Definition of the Variables Used and the PIN Estimates
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Based on the collected records from eol, we construct a dummy variable called the ―QDDummy‖ variable and this variable is assigned value 1 if we find quarterly financial
statements, and it assigned value 0 otherwise. As for the number of analysts following the firm, which we call ―NAnalysts,‖ this figure is computed based on the IBES
International Summary History File provided by Thomson Reuters Markets KK.
To construct the liquidity measures, we compute two alternatives: ILLIQ by Amihud 2002 and the turnover ratio. The data source is the Nikkei Portfolio-Master Database.
The definition of these measures is as follows. First, let NSTD
j,t
denote the number of shares of firm j traded in month t, and NS
j,t
denote the number of shares outstanding for firm j at the end of month t
. Then the ‗Turn
j,t
‘, turnover ratio of firm j in month t is defined as
t j
t j
t j
NS NSTD
Turn
, ,
,
2
This variable measures the degree of liquidity by looking at the trading volume, which is a standard measure used in microstructure studies.
Next, the ―illiquidity‖ measure proposed by Amihud β00β is defined as the average ratio of the daily absolute return to the trading volume on that day. Let D
j,t
denote the number of days in which trading volume of firm j is strictly positive, r
j,d,t
denote the daily return of stock, and v
j,d,t
denote the trading volume in million yen. Then, ILLIQ
j,t
, the illiquidity measure by Amihud 2002 for firm j in month t is defined as follows.
t j
D d
t d
j t
d j
t j
t j
r D
ILLIQ
,
1 ,
, ,
, ,
,
| |
1
3 This measure is widely used in asset pricing theory tests in financial economics for
example, Avramov et al. 2006 for U.S. data and Kubota and Takehara 2009b for Japanese, and we choose to use this measure.
The a dditional two variables that we use as control variables in our regression analysis
are the number of analysts following each firm and the number of outstanding series of corporate bonds. The first variable is directly taken from the IBES data and we count
the number of earnings‘ forecasts at the end of each quarter for each firm. The second variable is from the Nikkei NEEDS Database and the counts the number of series of
outstanding bonds. These are to control for the general inflow of firm-related public information. Analysts contribute to increased information about firms‘ future profitability
and thus, on stock returns, and the new issuance of corporate bonds needs new credit ratings each time by credit rating agencies.
Next, we report the basic PIN estimation results in Table 2, Figures 1, and Figure 2.
TABLE 2 ABOUT HERE FIGURE 1 ABOUT HERE
FIGURE 2 ABOUT HERE
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In Table 2 we report average values of estimated PINs for all quarters from fiscal year 1996 through 2007. First of all, we find that general tendencies for PIN values decline
over time, although not uniformly. In earlier years, we find the PIN for the fourth quarter is the largest with 22.782 and 22.278 for the first quarter. The numbers for the second
and third quarter are smaller at 21.617 and 20.976, respectively. In recent years after the majority of quarterly reports became publicly available to analysts and investors,
however, we find that the patterns become almost indistinguishable: i.e., 15.389, 15.356, 15.225, and 15.260 for the first, second, third, and fourth quarter, respectively, in 2007.
So we conjecture that quarterly disclosure has something to do with the seasonal differences of the PIN value.
The above pattern can also be easily seen from Figure 1 where each horizontal line is the overall mean of PIN values for each quarter, and the data is stacked by quarters
so that one can find time-series patterns of quarterly PINs. From the figure we can clearly read the declining pattern of PIN values for each quarter.
In Figure 2, the same data are plotted in the year scale graph on which all four quarter values are stacked on the same time year scale. By comparing the former year
data with the recent year, one can confirm that seasonal differences of the PIN, as read as vertical representation of each quarter‘s estimates, began to decrease from fiscal
year 2003 and 2004. Thus, we infer that the new quarterly disclosures had something to do with the decrease in PIN values. This is in conjunction with our hypothesis H1. We
will conduct further tests in the next section to pinpoint further the firm-wise behavior of these PIN values after controlling for firm-specific variables.
Table 3 reports PIN values as well as other firm characteristic variables by dichotomously splitting the sample into sets of quarterly report disclosing and non-
disclosing firms. In each panel the second column reports the average values for disclosing firms and the third column reports the same for non-disclosing firms. The
fourth column computes the mean difference and the fifth column reports corresponding p-values.
TABLE 3 ABOUT HERE Note we report in Table 3 only the results for the second and fourth quarter, at which
time quarterly earnings reports for the previous first and third quarter are formally reported. Note that the second and fourth quarter correspond to the periods when either
the fiscal year-end financial statements or the semi-annual financial statements are still computed in-house and then published in the succeeding first and third quarter,
respectively. The quarterly report for the second and fourth quarter which are to be reported in the third and the first quarter are thus nothing but the subset of the semi-
annual and fiscal year full financial statement. This is why we do not report the results for these two quarters, as we are only interested in investigating the impact of new quarterly
interim reporting, which did not exist in earlier years for Japan.
In Panel A of Table 3 we find that unanimously disclosing firms have higher average PIN values than non-disclosing firms for all quarters in fiscal year 2003 to 2007. For the
fourth quarter of 2007, for example, the numbers are 0.148 vs. 0.166 and the difference
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is -0.017 with p-value 0.000. Except for three cases, the differences are significant. That is, there is a clear-cut difference in degrees of private information-based trades in their
quarterly reports between disclosing and non-disclosing firms. We find more cases of insignificant results in earlier years of the sample, and after the second quarter of 2002
they become unanimously significant and p-values become zero. We believe it is a very strong result that supports the possible impact of the new quarterly reporting
requirement to private information-based trades.
In Panel B we report the corresponding ―illiquidity‖ measures by Amihud β00β and again the signs are uniformly negative, suggesting that disclosing firms are more liquid.
In the fourth quarter of 2007 the numbers are 0.270 vs. 0.431. Again, except for four cases, the differences are significant at a 5 level. Particularly, it is notable that
illiquidity differences between the two groups are strongly significant in all of the fourth quarters of four years of our sampling period. This is not necessarily the case with the
former PIN case Panel A and it shows that these two variables may be related, but may contain different information. Note the fourth quarter case is from January to March
in Japan when the fiscal year-end is approaching and news is flowing to the media regarding annual performance of firms, which may affect trading volume as well as stock
liquidity.
Panel C and Panel D report firm characteristics of disclosing and non-disclosing firms. The size matters Atiase et al., 1988, and disclosing firms are larger than non-disclosing
firms, and the differences are all strongly significant with p-values zero. For the fourth quarter of 2007 the numbers are 10.695 vs. 10.248. Although disclosing firms have
higher book-to-market ratios than non-disclosing firms for the fourth quarter of 2007, 123.670 vs. 115.218 the differences are not significant in four cases out of ten, and we
do not particularly conclude here.
Panel E reports the average number of analysts who follow firms measured in the final month of each quarter, and again, disclosing firms get more analyst attention for the
fourth quarter of 2007, 3.090 people vs. 1.925 people, and most importantly, the differences are significant for all quarters.
Panel F reports the number of different series of corporate bonds issued, and because we find in general that disclosing firms are larger in size than non-disclosing firms, we
also find that disclosing firms have more frequent issuances with credit ratings attached anew each time.