Real Options and Competition: The Impact of Depreciation and Reinvestment

نویسندگان

  • Alfons Balmann
  • Oliver Mußhoff
چکیده

Applications of the real options approach hardly consider investment returns to be the result of competitive markets. The reason is probably that Dixit and Pindyck (1994, ch. 8) find that the investment triggers of firms in competitive markets are equal to those of firms with exclusive options. In this study, however, it is shown that this finding is restricted to markets in which assets have infinite lifetime. If assets are subject to depreciation and subsequent reinvestment opportunities, competition leads to significantly lower investment triggers because depreciation dampens the potential decline in returns after negative demand shocks. The results are obtained by an agent-based simulation approach in which firms derive their investment triggers by a genetic algorithm.

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تاریخ انتشار 2001