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Investment banking and securities issuance

In: Handbook of the Economics of Finance

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Author Info
Ritter, Jay R.

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Abstract

This chapter analyzes the securities issuance process, focusing on initial public offerings (IPOs) and seasoned equity offerings (SEOs). The IPO literature documents three empirical patterns: 1) short-run underpricing; 2) long-run underperformance (although this is contentious); and 3) extreme time-series fluctuations in volume and underpricing. While the chapter mainly focuses on evidence from the USA, evidence from other countries is generally consistent with the USA patterns. A large literature explaining the short-run underpricing of IPOs exists, with asymmetric information models predominating. The SEO literature documents 1) negative announcement effects; 2) the setting of offer prices at a discount from the market price; 3) long-run underperformance; and 4) large fluctuations in volume. In addition to long-run underperformance relative to other stocks, there is some evidence that issuers succeed at timing their equity offerings for periods when future market returns are low. When examining a large class of corporate financing activities, including equity offerings, convertible bond offerings, bond offerings, open market repurchases, stock- and cash-financed mergers and acquisitions, and dividend increases or decreases, several patterns emerge. In general, the announcement effects are negative for activities that provide cash to the firm, and positive for activities that pay cash out of the firm. Furthermore, the market generally underreacts, in that long-run abnormal returns are usually of the same sign as the announcement effect. In spite of the large expenditure of resources on analyst coverage, there is little academic work emphasizing the importance of the marketing of financial securities. Only recently have papers begun to focus on the corporate financing implications if firms face variations in the cost of external financing due to the mispricing of securities by the market.

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This chapter was published in: G.M. Constantinides & M. Harris & R. M. Stulz (ed.) Handbook of the Economics of Finance, , chapter 05, pages 255-306, 2003.

This item is provided by Elsevier in its series Handbook of the Economics of Finance with number 1-05.

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Related research
This chapter was published in the following book, which is listed on IDEAS:
G.M. Constantinides & M. Harris & R. M. Stulz (ed.), 2003. "Handbook of the Economics of Finance," Handbook of the Economics of Finance, Elsevier, edition 1, volume 1, number 1. [Downloadable!] (restricted)
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G3 - Financial Economics - - Corporate Finance and Governance

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  1. Stavros Peristiani, 2003. "Evaluating the riskiness of initial public offerings: 1980-2000," Staff Reports 167, Federal Reserve Bank of New York. [Downloadable!]
  2. Cornelli, Francesca & Goldreich, David, 2001. "Bookbuilding: How Informative is the Order Book?," CEPR Discussion Papers 2863, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
  3. Matías Braun & Borja Larrain, 2005. "Supply matters for asset prices: evidence from IPOs in emerging markets," Working Papers 06-4, Federal Reserve Bank of Boston. [Downloadable!]
  4. Harry DeAngelo & Linda DeAngelo & René M. Stulz, 2007. "Fundamentals, Market Timing, and Seasoned Equity Offerings," NBER Working Papers 13285, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  5. Hammad Siddiqi, 2006. "Bargaining under ambiguity: some experimental evidence," Economics Bulletin, Economics Bulletin, vol. 4(7), pages 1-7. [Downloadable!]
  6. Dahlquist, Magnus & de Jong, Frank, 2004. "Pseudo Market Timing: Fact or Fiction?," SIFR Research Report Series 24, Swedish Institute for Financial Research. [Downloadable!]
  7. Woojin Kim & Michael Weisbach, 2005. "Do Firms Go Public to Raise Capital?," NBER Working Papers 11197, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  8. Malcolm P. Baker & Ryan Taliaferro & Jeffrey Wurgler, 2004. "Pseudo Market Timing and Predictive Regressions," NBER Working Papers 10823, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  9. Christian Hopp & Axel Dreher, 2007. "Do Differences in Institutional and Legal Environments Explain Cross-Country Variations in IPO Underpricing?," CESifo Working Paper Series CESifo Working Paper No. , CESifo GmbH. [Downloadable!]
    Other versions:
  10. Malcolm Baker & Jeffrey Wurgler, 2007. "Investor Sentiment in the Stock Market," NBER Working Papers 13189, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  11. Alex Stomper & Pegaret Pichler, 2004. "Primary Market Design: Direct Mechanisms and Markets," Working Papers 2004.9, Fondazione Eni Enrico Mattei. [Downloadable!]
  12. Brian J. Henderson & Narasimhan Jegadeesh & Michael S. Weisbach, 2004. "World Markets for Raising New Capital," NBER Working Papers 10225, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  13. Evgeny Lyandres & Le Sun & Lu Zhang, 2005. "Investment-Based Underperformance Following Seasoned Equity Offerings," NBER Working Papers 11459, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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