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: strong 4Q MOMO momentum, healthy Tencent Video ad growth but lack of 4Q ad growth drivers at IQ
February 1, 2019
China adv: cautious initial 2019 budget plans, but healthy 4Q BIDU, Tencent and WB ad trends relative to street expectation
February 1, 2019
China eComm: 4Q sales growth slowed modestly QoQ (BABA,JD,VIPS), but PDD grows rapidly
January 24, 2019
Asian HW: strong under-glass fingerprint/multi-cam/glass casing adoptions & 3D sensing evolving with 2 ToF phones in the market
January 17, 2019
Handset semi (QCOM,SWKS,QRVO, 2454.TW): slow 4Q demand & pre-CNY build likely to affect 1Q guidance
January 17, 2019
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