Lotte Corp (004990) — Strategic Asset Allocation Index

Latest as of June 2023: 72.1%

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 004990 net asset quality score to measure how much of total assets are equity-financed.

SAAI

72.1%
Strategic Assets / Net Assets

Strategic Assets

₩7.04 Trillion
PP&E + LT Investments

PP&E

₩7.04 Trillion
KRW

Net Assets

₩9.77 Trillion
KRW

Lotte Corp Strategic Asset Allocation Index (2001–2022)

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. For live market cap and overall valuation, see Lotte Corp market capitalisation.

Annual Strategic Asset Allocation Index for Lotte Corp (2001–2022)

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. See Lotte Corp (004990) shareholders funds for net asset value and shareholders' equity analysis.

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 —
pp = percentage points