PolTREG S.A. Strategic Asset Allocation Index
PolTREG S.A. 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
Strategic Asset Allocation Index of PolTREG S.A. (2018–2022)
Strategic asset allocation index of PolTREG S.A. from 2018 to 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. Check PolTREG S.A. tangible equity quality to evaluate the tangible quality of the company's equity base.
PolTREG S.A. Strategic Asset Allocation Index by Year (2018–2022)
PolTREG S.A. strategic asset allocation index by year from 2018 to 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. For live market cap and overall valuation, see market cap of PolTREG S.A..
| 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 | — |