Sonae SGPS SA (SON) — Strategic Asset Allocation Index
Sonae SGPS SA (SON) has a Strategic Asset Allocation Index of 90.7% as of June 2023. Strategic assets (PP&E of €2.85 Billion plus long-term investments of €-) total €2.85 Billion, measured against net assets of €3.14 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Sonae SGPS SA balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Sonae SGPS SA Strategic Asset Allocation Index (2015–2022)
This chart shows how Sonae SGPS SA's Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of June 2023, the index stands at 90.7%, representing strategic assets of €2.85 Billion against net assets of €3.14 Billion EUR. For live market cap and overall valuation, see market value of Sonae SGPS SA.
Annual Strategic Asset Allocation Index for Sonae SGPS SA (2015–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Sonae SGPS SA from 2015 to 2022, covering 8 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 Sonae SGPS SA for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (EUR) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 97.2% | €3.23 Billion | €3.23 Billion | €- | €3.32 Billion | ▲ +11.3 pp |
| 2021 | 85.9% | €2.70 Billion | €2.70 Billion | €- | €3.15 Billion | ▼ -26.8 pp |
| 2020 | 112.7% | €2.75 Billion | €2.75 Billion | €- | €2.44 Billion | ▼ -30.1 pp |
| 2019 | 142.8% | €4.44 Billion | €2.75 Billion | €1.69 Billion | €3.11 Billion | ▲ +1.2 pp |
| 2018 | 141.6% | €4.66 Billion | €2.63 Billion | €2.03 Billion | €3.29 Billion | ▼ -2.5 pp |
| 2017 | 144.0% | €3.07 Billion | €1.65 Billion | €1.42 Billion | €2.14 Billion | ▼ -0.4 pp |
| 2016 | 144.4% | €2.98 Billion | €1.61 Billion | €1.37 Billion | €2.06 Billion | ▼ -10.4 pp |
| 2015 | 154.8% | €2.78 Billion | €1.54 Billion | €1.23 Billion | €1.79 Billion | — |