Caribbean Utilities Company Ltd (CUP-U) — Strategic Asset Allocation Index
Caribbean Utilities Company Ltd (CUP-U) has a Strategic Asset Allocation Index of 213.4% as of June 2023. Strategic assets (PP&E of $665.81 Million plus long-term investments of $-) total $665.81 Million, measured against net assets of $312.07 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of Caribbean Utilities Company Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Caribbean Utilities Company Ltd Strategic Asset Allocation Index (2014–2022)
This chart shows how Caribbean Utilities Company Ltd's Strategic Asset Allocation Index has evolved across 9 annual periods from 2014 to 2022. As of June 2023, the index stands at 213.4%, representing strategic assets of $665.81 Million against net assets of $312.07 Million USD. For live market cap and overall valuation, see Caribbean Utilities Company Ltd (CUP-U) market capitalisation.
Annual Strategic Asset Allocation Index for Caribbean Utilities Company Ltd (2014–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Caribbean Utilities Company Ltd from 2014 to 2022, covering 9 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 CUP-U net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 207.3% | $638.90 Million | $638.90 Million | $- | $308.23 Million | ▲ +13.6 pp |
| 2021 | 193.7% | $576.92 Million | $576.92 Million | $- | $297.88 Million | ▲ +2.1 pp |
| 2020 | 191.5% | $554.49 Million | $554.49 Million | $- | $289.50 Million | ▼ -34.6 pp |
| 2019 | 226.1% | $537.99 Million | $537.99 Million | $- | $237.94 Million | ▲ +4.2 pp |
| 2018 | 221.9% | $511.13 Million | $511.13 Million | $- | $230.38 Million | ▲ +4.3 pp |
| 2017 | 217.6% | $488.31 Million | $488.31 Million | $- | $224.42 Million | ▲ +5.3 pp |
| 2016 | 212.3% | $467.21 Million | $467.21 Million | $- | $220.12 Million | ▲ +3.5 pp |
| 2015 | 208.7% | $447.70 Million | $447.70 Million | $- | $214.49 Million | ▼ -10.7 pp |
| 2014 | 219.5% | $394.68 Million | $394.68 Million | $- | $179.84 Million | — |