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
Asian HW: strong Jan iPhone sales in China; Sunny Optical (2382.HK) and BOE (00725.SZ) are penetrating into leading global handset OEMs & expanding into smart cars
February 23, 2021
China Adv/video: very strong growth momentum at BILI, while IQ will likely at least deliver in-line results (BILI,IQ)
February 9, 2021
China Adv: better-than-expected 4Q, cautiously optimistic 2021 outlook and strong interest in short video ads(BIDU, Tencent, WB)
February 9, 2021
China eComm: solid 4Q sales growth, likely performing better than 4Q street revenue expectation (BABA,PDD,JD,VIPS)
January 29, 2021
Handset semi: strong iPhone demand in China, new Honor in operations free from Huawei ban, persisting component shortages & solid 4Q demand (QCOM,MTK, SWKS,QRVO,AVGO)
January 25, 2021
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