Lotte Corp Strategic Asset Allocation Index
Lotte Corp strategic asset allocation index. Lotte Corp (004990) has a Strategic Asset Allocation Index of 72.1% as of June 2023. Strategic assets (PP&E of ₩7.04 Trillion plus long-term investments of ₩-) total ₩7.04 Trillion, measured against net assets of ₩9.77 Trillion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Lotte Corp balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Lotte Corp (2001–2022)
Strategic asset allocation index of Lotte Corp from 2001 to 2022. This chart shows how Lotte Corp's Strategic Asset Allocation Index has evolved across 22 annual periods from 2001 to 2022. As of June 2023, the index stands at 72.1%, representing strategic assets of ₩7.04 Trillion against net assets of ₩9.77 Trillion KRW. Check tangible net worth ratio of Lotte Corp to evaluate the tangible quality of the company's equity base.
Lotte Corp Strategic Asset Allocation Index by Year (2001–2022)
Lotte Corp strategic asset allocation index by year from 2001 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Lotte Corp from 2001 to 2022, covering 22 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 market value of Lotte Corp.
| Year | SAAI | Strategic Assets (KRW) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 67.9% | ₩6.63 Trillion | ₩6.63 Trillion | ₩- | ₩9.77 Trillion | ▲ +2.9 pp |
| 2021 | 65.0% | ₩6.26 Trillion | ₩6.26 Trillion | ₩- | ₩9.63 Trillion | ▲ +19.8 pp |
| 2020 | 45.2% | ₩3.54 Trillion | ₩3.54 Trillion | ₩- | ₩7.83 Trillion | ▼ -80.4 pp |
| 2019 | 125.6% | ₩9.79 Trillion | ₩2.95 Trillion | ₩6.84 Trillion | ₩7.79 Trillion | ▲ +10.1 pp |
| 2018 | 115.5% | ₩9.74 Trillion | ₩2.59 Trillion | ₩7.15 Trillion | ₩8.43 Trillion | ▲ +37.0 pp |
| 2017 | 78.5% | ₩5.88 Trillion | ₩1.47 Trillion | ₩4.41 Trillion | ₩7.49 Trillion | ▼ -36.6 pp |
| 2016 | 115.1% | ₩2.95 Trillion | ₩1.39 Trillion | ₩1.56 Trillion | ₩2.56 Trillion | ▼ -2.5 pp |
| 2015 | 117.6% | ₩3.18 Trillion | ₩1.40 Trillion | ₩1.78 Trillion | ₩2.70 Trillion | ▲ +0.2 pp |
| 2014 | 117.4% | ₩3.08 Trillion | ₩1.39 Trillion | ₩1.69 Trillion | ₩2.62 Trillion | ▲ +2.1 pp |
| 2013 | 115.3% | ₩3.42 Trillion | ₩1.35 Trillion | ₩2.07 Trillion | ₩2.97 Trillion | ▲ +71.6 pp |
| 2012 | 43.7% | ₩1.22 Trillion | ₩1.22 Trillion | ₩- | ₩2.80 Trillion | ▼ -3.4 pp |
| 2011 | 47.1% | ₩1.23 Trillion | ₩1.23 Trillion | ₩- | ₩2.61 Trillion | ▼ -1.9 pp |
| 2010 | 49.0% | ₩1.33 Trillion | ₩1.33 Trillion | ₩- | ₩2.72 Trillion | ▲ +3.1 pp |
| 2009 | 46.0% | ₩1.18 Trillion | ₩1.18 Trillion | ₩- | ₩2.57 Trillion | ▼ -4.4 pp |
| 2008 | 50.4% | ₩1.08 Trillion | ₩1.08 Trillion | ₩- | ₩2.14 Trillion | ▲ +21.6 pp |
| 2007 | 28.7% | ₩474.11 Billion | ₩474.11 Billion | ₩- | ₩1.65 Trillion | ▼ -1.9 pp |
| 2006 | 30.6% | ₩487.60 Billion | ₩487.60 Billion | ₩- | ₩1.59 Trillion | ▼ -3.2 pp |
| 2005 | 33.8% | ₩428.44 Billion | ₩428.44 Billion | ₩- | ₩1.27 Trillion | ▼ -9.7 pp |
| 2004 | 43.5% | ₩386.71 Billion | ₩386.71 Billion | ₩- | ₩888.44 Billion | ▼ -4.2 pp |
| 2003 | 47.7% | ₩372.83 Billion | ₩372.83 Billion | ₩- | ₩780.94 Billion | ▼ -7.3 pp |
| 2002 | 55.1% | ₩370.19 Billion | ₩370.19 Billion | ₩- | ₩672.42 Billion | ▼ -11.3 pp |
| 2001 | 66.4% | ₩378.82 Billion | ₩378.82 Billion | ₩- | ₩570.67 Billion | — |