PBG SA Strategic Asset Allocation Index

Latest as of December 2018: 94.8%

PBG SA strategic asset allocation index. PBG SA (PBG) has a Strategic Asset Allocation Index of 94.8% as of December 2018. Strategic assets (PP&E of zł184.33 Million plus long-term investments of zł46.00) total zł184.33 Million, measured against net assets of zł194.51 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is PBG SA's balance sheet to measure how much of total assets are equity-financed.

SAAI

94.8%
Strategic Assets / Net Assets

Strategic Assets

zł184.33 Million
PP&E + LT Investments

PP&E

zł184.33 Million
PLN

Net Assets

zł194.51 Million
PLN

Strategic Asset Allocation Index of PBG SA (2016–2018)

Strategic asset allocation index of PBG SA from 2016 to 2018. This chart shows how PBG SA's Strategic Asset Allocation Index has evolved across 3 annual periods from 2016 to 2018. As of December 2018, the index stands at 94.8%, representing strategic assets of zł184.33 Million against net assets of zł194.51 Million PLN. Check how tangible is PBG SA's equity to evaluate the tangible quality of the company's equity base.

PBG SA Strategic Asset Allocation Index by Year (2016–2018)

PBG SA strategic asset allocation index by year from 2016 to 2018. The table below presents the year-by-year Strategic Asset Allocation Index for PBG SA from 2016 to 2018, covering 3 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 PBG market cap.

Year SAAI Strategic Assets (PLN) PP&E LT Investments Net Assets Change (pp)
2018 94.8% zł184.33 Million zł184.33 Million zł46.00 zł194.51 Million ▲ +25.2 pp
2017 69.5% zł199.95 Million zł199.95 Million zł24.00 zł287.61 Million ▼ -28.1 pp
2016 97.7% zł222.98 Million zł222.98 Million zł- zł228.34 Million —
pp = percentage points