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
BILI Initiation: Rapidly Expanding With Highly Engaged Community, Under-Monetized Assets & Strong Growth Potential
August 18, 2020
China Adv/video check: IQ will likely deliver in-line 2Q results and potentially see solid 2H20 subscriber growth
August 10, 2020
China adv: soft 2Q spending and no recovery in sight yet on 2020 digital ad budget plans, based on recent survey (BIDU,Tencent,WB)
August 6, 2020
China eComm: BABA,PDD, JD, VIPS saw better-than-expected 2Q sales, while PDD growth momentum remains strong
July 31, 2020
Asian HW/semi:LCD pricing rebounding; NT de-spec trend affecting margins but LT growth staying intact at camera module, fingerprint sensing firms (2382.HK,1478.HK & more)
July 27, 2020
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