Bid behavior

Average bid vs number of large hydro

Bid vs own stock of water

Strategic bunching

BCM


=========================================================================================================================================================================================================================================================================
                           1               2               3               4               5               6               7               8               9               10              11              12              13              14              15            
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
(Intercept)                   340.088 ***     341.038 ***     341.977 ***     466.918 ***     468.238 ***     470.171 ***     420.112 ***     421.409 ***     423.257 ***     436.016 ***     441.682 ***     450.008 ***     436.670 ***     442.772 ***     451.862 ***
                              (57.250)        (57.511)        (57.792)        (36.839)        (37.190)        (37.671)        (38.679)        (38.921)        (39.231)        (38.632)        (38.988)        (39.399)        (38.591)        (39.038)        (39.610)   
own_stock_rel                -178.557 *      -180.831 *      -183.182 *      -137.354        -139.354        -141.287        -153.366        -155.415        -157.396        -135.539        -139.416        -144.011        -136.462        -139.902        -144.030    
                              (74.645)        (74.624)        (74.615)        (93.769)        (93.908)        (94.067)        (87.074)        (87.208)        (87.371)        (90.044)        (89.939)        (89.793)        (88.452)        (88.517)        (88.578)   
own_inflow_rel_l1           -1256.660 *                                     -1188.901 *                                     -1207.599 *                                     -1063.418                                       -1064.392                                    
                             (538.342)                                       (546.302)                                       (557.481)                                       (523.849)                                       (509.686)                                   
own_inflow_rel_l3                           -1234.123 *                                     -1166.763 *                                     -1185.073 *                                     -1045.546                                       -1045.242                    
                                             (531.500)                                       (541.345)                                       (551.824)                                       (521.377)                                       (507.090)                   
own_inflow_rel_l7                                           -1208.260 *                                     -1143.728 *                                     -1160.601 *                                     -1029.036                                       -1026.990    
                                                             (522.442)                                       (534.652)                                       (544.050)                                       (516.619)                                       (502.503)   
rivals_stock_rel_incl                                                        -230.731 **     -231.527 **     -233.330 **                                                                                                                                                 
                                                                              (75.941)        (75.958)        (75.876)                                                                                                                                                   
rivals_stock_rel_excl                                                                                                        -145.477 *      -146.208 *      -147.883 *      -102.024        -112.406        -127.957        -100.624        -111.630        -128.176    
                                                                                                                              (64.508)        (64.545)        (64.404)        (62.988)        (63.483)        (64.203)        (64.673)        (64.790)        (64.945)   
rivals_inflow_rel_l1_incl                                                                                                                                                   -7320.691 ***                                                                                
                                                                                                                                                                            (1029.250)                                                                                   
rivals_inflow_rel_l3_incl                                                                                                                                                                   -6918.513 ***                                                                
                                                                                                                                                                                             (997.523)                                                                   
rivals_inflow_rel_l7_incl                                                                                                                                                                                   -6362.509 ***                                                
                                                                                                                                                                                                             (928.129)                                                   
rivals_inflow_rel_l1_excl                                                                                                                                                                                                   -7278.329 ***                                
                                                                                                                                                                                                                             (919.013)                                   
rivals_inflow_rel_l3_excl                                                                                                                                                                                                                   -6923.430 ***                
                                                                                                                                                                                                                                             (870.963)                   
rivals_inflow_rel_l7_excl                                                                                                                                                                                                                                   -6431.555 ***
                                                                                                                                                                                                                                                             (804.974)   
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Num. obs.                  170654          170654          170654          170654          170654          170654          170654          170654          170654          170654          170654          170654          170654          170654          170654        
R^2 (full model)                0.022           0.022           0.021           0.028           0.027           0.027           0.025           0.024           0.024           0.032           0.031           0.030           0.033           0.032           0.031    
R^2 (proj model)                                                                                                                                                                                                                                                         
Adj. R^2 (full model)           0.022           0.022           0.021           0.028           0.027           0.027           0.025           0.024           0.024           0.032           0.031           0.030           0.033           0.032           0.031    
Adj. R^2 (proj model)                                                                                                                                                                                                                                                    
=========================================================================================================================================================================================================================================================================
*** p < 0.001; ** p < 0.01; * p < 0.05

=============================================================================================================================================================
                           1              2              3              4              5              6              7             8             9           
-------------------------------------------------------------------------------------------------------------------------------------------------------------
own_stock_rel                -40.385        -46.528        -54.467        -39.227        -44.560        -51.141        -45.216       -49.349       -54.617   
                             (37.798)       (37.582)       (37.061)       (49.740)       (49.730)       (49.656)       (47.122)      (47.649)      (48.214)  
own_inflow_rel_l1          -3380.735 ***                                -3377.699 ***                                -2565.499 **                            
                            (582.522)                                    (587.834)                                    (727.793)                              
own_inflow_rel_l3                         -3133.954 ***                                -3129.308 ***                               -2397.463 **              
                                           (550.614)                                    (551.979)                                   (698.217)                
own_inflow_rel_l7                                        -2736.282 ***                                -2730.130 ***                              -2113.891 **
                                                          (476.546)                                    (476.476)                                  (627.729)  
rivals_stock_rel_excl                                                      -4.256         -7.195        -12.087         14.125         4.269        -9.068   
                                                                          (73.317)       (73.569)       (74.683)       (74.355)      (74.376)      (75.201)  
rivals_inflow_rel_l1_excl                                                                                            -3695.360 **                            
                                                                                                                      (852.422)                              
rivals_inflow_rel_l3_excl                                                                                                          -3309.700 **              
                                                                                                                                    (832.626)                
rivals_inflow_rel_l7_excl                                                                                                                        -2771.886 * 
                                                                                                                                                  (854.785)  
-------------------------------------------------------------------------------------------------------------------------------------------------------------
Num. obs.                  61780          61780          61780          61780          61780          61780          61780         61780         61780       
Num. groups: firm_id          10             10             10             10             10             10             10            10            10       
Num. groups: year             26             26             26             26             26             26             26            26            26       
R^2 (full model)               0.290          0.289          0.287          0.290          0.289          0.287          0.293         0.291         0.288   
R^2 (proj model)               0.017          0.015          0.012          0.017          0.015          0.012          0.021         0.018         0.014   
Adj. R^2 (full model)          0.290          0.288          0.286          0.290          0.288          0.286          0.293         0.291         0.288   
Adj. R^2 (proj model)          0.017          0.015          0.012          0.017          0.015          0.012          0.021         0.018         0.014   
=============================================================================================================================================================
*** p < 0.001; ** p < 0.01; * p < 0.05