HM Inwest S.A. Strategic Asset Allocation Index
HM Inwest S.A. strategic asset allocation index. HM Inwest S.A. (HMI) has a Strategic Asset Allocation Index of 1.0% as of June 2023. Strategic assets (PP&E of zł647.35K plus long-term investments of zł-) total zł647.35K, measured against net assets of zł65.86 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See net asset quality index of HM Inwest S.A. to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of HM Inwest S.A. (2015–2022)
Strategic asset allocation index of HM Inwest S.A. from 2015 to 2022. This chart shows how HM Inwest S.A.'s Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of June 2023, the index stands at 1.0%, representing strategic assets of zł647.35K against net assets of zł65.86 Million PLN. Check how tangible is HM Inwest S.A.'s equity to evaluate the tangible quality of the company's equity base.
HM Inwest S.A. Strategic Asset Allocation Index by Year (2015–2022)
HM Inwest S.A. strategic asset allocation index by year from 2015 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for HM Inwest S.A. 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. For live market cap and overall valuation, see HM Inwest S.A. (HMI) market capitalisation.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 53.3% | zł22.75 Million | zł22.75 Million | zł- | zł42.70 Million | ▲ +1.5 pp |
| 2021 | 51.8% | zł23.79 Million | zł23.79 Million | zł5.00 | zł45.95 Million | ▼ -29.3 pp |
| 2020 | 81.1% | zł25.52 Million | zł25.52 Million | zł2.11 | zł31.47 Million | ▼ -10.6 pp |
| 2019 | 91.7% | zł26.89 Million | zł26.89 Million | zł2.56 | zł29.33 Million | ▼ -9.9 pp |
| 2018 | 101.6% | zł26.20 Million | zł26.20 Million | zł3.02 | zł25.79 Million | ▲ +100.5 pp |
| 2017 | 1.1% | zł284.61K | zł284.60K | zł3.47 | zł25.16 Million | ▼ -0.1 pp |
| 2016 | 1.2% | zł263.62K | zł263.62K | zł- | zł22.21 Million | ▼ -0.1 pp |
| 2015 | 1.2% | zł212.73K | zł212.73K | zł- | zł17.19 Million | — |