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The new issues puzzle: Testing the investment-based explanation

Publication ,  Journal Article
Lyandres, E; Sun, L; Zhang, L
Published in: Review of Financial Studies
November 1, 2008

An investment factor, long in low-investment stocks and short in high-investment stocks, helps explain the new issues puzzle. Adding the investment factor into standard factor regressions reduces the SEO underperformance by about 75%, the IPO underperformance by 80%, the underperformance following convertible debt offerings by 50%, and Daniel and Titmans (2006) composite issuance effect by 40%. The reason is that issuers invest more than nonissuers, and the investment factor earns a significantly positive average return of 0.57% per month.

Duke Scholars

Published In

Review of Financial Studies

DOI

EISSN

1465-7368

ISSN

0893-9454

Publication Date

November 1, 2008

Volume

21

Issue

6

Start / End Page

2825 / 2855

Related Subject Headings

  • Finance
  • 3801 Applied economics
  • 3502 Banking, finance and investment
  • 1502 Banking, Finance and Investment
  • 1402 Applied Economics
  • 1401 Economic Theory
 

Citation

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Chicago
ICMJE
MLA
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Lyandres, E., Sun, L., & Zhang, L. (2008). The new issues puzzle: Testing the investment-based explanation. Review of Financial Studies, 21(6), 2825–2855. https://doi.org/10.1093/rfs/hhm058
Lyandres, E., L. Sun, and L. Zhang. “The new issues puzzle: Testing the investment-based explanation.” Review of Financial Studies 21, no. 6 (November 1, 2008): 2825–55. https://doi.org/10.1093/rfs/hhm058.
Lyandres E, Sun L, Zhang L. The new issues puzzle: Testing the investment-based explanation. Review of Financial Studies. 2008 Nov 1;21(6):2825–55.
Lyandres, E., et al. “The new issues puzzle: Testing the investment-based explanation.” Review of Financial Studies, vol. 21, no. 6, Nov. 2008, pp. 2825–55. Scopus, doi:10.1093/rfs/hhm058.
Lyandres E, Sun L, Zhang L. The new issues puzzle: Testing the investment-based explanation. Review of Financial Studies. 2008 Nov 1;21(6):2825–2855.
Journal cover image

Published In

Review of Financial Studies

DOI

EISSN

1465-7368

ISSN

0893-9454

Publication Date

November 1, 2008

Volume

21

Issue

6

Start / End Page

2825 / 2855

Related Subject Headings

  • Finance
  • 3801 Applied economics
  • 3502 Banking, finance and investment
  • 1502 Banking, Finance and Investment
  • 1402 Applied Economics
  • 1401 Economic Theory