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. See Ipopema Securities SA (IPE) net asset quality to measure how much of total assets are equity-financed.
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. For live market cap and overall valuation, see IPE market cap overview.
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. See what is Ipopema Securities SA's book value for net asset value and shareholders' equity analysis.
| 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 | — |