Helio SA Strategic Asset Allocation Index
Helio SA strategic asset allocation index. Helio SA (HEL) has a Strategic Asset Allocation Index of 40.0% as of March 2023. Strategic assets (PP&E of zł48.59 Million plus long-term investments of zł-) total zł48.59 Million, measured against net assets of zł121.49 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Helio SA tangible net worth ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Helio SA (2016–2021)
Strategic asset allocation index of Helio SA from 2016 to 2021. This chart shows how Helio SA's Strategic Asset Allocation Index has evolved across 6 annual periods from 2016 to 2021. As of March 2023, the index stands at 40.0%, representing strategic assets of zł48.59 Million against net assets of zł121.49 Million PLN.
Helio SA Strategic Asset Allocation Index by Year (2016–2021)
Helio SA strategic asset allocation index by year from 2016 to 2021. The table below presents the year-by-year Strategic Asset Allocation Index for Helio SA from 2016 to 2021, covering 6 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 market value of Helio SA.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 47.1% | zł46.08 Million | zł46.08 Million | zł- | zł97.87 Million | ▼ -7.2 pp |
| 2020 | 54.3% | zł46.08 Million | zł46.08 Million | zł- | zł84.93 Million | ▲ +7.1 pp |
| 2019 | 47.2% | zł38.52 Million | zł38.52 Million | zł- | zł81.63 Million | ▲ +6.4 pp |
| 2018 | 40.8% | zł31.31 Million | zł31.31 Million | zł- | zł76.80 Million | ▼ -6.4 pp |
| 2017 | 47.2% | zł31.00 Million | zł31.00 Million | zł- | zł65.72 Million | ▼ -5.7 pp |
| 2016 | 52.9% | zł28.76 Million | zł28.76 Million | zł- | zł54.38 Million | — |