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: despite emerging market softness, developed markets are recovering; China 5G phone launches are accelerating (QCOM,MTK,SWKS,QRVO)
June 23, 2020
China Adv/video: higher online video viewership and rising live streaming benefited MOMO & IQ in 1Q, offsetting weakness in ads or high-paying user spending
May 15, 2020
China adv: soft 1Q ad spending & very cautious 2020 digital ad budget plans without growth overall (BIDU,Tencent,WB)
May 12, 2020
China eComm: despite a soft 1Q, sales have rebounded since Mar and likely will see a solid 2Q (BABA, PDD, JD, VIPS)
May 8, 2020
Asian HW/semi: solid multi-cam, advanced camera & under-display fingerprint sensing adoptions; downward LCD pricing (2382.HK,1478.HK, 603160.SS, 000725.SZ)
April 30, 2020
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