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 trends at BILI & Kuaishou ad, IQ likely meeting modest 4Q expectation given solid content lineup (IQ,BILI,Kuaishou)
January 14, 2022
eComm check: robust trends at JD, PDD & Kuaishou eComm; solid 4Q appliance/3C but slow apparel, cosmetics (BABA, PDD, JD, VIPS, Kuaishou)
January 7, 2022
Handset semi check: better-than-expected 4Q global phone demand; positive 2022 5G infrastructure spending outlook (QCOM,MTK,SWKS,QRVO)
December 23, 2021
Initiating coverage on Contemporary Amperex Technology (CATL, 300750.SZ) - a global leader in EV battery & ESS space
December 17, 2021
China adv check: 4Q ad spending growth moderated further, but cautiously optimistic 2022 outlook & stable pricing trends (BIDU,Tencent)
January 13, 2021
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