회계정보와 시장반응 × 기계학습·예측 모형

3편 · 2017년 이후

01이 칸의 논문

Expectations Matter: When (Not) to Use Machine Learning Earnings Forecasts
MS · 2026 · Harrison Ham, Zhongjin Lu, Katherine Wood · 기계학습·예측 모형 · 관측 자료 실증분석
Female Equity Analysts and Corporate Environmental and Social Performance
MS · 2026 · K Li, Feng Mai, Gabriel Wong 외 2명 · 준실험·자연실험 · 기계학습·예측 모형 · 텍스트·이미지 분석
“Let Me Get Back to You”—A Machine Learning Approach to Measuring NonAnswers
MS · 2022 · Andreas Barth, Sasan Mansouri, Fabian Wöbbeking · 기계학습·예측 모형 · 텍스트·이미지 분석 · 관측 자료 실증분석

02같은 주제, 다른 방법

Forecasting Earnings from Home
MS · 2026 · Michael T. Durney, Hoyoun Kyung, Stanimir Markov 외 1명 · 준실험·자연실험 · 관측 자료 실증분석
Narrative Ambiguity Matters
MS · 2026 · Xinbei Wei, Qunzi Zhang · 텍스트·이미지 분석 · 관측 자료 실증분석
Bad News Bearers: The Negative Tilt of the Financial Press
MS · 2026 · Betty Liu, Marina Niessner, Eric C. So · 관측 자료 실증분석
The News in Earnings Announcement Disclosures: Capturing Word Context Using LLM Methods
MS · 2025 · Federico Siano · 텍스트·이미지 분석 · 관측 자료 실증분석
Enterprise Risk Management and Management Earnings Forecasts
MS · 2025 · Chan Li, Kristin Stack, Lili Sun 외 1명 · 관측 자료 실증분석
Overcoming Deceptive Evasions in Earnings Calls: The Role of Investor Suspicion
MS · 2025 · Leonardo Portugal Barcellos · 실험실·온라인 실험
The Informativeness of Balance Sheet Disaggregations: Evidence from Forecasting Operating Assets
MS · 2025 · Benjamin Noordermeer, Patrick Vorst · 관측 자료 실증분석
Memory, Retrieved Context, and Bias in Management Earnings Forecasts
MS · 2025 · David S. Koo, Isabel Yanyan Wang, S Wu · 관측 자료 실증분석
Uncertainty Risk Resolution Before Earnings Announcements
MS · 2025 · Chao Gao, Grace Xing Hu, Xiaoyan Zhang · 관측 자료 실증분석
Cross-Extrapolative Beliefs: Evidence from Equity Analysts
MS · 2025 · Rex Wang Renjie, Patrick Verwijmeren · 관측 자료 실증분석

주제 →