Bolsa Mexicana de Valores S.A.B. de C.V Strategic Asset Allocation Index

Latest as of June 2023: 6.1%

Bolsa Mexicana de Valores S.A.B. de C.V strategic asset allocation index. Bolsa Mexicana de Valores S.A.B. de C.V (BOLSAA) has a Strategic Asset Allocation Index of 6.1% as of June 2023. Strategic assets (PP&E of MX$431.00 Million plus long-term investments of MX$-) total MX$431.00 Million, measured against net assets of MX$7.10 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Bolsa Mexicana de Valores S.A.B. de C.V balance sheet quality to measure how much of total assets are equity-financed.

SAAI

6.1%
Strategic Assets / Net Assets

Strategic Assets

MX$431.00 Million
PP&E + LT Investments

PP&E

MX$431.00 Million
MXN

Net Assets

MX$7.10 Billion
MXN

Strategic Asset Allocation Index of Bolsa Mexicana de Valores S.A.B. de C.V (2005–2022)

Strategic asset allocation index of Bolsa Mexicana de Valores S.A.B. de C.V from 2005 to 2022. This chart shows how Bolsa Mexicana de Valores S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 18 annual periods from 2005 to 2022. As of June 2023, the index stands at 6.1%, representing strategic assets of MX$431.00 Million against net assets of MX$7.10 Billion MXN. Check how tangible is Bolsa Mexicana de Valores S.A.B. de C.V's equity to evaluate the tangible quality of the company's equity base.

Bolsa Mexicana de Valores S.A.B. de C.V Strategic Asset Allocation Index by Year (2005–2022)

Bolsa Mexicana de Valores S.A.B. de C.V strategic asset allocation index by year from 2005 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for Bolsa Mexicana de Valores S.A.B. de C.V from 2005 to 2022, covering 18 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 BOLSAA stock market capitalisation.

Year SAAI Strategic Assets (MXN) PP&E LT Investments Net Assets Change (pp)
2022 7.9% MX$622.21 Million MX$622.21 Million MX$- MX$7.83 Billion ▼ -1.1 pp
2021 9.0% MX$699.41 Million MX$699.41 Million MX$- MX$7.73 Billion ▼ -0.4 pp
2020 9.5% MX$716.35 Million MX$716.35 Million MX$- MX$7.57 Billion ▼ -3.0 pp
2019 12.5% MX$880.36 Million MX$674.51 Million MX$205.85 Million MX$7.06 Billion ▲ +1.8 pp
2018 10.7% MX$732.61 Million MX$471.78 Million MX$260.83 Million MX$6.84 Billion ▼ -0.6 pp
2017 11.3% MX$713.73 Million MX$468.57 Million MX$245.17 Million MX$6.33 Billion ▼ -1.3 pp
2016 12.6% MX$731.15 Million MX$488.26 Million MX$242.89 Million MX$5.82 Billion ▼ -0.3 pp
2015 12.8% MX$730.54 Million MX$493.18 Million MX$237.36 Million MX$5.70 Billion ▼ -1.0 pp
2014 13.8% MX$774.11 Million MX$491.13 Million MX$282.98 Million MX$5.60 Billion ▲ +1.2 pp
2013 12.7% MX$726.41 Million MX$438.56 Million MX$287.85 Million MX$5.73 Billion ▲ +4.7 pp
2012 8.0% MX$449.44 Million MX$449.44 Million MX$- MX$5.61 Billion ▼ -0.1 pp
2011 8.1% MX$465.71 Million MX$465.71 Million MX$- MX$5.78 Billion ▼ -0.5 pp
2010 8.5% MX$477.86 Million MX$477.86 Million MX$- MX$5.61 Billion ▲ +0.0 pp
2009 8.5% MX$492.37 Million MX$492.37 Million MX$- MX$5.79 Billion ▼ -1.7 pp
2008 10.2% MX$535.34 Million MX$535.34 Million MX$- MX$5.23 Billion ▼ -35.4 pp
2007 45.6% MX$577.65 Million MX$577.65 Million MX$- MX$1.27 Billion ▼ -8.5 pp
2006 54.1% MX$605.68 Million MX$605.68 Million MX$- MX$1.12 Billion ▼ -15.0 pp
2005 69.1% MX$643.50 Million MX$643.50 Million MX$- MX$931.78 Million —
pp = percentage points