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: 2Q growth re-accelerated on strong 6.18 and solid execution, particularly on lower-tier city penetration (BABA, JD, PDD, VIPS)
July 30, 2019
China adv: large advertisers budget their 2019 ad spending very cautiously without much overall growth given macro uncertainty (BIDU, Tencent, WB)
July 25, 2019
China Adv/video: solid 2Q MOMO biz, very soft online video ad trends but healthy video subscriber growth (MOMO, IQ, Tencent, BABA)
July 25, 2019
Handset semi: Huawei ban lifting in the process & global 5G rollout ahead of plan to drive NT recovery & LT growth at QCOM, SWKS, QRVO, AVGO
July 17, 2019
Asian HW: flexible OLED shortages, rapid multi-cam and under-display fingerprint sensor adoptions & further ToF traction (2382.HK,1478.HK,603160.SH, 6462.TW,000725.SZ)
July 17, 2019
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