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/semi: continued strong multi-cam and under-display fingerprint sensor adoptions; upward 1Q panel pricing but NT demand uncertainties
March 27, 2020
Handset semi: supply chains largely recovered, global handset demand is under pressure but 5G build-out in China is accelerating (QCOM,MTK,SWKS,QRVO)
March 26, 2020
Coronavirus Implications For China Internet: long Tencent and MOMO (0700.HK, MOMO, BIDU, WB, IQ)
March 3, 2020
Coronavirus Implications: long JD, BABA & PDD that will benefit in the long run from recent consumer and business shifts to online (BABA,JD,PDD,VIPS)
March 3, 2020
China eComm: Solid 4Q & Jan growth; JD best positioned in the face of coronavirus and logistics challenges (BABA,JD,PDD,VIPS)
February 6, 2020
Copyright © 2019 Westlake International LLC. All rights reserved.