Narrative Update • Aug 22

Over the last 7 days, the Broadline Retail industry has dropped 1.0%, driven by a pullback from Far Eastern Department Stores of 3.1%. In the past year, the industry has gained 17%. 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 |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | NT$201.4b | NT$229.6b | NT$7.6b | 19.6x | 26.4x | 0.9x |
| Mon, 27 Jul 2026 | NT$189.2b | NT$226.5b | NT$7.4b | 19.3x | 25.6x | 0.8x |
| Wed, 24 Jun 2026 | NT$211.9b | NT$224.8b | NT$7.0b | 20.4x | 30.2x | 0.9x |
| Fri, 22 May 2026 | NT$161.4b | NT$224.8b | NT$7.0b | 17.5x | 23x | 0.7x |
| Sun, 19 Apr 2026 | NT$152.5b | NT$223.1b | NT$6.9b | 16.5x | 22.2x | 0.7x |
| Tue, 17 Mar 2026 | NT$149.9b | NT$217.8b | NT$7.0b | 16.8x | 21.4x | 0.7x |
| Thu, 12 Feb 2026 | NT$147.8b | NT$219.1b | NT$7.2b | 16.1x | 20.5x | 0.7x |
| Sat, 10 Jan 2026 | NT$150.7b | NT$219.1b | NT$7.2b | 17.1x | 20.9x | 0.7x |
| Mon, 08 Dec 2025 | NT$154.3b | NT$219.1b | NT$7.2b | 17.5x | 21.4x | 0.7x |
| Wed, 05 Nov 2025 | NT$160.0b | NT$220.2b | NT$7.0b | 19x | 22.9x | 0.7x |
| Fri, 03 Oct 2025 | NT$163.2b | NT$219.9b | NT$6.9b | 19.5x | 23.5x | 0.7x |
| Sun, 31 Aug 2025 | NT$165.5b | NT$220.0b | NT$7.1b | 20.4x | 23.2x | 0.8x |
| Tue, 29 Jul 2025 | NT$173.7b | NT$220.8b | NT$7.4b | 18.8x | 23.4x | 0.8x |
| Thu, 26 Jun 2025 | NT$169.4b | NT$220.8b | NT$7.4b | 18.6x | 22.8x | 0.8x |
| Sat, 24 May 2025 | NT$185.0b | NT$220.8b | NT$7.4b | 19x | 24.9x | 0.8x |
| Mon, 21 Apr 2025 | NT$184.2b | NT$222.4b | NT$6.4b | 18x | 28.7x | 0.8x |
| Wed, 19 Mar 2025 | NT$206.7b | NT$222.9b | NT$6.1b | 20.6x | 33.8x | 0.9x |
| Fri, 14 Feb 2025 | NT$196.0b | NT$223.1b | NT$6.0b | 19.6x | 32.6x | 0.9x |
| Sun, 12 Jan 2025 | NT$184.7b | NT$223.1b | NT$6.0b | 18.6x | 30.7x | 0.8x |
| Tue, 10 Dec 2024 | NT$195.8b | NT$223.1b | NT$6.0b | 22.1x | 32.5x | 0.9x |
| Thu, 07 Nov 2024 | NT$203.5b | NT$225.2b | NT$6.2b | 19.4x | 32.8x | 0.9x |
| Sat, 05 Oct 2024 | NT$215.2b | NT$224.5b | NT$6.2b | 21.4x | 34.5x | 1x |
| Mon, 02 Sep 2024 | NT$210.8b | NT$224.5b | NT$6.3b | 21.6x | 33.4x | 0.9x |
| Wed, 31 Jul 2024 | NT$223.0b | NT$224.8b | NT$6.1b | 22.5x | 36.6x | 1x |
| Fri, 28 Jun 2024 | NT$227.9b | NT$224.8b | NT$6.1b | 22x | 37.4x | 1x |
| Sun, 26 May 2024 | NT$224.4b | NT$224.8b | NT$6.1b | 22.1x | 36.8x | 1x |
| Tue, 23 Apr 2024 | NT$205.0b | NT$223.5b | NT$6.3b | 21.2x | 32.6x | 0.9x |
| Thu, 21 Mar 2024 | NT$204.9b | NT$223.6b | NT$7.3b | 22x | 28.1x | 0.9x |
| Sat, 17 Feb 2024 | NT$212.7b | NT$223.3b | NT$7.5b | 24.1x | 28.2x | 1x |
| Mon, 15 Jan 2024 | NT$223.9b | NT$223.3b | NT$7.5b | 24.1x | 29.7x | 1x |
| Wed, 13 Dec 2023 | NT$233.0b | NT$223.3b | NT$7.5b | 24.7x | 30.9x | 1x |
| Fri, 10 Nov 2023 | NT$240.1b | NT$223.7b | NT$7.8b | 25.3x | 30.6x | 1.1x |
| Sun, 08 Oct 2023 | NT$231.1b | NT$221.6b | NT$7.8b | 24.7x | 29.8x | 1x |
| Tue, 05 Sep 2023 | NT$234.8b | NT$221.6b | NT$7.8b | 25.4x | 30.3x | 1.1x |
30.3x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | 2.56% | |
| Consumer Discretionary | -0.87% | |
| General Merchandise and Department Stores | -1.04% | |
| Broadline Retail | -1.04% | |
| 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 | |
|---|---|---|---|---|---|
| 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 | |
| 2942 Jing-Jan Retail Business | NT$38.10 | 0.3% +NT$6.0m | 25.7% | PE10.6x | |
| 2926 Eslite Spectrum | NT$30.10 | 0.3% +NT$4.7m | -33.1% | PE47.9x |