ALPEK S.A.B. de C.V (ALPEKA) — Strategic Asset Allocation Index
ALPEK S.A.B. de C.V (ALPEKA) has a Strategic Asset Allocation Index of 100.9% as of June 2023. Strategic assets (PP&E of MX$45.89 Billion plus long-term investments of MX$-) total MX$45.89 Billion, measured against net assets of MX$45.48 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check financial resilience of ALPEK S.A.B. de C.V to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
ALPEK S.A.B. de C.V Strategic Asset Allocation Index (2009–2022)
This chart shows how ALPEK S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 14 annual periods from 2009 to 2022. As of June 2023, the index stands at 100.9%, representing strategic assets of MX$45.89 Billion against net assets of MX$45.48 Billion MXN. See ALPEK S.A.B. de C.V free cash flow to debt ratio to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for ALPEK S.A.B. de C.V (2009–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for ALPEK S.A.B. de C.V from 2009 to 2022, covering 14 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 the full company profile including market capitalisation, see ALPEKA market cap overview.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 99.4% | MX$51.90 Billion | MX$51.90 Billion | MX$- | MX$52.19 Billion | ▲ +12.8 pp |
| 2021 | 86.6% | MX$42.96 Billion | MX$42.96 Billion | MX$- | MX$49.59 Billion | ▼ -4.7 pp |
| 2020 | 91.3% | MX$41.57 Billion | MX$41.57 Billion | MX$- | MX$45.51 Billion | ▼ -16.8 pp |
| 2019 | 108.1% | MX$48.72 Billion | MX$40.52 Billion | MX$8.20 Billion | MX$45.06 Billion | ▼ -21.1 pp |
| 2018 | 129.2% | MX$55.78 Billion | MX$47.03 Billion | MX$8.75 Billion | MX$43.16 Billion | ▼ -3.5 pp |
| 2017 | 132.7% | MX$42.02 Billion | MX$41.53 Billion | MX$483.00 Million | MX$31.66 Billion | ▲ +33.8 pp |
| 2016 | 98.9% | MX$41.27 Billion | MX$40.70 Billion | MX$575.00 Million | MX$41.72 Billion | ▲ +7.0 pp |
| 2015 | 91.9% | MX$31.72 Billion | MX$31.32 Billion | MX$397.00 Million | MX$34.50 Billion | ▼ -1.8 pp |
| 2014 | 93.8% | MX$27.99 Billion | MX$27.39 Billion | MX$594.68 Million | MX$29.84 Billion | ▲ +1.0 pp |
| 2013 | 92.8% | MX$25.14 Billion | MX$24.71 Billion | MX$436.57 Million | MX$27.09 Billion | ▲ +2.8 pp |
| 2012 | 90.0% | MX$26.70 Billion | MX$26.70 Billion | MX$- | MX$29.65 Billion | ▼ -60.3 pp |
| 2011 | 150.3% | MX$23.17 Billion | MX$23.17 Billion | MX$- | MX$15.42 Billion | ▲ +35.6 pp |
| 2010 | 114.7% | MX$16.55 Billion | MX$16.55 Billion | MX$- | MX$14.42 Billion | ▼ -19.0 pp |
| 2009 | 133.8% | MX$18.18 Billion | MX$18.18 Billion | MX$- | MX$13.59 Billion | — |