Ipopema Securities SA (IPE) — Strategic Asset Allocation Index
Ipopema Securities SA (IPE) has a Strategic Asset Allocation Index of 16.2% as of June 2023. Strategic assets (PP&E of zł18.59 Million plus long-term investments of zł-) total zł18.59 Million, measured against net assets of zł114.86 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check Ipopema Securities SA liquidity resilience to evaluate the company's liquid asset resilience ratio.
SAAI
Strategic Assets
PP&E
Net Assets
Ipopema Securities SA Strategic Asset Allocation Index (2015–2021)
This chart shows how Ipopema Securities SA's Strategic Asset Allocation Index has evolved across 7 annual periods from 2015 to 2021. As of June 2023, the index stands at 16.2%, representing strategic assets of zł18.59 Million against net assets of zł114.86 Million PLN. See Ipopema Securities SA (IPE) financial flexibility to measure the company's free cash flow as a share of total liabilities.
Annual Strategic Asset Allocation Index for Ipopema Securities SA (2015–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Ipopema Securities 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 the full company profile including market capitalisation, see Ipopema Securities SA market cap and net worth.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 6.5% | zł7.55 Million | zł7.55 Million | zł- | zł116.16 Million | ▼ -4.1 pp |
| 2020 | 10.6% | zł12.13 Million | zł12.13 Million | zł- | zł113.96 Million | ▼ -3.1 pp |
| 2019 | 13.8% | zł11.55 Million | zł11.55 Million | zł- | zł83.74 Million | ▲ +10.8 pp |
| 2018 | 3.0% | zł2.39 Million | zł2.39 Million | zł- | zł80.41 Million | ▼ -1.0 pp |
| 2017 | 4.0% | zł3.33 Million | zł3.33 Million | zł- | zł84.20 Million | ▼ -1.8 pp |
| 2016 | 5.7% | zł4.78 Million | zł4.78 Million | zł- | zł83.64 Million | ▼ -0.9 pp |
| 2015 | 6.6% | zł5.55 Million | zł5.55 Million | zł- | zł84.41 Million | — |