SUNEX S.A. Strategic Asset Allocation Index

Latest as of June 2023: 87.6%

SUNEX S.A. strategic asset allocation index. SUNEX S.A. (SNX) has a Strategic Asset Allocation Index of 87.6% as of June 2023. Strategic assets (PP&E of zł82.18 Million plus long-term investments of zł-) total zł82.18 Million, measured against net assets of zł93.82 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check SUNEX S.A. tangible net worth ratio to evaluate the tangible quality of the company's equity base.

SAAI

87.6%
Strategic Assets / Net Assets

Strategic Assets

zł82.18 Million
PP&E + LT Investments

PP&E

zł82.18 Million
PLN

Net Assets

zł93.82 Million
PLN

Strategic Asset Allocation Index of SUNEX S.A. (2017–2022)

Strategic asset allocation index of SUNEX S.A. from 2017 to 2022. This chart shows how SUNEX S.A.'s Strategic Asset Allocation Index has evolved across 6 annual periods from 2017 to 2022. As of June 2023, the index stands at 87.6%, representing strategic assets of zł82.18 Million against net assets of zł93.82 Million PLN.

SUNEX S.A. Strategic Asset Allocation Index by Year (2017–2022)

SUNEX S.A. strategic asset allocation index by year from 2017 to 2022. The table below presents the year-by-year Strategic Asset Allocation Index for SUNEX S.A. from 2017 to 2022, covering 6 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 value of SUNEX S.A..

Year SAAI Strategic Assets (PLN) PP&E LT Investments Net Assets Change (pp)
2022 76.5% zł61.37 Million zł61.37 Million zł- zł80.18 Million ▼ -28.2 pp
2021 104.7% zł44.82 Million zł44.82 Million zł- zł42.79 Million ▼ -27.9 pp
2020 132.7% zł42.89 Million zł42.89 Million zł- zł32.32 Million ▲ +23.4 pp
2019 109.3% zł28.70 Million zł28.70 Million zł- zł26.26 Million ▲ +30.8 pp
2018 78.5% zł18.18 Million zł18.18 Million zł- zł23.15 Million ▼ -6.5 pp
2017 85.0% zł18.58 Million zł18.58 Million zł- zł21.85 Million —
pp = percentage points