PolTREG S.A. (PTG) — Strategic Asset Allocation Index
PolTREG S.A. (PTG) has a Strategic Asset Allocation Index of 36.1% as of June 2023. Strategic assets (PP&E of zł34.88 Million plus long-term investments of zł-) total zł34.88 Million, measured against net assets of zł96.61 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See how leveraged is PolTREG S.A.'s balance sheet to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
PolTREG S.A. Strategic Asset Allocation Index (2018–2022)
This chart shows how PolTREG S.A.'s Strategic Asset Allocation Index has evolved across 4 annual periods from 2018 to 2022. As of June 2023, the index stands at 36.1%, representing strategic assets of zł34.88 Million against net assets of zł96.61 Million PLN. For live market cap and overall valuation, see PTG stock market capitalisation.
Annual Strategic Asset Allocation Index for PolTREG S.A. (2018–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for PolTREG S.A. from 2018 to 2022, covering 4 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 shareholders equity of PolTREG S.A. for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 22.6% | zł22.80 Million | zł22.80 Million | zł- | zł101.04 Million | ▲ +20.5 pp |
| 2021 | 2.0% | zł2.08 Million | zł2.08 Million | zł- | zł103.01 Million | ▼ -3.1 pp |
| 2020 | 5.1% | zł656.00K | zł656.00K | zł- | zł12.83 Million | ▼ -180.5 pp |
| 2018 | 185.6% | zł1.42 Million | zł1.42 Million | zł- | zł764.00K | — |