Size and value in China

Размер и стоимость в Китае
Jianan Liu, Robert F. Stambaugh, Yu Yuan
2019-03-15

Chinese stock marketEarnings-price ratioFama-French three-factor modelSize factorValue factor
We construct size and value factors in China. The size factor excludes the smallest 30% of firms, which are companies valued significantly as potential shells in reverse mergers that circumvent tight IPO constraints. The value factor is based on the earnings-price ratio, which subsumes the book-to-market ratio in capturing all Chinese value effects. Our three-factor model strongly dominates a model formed by just replicating the Fama and French (1993) procedure in China. Unlike that model, which leaves a 17% annual alpha on the earnings-price factor, our model explains most reported Chinese anomalies, including profitability and volatility anomalies.
1
An earnings-price ratio-based value factor captures Chinese value effects more comprehensively than the book-to-market ratio.
2
The Chinese size factor excludes the smallest 30% of firms because they are significantly valued as potential reverse-merger shell companies.
3
The proposed model accounts for Chinese profitability and volatility anomalies, which are not adequately explained by the replicated Fama–French framework.
4
The proposed three-factor model strongly outperforms a direct replication of the Fama–French (1993) model in China.
5
The replicated Fama–French model leaves a 17% annual alpha on the earnings-price factor, whereas the proposed model explains most reported Chinese anomalies.

Chinese stock market firms and their size and value factors

The construction and explanatory performance of size, earnings-price, and value factors for Chinese stock-market anomalies

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Publication Date
2019-03-15
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Authors
Jianan Liu
Robert F. Stambaugh
Yu Yuan
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