Sonel S.A. (SON) — Strategic Asset Allocation Index
Sonel S.A. (SON) has a Strategic Asset Allocation Index of 23.3% as of June 2023. Strategic assets (PP&E of zł23.99 Million plus long-term investments of zł-) total zł23.99 Million, measured against net assets of zł102.94 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See Sonel S.A. balance sheet quality to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Sonel S.A. Strategic Asset Allocation Index (2015–2022)
This chart shows how Sonel S.A.'s Strategic Asset Allocation Index has evolved across 8 annual periods from 2015 to 2022. As of June 2023, the index stands at 23.3%, representing strategic assets of zł23.99 Million against net assets of zł102.94 Million PLN. For live market cap and overall valuation, see market value of Sonel S.A..
Annual Strategic Asset Allocation Index for Sonel S.A. (2015–2022)
The table below presents the year-by-year Strategic Asset Allocation Index for Sonel S.A. from 2015 to 2022, covering 8 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 net assets of Sonel S.A. for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2022 | 23.8% | zł24.48 Million | zł24.48 Million | zł- | zł102.90 Million | ▼ -1.1 pp |
| 2021 | 24.9% | zł23.71 Million | zł23.71 Million | zł- | zł95.10 Million | ▲ +1.4 pp |
| 2020 | 23.6% | zł21.28 Million | zł21.28 Million | zł- | zł90.28 Million | ▼ -3.7 pp |
| 2019 | 27.3% | zł22.78 Million | zł22.78 Million | zł- | zł83.49 Million | ▲ +0.4 pp |
| 2018 | 26.9% | zł21.73 Million | zł21.73 Million | zł- | zł80.75 Million | ▼ -4.2 pp |
| 2017 | 31.1% | zł23.24 Million | zł23.24 Million | zł- | zł74.61 Million | ▼ -1.8 pp |
| 2016 | 33.0% | zł24.36 Million | zł24.36 Million | zł- | zł73.81 Million | ▼ -2.8 pp |
| 2015 | 35.8% | zł26.15 Million | zł26.15 Million | zł- | zł73.01 Million | — |