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In this paper, we study the optimal capital structure model with endogenous bankruptcy when the firm's asset value follows an exponential L\'evy process with positive jumps. In the Leland-Toft framework \cite{LelandToft96}, we obtain the…

Probability · Mathematics 2020-08-26 Dante Mata López , José Luis Pérez , Kazutoshi Yamazaki

The optimal capital structure model with endogenous bankruptcy was first studied by Leland (1994) and Leland and Toft (1996), and was later extended to the spectrally negative Levy model by Hilberink and Rogers (2002) and Kyprianou and…

General Finance · Quantitative Finance 2015-03-19 Budhi Arta Surya , Kazutoshi Yamazaki

A problem of optimal debt management is modeled as a noncooperative game between a borrower and a pool of lenders, in infinite time horizon with exponential discount. The yearly income of the borrower is governed by a stochastic process.…

Optimization and Control · Mathematics 2016-09-26 Alberto Bressan , Antonio Marigonda , Khai T. Nguyen , Michele Palladino

We study a version of the stochastic control problem of minimizing the sum of running and controlling costs, where control opportunities are restricted to independent Poisson arrival times. Under a general setting driven by a general L\'evy…

Optimization and Control · Mathematics 2024-11-19 Kei Noba , Kazutoshi Yamazaki

De Finetti's optimal dividend problem has recently been extended to the case dividend payments can only be made at Poisson arrival times. This paper considers the version with bail-outs where the surplus must be nonnegative uniformly in…

Probability · Mathematics 2018-01-03 Kei Noba , José-Luis Pérez , Kazutoshi Yamazaki , Kouji Yano

Default risk significantly affects the corporate policies of a firm. We develop a model in which a limited liability entity subject to Poisson default shock jointly sets its dividend policy and capital structure to maximize the expected…

Mathematical Finance · Quantitative Finance 2018-10-09 Alex S. L. Tse

We study a De Finetti's optimal dividend and capital injection problem under a Markov additive model. The surplus process without dividend and capital injection is assumed to follow a spectrally positive Markov additive process (MAP).…

Optimization and Control · Mathematics 2025-01-28 Lijun Bo , Wenyuan Wang , Kaixin Yan

We consider a version of de Finetti's dividend problem, with the bail-out contraint to keep the surplus non-negative, and where dividend payments can only be made at the arrival times of an independent Poisson process. For a general L\'evy…

Probability · Mathematics 2025-05-13 Dante Mata , Kei Noba , José-Luis Pérez

In this paper we consider the De Finetti's optimal dividend and capital injection problem under a Markov additive model. We assume that the surplus process before dividends and capital injections follows a spectrally positive Markov…

Optimization and Control · Mathematics 2022-10-28 Lijun Bo , Wenyuan Wang , Kaixin Yan

We study the optimal dividend problem in the dual model where dividend payments can only be made at the jump times of an independent Poisson process. In this context, Avanzi et al. [5] solved the case with i.i.d. hyperexponential jumps;…

Probability · Mathematics 2017-08-15 José-Luis Pérez , Kazutoshi Yamazaki

In this paper, we revisit the optimal periodic dividend problem, in which dividend payments can only be made at the jump times of an independent Poisson process. In the dual (spectrally positive L\'evy) model, recent results have shown the…

Optimization and Control · Mathematics 2018-02-27 Kei Noba , José-Luis Pérez , Kazutoshi Yamazaki , Kouji Yano

We describe the solution of an optimal stopping problem for a stable L\'evy process killed at state-dependent rate, which can be seen as a model for bankruptcy. The killing rate is chosen in such a way that the killed process remains…

Probability · Mathematics 2024-02-29 K. van Schaik , A. R. Watson , X. Xu

We consider an optimal dividend problem with transaction costs where the surplus is modelled by a spectrally negative L\'evy process in an Omega model. n this model, the surplus is allowed to spend time below the critical ruin level, but is…

Optimization and Control · Mathematics 2025-09-01 Dante Mata

We study the optimal bailout dividend problem with transaction costs for an insurance company, where shareholder payouts align with the arrival times of an independent Poisson process. In this scenario, the underlying risk model follows a…

Optimization and Control · Mathematics 2024-03-26 Harold A. Moreno-Franco , Jose-Luis Pérez

Sustaining efficiency and stability by properly controlling the equity to asset ratio is one of the most important and difficult challenges in bank management. Due to unexpected and abrupt decline of asset values, a bank must closely…

Risk Management · Quantitative Finance 2015-03-14 Masahiko Egami , Kazutoshi Yamazaki

In this paper, we study a continuous-time discounted jump Markov decision process with both controlled actions and observations. The observation is only available for a discrete set of time instances. At each time of observation, one has to…

Optimization and Control · Mathematics 2019-07-16 Yunhan Huang , Veeraruna Kavitha , Quanyan Zhu

Stochastic optimal control problems have a long tradition in applied probability, with the questions addressed being of high relevance in a multitude of fields. Even though theoretical solutions are well understood in many scenarios, their…

Statistics Theory · Mathematics 2024-05-28 Sören Christensen , Claudia Strauch , Lukas Trottner

In this paper we continue investigating the optimal dividend and investment problems under the Sparre Andersen model. More precisely, we assume that the claim frequency is a renewal process instead of a standard compound Poisson process,…

Probability · Mathematics 2019-09-02 Lihua Bai , Jin Ma

We consider a company that receives capital injections so as to avoid ruin. Differently from the classical bail-out settings where the underlying process is restricted to stay at or above zero, we study the case bail-out can only be made at…

Probability · Mathematics 2017-05-12 Florin Avram , José Luis Pérez , Kazutoshi Yamazaki

This paper establishes a stochastic maximum principle for optimal control problems governed by time-changed forward-backward stochastic differential equations with L\'evy noise. The system incorporates a random, non-decreasing operational…

Optimization and Control · Mathematics 2026-03-27 Jingwei Chen , Jun Ye , Feng Chen
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