Tsogo Sun (TSG) — Strategic Asset Allocation Index
Tsogo Sun (TSG) has a Strategic Asset Allocation Index of 223.9% as of September 2022. Strategic assets (PP&E of ZAC8.50 Billion plus long-term investments of ZAC-) total ZAC8.50 Billion, measured against net assets of ZAC3.80 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Tsogo Sun balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Tsogo Sun Strategic Asset Allocation Index (2016–2022)
This chart shows how Tsogo Sun's Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2022. As of September 2022, the index stands at 223.9%, representing strategic assets of ZAC8.50 Billion against net assets of ZAC3.80 Billion ZAC. For live market cap and overall valuation, see Tsogo Sun stock valuation.
Annual Strategic Asset Allocation Index for Tsogo Sun (2016–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Tsogo Sun from 2016 to 2022, covering 7 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. See net assets of Tsogo Sun for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ZAC) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 255.1% | ZAC8.35 Billion | ZAC8.35 Billion | ZAC- | ZAC3.27 Billion | ▼ -299.5 pp |
| 2021 | 554.5% | ZAC8.78 Billion | ZAC8.78 Billion | ZAC- | ZAC1.58 Billion | ▲ +69.6 pp |
| 2020 | 485.0% | ZAC9.49 Billion | ZAC9.49 Billion | ZAC- | ZAC1.96 Billion | ▲ +407.8 pp |
| 2019 | 77.2% | ZAC10.46 Billion | ZAC9.15 Billion | ZAC1.30 Billion | ZAC13.54 Billion | ▼ -49.3 pp |
| 2018 | 126.5% | ZAC17.95 Billion | ZAC16.04 Billion | ZAC1.92 Billion | ZAC14.19 Billion | ▼ -3.1 pp |
| 2017 | 129.6% | ZAC17.44 Billion | ZAC15.56 Billion | ZAC1.88 Billion | ZAC13.46 Billion | ▼ -41.6 pp |
| 2016 | 171.1% | ZAC15.32 Billion | ZAC14.37 Billion | ZAC946.00 Million | ZAC8.95 Billion | — |