PBG SA (PBG) — 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 debt-free asset ratio of PBG SA to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
PBG SA Strategic Asset Allocation Index (2016–2018)
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. For live market cap and overall valuation, see PBG market cap overview.
Annual Strategic Asset Allocation Index for PBG SA (2016–2018)
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. See PBG SA (PBG) net assets for net asset value and shareholders' equity analysis.
| 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 | — |