Narrative Update • Aug 08

The Broadline Retail industry is up 10% in the last week, with POYA International up 21%. In the last 12 months, the industry was up 26%. As for the next few years, earnings are expected to grow by 7.3% per annum.
Has the Taiwanese Broadline Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | NT$220.5b | NT$228.5b | NT$7.6b | 19.5x | 28.9x | 1x |
| Fri, 10 Jul 2026 | NT$205.9b | NT$226.5b | NT$7.4b | 22.9x | 27.9x | 0.9x |
| Sun, 07 Jun 2026 | NT$208.8b | NT$224.8b | NT$7.0b | 18.4x | 29.7x | 0.9x |
| Tue, 05 May 2026 | NT$157.7b | NT$223.9b | NT$7.1b | 16.6x | 22.3x | 0.7x |
| Thu, 02 Apr 2026 | NT$150.7b | NT$217.3b | NT$6.8b | 17x | 22.3x | 0.7x |
| Sat, 28 Feb 2026 | NT$155.2b | NT$219.7b | NT$7.4b | 17.1x | 21x | 0.7x |
| Mon, 26 Jan 2026 | NT$142.8b | NT$219.1b | NT$7.2b | 16.1x | 19.8x | 0.7x |
| Wed, 24 Dec 2025 | NT$153.0b | NT$219.1b | NT$7.2b | 17.8x | 21.2x | 0.7x |
| Fri, 21 Nov 2025 | NT$158.8b | NT$219.1b | NT$7.2b | 17.4x | 22x | 0.7x |
| Sun, 19 Oct 2025 | NT$159.9b | NT$219.9b | NT$6.9b | 19x | 23x | 0.7x |
| Tue, 16 Sep 2025 | NT$161.5b | NT$219.9b | NT$6.9b | 19.4x | 23.3x | 0.7x |
| Thu, 14 Aug 2025 | NT$167.1b | NT$220.5b | NT$7.2b | 18.5x | 23.2x | 0.8x |
| Sat, 12 Jul 2025 | NT$167.1b | NT$220.8b | NT$7.4b | 19x | 22.5x | 0.8x |
| Mon, 09 Jun 2025 | NT$180.6b | NT$220.8b | NT$7.4b | 18.5x | 24.3x | 0.8x |
| Wed, 07 May 2025 | NT$189.8b | NT$222.5b | NT$7.7b | 19.4x | 24.5x | 0.9x |
| Fri, 04 Apr 2025 | NT$197.3b | NT$222.4b | NT$6.4b | 19.7x | 30.8x | 0.9x |
| Sun, 02 Mar 2025 | NT$210.3b | NT$223.8b | NT$6.0b | 20x | 35.2x | 0.9x |
| Tue, 28 Jan 2025 | NT$191.6b | NT$223.1b | NT$6.0b | 21.1x | 31.8x | 0.9x |
| Thu, 26 Dec 2024 | NT$196.3b | NT$223.1b | NT$6.0b | 20.6x | 32.6x | 0.9x |
| Sat, 23 Nov 2024 | NT$202.1b | NT$223.1b | NT$6.0b | 21.3x | 33.6x | 0.9x |
| Mon, 21 Oct 2024 | NT$208.7b | NT$224.5b | NT$6.2b | 20.5x | 33.5x | 0.9x |
| Wed, 18 Sep 2024 | NT$212.1b | NT$224.5b | NT$6.2b | 21.8x | 34x | 0.9x |
| Fri, 16 Aug 2024 | NT$209.9b | NT$224.9b | NT$6.1b | 22x | 34.3x | 0.9x |
| Sun, 14 Jul 2024 | NT$227.6b | NT$224.8b | NT$6.1b | 22.4x | 37.3x | 1x |
| Tue, 11 Jun 2024 | NT$235.2b | NT$224.8b | NT$6.1b | 23.2x | 38.6x | 1x |
| Thu, 09 May 2024 | NT$225.9b | NT$225.3b | NT$6.4b | 21.8x | 35.3x | 1x |
| Sat, 06 Apr 2024 | NT$206.8b | NT$223.5b | NT$6.3b | 21.8x | 32.9x | 0.9x |
| Mon, 04 Mar 2024 | NT$211.1b | NT$224.2b | NT$7.4b | 23.8x | 28.5x | 0.9x |
| Wed, 31 Jan 2024 | NT$216.7b | NT$223.3b | NT$7.5b | 24.3x | 28.7x | 1x |
| Fri, 29 Dec 2023 | NT$240.0b | NT$223.3b | NT$7.5b | 25.7x | 31.8x | 1.1x |
| Sun, 26 Nov 2023 | NT$231.3b | NT$223.3b | NT$7.5b | 24.7x | 30.6x | 1x |
| Tue, 24 Oct 2023 | NT$224.8b | NT$221.6b | NT$7.8b | 24.4x | 29x | 1x |
| Thu, 21 Sep 2023 | NT$227.0b | NT$221.6b | NT$7.8b | 24.8x | 29.3x | 1x |
| Sat, 19 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 | 4.04% | |
| Consumer Discretionary | 3.40% | |
| General Merchandise and Department Stores | 10.18% | |
| Broadline Retail | 10.18% | |
| 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$82.50 | 14.6% +NT$11.2b | 76.8% | PE24.2x | |
| 8454 momo.com | NT$267.50 | 2.3% +NT$1.6b | 3.5% | PE25.7x | |
| 2942 Jing-Jan Retail Business | NT$39.85 | 13.2% +NT$279.0m | 29.0% | PE12.1x | |
| 2939 Yong Yi International Group | NT$19.90 | 9.3% +NT$77.4m | -27.6% | PS3.2x | |
| 2949 H.H.Galaxy | NT$61.00 | 1.8% +NT$33.2m | -13.1% | PE17.4x |