Westlake International has helped institutional investors stay abreast of meaningful / timely drivers impacting Chinese sectors and companies since its founding in 2008. We continue to provide our clients with a wide array of Greater China focused primary research, including limited distribution technology and China Internet research reports, channel check, custom research/survey and field check services across a wide variety of verticals and specialties. Our limited-distribution technology and China Internet primary research reports, first rolled out in 2013, were a response to both compliance
professional supervisory concerns and investment professional demand. With a fundamental research approach, our primary research
uncovers industry dynamics and reaches investment conclusions by utilizing our survey data, various 3rd-party data and expert feedback. These
research and services seamlessly package:
Selection of meticulously chosen technology and Internet industry professionals from both compliance and industry experience perspectives |
Latest Reports
China adv/video check: solid 3Q & Oct ad trends at IQ, BILI & Kuaishou but 4Q BILI game biz under pressure
November 17, 2023
eComm Check: decelerating 11.11 sales growth; BABA, JD, PDD & VIPS likely to meet lowered 3Q revenue expectation
November 13, 2023
China adv check: BIDU ads & Tencent at least deliver in-line results given healthy perf ads, Asian Games in 3Q & large promotions in 4Q
November 13, 2023
Server semi check: NVDA GPU supply improved in 2H; MRVL seeing continued shortages of DSP chips & further ASIC traction
November 7, 2023
Server & optical semi check: continued positive developments & shortages of EMLs, VCSELs & high-speed optical transceivers (COHR, LITE)
November 6, 2023 |