Wielton S.A. (WLT) — Strategic Asset Allocation Index
Wielton S.A. (WLT) has a Strategic Asset Allocation Index of 98.4% as of June 2023. Strategic assets (PP&E of zł582.05 Million plus long-term investments of zł-) total zł582.05 Million, measured against net assets of zł591.80 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WLT net asset quality score to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Wielton S.A. Strategic Asset Allocation Index (2015–2021)
This chart shows how Wielton S.A.'s Strategic Asset Allocation Index has evolved across 7 annual periods from 2015 to 2021. As of June 2023, the index stands at 98.4%, representing strategic assets of zł582.05 Million against net assets of zł591.80 Million PLN. For live market cap and overall valuation, see how much is Wielton S.A. worth.
Annual Strategic Asset Allocation Index for Wielton S.A. (2015–2021)
The table below presents the year-by-year Strategic Asset Allocation Index for Wielton S.A. from 2015 to 2021, covering 7 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 WLT net asset value for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (PLN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2021 | 112.8% | zł525.58 Million | zł525.58 Million | zł2.00 | zł465.95 Million | ▼ -2.1 pp |
| 2020 | 114.9% | zł491.59 Million | zł491.59 Million | zł4.00 | zł427.68 Million | ▼ -7.8 pp |
| 2019 | 122.8% | zł463.01 Million | zł463.01 Million | zł3.00 | zł377.10 Million | ▲ +8.1 pp |
| 2018 | 114.7% | zł386.28 Million | zł386.28 Million | zł3.00 | zł336.74 Million | ▲ +17.7 pp |
| 2017 | 97.1% | zł303.55 Million | zł303.55 Million | zł1.00 | zł312.76 Million | ▲ +0.6 pp |
| 2016 | 96.4% | zł252.26 Million | zł252.26 Million | zł- | zł261.56 Million | ▲ +22.7 pp |
| 2015 | 73.8% | zł159.83 Million | zł159.83 Million | zł- | zł216.71 Million | — |