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
Handset semi: QCOM, MTK, SWKS, QRVO & AVGO are experiencing strong demand for both 4G & 5G products while witnessing shortages, as global market recovers
October 23, 2020
China Adv/video: very strong BILI growth momentum and better-than-expected performance at IQ
October 14, 2020
China adv: BIDU, Tencent & WB are performing better than expectation as digital ad spending started recovering
October 13, 2020
China eComm: slow sales in July after 6.18 promotions, but recovering since Aug (BABA,PDD,JD,VIPS)
October 6, 2020
BILI Initiation: Rapidly Expanding With Highly Engaged Community, Under-Monetized Assets & Strong Growth Potential
August 18, 2020
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