Theoria Research
TheoriaCapitalRigorous equity research and weekly letter for investors interested in Chinese markets.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Founded | 2 years ago | Last Issue | 13 days ago |
| Active | |||||
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theoria137.substack.comLatest Issues
Theoria Weekly #10
H World and Local Governments Put Idle Properties to Work
In September, H World signed a strategic cooperation agreement with the Chengdu State-owned Assets Supervision and Administration Commission (SASAC). The two sides will work tog...
Theoria Weekly #9
Jiumaojiu’ stock price crossed 99 cents
Jiumaojiu International (9922.HK), one of China’s well-known multi-brand Chinese restaurant operators, reported its 2026 interim results on August 28. The company traces its roots back to 1995, w...
Boss Zhipin Update
I’ll skip the weekly letter this week, as I’m posting this longer write-up.
I think it is time to give an update on BOSS Zhipin (BZ) for three reasons:
- Since my last deep dive on BZ, revenue and earnings have continued to grow...
Theoria Weekly #8
Douyin Surpasses WeChat in User Time
According to QuestMobile, in July Douyin’s total monthly usage time surpassed WeChat’s for the first time, at roughly 601 million hours versus 582 million hours. Notice that Douyin had only 714 mil...
Theoria Weekly #7
STAR 50 Continues to Pull Back
The STAR 50 continued to retreat this week, falling another 5%. I find it interesting to compare its historical total return with that of the CSI Dividend Index (dividend adjusted).
Even after the recent...
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Authors
The writers behind this newsletter.
Investor based in Toronto.
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