Narrative Update • Aug 08

Over the last 7 days, the Broadline Retail industry has dropped 2.6%, driven by POYA International declining 5.7%. In contrast, Far Eastern Department Stores has gained 5.3%. In the past year, the industry has gained 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 |
|---|---|---|---|---|---|---|
| Sun, 23 Aug 2026 | NT$203.4b | NT$229.6b | NT$7.6b | 21.4x | 26.7x | 0.9x |
| Tue, 21 Jul 2026 | NT$189.4b | NT$226.5b | NT$7.4b | 19.4x | 25.6x | 0.8x |
| Thu, 18 Jun 2026 | NT$203.8b | NT$224.8b | NT$7.0b | 19.4x | 29x | 0.9x |
| Sat, 16 May 2026 | NT$158.6b | NT$224.8b | NT$6.9b | 17.5x | 22.9x | 0.7x |
| Mon, 13 Apr 2026 | NT$150.9b | NT$217.3b | NT$6.8b | 17x | 22.3x | 0.7x |
| Wed, 11 Mar 2026 | NT$149.5b | NT$217.8b | NT$7.0b | 16.8x | 21.3x | 0.7x |
| Fri, 06 Feb 2026 | NT$146.3b | NT$219.1b | NT$7.2b | 15.6x | 20.3x | 0.7x |
| Sun, 04 Jan 2026 | NT$150.8b | NT$219.1b | NT$7.2b | 17.2x | 20.9x | 0.7x |
| Tue, 02 Dec 2025 | NT$157.5b | NT$219.1b | NT$7.2b | 17.2x | 21.8x | 0.7x |
| Thu, 30 Oct 2025 | NT$160.6b | NT$219.9b | NT$6.9b | 18.5x | 23.1x | 0.7x |
| Sat, 27 Sep 2025 | NT$164.6b | NT$219.9b | NT$6.9b | 19.9x | 23.7x | 0.7x |
| Mon, 25 Aug 2025 | NT$165.5b | NT$220.0b | NT$7.1b | 20.7x | 23.2x | 0.8x |
| Wed, 23 Jul 2025 | NT$167.4b | NT$220.8b | NT$7.4b | 18.8x | 22.5x | 0.8x |
| Fri, 20 Jun 2025 | NT$172.7b | NT$220.8b | NT$7.4b | 18.2x | 23.2x | 0.8x |
| Sun, 18 May 2025 | NT$186.0b | NT$220.8b | NT$7.4b | 19x | 25x | 0.8x |
| Tue, 15 Apr 2025 | NT$181.2b | NT$222.4b | NT$6.4b | 17.8x | 28.3x | 0.8x |
| Thu, 13 Mar 2025 | NT$207.2b | NT$224.0b | NT$6.0b | 20x | 34.3x | 0.9x |
| Sat, 08 Feb 2025 | NT$191.0b | NT$223.1b | NT$6.0b | 20.6x | 31.8x | 0.9x |
| Mon, 06 Jan 2025 | NT$188.3b | NT$223.1b | NT$6.0b | 19.1x | 31.3x | 0.8x |
| Wed, 04 Dec 2024 | NT$198.9b | NT$223.1b | NT$6.0b | 22x | 33.1x | 0.9x |
| Fri, 01 Nov 2024 | NT$206.0b | NT$224.7b | NT$6.3b | 19.7x | 32.8x | 0.9x |
| Sun, 29 Sep 2024 | NT$214.4b | NT$224.5b | NT$6.2b | 21.6x | 34.4x | 1x |
| Tue, 27 Aug 2024 | NT$214.4b | NT$224.6b | NT$5.9b | 22.1x | 36.2x | 1x |
| Thu, 25 Jul 2024 | NT$219.9b | NT$224.8b | NT$6.1b | 22.5x | 36.1x | 1x |
| Sat, 22 Jun 2024 | NT$230.2b | NT$224.8b | NT$6.1b | 22.3x | 37.8x | 1x |
| Mon, 20 May 2024 | NT$226.9b | NT$224.8b | NT$6.1b | 22.4x | 37.2x | 1x |
| Wed, 17 Apr 2024 | NT$206.0b | NT$223.5b | NT$6.3b | 21.5x | 32.8x | 0.9x |
| Fri, 15 Mar 2024 | NT$207.5b | NT$224.2b | NT$7.4b | 23.9x | 28x | 0.9x |
| Sun, 11 Feb 2024 | NT$212.7b | NT$223.3b | NT$7.5b | 24.4x | 28.2x | 1x |
| Tue, 09 Jan 2024 | NT$233.7b | NT$223.3b | NT$7.5b | 24.7x | 31x | 1x |
| Thu, 07 Dec 2023 | NT$240.2b | NT$223.3b | NT$7.5b | 25x | 31.8x | 1.1x |
| Sat, 04 Nov 2023 | NT$239.2b | NT$222.2b | NT$7.9b | 25.3x | 30.5x | 1.1x |
| Mon, 02 Oct 2023 | NT$226.7b | NT$221.6b | NT$7.8b | 24.6x | 29.2x | 1x |
| Wed, 30 Aug 2023 | NT$230.9b | NT$221.8b | NT$8.1b | 25.3x | 28.7x | 1x |
28.7x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | -1.40% | |
| Consumer Discretionary | 0.36% | |
| General Merchandise and Department Stores | -2.63% | |
| Broadline Retail | -2.63% | |
| 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 | |
| 2942 Jing-Jan Retail Business | NT$38.00 | 0.9% +NT$21.0m | 22.0% | PE10.6x |