Publicação

To invest or not to invest? The factors that solve the question - in depth analysis of hospitality sector

Ver documento

Detalhes bibliográficos
Resumo:We examine macroeconomic and microeconomic factors that influence investment decisions taken by Portuguese SMEs. We find from a macroeconomic perspective, the EPU index, interest rate and inflation to be statistically significant and to drive down the investment rate, whereas the GDP growth rate has a positive impact. From a microeconomic perspective, we find lagged investment, EBITDA margin, lagged retention ratio, long-term debt, tangible collateralizable assets and firm size to be statistically significant factors positively influencing investment, whereas lagged effective tax rate and financing costs have a negative effect. In addition, motivated by the statistical relevance of collateralizable assets in explaining investments, we explore how bank financing can evolve within the context of a digital economy. Finally, we perform a sectorial analyses over the hospitality sector. We find that different factors affect investment in this sector
Autores principais:Botelho, Afonso Fontes da Silveira
Assunto:Investment decisions Smes Bank financing Macroeconomic factors Microeconomic factors Intangibles Portugal Hospitality sector
Ano:2023
País:Portugal
Tipo de documento:dissertação de mestrado
Tipo de acesso:acesso aberto
Instituição associada:Universidade Nova de Lisboa
Idioma:inglês
Origem:Repositório Institucional da UNL
Descrição
Resumo:We examine macroeconomic and microeconomic factors that influence investment decisions taken by Portuguese SMEs. We find from a macroeconomic perspective, the EPU index, interest rate and inflation to be statistically significant and to drive down the investment rate, whereas the GDP growth rate has a positive impact. From a microeconomic perspective, we find lagged investment, EBITDA margin, lagged retention ratio, long-term debt, tangible collateralizable assets and firm size to be statistically significant factors positively influencing investment, whereas lagged effective tax rate and financing costs have a negative effect. In addition, motivated by the statistical relevance of collateralizable assets in explaining investments, we explore how bank financing can evolve within the context of a digital economy. Finally, we perform a sectorial analyses over the hospitality sector. We find that different factors affect investment in this sector