International oligopoly and stock market linkages : the case of global airlines

Document Type

Journal article

Source Publication

Transportation Research Part E: Logistics and Transportation Review

Publication Date

7-1-2008

Volume

44

Issue

4

First Page

621

Last Page

636

Publisher

Pergamon Press

Keywords

Information transfer; Airlines; Earnings; Oligopoly; Stock market performance; Event study methodology

Abstract

This paper investigates the effect of oligopolistic rivalry on spillovers in financial reporting. Using an event study methodology and focusing on global airlines, we find that firms experience discernable abnormal stock price reactions at the announcement of unexpected earnings by rival airlines. The extent of the price reactions is related to the extent of rivalry between the announcing and non-announcing firms, among other factors. Our empirical evidence, which is inconsistent with the contestable markets hypothesis, confirms an association between the stock market performance of players in a global industry and the extent of inter-firm rivalry in the product market.

DOI

10.1016/j.tre.2007.05.008

Print ISSN

13665545

E-ISSN

18785794

Publisher Statement

Copyright © 2007 Elsevier Ltd. All rights reserved.

Additional Information

Paper presented at the 10th Annual Conference of the Air-Transport-Research-Society, May, 2006, Nagoya, Japan.

Full-text Version

Publisher’s Version

Language

English

Recommended Citation

Gong, S. X. H., Firth, M., & Cullinane, K. (2008). International oligopoly and stock market linkages: The case of global airlines. Transportation Research Part E: Logistics and Transportation Review, 44(4), 621-636. doi: 10.1016/j.tre.2007.05.008

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