Sonae SGPS SA Strategic Asset Allocation Index
Sonae SGPS SA 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. Check tangible equity quality of Sonae SGPS SA to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Sonae SGPS SA (2015–2022)
Strategic asset allocation index of Sonae SGPS SA from 2015 to 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.
Sonae SGPS SA Strategic Asset Allocation Index by Year (2015–2022)
Sonae SGPS SA strategic asset allocation index by year from 2015 to 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. For live market cap and overall valuation, see SON market cap overview.
| 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 | — |