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

Constantly updated / legally compliant list of pertinent industry questions

Consultations with survey participants to flesh out qualitative issues around meaningful trends

Screen and applications of most relevant 3rd party data for investment themes and pressing issues of covered companies

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
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