HeyJaredTheoria Research
In-depth and rigorous equity research for investors interested in Chinese markets.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 26, 2026
Latest issues
Theoria Weekly #9 (opens the original)
Read excerpt
Jiumaojiu’ stock price crossed 99 centsJiumaojiu 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, when a Shanxi native founded Jiumaojiu, originally a restaurant brand focused on Shanxi cuisine and noodles. Over time, the group expanded into a broader restaurant platform. Today, its largest revenue contributor is no longer the original Jiumaojiu brand, but Tai Er
Boss Zhipin Update (opens the original)
Read excerpt
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, but the stock has gone the other way. After briefly touching a two-year high near the end of 2025, fears of AI disruption pushed it to an all-time low of around $13 per ADS. I think this has created an attractive opportunity if you believe online recruiting will not cease t
Theoria Weekly #8 (opens the original)
Read excerpt
Douyin Surpasses WeChat in User TimeAccording 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 million DAUs, compared with 931 million for WeChat, which means the average Douyin user is spending a lot more time on the app.This is the reason investors in Chinese internet companies cannot ignore ByteDance, even though it remains private. Among China’s top 20 apps b
Theoria Weekly #7 (opens the original)
Read excerpt
STAR 50 Continues to Pull BackThe 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).<source type
Theoria Weekly #6 (opens the original)
Read excerpt
What China’s Weak Retail Sales Numbers MissChina’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 at 1.4%. This continued the sluggish trend from the first half of 2026, when traditional retail sales grew only 1.3%. Online consumption, however, remained relatively resilient, with online sales of goods and services up 4.8% in the first seven months.But China’s “tot
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.