Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia

This research work proposes a methodology for evaluation and forecasting for companies located in the Industrial Port Zone of the city of Barranquilla, Colombia. Based on an empirical and rational analysis, supported by the concepts of technical efficiency, purely technical efficiency, additive effi...

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Autores:
Tipo de recurso:
Fecha de publicación:
2019
Institución:
Universidad Tecnológica de Bolívar
Repositorio:
Repositorio Institucional UTB
Idioma:
eng
OAI Identifier:
oai:repositorio.utb.edu.co:20.500.12585/9228
Acceso en línea:
https://hdl.handle.net/20.500.12585/9228
Palabra clave:
DEA
Efficiency
Free trade zone
GLMNET
Machine learning
Additives
Data envelopment analysis
Forecasting
Industrial research
International trade
Learning systems
Machine learning
Chamber of Commerce
Financial efficiency
Financial statements
Free trade zones
GLMNET
Group memberships
Rational analysis
Technical efficiency
Efficiency
Rights
openAccess
License
http://creativecommons.org/licenses/by-nc-nd/4.0/
id UTB2_c0bf0773e2e78d206a6d9a9968e28221
oai_identifier_str oai:repositorio.utb.edu.co:20.500.12585/9228
network_acronym_str UTB2
network_name_str Repositorio Institucional UTB
repository_id_str
dc.title.none.fl_str_mv Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia
dc.title.alternative.none.fl_str_mv Metodología de Análisis Envolvente de Datos (DEA) - GLMNET para la Evaluación y Pronóstico de Eficiencia Financiera en una Zona Franca Industrial - Colombia.
title Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia
spellingShingle Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia
DEA
Efficiency
Free trade zone
GLMNET
Machine learning
Additives
Data envelopment analysis
Forecasting
Industrial research
International trade
Learning systems
Machine learning
Chamber of Commerce
Financial efficiency
Financial statements
Free trade zones
GLMNET
Group memberships
Rational analysis
Technical efficiency
Efficiency
title_short Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia
title_full Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia
title_fullStr Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia
title_full_unstemmed Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia
title_sort Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia
dc.subject.keywords.none.fl_str_mv DEA
Efficiency
Free trade zone
GLMNET
Machine learning
Additives
Data envelopment analysis
Forecasting
Industrial research
International trade
Learning systems
Machine learning
Chamber of Commerce
Financial efficiency
Financial statements
Free trade zones
GLMNET
Group memberships
Rational analysis
Technical efficiency
Efficiency
topic DEA
Efficiency
Free trade zone
GLMNET
Machine learning
Additives
Data envelopment analysis
Forecasting
Industrial research
International trade
Learning systems
Machine learning
Chamber of Commerce
Financial efficiency
Financial statements
Free trade zones
GLMNET
Group memberships
Rational analysis
Technical efficiency
Efficiency
description This research work proposes a methodology for evaluation and forecasting for companies located in the Industrial Port Zone of the city of Barranquilla, Colombia. Based on an empirical and rational analysis, supported by the concepts of technical efficiency, purely technical efficiency, additive efficiency, efficiency of scale and of mixing, as well as in the algorithm for machine learning GLMNET. Work was done with 29 companies that presented their complete financial statements for the year 2017 in the Chamber of Commerce of Barranquilla - Colombia. As a result, it was found an average technical efficiency of 72.79%, a purely technical efficiency of 82.54% and an additive efficiency of 59.45%. In addition, the projections required to make inefficient organizations achieve efficiency are contributed. From the study, it can also be observed that 11 companies were constituted as benchmarks to measure the companies of the Free Zone of the Port of Barranquilla. It is noteworthy that the algorithm GLMNET delivered a good result in the prediction of group membership of efficient and inefficient enterprises, with an accuracy of 93.1%. © 2019 Centro de Informacion Tecnologica. All rights reserved.
publishDate 2019
dc.date.issued.none.fl_str_mv 2019
dc.date.accessioned.none.fl_str_mv 2020-03-26T16:41:22Z
dc.date.available.none.fl_str_mv 2020-03-26T16:41:22Z
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dc.type.spa.none.fl_str_mv Artículo
status_str publishedVersion
dc.identifier.citation.none.fl_str_mv Fontalvo T.J., De La Hoz E.J. y Olivos S. (2019) Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia [Metodología de Análisis Envolvente de Datos (DEA) - GLMNET para la Evaluación y Pronóstico de Eficiencia Financiera en una Zona Franca Industrial - Colombia.]. Informacion Tecnologica; Vol. 30, Núm. 5; pp. 263-270
dc.identifier.issn.none.fl_str_mv 7168-756
dc.identifier.uri.none.fl_str_mv https://hdl.handle.net/20.500.12585/9228
dc.identifier.doi.none.fl_str_mv 10.4067/S0718-07642019000500263
dc.identifier.instname.none.fl_str_mv Universidad Tecnológica de Bolívar
dc.identifier.reponame.none.fl_str_mv Repositorio UTB
dc.identifier.orcid.none.fl_str_mv 57200633636
57204201834
57211525305
identifier_str_mv Fontalvo T.J., De La Hoz E.J. y Olivos S. (2019) Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia [Metodología de Análisis Envolvente de Datos (DEA) - GLMNET para la Evaluación y Pronóstico de Eficiencia Financiera en una Zona Franca Industrial - Colombia.]. Informacion Tecnologica; Vol. 30, Núm. 5; pp. 263-270
7168-756
10.4067/S0718-07642019000500263
Universidad Tecnológica de Bolívar
Repositorio UTB
57200633636
57204201834
57211525305
url https://hdl.handle.net/20.500.12585/9228
dc.language.iso.none.fl_str_mv eng
language eng
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dc.rights.cc.none.fl_str_mv Atribución-NoComercial 4.0 Internacional
rights_invalid_str_mv http://creativecommons.org/licenses/by-nc-nd/4.0/
Atribución-NoComercial 4.0 Internacional
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dc.format.medium.none.fl_str_mv Recurso electrónico
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dc.publisher.none.fl_str_mv Centro de Informacion Tecnologica
publisher.none.fl_str_mv Centro de Informacion Tecnologica
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spelling 2020-03-26T16:41:22Z2020-03-26T16:41:22Z2019Fontalvo T.J., De La Hoz E.J. y Olivos S. (2019) Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - Colombia [Metodología de Análisis Envolvente de Datos (DEA) - GLMNET para la Evaluación y Pronóstico de Eficiencia Financiera en una Zona Franca Industrial - Colombia.]. Informacion Tecnologica; Vol. 30, Núm. 5; pp. 263-2707168-756https://hdl.handle.net/20.500.12585/922810.4067/S0718-07642019000500263Universidad Tecnológica de BolívarRepositorio UTB572006336365720420183457211525305This research work proposes a methodology for evaluation and forecasting for companies located in the Industrial Port Zone of the city of Barranquilla, Colombia. Based on an empirical and rational analysis, supported by the concepts of technical efficiency, purely technical efficiency, additive efficiency, efficiency of scale and of mixing, as well as in the algorithm for machine learning GLMNET. Work was done with 29 companies that presented their complete financial statements for the year 2017 in the Chamber of Commerce of Barranquilla - Colombia. As a result, it was found an average technical efficiency of 72.79%, a purely technical efficiency of 82.54% and an additive efficiency of 59.45%. In addition, the projections required to make inefficient organizations achieve efficiency are contributed. From the study, it can also be observed that 11 companies were constituted as benchmarks to measure the companies of the Free Zone of the Port of Barranquilla. It is noteworthy that the algorithm GLMNET delivered a good result in the prediction of group membership of efficient and inefficient enterprises, with an accuracy of 93.1%. © 2019 Centro de Informacion Tecnologica. All rights reserved.Department of Environmental Affairs, DEATeniendo en cuenta que las exportaciones generan un incremento de la productividad como lo señalan diferentes autores (Pardo y García, 1999), esta variable se estudia en esta investigación toda vez que se aportan las directrices para que las empresas ineficientes de la zona franca en estudio alcancen la eficiencia empresarial. En términos financieros con esta investigación se analiza las magnitudes en términos de ingresos y utilidad neta de tal forma que las empresas ineficientes incrementen su eficiencia frente a los recursos que utilizan. Lo anterior permite generar una serie de decisiones en el contexto analizado que permite dinamizar y direccionar las acciones para alcanzar los resultados que permita a las organizaciones ineficientes ser competitivas en el sector. Existen investigaciones previas sobre el uso del análisis DEA y el aprendizaje automático, en (Hong et al., 1999) clasifican empresas eficientes y no eficientes utilizando DEA para luego predecir el estado de eficiencia de nuevas empresas, por otro lado (Lin, Hu, y Tsai, 2012) revisan en un periodo de cinco años la implementación del aprendizaje automático y los modelos DEA para la modelación del riesgo de quiebra en las empresas, a su vez otras investigaciones realizan procesos de clasificación paralelas utilizando la técnica de Support Vector Machines (Yeh, Chi, y Hsu, 2010), además de valoraciones empresariales en sectores específicos, como cadenas de suministro ( Wong y Wong, 2007) y desempeño corporativo (Mirhedayatian, Azadi y Saen, 2014).Recurso electrónicoapplication/pdfengCentro de Informacion Tecnologicahttp://creativecommons.org/licenses/by-nc-nd/4.0/info:eu-repo/semantics/openAccessAtribución-NoComercial 4.0 Internacionalhttp://purl.org/coar/access_right/c_abf2https://www.scopus.com/inward/record.uri?eid=2-s2.0-85074272810&doi=10.4067%2fS0718-07642019000500263&partnerID=40&md5=f045be59742d4e0630480e8c453aa7bcScopus2-s2.0-85074272810Methodology of data envelopment analysis (DEA) - GLMNEt for assessment and forecasting of financial efficiency in a free trade zone - ColombiaMetodología de Análisis Envolvente de Datos (DEA) - GLMNET para la Evaluación y Pronóstico de Eficiencia Financiera en una Zona Franca Industrial - Colombia.info:eu-repo/semantics/articleinfo:eu-repo/semantics/publishedVersionArtículohttp://purl.org/coar/version/c_970fb48d4fbd8a85http://purl.org/coar/resource_type/c_2df8fbb1DEAEfficiencyFree trade zoneGLMNETMachine learningAdditivesData envelopment analysisForecastingIndustrial researchInternational tradeLearning systemsMachine learningChamber of CommerceFinancial efficiencyFinancial statementsFree trade zonesGLMNETGroup membershipsRational analysisTechnical efficiencyEfficiencyFontalvo Herrera, Tomás JoséDe la Hoz Domínguez, Enrique JoséOlivos S.Calix, C., Vigier, H., Briozzo, A., Capital intelectual y otros determinantes de la ventaja competitiva en empresas exportadoras de la zona norte de Honduras (2015) Suma De Negocios, 6 (14), pp. 130-137De La Hoz, E., González, A., Santana, A., Metodología de Medición del Potencial Exportador de las Organizaciones Empresariales (2016) Información Tecnológica, 27 (6), pp. 11-18De La Hoz, E., De La Hoz, E., Fontalvo, T., Metodología de Aprendizaje Automático para la Clasificación y Predicción de Usuarios en Ambientes Virtuales de Educación (2019) Información Tecnológica, 30 (1), pp. 247-254Escandon, D.M., Hurtado, A., Influencia de los estilos de liderazgo en el desempeño de las empresas exportadoras coombianas (2016) Estudios Gerenciales, 32 (139), pp. 137-145Falavigna, G., Ippoliti, R., Ramello, G., DEA-based Malmquist productivity indexes for understanding courts reform (2018) SocioEconomic Planning Sciences, 62, pp. 31-43Fontalvo, T.J., De La Hoz, E., De La Hoz, E., Método Análisis Envolvente de Datos y Redes Neuronales en la Evaluación y Predicción de la Eficiencia Técnica de Pequeñas Empresas Exportadoras (2018) Información Tecnológica, 29 (6), pp. 267-275Fontalvo, T.J., Eficiencia de las entidades prestadoras de salud (EPS) en Colombia por medio de análisis envolvente de datos (2017) Ingeniare Revista Chilena De Ingeniería, 25 (4), pp. 681-692Fontalvo, T.J., De La Hoz, E., Morelos, J., Aplicación del análisis discriminante para evaluar el mejoramiento de los indicadores financieros en las empresas del sector extracción de petróleo crudo y gas natural en Colombia (2014) Revista Soluciones De Postgrado EIA, 1 (7), pp. 1-16Fontalvo, T.J., De La Hoz, E., Mendoza, A., Aplicación de Minería de Datos para la Clasificación de Programas Universitarios de Ingeniería Industrial Acreditados en Alta Calidad en Colombia (2018) Información Tecnológica, 29 (3), pp. 89-96Fontalvo, T.J., De La Hoz, E., Study of financial efficiency in companies certified with the BASC label using Data Envelopment Analysis: Case applied in Cali - Colombia (2018) Entramado, 14 (1), pp. 78-87Fontalvo, T.J., Mendoza, A., Visbal, D., Efficiency in logistics processes in Medellin BASC certified companies through data envelopment analysis (2014) Revista U.D.C.A Actualidad & Divulgación Científica, 17 (1), pp. 265-274Fontalvo, T.J., Mendoza, A., Visbal, D., Análisis comparativo de eficiencia financiera: Estudio de un caso sectorial en Barranquilla (2015) Prospectiva, 13 (2), pp. 16-24Friedman, J., Hastie, T., Tibshirani, R., Regularization paths for generalized linear models via coordinate descent (2010) Journal of Statistical Software, 33 (1), pp. 1-22Galagedera, D.U., Roshdi, I., New network DEA model for mutual fund performance appraisal: An application to US equity mutual funds (2018) Omega, 77 (1), pp. 168-179Gonzalez, P., Bermudez, T., Una Aproximación al Modelo de Toma de Decisiones Usado por los Gerentes de las Micro, Pequeñas y Medianas Empresas Ubicadas en Cali, Colombia desde un Enfoque de Modelos de Decisión e Indicadores Financieros y no Financieros (2008) Contaduria Unviersidad De Antioquia, 52 (1), pp. 131-154Hans, C., Bayesian lasso regression (2009) Biometrika, 96 (4), pp. 835-845Hoerl, A.E., Kennard, R., Ridge regression: Biased estimation for nonorthogonal problems (1970) Technometrics, 12 (1), pp. 55-67Hong, H.K., Ha, S., Evaluating the efficiency of system integration projects using data envelopment analysis (DEA) and machine learning (1999) Expert Systems with Applications, 16 (3), pp. 283-296Koçak, H., Efficiency examination of Turkish airport with DEA approach (2011) International Business Research, 4 (2), pp. 204-212Lin, W.Y., Hu, Y., Tsai, C., Machine learning in financial crisis prediction: A survey (2012) IEEE Transactions on Systems, Man, and Cybernetics, Part C, 42 (4), pp. 421-436. , y Applications and ReviewsMcCullagh, P., Generalized linear models (1984) European Journal of Operational Research, 16 (3), pp. 285-292Mirhedayatian, S.M., Azadi, M., Saen, R., A novel network data envelopment analysis model for evaluating green supply chain management (2014) International Journal of Production Economics, 147, pp. 544-554Pardo, S.R., García, J., Eficiencia empresarial y actividad exportadora: Diversificación y tamaño en las empresas industriales españolas (1999) Papeles De Economía Española, 78, pp. 220-235Peng, W., Yew, K., Supply chain performance measurement system using DEA modeling (2007) Industrial Management & Data Systems, 107 (3), pp. 361-381Simm, J., Besstremyannaya, G., (2015) Package 'DEA', , y Version 1.2-4. August 4Team, R.C., (2013) A Language and Environment for Statistical ComputingYeh, C., Chi, D., Hsu, M., A hybrid approach of DEA, rough set and support vector machines for business failure prediction (2010) Expert Systems with Applications, 37 (2), pp. 1535-1541Zhang, Z., Wang, M., Research on the development efficiency of regional high-end talent in China: A complex network approach (2017) PloS One, 12 (12)http://purl.org/coar/resource_type/c_6501ORIGINALhttpdxdoiorg104067S071807642019000500263.pdfapplication/pdf519457https://repositorio.utb.edu.co/bitstream/20.500.12585/9228/1/httpdxdoiorg104067S071807642019000500263.pdfc3c254231a6663792b077606f026ef29MD51TEXThttpdxdoiorg104067S071807642019000500263.pdf.txthttpdxdoiorg104067S071807642019000500263.pdf.txtExtracted texttext/plain35271https://repositorio.utb.edu.co/bitstream/20.500.12585/9228/4/httpdxdoiorg104067S071807642019000500263.pdf.txt922533440604d720f9aba0aba084a680MD54THUMBNAILhttpdxdoiorg104067S071807642019000500263.pdf.jpghttpdxdoiorg104067S071807642019000500263.pdf.jpgGenerated Thumbnailimage/jpeg90478https://repositorio.utb.edu.co/bitstream/20.500.12585/9228/5/httpdxdoiorg104067S071807642019000500263.pdf.jpg5d74a4ec5767779959b88b7783d7c90eMD5520.500.12585/9228oai:repositorio.utb.edu.co:20.500.12585/92282023-05-26 09:36:52.1Repositorio Institucional UTBrepositorioutb@utb.edu.co

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