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 check: IQ, BILI & Kuaishou ads will likely meet or beat 2Q revenue street expectation on gradual recovery post lockdowns
August 5, 2022
China adv check: modest MoM ad spending growth from May through Jul, likely slow 3Q recovery & potential 4Q growth(BIDU,Tencent)
August 4, 2022
eComm Check: BABA, JD, PDD, VIPS, Kuaishou eComm can likely meet 2Q expectation, but slow Jul & bumpy 2H22 recovery
August 1, 2022
Auto, IoT & XR semi primary research: QCOM still leading in auto wireless, digital cockpit & XR while NVDA gaining solid traction with ADAS Orin
July 25, 2022
Handset & infra semi: soft 2Q & Jul global phone demand; handset semi players likely to deliver in-line 2Q but guide 3Q cautiously
July 22, 2022
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