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
eComm(BABA,PDD,JD,VIPS, 1024.HK): better-than-expected 1Q revenue; further shift to online in food and FMCG driven by aggressive community group-buying initiatives
May 3, 2021
Handset semi: QCOM, MTK, SWKS, QRVO and AVGO saw very strong pricing and better-than-guided 1Q demand at Chinese OEMs
April 26, 2021
China adv/video: very strong ad growth momentum at Kuaishou (1024HK), while BILI, IQ likely performed better than 1Q expectation
April 14, 2021
China adv: solid 1Q ad spending growth and 2021 outlook despite increased government oversight (BIDU, Tencent)
April 13, 2021
Handset semi: component shortage observation / analysis; healthy phone sell-through in China & intl markets (QCOM,MTK, SWKS,QRVO,AVGO)
March 25, 2021
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