Jardine Matheson Holdings Limited Strategic Asset Allocation Index
Jardine Matheson Holdings Limited strategic asset allocation index. Jardine Matheson Holdings Limited (H4W) has a Strategic Asset Allocation Index of 75.3% as of December 2022. Strategic assets (PP&E of €42.31 Billion plus long-term investments of €-) total €42.31 Billion, measured against net assets of €56.20 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Jardine Matheson Holdings Limited balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Jardine Matheson Holdings Limited (2013–2022)
Strategic asset allocation index of Jardine Matheson Holdings Limited from 2013 to 2022. This chart shows how Jardine Matheson Holdings Limited's Strategic Asset Allocation Index has evolved across 10 annual periods from 2013 to 2022. As of December 2022, the index stands at 75.3%, representing strategic assets of €42.31 Billion against net assets of €56.20 Billion EUR. Check Jardine Matheson Holdings Limited tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Jardine Matheson Holdings Limited Strategic Asset Allocation Index by Year (2013–2022)
Jardine Matheson Holdings Limited strategic asset allocation index by year from 2013 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Jardine Matheson Holdings Limited from 2013 to 2022, covering 10 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see H4W market cap.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 75.3% | €42.31 Billion | €42.31 Billion | €- | €56.20 Billion | ▲ +0.2 pp |
| 2021 | 75.0% | €43.80 Billion | €43.80 Billion | €- | €58.37 Billion | ▲ +1.2 pp |
| 2020 | 73.8% | €46.40 Billion | €46.40 Billion | €- | €62.84 Billion | ▼ -31.8 pp |
| 2019 | 105.7% | €68.75 Billion | €50.39 Billion | €18.36 Billion | €65.07 Billion | ▼ -4.1 pp |
| 2018 | 109.7% | €64.97 Billion | €47.76 Billion | €17.20 Billion | €59.20 Billion | ▲ +11.5 pp |
| 2017 | 98.3% | €56.78 Billion | €41.04 Billion | €15.73 Billion | €57.77 Billion | ▲ +3.2 pp |
| 2016 | 95.1% | €47.31 Billion | €35.34 Billion | €11.96 Billion | €49.74 Billion | ▼ -0.5 pp |
| 2015 | 95.6% | €43.50 Billion | €32.20 Billion | €11.29 Billion | €45.50 Billion | ▲ +1.5 pp |
| 2014 | 94.1% | €42.14 Billion | €31.91 Billion | €10.23 Billion | €44.80 Billion | ▼ -3.2 pp |
| 2013 | 97.2% | €41.59 Billion | €31.77 Billion | €9.82 Billion | €42.78 Billion | — |