ED Invest S.A. Strategic Asset Allocation Index
ED Invest S.A. strategic asset allocation index. ED Invest S.A. (EDI) has a Strategic Asset Allocation Index of 6.3% as of June 2023. Strategic assets (PP&E of zł4.34 Million plus long-term investments of zł-) total zł4.34 Million, measured against net assets of zł68.89 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See ED Invest S.A. balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of ED Invest S.A. (2016–2022)
Strategic asset allocation index of ED Invest S.A. from 2016 to 2022. This chart shows how ED Invest S.A.'s Strategic Asset Allocation Index has evolved across 7 annual periods from 2016 to 2022. As of June 2023, the index stands at 6.3%, representing strategic assets of zł4.34 Million against net assets of zł68.89 Million PLN. Check ED Invest S.A. tangible book value ratio to evaluate the tangible quality of the company's equity base.
ED Invest S.A. Strategic Asset Allocation Index by Year (2016–2022)
ED Invest S.A. strategic asset allocation index by year from 2016 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for ED Invest S.A. from 2016 to 2022, covering 7 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 EDI market cap.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 6.6% | zł4.14 Million | zł4.14 Million | zł- | zł62.84 Million | ▲ +0.6 pp |
| 2021 | 5.9% | zł3.80 Million | zł3.80 Million | zł- | zł63.92 Million | ▲ +0.4 pp |
| 2020 | 5.6% | zł3.24 Million | zł3.24 Million | zł- | zł58.28 Million | ▲ +1.7 pp |
| 2019 | 3.9% | zł1.98 Million | zł1.98 Million | zł- | zł50.97 Million | ▲ +3.2 pp |
| 2018 | 0.7% | zł396.00K | zł396.00K | zł- | zł54.23 Million | ▼ -0.4 pp |
| 2017 | 1.2% | zł632.00K | zł632.00K | zł- | zł54.13 Million | ▲ +0.8 pp |
| 2016 | 0.4% | zł186.00K | zł186.00K | zł- | zł52.05 Million | — |