This article aims to contribute to the academic knowledge in the field of scientific production regarding decision support tools for investments in the capital market, specifically focusing on fundamental analysis, technical analysis, and Ichimoku dynamics. Bibliometric analysis, following the three main laws (Bradford’s Law, Lotka’s Law, and Zipf’s Law), was employed to evaluate scientific production, identify publication patterns, and uncover gaps and collaboration networks over the last thirty years. To achieve these objectives, 1710 relevant academic publications on the topic were analyzed and retrieved from the Web of Science (WOS) database, pertaining to the last 30 years, between 1990 and 22 May 2023. The significance of this article lies in the contributions of the findings, which advance scientific knowledge by identifying gaps in the knowledge and research, particularly in the limited literature on Ichimoku; our review reveals a growing trend of research in this area. Another notable conclusion is the emergence of new research topics and areas of interest, as well as the identification of collaboration networks among authors, institutions, and countries. Moreover, the article provides valuable insights for financial professionals and investors who are interested in applying these methodologies as methods for price forecasting. The highlighted results support investment decision making, trading strategies, and portfolio management.
Os dividendos a par dos investimentos e do financiamento, são tidos como as decisões financeiras mais importantes na vida das empresas. Contudo os determinantes da política de dividendos não obtêm consenso no mundo das finanças empresariais. Black (1976) classificou o tema como "dividend puzzle", por ser uma questão ainda sem solução. Teorias como a teoria da relevância dos dividendos, teoria da agência, e teoria da sinalização ou assimetria de informação, têm contribuído
This article presents a bibliometric study on different types of risk and bankruptcy, aiming to contribute to academic knowledge in this area. We used the bibliometrix tools in R and VOSviewer, following the main laws of bibliometrics (Bradford’s law, Lotka’s law, and Zipf’s law). We analyzed 7163 relevant academic publications retrieved from the WOS database between 1995 and 2023. The characterization of the literature identified trends, importance, and scientific relevance of works, journals, and authors. This allows for promoting collaborations among researchers and provides insights for strategic decision making, advancing knowledge in the field. The most relevant journal was the “Journal of Banking and Finance”, with Edward Altman as the prominent author. The United States and China were the most active countries in research. The current research highlights terms such as “board size”, “CRS”, “responsibility”, and “governance”, which are commonly found in recent works. The themes of greatest centrality include risk, model, and debt. The bibliometric review revealed gaps in knowledge and research, indicating a growing trend of studies in this area. This article provides valuable information for researchers and managers, supporting decision making in risk management and bankruptcy.
Resumo:Este trabalho tem como objetivo, fazer uma caracterização do setor imobiliário residencial em Portugal entre o ano de 2000 e de 2013, designadamente o mercado de apartamentos nas tipologias T2 e T3. O estudo de caso é a abordagem metodológica utilizada neste artigo, o que permite compreender, explorar e descrever os acontecimentos do tema em estudo. É feita uma análise à evolução dos preços médios de avaliação bancária em Portugal Continental para estas tipologias, observando-se comparativamente as áreas metropolitanas de Lisboa, Porto, as Regiões Norte, Centro, Alentejo e Algarve. Quanto ao enquadramento do mercado, são relacionados os valores e evolução da avaliação bancária com alguns indicadores pertinentes a instigarem uma volatilidade na avaliação, tais como a evolução da taxa de juro, crédito às famílias, índice de confiança dos portugueses, investimento direto estrangeiro na habitação, entre outros, considerados como instrumentos essenciais de diferenciação ante o mercado. Apresenta-se uma conclusão sobre a evolução deste mercado em Portugal. Palavras-chave: Avaliação imobiliária, setor imobiliário, investidor imobiliário. Abstract:This work has as main goal, make a characterization of the housing setor in Portugal between 2000 and 2013, including the apartment market in types T2 and T3. The case study is the methodological approach used in this article, which allows us to understand, explore and describe the events of the topic under study. A review of trends in average prices of bank evaluation is made in Portugal for these typologies, comparing the metropolitan areas of Lisbon, Oporto, the North, Centre, Alentejo and Algarve. As the market environment, values and evolution of bank evaluation with some relevant indicators to instigate volatility in the evaluation are connected, such as the evolution of the interest rate, credit to households, the confidence index of the Portuguese foreign direct investment in housing, among other instruments considered essential to differentiate the market. It presents a conclusion about the evolution of this market in Portugal. INTRODUÇÃO Neste artigo analisa-se a evolução dos valores de avaliação bancária de apartamentos T2 e T3 no mercado português, completando-se com uma comparação dos preços por metro quadrado das Áreas Metropolitanas de Lisboa, Porto, as Regiões Norte, Centro, Alentejo, Alentejo e Algarve, entre o 1º Trimestre de 2003 e o 4º Trimestre de 2013, criando um ranking na avaliação e permitindo verificar os riscos associados ao mercado imobiliário. Os dados utilizados são os registos do Instituto Nacional de Estatística (INE) dos valores unitários (€/m 2 ) de avaliação bancária de habitação por Natureza e Tipologia em Apartamentos, por este ser um produto, dentro do mercado imobiliário mais homogéneo. Segundo Tavares et al (2012), a avaliação imobiliária tem diferentes contornos na perspetiva do avaliador, sendo uma delas a perspetiva financeira, onde o investidor procura essencialmente diversificar o risco. O estudo pretende, assim, contribuir pa...
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