Narrative Update • Aug 08

The Broadline Retail industry is up 5.1% in the last week, with momo.com up 15%. In the same time, Tonlin Department StoreLtd was down 5.6%. This takes the industry's 12 month performance to a gain of 20%. 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 |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | NT$207.8b | NT$228.5b | NT$7.6b | 19.9x | 27.2x | 0.9x |
| Wed, 08 Jul 2026 | NT$200.8b | NT$224.8b | NT$7.0b | 22x | 28.6x | 0.9x |
| Fri, 05 Jun 2026 | NT$200.2b | NT$224.8b | NT$7.0b | 18.4x | 28.5x | 0.9x |
| Sun, 03 May 2026 | NT$156.3b | NT$223.9b | NT$7.1b | 16.4x | 22.1x | 0.7x |
| Tue, 31 Mar 2026 | NT$150.3b | NT$217.5b | NT$6.9b | 16.8x | 21.9x | 0.7x |
| Thu, 26 Feb 2026 | NT$154.8b | NT$219.7b | NT$7.4b | 17x | 20.9x | 0.7x |
| Sat, 24 Jan 2026 | NT$142.8b | NT$219.1b | NT$7.2b | 16.1x | 19.8x | 0.7x |
| Mon, 22 Dec 2025 | NT$151.7b | NT$219.1b | NT$7.2b | 17.5x | 21x | 0.7x |
| Wed, 19 Nov 2025 | NT$157.8b | NT$219.1b | NT$7.2b | 17.5x | 22x | 0.7x |
| Fri, 17 Oct 2025 | NT$158.8b | NT$219.9b | NT$6.9b | 19.1x | 22.9x | 0.7x |
| Sun, 14 Sep 2025 | NT$161.9b | NT$219.9b | NT$6.9b | 19.5x | 23.3x | 0.7x |
| Tue, 12 Aug 2025 | NT$166.0b | NT$220.5b | NT$7.2b | 18.4x | 23.1x | 0.8x |
| Thu, 10 Jul 2025 | NT$167.2b | NT$220.8b | NT$7.4b | 19x | 22.5x | 0.8x |
| Sat, 07 Jun 2025 | NT$180.6b | NT$220.8b | NT$7.4b | 18.5x | 24.3x | 0.8x |
| Mon, 05 May 2025 | NT$187.9b | NT$222.5b | NT$7.7b | 19.3x | 24.3x | 0.8x |
| Wed, 02 Apr 2025 | NT$196.9b | NT$222.4b | NT$6.4b | 19.7x | 30.8x | 0.9x |
| Fri, 28 Feb 2025 | NT$210.3b | NT$223.8b | NT$6.0b | 20x | 35.2x | 0.9x |
| Sun, 26 Jan 2025 | NT$191.6b | NT$223.1b | NT$6.0b | 21.1x | 31.8x | 0.9x |
| Tue, 24 Dec 2024 | NT$197.3b | NT$223.1b | NT$6.0b | 21.2x | 32.8x | 0.9x |
| Thu, 21 Nov 2024 | NT$201.2b | NT$223.1b | NT$6.0b | 21.1x | 33.4x | 0.9x |
| Sat, 19 Oct 2024 | NT$208.7b | NT$224.5b | NT$6.2b | 20.5x | 33.5x | 0.9x |
| Mon, 16 Sep 2024 | NT$208.7b | NT$224.5b | NT$6.2b | 21.4x | 33.5x | 0.9x |
| Wed, 14 Aug 2024 | NT$210.3b | NT$225.6b | NT$6.1b | 22.1x | 34.3x | 0.9x |
| Fri, 12 Jul 2024 | NT$225.1b | NT$224.8b | NT$6.1b | 22.3x | 36.9x | 1x |
| Sun, 09 Jun 2024 | NT$235.2b | NT$224.8b | NT$6.1b | 23.2x | 38.6x | 1x |
| Tue, 07 May 2024 | NT$230.7b | NT$225.8b | NT$6.3b | 21.7x | 36.3x | 1x |
| Thu, 04 Apr 2024 | NT$206.8b | NT$223.5b | NT$6.3b | 21.8x | 32.9x | 0.9x |
| Sat, 02 Mar 2024 | NT$211.1b | NT$224.2b | NT$7.4b | 23.8x | 28.5x | 0.9x |
| Mon, 29 Jan 2024 | NT$219.7b | NT$223.3b | NT$7.5b | 24.3x | 29.1x | 1x |
| Wed, 27 Dec 2023 | NT$238.1b | NT$223.3b | NT$7.5b | 25.7x | 31.5x | 1.1x |
| Fri, 24 Nov 2023 | NT$234.0b | NT$223.5b | NT$7.6b | 25x | 30.7x | 1x |
| Sun, 22 Oct 2023 | NT$225.6b | NT$221.6b | NT$7.8b | 24.5x | 29.1x | 1x |
| Tue, 19 Sep 2023 | NT$230.2b | NT$221.6b | NT$7.8b | 25x | 29.7x | 1x |
| Thu, 17 Aug 2023 | NT$232.6b | NT$221.8b | NT$8.1b | 25.9x | 28.9x | 1x |
28.9x
How does Taiwanese Broadline Retail compare with similar industries?
| TW Market | 2.94% | |
| Consumer Discretionary | 0.74% | |
| General Merchandise and Department Stores | 5.13% | |
| Broadline Retail | 5.13% | |
| 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 | |
|---|---|---|---|---|---|
| 8454 momo.com | NT$283.50 | 15.5% +NT$10.1b | 13.2% | PE27.3x | |
| 8044 PChome Online | NT$28.00 | 9.4% +NT$486.9m | -15.9% | PS0.2x | |
| 2949 H.H.Galaxy | NT$60.50 | 4.3% +NT$75.4m | -12.7% | PE17.2x | |
| 2601 First Steamship | NT$6.25 | 1.5% +NT$74.2m | 3.3% | PE14.4x |