Narrative Update • Aug 08

The Broadline Retail is pretty flat in the last 7 days, but POYA International has stood out, gaining 9.7%. As for the the longer term, the industry is up 19% over the past 12 months. As for the next few years, earnings are expected to grow by 7.2% per annum.
Has the Taiwanese Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 16 Aug 2026 | NT$208.9b | NT$228.6b | NT$7.7b | 19.5x | 27.3x | 0.9x |
| Tue, 14 Jul 2026 | NT$197.6b | NT$226.5b | NT$7.4b | 21.3x | 26.8x | 0.9x |
| Thu, 11 Jun 2026 | NT$236.5b | NT$224.8b | NT$7.0b | 18.8x | 33.7x | 1.1x |
| Sat, 09 May 2026 | NT$164.6b | NT$224.0b | NT$6.9b | 18.6x | 24x | 0.7x |
| Mon, 06 Apr 2026 | NT$150.2b | NT$217.3b | NT$6.8b | 16.8x | 22.2x | 0.7x |
| Wed, 04 Mar 2026 | NT$151.7b | NT$219.7b | NT$7.4b | 16.7x | 20.5x | 0.7x |
| Fri, 30 Jan 2026 | NT$143.1b | NT$219.1b | NT$7.2b | 16.1x | 19.8x | 0.7x |
| Sun, 28 Dec 2025 | NT$151.1b | NT$219.1b | NT$7.2b | 17.3x | 21x | 0.7x |
| Tue, 25 Nov 2025 | NT$158.6b | NT$219.1b | NT$7.2b | 17.7x | 22x | 0.7x |
| Thu, 23 Oct 2025 | NT$160.1b | NT$219.9b | NT$6.9b | 19x | 23.1x | 0.7x |
| Sat, 20 Sep 2025 | NT$164.9b | NT$219.9b | NT$6.9b | 20x | 23.7x | 0.7x |
| Mon, 18 Aug 2025 | NT$167.5b | NT$220.0b | NT$7.1b | 20.8x | 23.5x | 0.8x |
| Wed, 16 Jul 2025 | NT$167.0b | NT$220.8b | NT$7.4b | 18.8x | 22.5x | 0.8x |
| Fri, 13 Jun 2025 | NT$182.0b | NT$220.8b | NT$7.4b | 18.6x | 24.5x | 0.8x |
| Sun, 11 May 2025 | NT$188.8b | NT$221.3b | NT$7.6b | 19.2x | 24.8x | 0.9x |
| Tue, 08 Apr 2025 | NT$178.6b | NT$222.4b | NT$6.4b | 17.8x | 27.9x | 0.8x |
| Thu, 06 Mar 2025 | NT$212.6b | NT$223.7b | NT$6.0b | 20x | 35.6x | 1x |
| Sat, 01 Feb 2025 | NT$191.6b | NT$223.1b | NT$6.0b | 21.1x | 31.8x | 0.9x |
| Mon, 30 Dec 2024 | NT$193.9b | NT$223.1b | NT$6.0b | 19.8x | 32.2x | 0.9x |
| Wed, 27 Nov 2024 | NT$205.1b | NT$223.1b | NT$6.0b | 22x | 34.1x | 0.9x |
| Fri, 25 Oct 2024 | NT$205.4b | NT$224.5b | NT$6.2b | 20.3x | 33x | 0.9x |
| Sun, 22 Sep 2024 | NT$209.5b | NT$224.5b | NT$6.2b | 21.6x | 33.6x | 0.9x |
| Tue, 20 Aug 2024 | NT$211.7b | NT$224.6b | NT$5.9b | 21x | 35.7x | 0.9x |
| Thu, 18 Jul 2024 | NT$224.2b | NT$224.8b | NT$6.1b | 22.3x | 36.8x | 1x |
| Sat, 15 Jun 2024 | NT$226.6b | NT$224.8b | NT$6.1b | 22.3x | 37.2x | 1x |
| Mon, 13 May 2024 | NT$228.4b | NT$225.3b | NT$6.4b | 21.8x | 35.7x | 1x |
| Wed, 10 Apr 2024 | NT$208.0b | NT$223.5b | NT$6.3b | 21.6x | 33.1x | 0.9x |
| Fri, 08 Mar 2024 | NT$205.4b | NT$224.2b | NT$7.4b | 23.6x | 27.7x | 0.9x |
| Sun, 04 Feb 2024 | NT$216.3b | NT$223.3b | NT$7.5b | 24.3x | 28.7x | 1x |
| Tue, 02 Jan 2024 | NT$237.8b | NT$223.3b | NT$7.5b | 25.3x | 31.5x | 1.1x |
| Thu, 30 Nov 2023 | NT$234.9b | NT$223.3b | NT$7.5b | 24.7x | 31.1x | 1.1x |
| Sat, 28 Oct 2023 | NT$231.6b | NT$221.6b | NT$7.8b | 24.4x | 29.8x | 1x |
| Mon, 25 Sep 2023 | NT$225.1b | NT$221.6b | NT$7.8b | 25x | 29x | 1x |
| Wed, 23 Aug 2023 | NT$230.8b | NT$221.8b | NT$8.1b | 25.6x | 28.7x | 1x |
28.7x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | 3.59% | |
| Consumer Discretionary | 0.64% | |
| General Merchandise and Department Stores | 0.55% | |
| Broadline Retail | 0.55% | |
| 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$79.00 | 9.7% +NT$7.5b | 68.1% | PE23.2x | |
| 2942 Jing-Jan Retail Business | NT$37.65 | 6.4% +NT$135.0m | 21.3% | PE11.4x | |
| 2939 Yong Yi International Group | NT$20.00 | 5.8% +NT$50.1m | -26.7% | PS3.2x | |
| 8477 Xxtechec | NT$15.95 | 1.9% +NT$19.3m | 25.6% | PS2.7x | |
| 2949 H.H.Galaxy | NT$61.00 | 0.8% +NT$15.1m | -13.0% | PE17.4x |