Universal Inc Strategic Asset Allocation Index
Universal Inc strategic asset allocation index. Universal Inc (1325) has a Strategic Asset Allocation Index of 40.3% as of June 2023. Strategic assets (PP&E of NT$1.15 Billion plus long-term investments of NT$-) total NT$1.15 Billion, measured against net assets of NT$2.84 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Universal Inc (1325) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Universal Inc (2002–2021)
Strategic asset allocation index of Universal Inc from 2002 to 2021. This chart shows how Universal Inc's Strategic Asset Allocation Index has evolved across 20 annual periods from 2002 to 2021. As of June 2023, the index stands at 40.3%, representing strategic assets of NT$1.15 Billion against net assets of NT$2.84 Billion TWD. Check Universal Inc (1325) tangible equity ratio to evaluate the tangible quality of the company's equity base.
Universal Inc Strategic Asset Allocation Index by Year (2002–2021)
Universal Inc strategic asset allocation index by year from 2002 to 2021. The table below presents the year-by-year Strategic Asset Allocation Index for Universal Inc from 2002 to 2021, covering 20 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 Universal Inc market capitalisation.
| Year | SAAI | Strategic Assets (TWD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 40.0% | NT$1.22 Billion | NT$1.22 Billion | NT$- | NT$3.05 Billion | ▲ +8.3 pp |
| 2020 | 31.7% | NT$1.21 Billion | NT$1.21 Billion | NT$- | NT$3.83 Billion | ▼ -21.0 pp |
| 2019 | 52.7% | NT$929.76 Million | NT$929.76 Million | NT$- | NT$1.76 Billion | ▲ +4.5 pp |
| 2018 | 48.2% | NT$860.35 Million | NT$808.78 Million | NT$51.57 Million | NT$1.79 Billion | ▲ +0.3 pp |
| 2017 | 47.8% | NT$846.15 Million | NT$789.06 Million | NT$57.09 Million | NT$1.77 Billion | ▼ -1.5 pp |
| 2016 | 49.3% | NT$891.49 Million | NT$834.40 Million | NT$57.09 Million | NT$1.81 Billion | ▲ +0.6 pp |
| 2015 | 48.8% | NT$951.34 Million | NT$892.61 Million | NT$58.74 Million | NT$1.95 Billion | ▼ -4.2 pp |
| 2014 | 53.0% | NT$1.01 Billion | NT$943.64 Million | NT$69.12 Million | NT$1.91 Billion | ▲ +0.2 pp |
| 2013 | 52.8% | NT$1.01 Billion | NT$940.26 Million | NT$69.12 Million | NT$1.91 Billion | ▲ +2.5 pp |
| 2012 | 50.3% | NT$888.32 Million | NT$888.32 Million | NT$- | NT$1.77 Billion | ▲ +2.0 pp |
| 2011 | 48.3% | NT$879.84 Million | NT$879.84 Million | NT$- | NT$1.82 Billion | ▲ +0.9 pp |
| 2010 | 47.4% | NT$836.03 Million | NT$836.03 Million | NT$- | NT$1.76 Billion | ▲ +3.9 pp |
| 2009 | 43.5% | NT$695.82 Million | NT$695.82 Million | NT$- | NT$1.60 Billion | ▲ +1.9 pp |
| 2008 | 41.6% | NT$592.89 Million | NT$592.89 Million | NT$- | NT$1.42 Billion | ▼ -1.9 pp |
| 2007 | 43.5% | NT$600.85 Million | NT$600.85 Million | NT$- | NT$1.38 Billion | ▼ -12.8 pp |
| 2006 | 56.3% | NT$684.25 Million | NT$684.25 Million | NT$- | NT$1.22 Billion | ▼ -11.1 pp |
| 2005 | 67.4% | NT$810.28 Million | NT$810.28 Million | NT$- | NT$1.20 Billion | ▼ -11.6 pp |
| 2004 | 78.9% | NT$859.83 Million | NT$859.83 Million | NT$- | NT$1.09 Billion | ▼ -3.6 pp |
| 2003 | 82.5% | NT$955.60 Million | NT$955.60 Million | NT$- | NT$1.16 Billion | ▼ -12.3 pp |
| 2002 | 94.8% | NT$1.03 Billion | NT$1.03 Billion | NT$- | NT$1.09 Billion | — |