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: slow 3Q ad trends but solid Tencent WeChat Moments ad growth (BIDU, Tencent, WB)
November 1, 2019
Asian HW/semi: solid 3Q MOMO, healthy paid subscriber growth but continued softness in video ad spending (2382.HK, 1478.HK, 603160.SH, 000725.SZ)
November 1, 2019
China eComm: solid 3Q sales trends at BABA & PDD and healthy 3Q trends at JD & VIPS (BABA, JD, PDD, VIPS)
October 29, 2019
China handset semi: slow 2H19 handset demand, but rapid global 5G roll-out to drive growth re-acceleration from 2H20 (QCOM,MTK,SWKS,QRVO,AVGO)
October 21, 2019
China adv/video: solid 3Q MOMO, healthy online video subscriber growth but continued softness in video ad spending (MOMO, IQ, Tencent, BABA)
October 4, 2019
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