Narrative Update • Aug 08

Last week, the Broadline Retail industry hasn't moved much but Jing-Jan Retail Business is up 4.7% in that time. As for the the longer term, the industry is up 19% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | NT$205.8b | NT$228.6b | NT$7.8b | 18.1x | 26.5x | 0.9x |
| Thu, 16 Jul 2026 | NT$200.8b | NT$226.5b | NT$7.4b | 21.5x | 27.2x | 0.9x |
| Sat, 13 Jun 2026 | NT$217.4b | NT$224.8b | NT$7.0b | 19.5x | 30.9x | 1x |
| Mon, 11 May 2026 | NT$164.6b | NT$224.0b | NT$6.9b | 18.6x | 24x | 0.7x |
| Wed, 08 Apr 2026 | NT$150.5b | NT$217.3b | NT$6.8b | 17x | 22.3x | 0.7x |
| Fri, 06 Mar 2026 | NT$150.1b | NT$217.9b | NT$7.2b | 16.9x | 20.8x | 0.7x |
| Sun, 01 Feb 2026 | NT$140.8b | NT$219.1b | NT$7.2b | 15.7x | 19.5x | 0.6x |
| Tue, 30 Dec 2025 | NT$151.3b | NT$219.1b | NT$7.2b | 17.4x | 21x | 0.7x |
| Thu, 27 Nov 2025 | NT$159.7b | NT$219.1b | NT$7.2b | 17.7x | 22.2x | 0.7x |
| Sat, 25 Oct 2025 | NT$159.3b | NT$219.9b | NT$6.9b | 18.8x | 22.9x | 0.7x |
| Mon, 22 Sep 2025 | NT$164.9b | NT$219.9b | NT$6.9b | 20x | 23.7x | 0.7x |
| Wed, 20 Aug 2025 | NT$167.3b | NT$220.0b | NT$7.1b | 20.9x | 23.5x | 0.8x |
| Fri, 18 Jul 2025 | NT$169.6b | NT$220.8b | NT$7.4b | 18.9x | 22.8x | 0.8x |
| Sun, 15 Jun 2025 | NT$180.3b | NT$220.8b | NT$7.4b | 18.5x | 24.3x | 0.8x |
| Tue, 13 May 2025 | NT$185.8b | NT$221.3b | NT$7.6b | 19.3x | 24.4x | 0.8x |
| Thu, 10 Apr 2025 | NT$173.9b | NT$222.4b | NT$6.4b | 17.3x | 27.1x | 0.8x |
| Sat, 08 Mar 2025 | NT$213.0b | NT$223.7b | NT$6.0b | 20.1x | 35.7x | 1x |
| Mon, 03 Feb 2025 | NT$194.2b | NT$223.1b | NT$6.0b | 21.1x | 32.3x | 0.9x |
| Wed, 01 Jan 2025 | NT$188.6b | NT$223.1b | NT$6.0b | 19.1x | 31.3x | 0.8x |
| Fri, 29 Nov 2024 | NT$200.1b | NT$223.1b | NT$6.0b | 22.2x | 33.2x | 0.9x |
| Sun, 27 Oct 2024 | NT$206.0b | NT$224.5b | NT$6.2b | 20.3x | 33.1x | 0.9x |
| Tue, 24 Sep 2024 | NT$209.5b | NT$224.5b | NT$6.2b | 21.6x | 33.6x | 0.9x |
| Thu, 22 Aug 2024 | NT$212.4b | NT$224.6b | NT$5.9b | 21.3x | 35.9x | 0.9x |
| Sat, 20 Jul 2024 | NT$220.1b | NT$224.8b | NT$6.1b | 22.2x | 36.1x | 1x |
| Mon, 17 Jun 2024 | NT$226.6b | NT$224.8b | NT$6.1b | 22.3x | 37.2x | 1x |
| Wed, 15 May 2024 | NT$225.3b | NT$225.3b | NT$6.4b | 21.8x | 35.2x | 1x |
| Fri, 12 Apr 2024 | NT$212.0b | NT$223.5b | NT$6.3b | 21.8x | 33.7x | 0.9x |
| Sun, 10 Mar 2024 | NT$203.8b | NT$224.2b | NT$7.4b | 23.4x | 27.5x | 0.9x |
| Tue, 06 Feb 2024 | NT$212.7b | NT$223.3b | NT$7.5b | 24.4x | 28.2x | 1x |
| Thu, 04 Jan 2024 | NT$235.9b | NT$223.3b | NT$7.5b | 25x | 31.2x | 1.1x |
| Sat, 02 Dec 2023 | NT$234.8b | NT$223.3b | NT$7.5b | 24.4x | 31.1x | 1.1x |
| Mon, 30 Oct 2023 | NT$231.6b | NT$221.6b | NT$7.8b | 24.4x | 29.8x | 1x |
| Wed, 27 Sep 2023 | NT$230.8b | NT$221.6b | NT$7.8b | 24.8x | 29.8x | 1x |
| Fri, 25 Aug 2023 | NT$228.9b | NT$221.8b | NT$8.1b | 25.2x | 28.4x | 1x |
28.4x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | 2.01% | |
| Consumer Discretionary | -0.72% | |
| General Merchandise and Department Stores | -3.42% | |
| Broadline Retail | -3.42% | |
| 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 | |
|---|---|---|---|---|---|
| 2601 First Steamship | NT$6.82 | 9.5% +NT$486.6m | 8.6% | PE19.7x | |
| 2942 Jing-Jan Retail Business | NT$38.30 | 2.8% +NT$63.0m | 17.7% | PE10.7x | |
| 2910 Tonlin Department StoreLtd | NT$24.00 | 0.8% +NT$35.1m | 13.7% | PE13.1x | |
| 2949 H.H.Galaxy | NT$63.70 | 1.4% +NT$27.1m | -7.1% | PE18.1x | |
| 2926 Eslite Spectrum | NT$30.40 | 0.2% +NT$2.4m | -31.2% | PE48.4x |