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題名:臺灣地區連動式債券投資行為概況實證分析與個案之探討
書刊名:會計學報
作者:黃荃
作者(外文):Huang, Chuan
出版日期:2010
卷期:3:1
頁次:頁21-51
主題關鍵詞:連動式債券投資概況風險Structured notesInvestment behaviorRisk
原始連結:連回原系統網址new window
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  • 被引用次數被引用次數:期刊(1) 博士論文(0) 專書(0) 專書論文(0)
  • 排除自我引用排除自我引用:1
  • 共同引用共同引用:0
  • 點閱點閱:104
本研究旨在介紹連動式債券商品及其類型,並採問卷調查,透過性別、婚姻狀況、職業分佈情形與教育程度等人口統計變項彙整,與連動式債券的投資行為進行交叉分析,以探討國內連動式債券投資行為概況與影響因素。此外,本研究並輔以二個實例個案,以最大可能獲利、最大可能損失、實際獲益情形及相關限制進行個案評價與分析比較,二個個案實際獲益情形雖為一賺一賠,但最壞的狀況皆有可能血本無歸。因此,投資人在購買任何連動式債券商品時,皆應審慎評估相關潛在可能發生的風險才是。
This study briefly introduces structured notes products and their types and also uses the general investors who had of structured notes as main subjects. After collecting the survey data, this study summarizes the subjects’ demographics such as gender, marital status, occupation and education level information, and also cross-examines whether subjects with various demographics invest structured notes or not. Further, this study empirically investigates the investing behavior of investors holding structured notes and analyzes their investing determinants and opinions as well. Finally, this study is supplemented with two cases which are assessed and compared using the possibly maximum gains, possibly maximum losses, and actual profits criteria. Although the above two case have quite different profits, while under the worst scenario, investors will lose all capital. Therefore, investors must carefully evaluate all possible risks when investing in structured notes.
期刊論文
1.黃帥升、謝富凱、廖倪凰(20080400)。從保障投資人權益觀點論連動債券之法律關係。萬國法律,158,74-83。  延伸查詢new window
2.朱美宙(2009)。國際金融圈盤算殺低價購買受損資產。財訊月刊,3月號,129。  延伸查詢new window
3.任莉國(2008)。審慎評估連動債內涵與風險。消費者報導,328,18-24。  延伸查詢new window
4.林文義(2009)。雙元貨幣衍生性商品風險得先說。財富管理,324,224-226。  延伸查詢new window
5.吳孟雯(2005)。徹底拆解神秘的連動債。錢雜誌,7月,104-107。  延伸查詢new window
6.張文毅(2000)。股價連動債券之產品特性及經濟功能。證交資料,458,19-38。  延伸查詢new window
7.張淑美(2008)。論雷曼風暴之影響及因應措施。證券公會季刊,第3季,66-71。  延伸查詢new window
8.薛立言、黃共楊(1999)。股價指數連動債券的設計與評價。大華債券期刊,7月,14-29。  延伸查詢new window
9.Adrian B. W.(2007)。Structured products: implications for financial markets。Financial Market Trends,93,27-57。  new window
10.Chang, C. C.、Wang, C. W.、Liao, S. L.(2009)。The valuation of special purpose vehicles by issuing structured credit-linked notes。Applied Financial Economics,19,227-256。  new window
11.Telpner, J. S.(2004)。A Survey of structured notes。Journal of Structured and Project Finance,9(4),6-19。  new window
圖書
1.Kat, H. M.(2001)。Structured Equity Derivatives: The Definitive Guide to Exotic Options and Structured Notes。Wiley。  new window
2.Knop, S.(2002)。Structured Products。Wiley。  new window
3.Scott, Y. P.、Ravi, E. Dattatreya(1995)。The structured note market。  new window
4.Hull, J. C.(2006)。Options, futures, and other derivatines。  new window
5.Young, F.(2009)。Structured notes down but not out。Euroweek Review of 2009。  new window
 
 
 
 
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