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: 3Q ad spending growth moderated given a large base & K-12 tutoring spending cut, but aided by Olympics to a degree (BIDU, Tencent)
October 14, 2021
eComm check: Jul & Aug YoY growth decelerated, but appliance & food remained solid (BABA, PDD, JD, VIPS, Kuaishou)
October 11, 2021
Handset semi: solid 3Q relative to guidance; overall healthy global phone and 5G infrastructure demand (QCOM,MTK,SWKS,QRVO, AVGO)
September 24, 2021
China adv/video: BILI, IQ performing above 2Q revenue expectation; very strong ad growth momentum at Kuaishou (1024.HK)
August 9, 2021
China adv: solid 2Q ad spending growth & 2021 outlook and stronger-than-initially-planned Olympics ad spending (BIDU, Tencent)
August 6, 2021
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