Monnari Trade S.A. (MON) — Strategic Asset Allocation Index
Monnari Trade S.A. (MON) has a Strategic Asset Allocation Index of 22.0% as of June 2023. Strategic assets (PP&E of zł59.76 Million plus long-term investments of zł-) total zł59.76 Million, measured against net assets of zł271.52 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Monnari Trade S.A. net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Monnari Trade S.A. Strategic Asset Allocation Index (2015–2021)
This chart shows how Monnari Trade 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 22.0%, representing strategic assets of zł59.76 Million against net assets of zł271.52 Million PLN. For live market cap and overall valuation, see MON stock market capitalisation.
Annual Strategic Asset Allocation Index for Monnari Trade S.A. (2015–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Monnari Trade 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. See Monnari Trade S.A. (MON) shareholders funds for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 39.2% | zł82.87 Million | zł82.87 Million | zł- | zł211.45 Million | ▼ -11.0 pp |
| 2020 | 50.2% | zł94.89 Million | zł94.89 Million | zł- | zł188.88 Million | ▲ +13.0 pp |
| 2019 | 37.2% | zł82.92 Million | zł82.92 Million | zł- | zł222.93 Million | ▲ +19.6 pp |
| 2018 | 17.6% | zł38.08 Million | zł38.08 Million | zł- | zł216.07 Million | ▼ -0.6 pp |
| 2017 | 18.2% | zł37.01 Million | zł37.01 Million | zł- | zł203.28 Million | ▼ -2.2 pp |
| 2016 | 20.4% | zł38.51 Million | zł38.51 Million | zł- | zł188.88 Million | ▼ -2.6 pp |
| 2015 | 23.0% | zł38.08 Million | zł38.08 Million | zł- | zł165.77 Million | — |