The New Issues Puzzle: Testing the Investment-Based Explanation

A-Tier
Journal: The Review of Financial Studies
Year: 2008
Volume: 21
Issue: 6
Pages: 2825-2855

Authors (3)

Evgeny Lyandres (not in RePEc) Le Sun (not in RePEc) Lu Zhang (Ohio State University)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

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 Titman's (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. The Author 2007. Published by Oxford University Press on behalf of The Society for Financial Studies. All rights reserved. For Permissions, please email: [email protected]., Oxford University Press.

Technical Details

RePEc Handle
repec:oup:rfinst:v:21:y:2008:i:6:p:2825-2855
Journal Field
Finance
Author Count
3
Added to Database
2026-01-29