Theoria Research
TheoriaCapitalRigorous equity research and weekly letter for investors interested in Chinese markets.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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theoria137.substack.comLatest Issues
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...
Theoria Weekly #6
What China’s Weak Retail Sales Numbers Miss
China’s July retail sales numbers, released on August 17, remained weak. Total retail sales grew just 0.6% year over year, with goods sales up only 0.5%, while catering did somewhat better a...
Theoria Weekly #5
H World 2026 Q2: RevPAR Pressure, Strong Network Expansion
H World reported another solid quarter. In China, blended RevPAR reached RMB238 in Q2, up 1.1% year over year. This marked the fourth consecutive quarter of positive RevPAR gr...
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The writers behind this newsletter.
Investor based in Toronto.
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