Narrative Update • Aug 08

In the last week, the Broadline Retail industry is up 6.2%, with POYA International up 14%. This takes the industry's 12 month performance to a gain of 23%. Earnings are forecast to grow by 7.3% annually.
Has the Taiwanese Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 13 Aug 2026 | NT$214.8b | NT$228.4b | NT$7.6b | 20x | 28.1x | 0.9x |
| Sat, 11 Jul 2026 | NT$205.9b | NT$226.5b | NT$7.4b | 22.9x | 27.9x | 0.9x |
| Mon, 08 Jun 2026 | NT$208.8b | NT$224.8b | NT$7.0b | 18.4x | 29.7x | 0.9x |
| Wed, 06 May 2026 | NT$158.3b | NT$223.8b | NT$7.1b | 16.7x | 22.4x | 0.7x |
| Fri, 03 Apr 2026 | NT$150.2b | NT$217.3b | NT$6.8b | 16.8x | 22.2x | 0.7x |
| Sun, 01 Mar 2026 | NT$155.2b | NT$219.7b | NT$7.4b | 17.1x | 21x | 0.7x |
| Tue, 27 Jan 2026 | NT$142.1b | NT$219.1b | NT$7.2b | 16x | 19.7x | 0.6x |
| Thu, 25 Dec 2025 | NT$152.0b | NT$219.1b | NT$7.2b | 17.7x | 21.1x | 0.7x |
| Sat, 22 Nov 2025 | NT$156.7b | NT$219.1b | NT$7.2b | 17.5x | 21.7x | 0.7x |
| Mon, 20 Oct 2025 | NT$159.9b | NT$219.9b | NT$6.9b | 19x | 23x | 0.7x |
| Wed, 17 Sep 2025 | NT$162.5b | NT$219.9b | NT$6.9b | 19.5x | 23.4x | 0.7x |
| Fri, 15 Aug 2025 | NT$168.6b | NT$220.5b | NT$7.2b | 21x | 23.5x | 0.8x |
| Sun, 13 Jul 2025 | NT$168.9b | NT$220.8b | NT$7.4b | 19.2x | 22.7x | 0.8x |
| Tue, 10 Jun 2025 | NT$181.0b | NT$220.8b | NT$7.4b | 18.5x | 24.4x | 0.8x |
| Thu, 08 May 2025 | NT$187.9b | NT$222.1b | NT$7.7b | 19.3x | 24.4x | 0.8x |
| Sat, 05 Apr 2025 | NT$197.3b | NT$222.4b | NT$6.4b | 19.7x | 30.8x | 0.9x |
| Mon, 03 Mar 2025 | NT$210.3b | NT$223.8b | NT$6.0b | 20x | 35.2x | 0.9x |
| Wed, 29 Jan 2025 | NT$191.6b | NT$223.1b | NT$6.0b | 21.1x | 31.8x | 0.9x |
| Fri, 27 Dec 2024 | NT$196.9b | NT$223.1b | NT$6.0b | 20.4x | 32.7x | 0.9x |
| Sun, 24 Nov 2024 | NT$202.1b | NT$223.1b | NT$6.0b | 21.3x | 33.6x | 0.9x |
| Tue, 22 Oct 2024 | NT$210.0b | NT$224.5b | NT$6.2b | 20.6x | 33.7x | 0.9x |
| Thu, 19 Sep 2024 | NT$209.4b | NT$224.5b | NT$6.2b | 21.7x | 33.6x | 0.9x |
| Sat, 17 Aug 2024 | NT$211.5b | NT$224.9b | NT$6.1b | 22x | 34.6x | 0.9x |
| Mon, 15 Jul 2024 | NT$227.6b | NT$224.8b | NT$6.1b | 22.4x | 37.3x | 1x |
| Wed, 12 Jun 2024 | NT$234.1b | NT$224.8b | NT$6.1b | 23.2x | 38.4x | 1x |
| Fri, 10 May 2024 | NT$224.5b | NT$225.3b | NT$6.4b | 21.6x | 35.1x | 1x |
| Sun, 07 Apr 2024 | NT$206.8b | NT$223.5b | NT$6.3b | 21.8x | 32.9x | 0.9x |
| Tue, 05 Mar 2024 | NT$209.5b | NT$224.2b | NT$7.4b | 23.6x | 28.3x | 0.9x |
| Thu, 01 Feb 2024 | NT$216.3b | NT$223.3b | NT$7.5b | 24.2x | 28.6x | 1x |
| Sat, 30 Dec 2023 | NT$237.8b | NT$223.3b | NT$7.5b | 25.3x | 31.5x | 1.1x |
| Mon, 27 Nov 2023 | NT$231.3b | NT$223.3b | NT$7.5b | 24.7x | 30.6x | 1x |
| Wed, 25 Oct 2023 | NT$224.9b | NT$221.6b | NT$7.8b | 24.3x | 29x | 1x |
| Fri, 22 Sep 2023 | NT$224.5b | NT$221.6b | NT$7.8b | 24.9x | 28.9x | 1x |
| Sun, 20 Aug 2023 | NT$230.5b | NT$221.8b | NT$8.1b | 25.5x | 28.6x | 1x |
28.6x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | 2.17% | |
| Consumer Discretionary | 2.34% | |
| General Merchandise and Department Stores | 6.25% | |
| Broadline Retail | 6.25% | |
| Department Stores | 0% | 0 |
| General Merchandise Stores | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 5904 POYA International | NT$81.80 | 13.6% +NT$10.4b | 73.3% | PE24x | |
| 8454 momo.com | NT$266.00 | 3.1% +NT$2.1b | 2.1% | PE25.6x | |
| 2942 Jing-Jan Retail Business | NT$39.85 | 10.4% +NT$225.0m | 28.5% | PE12.1x | |
| 2939 Yong Yi International Group | NT$19.40 | 6.6% +NT$54.7m | -29.5% | PS3.1x | |
| 2949 H.H.Galaxy | NT$61.00 | 1.8% +NT$33.2m | -13.1% | PE17.4x |