Narrative Update • Aug 22

Over the last 7 days, the Broadline Retail industry has dropped 2.6%, driven by momo.com declining 4.2%. In contrast, Far Eastern Department Stores has gained 5.6%. Over the past 12 months, the industry was up 18%. 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 |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | NT$205.1b | NT$229.6b | NT$7.6b | 20.9x | 26.9x | 0.9x |
| Thu, 23 Jul 2026 | NT$189.9b | NT$226.5b | NT$7.4b | 20.1x | 25.7x | 0.8x |
| Sat, 20 Jun 2026 | NT$211.8b | NT$224.8b | NT$7.0b | 19.7x | 30.1x | 0.9x |
| Mon, 18 May 2026 | NT$158.6b | NT$224.7b | NT$7.0b | 17.5x | 22.5x | 0.7x |
| Wed, 15 Apr 2026 | NT$151.2b | NT$217.3b | NT$6.8b | 17x | 22.4x | 0.7x |
| Fri, 13 Mar 2026 | NT$149.3b | NT$217.8b | NT$7.0b | 16.8x | 21.3x | 0.7x |
| Sun, 08 Feb 2026 | NT$145.4b | NT$219.1b | NT$7.2b | 15.7x | 20.2x | 0.7x |
| Tue, 06 Jan 2026 | NT$149.3b | NT$219.1b | NT$7.2b | 16.9x | 20.7x | 0.7x |
| Thu, 04 Dec 2025 | NT$156.2b | NT$219.1b | NT$7.2b | 17.5x | 21.7x | 0.7x |
| Sat, 01 Nov 2025 | NT$160.0b | NT$220.2b | NT$7.0b | 18.8x | 22.9x | 0.7x |
| Mon, 29 Sep 2025 | NT$164.6b | NT$219.9b | NT$6.9b | 19.9x | 23.7x | 0.7x |
| Wed, 27 Aug 2025 | NT$166.9b | NT$220.0b | NT$7.1b | 20.9x | 23.4x | 0.8x |
| Fri, 25 Jul 2025 | NT$173.2b | NT$220.8b | NT$7.4b | 19x | 23.3x | 0.8x |
| Sun, 22 Jun 2025 | NT$170.3b | NT$220.8b | NT$7.4b | 18.6x | 22.9x | 0.8x |
| Tue, 20 May 2025 | NT$184.6b | NT$220.8b | NT$7.4b | 19x | 24.8x | 0.8x |
| Thu, 17 Apr 2025 | NT$183.6b | NT$222.4b | NT$6.4b | 17.9x | 28.6x | 0.8x |
| Sat, 15 Mar 2025 | NT$205.5b | NT$222.9b | NT$6.1b | 20.1x | 33.6x | 0.9x |
| Mon, 10 Feb 2025 | NT$191.0b | NT$223.1b | NT$6.0b | 20.6x | 31.8x | 0.9x |
| Wed, 08 Jan 2025 | NT$189.4b | NT$223.1b | NT$6.0b | 19.3x | 31.5x | 0.8x |
| Fri, 06 Dec 2024 | NT$198.3b | NT$223.1b | NT$6.0b | 22x | 32.9x | 0.9x |
| Sun, 03 Nov 2024 | NT$205.8b | NT$224.7b | NT$6.3b | 19.9x | 32.8x | 0.9x |
| Tue, 01 Oct 2024 | NT$213.1b | NT$224.5b | NT$6.2b | 21.5x | 34.2x | 0.9x |
| Thu, 29 Aug 2024 | NT$213.1b | NT$224.5b | NT$6.3b | 21.9x | 33.8x | 0.9x |
| Sat, 27 Jul 2024 | NT$220.6b | NT$224.8b | NT$6.1b | 22.4x | 36.2x | 1x |
| Mon, 24 Jun 2024 | NT$230.2b | NT$224.8b | NT$6.1b | 22.3x | 37.8x | 1x |
| Wed, 22 May 2024 | NT$225.0b | NT$224.8b | NT$6.1b | 22.5x | 36.9x | 1x |
| Fri, 19 Apr 2024 | NT$208.4b | NT$223.5b | NT$6.3b | 21.4x | 33.2x | 0.9x |
| Sun, 17 Mar 2024 | NT$205.9b | NT$224.2b | NT$7.4b | 23.5x | 27.7x | 0.9x |
| Tue, 13 Feb 2024 | NT$212.7b | NT$223.3b | NT$7.5b | 24.4x | 28.2x | 1x |
| Thu, 11 Jan 2024 | NT$229.7b | NT$223.3b | NT$7.5b | 24.7x | 30.4x | 1x |
| Sat, 09 Dec 2023 | NT$234.4b | NT$223.3b | NT$7.5b | 24.7x | 31x | 1x |
| Mon, 06 Nov 2023 | NT$239.2b | NT$222.2b | NT$7.9b | 25.3x | 30.5x | 1.1x |
| Wed, 04 Oct 2023 | NT$230.7b | NT$221.6b | NT$7.8b | 24.7x | 29.7x | 1x |
| Fri, 01 Sep 2023 | NT$231.5b | NT$221.7b | NT$8.0b | 25.4x | 28.8x | 1x |
28.8x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | -2.42% | |
| Consumer Discretionary | 0.35% | |
| General Merchandise and Department Stores | -0.54% | |
| Broadline Retail | -0.54% | |
| 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 | 5.6% +NT$1.7b | 8.3% | PE15.3x | |
| 2601 First Steamship | NT$7.22 | 16.5% +NT$841.3m | 19.1% | PE20.9x | |
| 2910 Tonlin Department StoreLtd | NT$24.45 | 1.9% +NT$78.9m | 16.7% | PE13.3x | |
| 2939 Yong Yi International Group | NT$19.65 | 1.6% +NT$13.7m | -27.0% | PS3.2x | |
| 5907 Grand Ocean Retail Group | NT$4.98 | 0.8% +NT$7.8m | -18.8% | PS0.4x |