Narrative Update • Aug 08

Over the last 7 days, the Broadline Retail industry has dropped 3.6%, driven by POYA International declining 5.3%. In contrast, Far Eastern Department Stores has gained 5.3%. This takes the industry's 12 month performance to a gain of 18%. Looking forward, earnings are forecast to grow by 7.2% annually.
Has the Taiwanese Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Aug 2026 | NT$205.1b | NT$229.6b | NT$7.6b | 19.4x | 26.9x | 0.9x |
| Sun, 19 Jul 2026 | NT$189.7b | NT$226.5b | NT$7.4b | 19.3x | 25.7x | 0.8x |
| Tue, 16 Jun 2026 | NT$207.3b | NT$224.8b | NT$7.0b | 19.3x | 29.5x | 0.9x |
| Thu, 14 May 2026 | NT$162.3b | NT$224.0b | NT$6.9b | 18x | 23.7x | 0.7x |
| Sat, 11 Apr 2026 | NT$150.9b | NT$217.3b | NT$6.8b | 17x | 22.3x | 0.7x |
| Mon, 09 Mar 2026 | NT$150.6b | NT$217.8b | NT$7.0b | 16.9x | 21.5x | 0.7x |
| Wed, 04 Feb 2026 | NT$142.3b | NT$219.1b | NT$7.2b | 15.7x | 19.7x | 0.6x |
| Fri, 02 Jan 2026 | NT$151.1b | NT$219.1b | NT$7.2b | 17.2x | 21x | 0.7x |
| Sun, 30 Nov 2025 | NT$159.0b | NT$219.1b | NT$7.2b | 17.5x | 22.1x | 0.7x |
| Tue, 28 Oct 2025 | NT$159.4b | NT$219.9b | NT$6.9b | 18.8x | 23x | 0.7x |
| Thu, 25 Sep 2025 | NT$166.3b | NT$219.9b | NT$6.9b | 20.3x | 24x | 0.8x |
| Sat, 23 Aug 2025 | NT$165.5b | NT$220.0b | NT$7.1b | 20.7x | 23.2x | 0.8x |
| Mon, 21 Jul 2025 | NT$169.7b | NT$220.8b | NT$7.4b | 19x | 22.8x | 0.8x |
| Wed, 18 Jun 2025 | NT$180.1b | NT$220.8b | NT$7.4b | 18.9x | 24.2x | 0.8x |
| Fri, 16 May 2025 | NT$186.1b | NT$221.2b | NT$7.6b | 19x | 24.4x | 0.8x |
| Sun, 13 Apr 2025 | NT$184.4b | NT$222.4b | NT$6.4b | 17.8x | 28.8x | 0.8x |
| Tue, 11 Mar 2025 | NT$213.6b | NT$223.7b | NT$6.0b | 20.3x | 35.8x | 1x |
| Thu, 06 Feb 2025 | NT$193.3b | NT$223.1b | NT$6.0b | 21.1x | 32.1x | 0.9x |
| Sat, 04 Jan 2025 | NT$188.3b | NT$223.1b | NT$6.0b | 19.1x | 31.3x | 0.8x |
| Mon, 02 Dec 2024 | NT$200.4b | NT$223.1b | NT$6.0b | 22.1x | 33.3x | 0.9x |
| Wed, 30 Oct 2024 | NT$206.2b | NT$224.5b | NT$6.2b | 19.9x | 33.1x | 0.9x |
| Fri, 27 Sep 2024 | NT$214.4b | NT$224.5b | NT$6.2b | 21.7x | 34.4x | 1x |
| Sun, 25 Aug 2024 | NT$212.8b | NT$224.6b | NT$5.9b | 21.9x | 35.9x | 0.9x |
| Tue, 23 Jul 2024 | NT$216.8b | NT$224.8b | NT$6.1b | 22.2x | 35.6x | 1x |
| Thu, 20 Jun 2024 | NT$231.6b | NT$224.8b | NT$6.1b | 22.6x | 38x | 1x |
| Sat, 18 May 2024 | NT$226.9b | NT$224.9b | NT$6.2b | 22x | 36.7x | 1x |
| Mon, 15 Apr 2024 | NT$207.6b | NT$223.5b | NT$6.3b | 21.7x | 33x | 0.9x |
| Wed, 13 Mar 2024 | NT$206.6b | NT$224.2b | NT$7.4b | 23.8x | 27.9x | 0.9x |
| Fri, 09 Feb 2024 | NT$212.7b | NT$223.3b | NT$7.5b | 24.4x | 28.2x | 1x |
| Sun, 07 Jan 2024 | NT$235.5b | NT$223.3b | NT$7.5b | 25x | 31.2x | 1.1x |
| Tue, 05 Dec 2023 | NT$236.0b | NT$223.3b | NT$7.5b | 24.5x | 31.3x | 1.1x |
| Thu, 02 Nov 2023 | NT$238.1b | NT$222.2b | NT$7.9b | 25.6x | 30.3x | 1.1x |
| Sat, 30 Sep 2023 | NT$226.7b | NT$221.6b | NT$7.8b | 24.6x | 29.2x | 1x |
| Mon, 28 Aug 2023 | NT$226.4b | NT$221.8b | NT$8.1b | 25.3x | 28.1x | 1x |
28.1x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | -2.45% | |
| Consumer Discretionary | -0.26% | |
| General Merchandise and Department Stores | -3.58% | |
| Broadline Retail | -3.58% | |
| 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 | |
|---|---|---|---|---|---|
| 2903 Far Eastern Department Stores | NT$22.80 | 5.3% +NT$1.6b | 8.6% | PE15.3x | |
| 2601 First Steamship | NT$7.39 | 19.2% +NT$981.5m | 20.8% | PE21.4x | |
| 2910 Tonlin Department StoreLtd | NT$24.45 | 2.7% +NT$114.0m | 17.3% | PE13.3x | |
| 2901 Shin Shin Co | NT$24.00 | 2.1% +NT$36.5m | -7.7% | PE54.5x | |
| 5907 Grand Ocean Retail Group | NT$4.97 | 0.4% +NT$3.9m | -19.3% | PS0.4x |