Helio SA (HEL) — 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. See Helio SA balance sheet independence to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Helio SA Strategic Asset Allocation Index (2016–2021)
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. For live market cap and overall valuation, see market cap of Helio SA.
Annual Strategic Asset Allocation Index for Helio SA (2016–2021)
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. See Helio SA shareholders equity for net asset value and shareholders' equity analysis.
| 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 | — |