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: sharp ad spending slowdown since mid-Mar but stable membership services at IQ & solid games/content at BILI(IQ,BILI,Kuaishou)
May 19, 2022
China adv check: sharp ad spending slowdown since mid-Mar and a still challenging 2Q (BIDU, Tencent)
May 16, 2022
eComm Check: Mar & Apr discretionary spending slowed sharply; daily necessities was limited by logistics in COVID-hit areas (BABA,JD,PDD,VIPS,Kuaishou)
May 12, 2022
Handset & infra semi: depressed global demand & supply in 1Q and Apr; still a challenging 2Q (QCOM,MTK, SWKS,QRVO,AVGO)
April 26, 2022
China adv/video check: IQ, BILI & Kuaishou will likely deliver in-line 1Q revenue but face challenges in 2Q given the uncertainty around lockdowns
April 18, 2022
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