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 check : further 4Q spending recovery, cautiously optimistic 2021 outlook and upward pricing trends (BIDU,Tencent,WB)
January 8, 2021
China eComm: solid 4Q sales growth driven by strong appliance, cosmetics, FMCG & food and continued apparel recovery (BABA,PDD,JD,VIPS)
December 24, 2020
Handset semi check: 4Q global handset demand is further improving while some component shortages persist(QCOM,MTK,SWKS, QRVO,AVGO)
December 18, 2020
China Adv/video: very strong BILI growth momentum and ad recovering at IQ despite slower 3Q subscriber growth
November 11, 2020
China adv: digital ad spending started recovering meaningfully in 3Q and is strengthening in 4Q (BIDU,Tencent,WB)
November 10, 2020
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