/S0890838917300306 doi:10.1016/j.bar.2017.05.006 doi:10.1016/j.bar.2017.05.006
spellingShingle Value-relevance ; Linear information model ; IFRS ; Price regression model ; Return regression model ; Panel data
Onali, Enrico
Ginesti, Gianluca
Vasilakis, Chrysovalantis
How should we estimate value-relevance models? Insights from European data
title How should we estimate value-relevance models? Insights from European data
title_full How should we estimate value-relevance models? Insights from European data
title_fullStr How should we estimate value-relevance models? Insights from European data
title_full_unstemmed How should we estimate value-relevance models? Insights from European data
title_short How should we estimate value-relevance models? Insights from European data
title_sort how should we estimate value-relevance models? insights from european data
topic Value-relevance ; Linear information model ; IFRS ; Price regression model ; Return regression model ; Panel data
url https://eprints.nottingham.ac.uk/52467/
https://eprints.nottingham.ac.uk/52467/
https://eprints.nottingham.ac.uk/52467/