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Journal of Financial Economics Vol. 136 No. 3 2020

Shared analyst coverage: Unifying momentum spillover effects

Usman Ali1; David Hirshleifer2

1 MIG Capital, 660 Newport Center Drive Suite 1300, Newport Beach, CA 92660, USA · 2 University of California, Irvine

Abstract

Identifying firm connections by shared analyst coverage, we find that a connected-firm (CF) momentum factor generates a monthly alpha of 1.68% (t = 9.67). In spanning regressions, the alphas of industry, geographic, customer, customer/supplier industry, single- to multi-segment, and technology momentum factors are insignificant/negative after controlling for CF momentum. Similar results hold in cross-sectional regressions and in developed international markets. Sell-side analysts incorporate news about linked firms sluggishly. These effects are stronger for complex and indirect linkages. Consistent with limited investor attention, these results indicate that momentum spillover effects are a unified phenomenon that is captured by shared analyst coverage.

DOI
10.1016/j.jfineco.2019.10.007
Volume
136
Issue
3
Pages
649-675
Language
en
Sources
openalex crossref bibtex:phds-export.bib

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