Narrative Update • Aug 08

Over the last 7 days, the Broadline Retail industry has dropped 5.6%, driven by POYA International declining 9.6%. Meanwhile, First Steamship actually outperformed within the industry, gaining 9.5% in the last week. In the past year, the industry has gained 19%. 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, 19 Aug 2026 | NT$207.9b | NT$228.6b | NT$7.7b | 19.7x | 27x | 0.9x |
| Fri, 17 Jul 2026 | NT$194.8b | NT$226.5b | NT$7.4b | 19.9x | 26.4x | 0.9x |
| Sun, 14 Jun 2026 | NT$217.4b | NT$224.8b | NT$7.0b | 19.5x | 30.9x | 1x |
| Tue, 12 May 2026 | NT$163.2b | NT$224.0b | NT$6.9b | 18.2x | 23.8x | 0.7x |
| Thu, 09 Apr 2026 | NT$151.8b | NT$217.3b | NT$6.8b | 17.1x | 22.5x | 0.7x |
| Sat, 07 Mar 2026 | NT$150.6b | NT$217.8b | NT$7.0b | 16.9x | 21.5x | 0.7x |
| Mon, 02 Feb 2026 | NT$140.8b | NT$219.1b | NT$7.2b | 15.7x | 19.5x | 0.6x |
| Wed, 31 Dec 2025 | NT$151.2b | NT$219.1b | NT$7.2b | 17.3x | 21x | 0.7x |
| Fri, 28 Nov 2025 | NT$159.3b | NT$219.1b | NT$7.2b | 17.6x | 22.1x | 0.7x |
| Sun, 26 Oct 2025 | NT$159.3b | NT$219.9b | NT$6.9b | 18.8x | 22.9x | 0.7x |
| Tue, 23 Sep 2025 | NT$164.3b | NT$219.9b | NT$6.9b | 19.7x | 23.7x | 0.7x |
| Thu, 21 Aug 2025 | NT$166.4b | NT$220.0b | NT$7.1b | 20.9x | 23.3x | 0.8x |
| Sat, 19 Jul 2025 | NT$169.7b | NT$220.8b | NT$7.4b | 19x | 22.8x | 0.8x |
| Mon, 16 Jun 2025 | NT$183.9b | NT$220.8b | NT$7.4b | 18.5x | 24.8x | 0.8x |
| Wed, 14 May 2025 | NT$184.6b | NT$221.3b | NT$7.6b | 19.1x | 24.2x | 0.8x |
| Fri, 11 Apr 2025 | NT$186.4b | NT$222.4b | NT$6.4b | 17.9x | 29.1x | 0.8x |
| Sun, 09 Mar 2025 | NT$213.0b | NT$223.7b | NT$6.0b | 20.1x | 35.7x | 1x |
| Tue, 04 Feb 2025 | NT$195.1b | NT$223.1b | NT$6.0b | 21x | 32.4x | 0.9x |
| Thu, 02 Jan 2025 | NT$188.6b | NT$223.1b | NT$6.0b | 19.1x | 31.3x | 0.8x |
| Sat, 30 Nov 2024 | NT$200.4b | NT$223.1b | NT$6.0b | 22.1x | 33.3x | 0.9x |
| Mon, 28 Oct 2024 | NT$206.0b | NT$224.5b | NT$6.2b | 20.3x | 33.1x | 0.9x |
| Wed, 25 Sep 2024 | NT$210.9b | NT$224.5b | NT$6.2b | 21.7x | 33.8x | 0.9x |
| Fri, 23 Aug 2024 | NT$212.4b | NT$224.6b | NT$5.9b | 21.4x | 35.8x | 0.9x |
| Sun, 21 Jul 2024 | NT$219.4b | NT$224.8b | NT$6.1b | 22.2x | 36x | 1x |
| Tue, 18 Jun 2024 | NT$231.1b | NT$224.8b | NT$6.1b | 22.5x | 37.9x | 1x |
| Thu, 16 May 2024 | NT$227.1b | NT$225.3b | NT$6.4b | 21.7x | 35.5x | 1x |
| Sat, 13 Apr 2024 | NT$207.6b | NT$223.5b | NT$6.3b | 21.7x | 33.1x | 0.9x |
| Mon, 11 Mar 2024 | NT$203.8b | NT$224.2b | NT$7.4b | 23.4x | 27.5x | 0.9x |
| Wed, 07 Feb 2024 | NT$212.7b | NT$223.3b | NT$7.5b | 24.4x | 28.2x | 1x |
| Fri, 05 Jan 2024 | NT$234.5b | NT$223.3b | NT$7.5b | 24.8x | 31.1x | 1x |
| Sun, 03 Dec 2023 | NT$234.8b | NT$223.3b | NT$7.5b | 24.4x | 31.1x | 1.1x |
| Tue, 31 Oct 2023 | NT$232.4b | NT$221.6b | NT$7.8b | 24.5x | 30x | 1x |
| Thu, 28 Sep 2023 | NT$229.2b | NT$221.6b | NT$7.8b | 24.7x | 29.5x | 1x |
| Sat, 26 Aug 2023 | NT$226.4b | NT$221.8b | NT$8.1b | 25.3x | 28.1x | 1x |
28.1x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | 0.38% | |
| Consumer Discretionary | -2.06% | |
| General Merchandise and Department Stores | -5.64% | |
| Broadline Retail | -5.64% | |
| 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$6.92 | 12.3% +NT$626.8m | 11.8% | PE20x | |
| 2903 Far Eastern Department Stores | NT$22.25 | 1.1% +NT$352.2m | 6.7% | PE14.9x | |
| 8477 Xxtechec | NT$15.90 | 1.6% +NT$16.0m | 20.9% | PS2.7x |