Monex S.A.B. de C.V Strategic Asset Allocation Index
Monex S.A.B. de C.V 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. See MONEXB equity financing ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Monex S.A.B. de C.V (2007–2022)
Strategic asset allocation index of Monex S.A.B. de C.V from 2007 to 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. Check Monex S.A.B. de C.V tangible net worth ratio to evaluate the tangible quality of the company's equity base.
Monex S.A.B. de C.V Strategic Asset Allocation Index by Year (2007–2022)
Monex S.A.B. de C.V strategic asset allocation index by year from 2007 to 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 live market cap and overall valuation, see market cap of Monex S.A.B. de C.V.
| 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 | — |