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Do Short Sellers Exploit Risky Business Models of Banks? Evidence from Two Banking Crises

Title: Do Short Sellers Exploit Risky Business Models of Banks? Evidence from Two Banking Crises
Authors: Lin, CY; Bui, DG; Lin, TC
Publisher Information: //www.elsevier.com/locate/jfstabil; United States
Publication Year: 2020
Collection: University of Hong Kong: HKU Scholars Hub
Subject Terms: Short selling; Short interest; Financial crisis; Predictability; Persistent risky business models
Description: We find that changes in short interest predict banks’ stock returns during two recent banking crises. Furthermore, before the 2007–2008 crisis, short interest increased more for banks with worse performance during the Long-Term Capital Management crisis of 1998. We also find that changes in short interest predicted banks’ loan quality and default risk during the 2007–2008 crisis. The results are stronger for banks with higher levels of risk-taking. Overall, our findings indicate that short sellers were informed about the persistent risky business models of banks and shorted those banks before the 2007–2008 crisis. ; postprint
Document Type: article in journal/newspaper
Language: English
Relation: Journal of Financial Stability; Journal of Financial Stability, 2020, v. 46, article no. 100719; article no. 100719; 321138; WOS:000512953700006; https://hub.hku.hk/handle/10722/295826; 46
DOI: 10.1016/j.jfs.2019.100719
Availability: https://hub.hku.hk/handle/10722/295826; https://doi.org/10.1016/j.jfs.2019.100719
Rights: This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.
Accession Number: edsbas.2CA2682C
Database: BASE