Herkules S.A. Strategic Asset Allocation Index
Herkules S.A. strategic asset allocation index. Herkules S.A. (HRS) has a Strategic Asset Allocation Index of 226.6% as of June 2023. Strategic assets (PP&E of zł218.61 Million plus long-term investments of zł-) total zł218.61 Million, measured against net assets of zł96.47 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Herkules S.A. (HRS) net asset quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Herkules S.A. (2015–2021)
Strategic asset allocation index of Herkules S.A. from 2015 to 2021. This chart shows how Herkules S.A.'s Strategic Asset Allocation Index has evolved across 7 annual periods from 2015 to 2021. As of June 2023, the index stands at 226.6%, representing strategic assets of zł218.61 Million against net assets of zł96.47 Million PLN. Check HRS goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Herkules S.A. Strategic Asset Allocation Index by Year (2015–2021)
Herkules S.A. strategic asset allocation index by year from 2015 to 2021. The table below presents the year-by-year Strategic Asset Allocation Index for Herkules S.A. from 2015 to 2021, 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 HRS market cap.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 148.0% | zł227.62 Million | zł227.62 Million | zł0.00 | zł153.81 Million | ▼ -11.2 pp |
| 2020 | 159.1% | zł243.73 Million | zł243.73 Million | zł0.00 | zł153.16 Million | ▼ -25.3 pp |
| 2019 | 184.4% | zł274.66 Million | zł274.66 Million | zł0.00 | zł148.93 Million | ▲ +21.1 pp |
| 2018 | 163.3% | zł308.29 Million | zł308.29 Million | zł3.88 | zł188.82 Million | ▲ +17.6 pp |
| 2017 | 145.7% | zł309.31 Million | zł309.31 Million | zł3.88 | zł212.35 Million | ▲ +7.1 pp |
| 2016 | 138.5% | zł316.86 Million | zł316.86 Million | zł- | zł228.73 Million | ▼ -2.2 pp |
| 2015 | 140.7% | zł319.27 Million | zł319.27 Million | zł- | zł226.93 Million | — |