Narrative Update • Aug 22

Over the last 7 days, the Broadline Retail industry has dropped 1.1%, driven by POYA International declining 2.4%. Over the past 12 months, the industry was up 16%. 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, 28 Aug 2026 | NT$203.2b | NT$229.6b | NT$7.6b | 19.8x | 26.7x | 0.9x |
| Sun, 26 Jul 2026 | NT$189.2b | NT$226.5b | NT$7.4b | 19.3x | 25.6x | 0.8x |
| Tue, 23 Jun 2026 | NT$210.4b | NT$224.8b | NT$7.0b | 19.9x | 29.9x | 0.9x |
| Thu, 21 May 2026 | NT$161.9b | NT$224.8b | NT$7.0b | 17.6x | 23x | 0.7x |
| Sat, 18 Apr 2026 | NT$150.8b | NT$217.3b | NT$6.8b | 17.2x | 22.3x | 0.7x |
| Mon, 16 Mar 2026 | NT$149.9b | NT$217.8b | NT$7.0b | 16.8x | 21.4x | 0.7x |
| Wed, 11 Feb 2026 | NT$147.3b | NT$219.1b | NT$7.2b | 15.9x | 20.4x | 0.7x |
| Fri, 09 Jan 2026 | NT$150.7b | NT$219.1b | NT$7.2b | 17x | 20.9x | 0.7x |
| Sun, 07 Dec 2025 | NT$154.3b | NT$219.1b | NT$7.2b | 17.5x | 21.4x | 0.7x |
| Tue, 04 Nov 2025 | NT$161.3b | NT$220.2b | NT$7.0b | 19.1x | 23.1x | 0.7x |
| Thu, 02 Oct 2025 | NT$164.4b | NT$219.9b | NT$6.9b | 19.6x | 23.7x | 0.7x |
| Sat, 30 Aug 2025 | NT$165.5b | NT$220.0b | NT$7.1b | 20.4x | 23.2x | 0.8x |
| Mon, 28 Jul 2025 | NT$173.5b | NT$220.8b | NT$7.4b | 19x | 23.4x | 0.8x |
| Wed, 25 Jun 2025 | NT$170.6b | NT$220.8b | NT$7.4b | 19x | 23x | 0.8x |
| Fri, 23 May 2025 | NT$183.8b | NT$220.8b | NT$7.4b | 19x | 24.7x | 0.8x |
| Sun, 20 Apr 2025 | NT$184.2b | NT$222.4b | NT$6.4b | 18x | 28.7x | 0.8x |
| Tue, 18 Mar 2025 | NT$203.8b | NT$222.9b | NT$6.1b | 20.6x | 33.3x | 0.9x |
| Thu, 13 Feb 2025 | NT$193.9b | NT$223.1b | NT$6.0b | 19.5x | 32.2x | 0.9x |
| Sat, 11 Jan 2025 | NT$184.7b | NT$223.1b | NT$6.0b | 18.6x | 30.7x | 0.8x |
| Mon, 09 Dec 2024 | NT$197.7b | NT$223.1b | NT$6.0b | 22.1x | 32.9x | 0.9x |
| Wed, 06 Nov 2024 | NT$203.0b | NT$225.2b | NT$6.2b | 19.4x | 32.8x | 0.9x |
| Fri, 04 Oct 2024 | NT$212.7b | NT$224.5b | NT$6.2b | 21.5x | 34.1x | 0.9x |
| Sun, 01 Sep 2024 | NT$210.8b | NT$224.5b | NT$6.3b | 21.6x | 33.4x | 0.9x |
| Tue, 30 Jul 2024 | NT$221.9b | NT$224.8b | NT$6.1b | 22.4x | 36.4x | 1x |
| Thu, 27 Jun 2024 | NT$229.3b | NT$224.8b | NT$6.1b | 22.2x | 37.6x | 1x |
| Sat, 25 May 2024 | NT$224.4b | NT$224.8b | NT$6.1b | 22.1x | 36.8x | 1x |
| Mon, 22 Apr 2024 | NT$205.0b | NT$223.5b | NT$6.3b | 21.2x | 32.6x | 0.9x |
| Wed, 20 Mar 2024 | NT$205.2b | NT$223.7b | NT$7.3b | 23.3x | 28.1x | 0.9x |
| Fri, 16 Feb 2024 | NT$209.3b | NT$223.3b | NT$7.5b | 24.2x | 27.7x | 0.9x |
| Sun, 14 Jan 2024 | NT$223.9b | NT$223.3b | NT$7.5b | 24.1x | 29.7x | 1x |
| Tue, 12 Dec 2023 | NT$236.3b | NT$223.3b | NT$7.5b | 24.8x | 31.3x | 1.1x |
| Thu, 09 Nov 2023 | NT$237.4b | NT$223.7b | NT$7.8b | 25.4x | 30.3x | 1.1x |
| Sat, 07 Oct 2023 | NT$231.1b | NT$221.6b | NT$7.8b | 24.7x | 29.8x | 1x |
| Mon, 04 Sep 2023 | NT$232.6b | NT$221.6b | NT$7.8b | 25.5x | 30x | 1x |
30x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | 2.34% | |
| Consumer Discretionary | 0.25% | |
| General Merchandise and Department Stores | -1.09% | |
| Broadline Retail | -1.09% | |
| 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 | |
|---|---|---|---|---|---|
| 2942 Jing-Jan Retail Business | NT$39.85 | 4.9% +NT$111.0m | 31.5% | PE11.1x | |
| 2949 H.H.Galaxy | NT$61.60 | 4.1% +NT$72.3m | -9.9% | PE17.1x | |
| 2939 Yong Yi International Group | NT$20.00 | 2.3% +NT$20.5m | -25.9% | PS3.2x | |
| 2926 Eslite Spectrum | NT$30.10 | 0.3% +NT$4.7m | -33.1% | PE47.9x |