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 eComm: BABA,PDD, JD, VIPS saw better-than-expected 2Q sales, while PDD growth momentum remains strong
July 31, 2020
Asian HW/semi:LCD pricing rebounding; NT de-spec trend affecting margins but LT growth staying intact at camera module, fingerprint sensing firms (2382.HK,1478.HK & more)
July 27, 2020
Handset semi: QCOM, MTK, SWKS, QRVO saw strong demand for their 5G products; despite emerging market softness, developed markets are recovering
July 22, 2020
China Adv/video: solid video membership helped IQ while strong Tantan & solid VAS aided MOMO in 2Q (MOMO,IQ,Tencent)
July 15, 2020
China adv: 2Q and 2020 digital ad spending remain slow with no recovery in sight yet, despite a modest QoQ growth (BIDU,Tencent,WB)
July 9, 2020
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