Shufersal (SAE) — Strategic Asset Allocation Index
Shufersal (SAE) has a Strategic Asset Allocation Index of 238.9% as of June 2023. Strategic assets (PP&E of ILA8.06 Billion plus long-term investments of ILA-) total ILA8.06 Billion, measured against net assets of ILA3.38 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SAE equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Shufersal Strategic Asset Allocation Index (2000–2021)
This chart shows how Shufersal's Strategic Asset Allocation Index has evolved across 22 annual periods from 2000 to 2021. As of June 2023, the index stands at 238.9%, representing strategic assets of ILA8.06 Billion against net assets of ILA3.38 Billion ILA. For live market cap and overall valuation, see Shufersal stock valuation.
Annual Strategic Asset Allocation Index for Shufersal (2000–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Shufersal from 2000 to 2021, covering 22 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. See net assets of Shufersal for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (ILA) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 241.7% | ILA7.71 Billion | ILA7.71 Billion | ILA- | ILA3.19 Billion | ▼ -73.2 pp |
| 2020 | 314.9% | ILA7.04 Billion | ILA7.04 Billion | ILA- | ILA2.23 Billion | ▼ -43.4 pp |
| 2019 | 358.3% | ILA6.86 Billion | ILA6.70 Billion | ILA160.00 Million | ILA1.91 Billion | ▲ +190.6 pp |
| 2018 | 167.6% | ILA3.28 Billion | ILA3.21 Billion | ILA65.00 Million | ILA1.96 Billion | ▲ +0.4 pp |
| 2017 | 167.3% | ILA3.02 Billion | ILA2.96 Billion | ILA68.00 Million | ILA1.81 Billion | ▼ -55.6 pp |
| 2016 | 222.9% | ILA2.93 Billion | ILA2.84 Billion | ILA89.00 Million | ILA1.31 Billion | ▼ -23.7 pp |
| 2015 | 246.6% | ILA2.88 Billion | ILA2.80 Billion | ILA84.00 Million | ILA1.17 Billion | ▼ -23.9 pp |
| 2014 | 270.5% | ILA2.73 Billion | ILA2.67 Billion | ILA63.00 Million | ILA1.01 Billion | ▲ +51.2 pp |
| 2013 | 219.3% | ILA2.63 Billion | ILA2.59 Billion | ILA39.00 Million | ILA1.20 Billion | ▲ +18.5 pp |
| 2012 | 200.8% | ILA2.48 Billion | ILA2.48 Billion | ILA- | ILA1.23 Billion | ▼ -2.7 pp |
| 2011 | 203.5% | ILA2.47 Billion | ILA2.47 Billion | ILA- | ILA1.21 Billion | ▲ +39.2 pp |
| 2010 | 164.4% | ILA2.10 Billion | ILA2.10 Billion | ILA- | ILA1.27 Billion | ▲ +30.6 pp |
| 2009 | 133.8% | ILA1.80 Billion | ILA1.80 Billion | ILA- | ILA1.34 Billion | ▼ -12.4 pp |
| 2008 | 146.2% | ILA1.83 Billion | ILA1.83 Billion | ILA- | ILA1.25 Billion | ▲ +14.2 pp |
| 2007 | 131.9% | ILA1.90 Billion | ILA1.90 Billion | ILA- | ILA1.44 Billion | ▼ -30.3 pp |
| 2006 | 162.3% | ILA2.38 Billion | ILA2.38 Billion | ILA- | ILA1.47 Billion | ▲ +4.4 pp |
| 2005 | 157.9% | ILA2.11 Billion | ILA2.11 Billion | ILA- | ILA1.34 Billion | ▲ +21.4 pp |
| 2004 | 136.5% | ILA2.10 Billion | ILA2.10 Billion | ILA- | ILA1.54 Billion | ▼ -11.8 pp |
| 2003 | 148.3% | ILA2.26 Billion | ILA2.26 Billion | ILA- | ILA1.52 Billion | ▲ +16.6 pp |
| 2002 | 131.7% | ILA2.41 Billion | ILA2.41 Billion | ILA- | ILA1.83 Billion | ▼ -3.2 pp |
| 2001 | 134.9% | ILA2.43 Billion | ILA2.43 Billion | ILA- | ILA1.80 Billion | ▼ -1.5 pp |
| 2000 | 136.4% | ILA2.27 Billion | ILA2.27 Billion | ILA- | ILA1.67 Billion | — |