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. Check Lotes Co Ltd asset resilience ratio to evaluate the company's liquid asset resilience ratio.
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. See Lotes Co Ltd leverage flexibility ratio to measure the company's free cash flow as a share of total liabilities.
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. For the full company profile including market capitalisation, see market cap of Lotes Co Ltd.
| 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 | — |