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[연구]Value relevance of customer equity beyond financial statements: evidence from mobile telecom industr

2017.10.08 Views 1212 경영학연구분석센터

Asia-Pacific Journal of Accounting and Economics
8 October 2017, Pages 1-20
 
Choi, Y.B.(a)Lee, J.(b), Yoo, S.(b)Yoo, Y.K.(b)
a Martin J. Whitman School of Management, Syracuse University, Syracuse, NY, USA
b Business School, Korea University, Seoul, South Korea



Abstract

We investigate the extent of usefulness of customer equity (CE) estimate in explaining market value of equity (MVE) and the determinants of the discrepancy between CE estimate and MVE. Using the data of 17 companies in the mobile telecom companies in 7 countries from 2004 to 2008, we find (1) CE estimate provides incremental value relevant information to explain contemporaneous MVE beyond financial statements, and (2) CE estimate can predict future stock returns by indicating a part of temporal divergence between MVE and a firm’s intrinsic value of equity. © 2017 City University of Hong Kong and National Taiwan University



Keywords
customer equity;
market value of equity;
value relevance

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