Meritz Financi (138040) — Strategic Asset Allocation Index
Meritz Financi (138040) has a Strategic Asset Allocation Index of 770.1% as of June 2026. Strategic assets (PP&E of ₩- plus long-term investments of ₩98.49 Trillion) total ₩98.49 Trillion, measured against net assets of ₩12.79 Trillion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check 138040 intangible-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Meritz Financi Strategic Asset Allocation Index (2011–2025)
This chart shows how Meritz Financi's Strategic Asset Allocation Index has evolved across 15 annual periods from 2011 to 2025. As of June 2026, the index stands at 770.1%, representing strategic assets of ₩98.49 Trillion against net assets of ₩12.79 Trillion KRW.
Annual Strategic Asset Allocation Index for Meritz Financi (2011–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Meritz Financi from 2011 to 2025, covering 15 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 Meritz Financi stock valuation.
| Year | SAAI | Strategic Assets (KRW) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 861.6% | ₩97.03 Trillion | ₩- | ₩97.03 Trillion | ₩11.26 Trillion | ▲ +80.9 pp |
| 2024 | 780.7% | ₩85.33 Trillion | ₩- | ₩85.33 Trillion | ₩10.93 Trillion | ▲ +152.9 pp |
| 2023 | 627.8% | ₩63.39 Trillion | ₩- | ₩63.39 Trillion | ₩10.10 Trillion | ▼ -342.8 pp |
| 2022 | 970.6% | ₩57.81 Trillion | ₩2.54 Trillion | ₩55.27 Trillion | ₩5.96 Trillion | ▲ +215.2 pp |
| 2021 | 755.4% | ₩52.00 Trillion | ₩2.33 Trillion | ₩49.67 Trillion | ₩6.88 Trillion | ▲ +89.2 pp |
| 2020 | 666.2% | ₩45.82 Trillion | ₩1.79 Trillion | ₩44.03 Trillion | ₩6.88 Trillion | ▲ +12.4 pp |
| 2019 | 653.9% | ₩38.98 Trillion | ₩1.81 Trillion | ₩37.18 Trillion | ₩5.96 Trillion | ▲ +96.2 pp |
| 2018 | 557.6% | ₩30.42 Trillion | ₩1.86 Trillion | ₩28.55 Trillion | ₩5.45 Trillion | ▲ +88.6 pp |
| 2017 | 469.0% | ₩22.66 Trillion | ₩1.65 Trillion | ₩21.01 Trillion | ₩4.83 Trillion | ▼ -37.2 pp |
| 2016 | 506.3% | ₩20.18 Trillion | ₩1.53 Trillion | ₩18.65 Trillion | ₩3.99 Trillion | ▲ +269.7 pp |
| 2015 | 236.6% | ₩8.59 Trillion | ₩1.40 Trillion | ₩7.18 Trillion | ₩3.63 Trillion | ▼ -13.2 pp |
| 2014 | 249.8% | ₩7.49 Trillion | ₩1.32 Trillion | ₩6.17 Trillion | ₩3.00 Trillion | ▼ -57.1 pp |
| 2013 | 306.9% | ₩6.61 Trillion | ₩1.23 Trillion | ₩5.38 Trillion | ₩2.15 Trillion | ▲ +278.4 pp |
| 2012 | 28.5% | ₩501.36 Billion | ₩501.36 Billion | ₩- | ₩1.76 Trillion | ▲ +1.1 pp |
| 2011 | 27.4% | ₩430.28 Billion | ₩430.28 Billion | ₩- | ₩1.57 Trillion | — |