Concord Securities Co Ltd (6016) — Strategic Asset Allocation Index
Concord Securities Co Ltd (6016) has a Strategic Asset Allocation Index of 12.8% as of June 2023. Strategic assets (PP&E of NT$1.14 Billion plus long-term investments of NT$-) total NT$1.14 Billion, measured against net assets of NT$8.94 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Concord Securities Co Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Concord Securities Co Ltd Strategic Asset Allocation Index (2015–2022)
This chart shows how Concord Securities Co Ltd's Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of June 2023, the index stands at 12.8%, representing strategic assets of NT$1.14 Billion against net assets of NT$8.94 Billion TWD. For live market cap and overall valuation, see market cap of Concord Securities Co Ltd.
Annual Strategic Asset Allocation Index for Concord Securities Co Ltd (2015–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Concord Securities Co Ltd from 2015 to 2022, covering 8 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 6016 total equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (TWD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 14.8% | NT$1.17 Billion | NT$1.17 Billion | NT$- | NT$7.90 Billion | ▲ +1.9 pp |
| 2021 | 12.9% | NT$1.16 Billion | NT$1.16 Billion | NT$- | NT$8.93 Billion | ▼ -0.4 pp |
| 2020 | 13.4% | NT$1.10 Billion | NT$1.10 Billion | NT$- | NT$8.27 Billion | ▼ -27.6 pp |
| 2019 | 40.9% | NT$2.99 Billion | NT$1.13 Billion | NT$1.85 Billion | NT$7.30 Billion | ▲ +12.1 pp |
| 2018 | 28.9% | NT$2.04 Billion | NT$1.11 Billion | NT$934.65 Million | NT$7.08 Billion | ▲ +4.9 pp |
| 2017 | 24.0% | NT$1.81 Billion | NT$1.11 Billion | NT$704.90 Million | NT$7.56 Billion | ▼ -3.3 pp |
| 2016 | 27.3% | NT$1.88 Billion | NT$1.13 Billion | NT$749.56 Million | NT$6.89 Billion | ▼ -1.2 pp |
| 2015 | 28.5% | NT$2.21 Billion | NT$1.21 Billion | NT$997.08 Million | NT$7.76 Billion | — |