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 |
Latest Reports
Server & optical semi: AVGO & MRVL likely to witness a doubling of revenue from their custom ASICs & DSPs in 2024
March 5, 2024
eComm: better-than-expected CNY sales; PDD, JD Retail & VIPS at least to deliver in-line revenue
February 27, 2024
China adv: budget flush at some; cautious 2024 outlook but branding ads to be driven by UEFA Euro & Olympics (BIDU, Tencent)
February 26, 2024
Server semi: NVDA GPU supply further improved resulting in shorter lead time to meet robust demand
February 14, 2024
China adv/video: IQ, BILI on track to deliver in-line 4Q revenue despite lack of hit variety shows at IQ & weak games at BILI
February 6, 2024 |