Monex S.A.B. de C.V (MONEXB) — Strategic Asset Allocation Index
Monex S.A.B. de C.V (MONEXB) has a Strategic Asset Allocation Index of 625.7% as of September 2023. Strategic assets (PP&E of MX$- plus long-term investments of MX$98.62 Billion) total MX$98.62 Billion, measured against net assets of MX$15.76 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Monex S.A.B. de C.V liquid asset ratio to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Monex S.A.B. de C.V Strategic Asset Allocation Index (2007–2022)
This chart shows how Monex S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 16 annual periods from 2007 to 2022. As of September 2023, the index stands at 625.7%, representing strategic assets of MX$98.62 Billion against net assets of MX$15.76 Billion MXN. See how financially flexible is Monex S.A.B. de C.V to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Monex S.A.B. de C.V (2007–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Monex S.A.B. de C.V from 2007 to 2022, covering 16 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 Monex S.A.B. de C.V market capitalisation.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 908.2% | MX$131.65 Billion | MX$944.22 Million | MX$130.70 Billion | MX$14.49 Billion | ▲ +804.8 pp |
| 2021 | 103.5% | MX$12.86 Billion | MX$804.00 Million | MX$12.06 Billion | MX$12.43 Billion | ▼ -132.1 pp |
| 2020 | 235.5% | MX$25.48 Billion | MX$744.00 Million | MX$24.74 Billion | MX$10.82 Billion | ▲ +33.3 pp |
| 2019 | 202.2% | MX$19.86 Billion | MX$783.00 Million | MX$19.08 Billion | MX$9.82 Billion | ▼ -184.9 pp |
| 2018 | 387.1% | MX$34.46 Billion | MX$437.00 Million | MX$34.02 Billion | MX$8.90 Billion | ▼ -145.0 pp |
| 2017 | 532.1% | MX$43.36 Billion | MX$109.00 Million | MX$43.25 Billion | MX$8.15 Billion | ▲ +110.1 pp |
| 2016 | 422.0% | MX$30.83 Billion | MX$95.00 Million | MX$30.73 Billion | MX$7.31 Billion | ▲ +360.1 pp |
| 2015 | 61.8% | MX$3.90 Billion | MX$84.00 Million | MX$3.82 Billion | MX$6.31 Billion | ▲ +9.0 pp |
| 2014 | 52.9% | MX$3.01 Billion | MX$88.00 Million | MX$2.92 Billion | MX$5.69 Billion | ▼ -29.1 pp |
| 2013 | 81.9% | MX$4.04 Billion | MX$91.00 Million | MX$3.95 Billion | MX$4.94 Billion | ▲ +79.4 pp |
| 2012 | 2.6% | MX$98.00 Million | MX$98.00 Million | MX$- | MX$3.80 Billion | ▼ -0.3 pp |
| 2011 | 2.9% | MX$98.00 Million | MX$98.00 Million | MX$- | MX$3.36 Billion | ▼ -1.3 pp |
| 2010 | 4.2% | MX$120.00 Million | MX$120.00 Million | MX$- | MX$2.87 Billion | ▼ -3.1 pp |
| 2009 | 7.3% | MX$159.00 Million | MX$159.00 Million | MX$- | MX$2.17 Billion | ▼ -0.6 pp |
| 2008 | 7.9% | MX$156.00 Million | MX$156.00 Million | MX$- | MX$1.97 Billion | ▼ -2.2 pp |
| 2007 | 10.2% | MX$146.00 Million | MX$146.00 Million | MX$- | MX$1.44 Billion | — |