Lotes Co Ltd (3533) — Strategic Asset Allocation Index
Lotes Co Ltd (3533) has a Strategic Asset Allocation Index of 40.2% as of June 2023. Strategic assets (PP&E of NT$10.50 Billion plus long-term investments of NT$-) total NT$10.50 Billion, measured against net assets of NT$26.13 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is Lotes Co Ltd's balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Lotes Co Ltd Strategic Asset Allocation Index (2008–2021)
This chart shows how Lotes Co Ltd's Strategic Asset Allocation Index has evolved across 14 annual periods from 2008 to 2021. As of June 2023, the index stands at 40.2%, representing strategic assets of NT$10.50 Billion against net assets of NT$26.13 Billion TWD. For live market cap and overall valuation, see Lotes Co Ltd (3533) total market value.
Annual Strategic Asset Allocation Index for Lotes Co Ltd (2008–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Lotes Co Ltd from 2008 to 2021, covering 14 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 Lotes Co Ltd book value and equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (TWD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 44.0% | NT$7.95 Billion | NT$7.95 Billion | NT$- | NT$18.05 Billion | ▲ +9.7 pp |
| 2020 | 34.3% | NT$4.96 Billion | NT$4.96 Billion | NT$- | NT$14.48 Billion | ▲ +3.2 pp |
| 2019 | 31.1% | NT$3.90 Billion | NT$3.90 Billion | NT$- | NT$12.55 Billion | ▼ -2.9 pp |
| 2018 | 33.9% | NT$3.35 Billion | NT$3.35 Billion | NT$- | NT$9.87 Billion | ▼ -1.8 pp |
| 2017 | 35.8% | NT$3.02 Billion | NT$2.88 Billion | NT$139.64 Million | NT$8.43 Billion | ▲ +2.1 pp |
| 2016 | 33.7% | NT$2.68 Billion | NT$2.53 Billion | NT$155.28 Million | NT$7.98 Billion | ▲ +5.5 pp |
| 2015 | 28.1% | NT$2.27 Billion | NT$2.19 Billion | NT$81.53 Million | NT$8.09 Billion | ▼ -1.6 pp |
| 2014 | 29.7% | NT$2.33 Billion | NT$2.27 Billion | NT$57.51 Million | NT$7.84 Billion | ▲ +0.3 pp |
| 2013 | 29.5% | NT$1.99 Billion | NT$1.93 Billion | NT$62.45 Million | NT$6.76 Billion | ▼ -2.3 pp |
| 2012 | 31.7% | NT$1.96 Billion | NT$1.96 Billion | NT$- | NT$6.18 Billion | ▼ -5.3 pp |
| 2011 | 37.0% | NT$2.10 Billion | NT$2.10 Billion | NT$- | NT$5.68 Billion | ▲ +5.6 pp |
| 2010 | 31.4% | NT$1.62 Billion | NT$1.62 Billion | NT$- | NT$5.16 Billion | ▼ -13.1 pp |
| 2009 | 44.5% | NT$1.03 Billion | NT$1.03 Billion | NT$- | NT$2.31 Billion | ▼ -2.1 pp |
| 2008 | 46.6% | NT$871.34 Million | NT$871.34 Million | NT$- | NT$1.87 Billion | — |