IMS SA Strategic Asset Allocation Index
IMS SA strategic asset allocation index. IMS SA (IMS) has a Strategic Asset Allocation Index of 38.0% as of June 2023. Strategic assets (PP&E of zł11.00 Million plus long-term investments of zł-) total zł11.00 Million, measured against net assets of zł28.92 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See IMS net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of IMS SA (2015–2021)
Strategic asset allocation index of IMS SA from 2015 to 2021. This chart shows how IMS SA's Strategic Asset Allocation Index has evolved across 7 annual periods from 2015 to 2021. As of June 2023, the index stands at 38.0%, representing strategic assets of zł11.00 Million against net assets of zł28.92 Million PLN. Check IMS tangible net assets ratio to evaluate the tangible quality of the company's equity base.
IMS SA Strategic Asset Allocation Index by Year (2015–2021)
IMS SA strategic asset allocation index by year from 2015 to 2021. The table below presents the year-by-year Strategic Asset Allocation Index for IMS SA 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 IMS market cap overview.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 48.0% | zł12.50 Million | zł12.50 Million | zł- | zł26.03 Million | ▼ -29.6 pp |
| 2020 | 77.6% | zł15.48 Million | zł15.48 Million | zł- | zł19.95 Million | ▼ -9.5 pp |
| 2019 | 87.0% | zł17.31 Million | zł17.31 Million | zł- | zł19.88 Million | ▲ +7.1 pp |
| 2018 | 79.9% | zł14.57 Million | zł14.57 Million | zł- | zł18.23 Million | ▲ +29.6 pp |
| 2017 | 50.3% | zł10.43 Million | zł10.43 Million | zł- | zł20.73 Million | ▼ -7.2 pp |
| 2016 | 57.5% | zł10.82 Million | zł10.82 Million | zł- | zł18.83 Million | ▲ +0.8 pp |
| 2015 | 56.6% | zł9.40 Million | zł9.40 Million | zł- | zł16.59 Million | — |