Theoria Research
TheoriaCapitalRigorous equity research and weekly letter for investors interested in Chinese markets.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 29 | Founded | 2 years ago | Last Issue | 36 hours ago |
| Active | |||||
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theoria137.substack.comLatest Issues
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...
Theoria Weekly #4
Tencent’s Bigger AI Bill Clouds the Outlook
Tencent reported its Q2 results on August 12. Its core businesses are still doing very well: Value-added Services revenue grew 8% year over year, FinTech and Business Services grew 9%, and M...
Theoria Weekly #3
Diary farming sector shows sign of recovery
The diary farming sector in China has been in a downturn since around August 2021, when raw-milk prices began falling from roughly RMB 4.4/kg to close to RMB 3.1/kg. The main problem was a classi...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
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Authors
The writers behind this newsletter.
Private investor based in Toronto.
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