RedTech Advisors is an independent research firm specializing in the Chinese Internet and mobile sectors.
Since 2009, we have provided market intelligence and research services to institutional investors, ad agencies and multinational companies.
We provide primary data and non-traditional company and industry research focused on China’s internet sector.
We are focused on BABA, BIDU, Tencent, JD, CTRP, WB, EDU, TAL, VIPS, Ant Financial, Meituan, Didi, and Toutiao, which have a combined market value of more than US$1 trillion.
Our methodology comprises regular meetings with RedTech’s industry contacts, regular surveys of industry professionals and consumers, focus groups, and proprietary mobile datasets. The result is evidence-based research focused on company-specific inflection points and key industry drivers.
RedTech product offerings:
Fundamental research: Surveys, reports and notes. Full access to analysts and occasional access to our exclusive panels of industry professionals.
Sectors covered: eCommerce, advertising, mobile payments, social media, car hailing, education, travel, gaming and cloud computing.
Deliverables: About 50 pieces of proprietary research each year, including a mix of short notes on new developments; surveys to check on industry themes and structural changes; and thematic reports that look more deeply into new and promising trends (i.e. online groceries, cloud computing, self-driving cars).
Industry meetings – Small group meetings and one-on-one’s in China with RedTech contacts.
Examples of RedTech surveys:
eCommerce Merchant Survey (2x yearly): 50-55 merchants across apparel, cosmetics, 3C, home appliances, and groceries. Companies: Alibaba, JD, VIPS
China Digital Advertising Outlook (2x yearly): 35 advertisers with a focus on what is driving advertising budgets and allocation. Companies: Tencent, Baidu, Weibo, Toutiao
Travel Consumer Survey (2x yearly): 2,000 Chinese travelers. Where do they go? How much do they spend? And with whom do they book their trips? Companies: Ctrip, Meituan, Fliggy (BABA), Qunar, Tuniu, Lvmama, Skyscanner, eLong, Tripadvisor, Agoda
China Mobile Payments (2x yearly): Companies: Alipay, WeChat Pay
Why we are different:
Proprietary data is at the core of our product. But we have been at this long enough to know that technology driven data mining is not a silver bullet. So, to complement our data, we have spent years building up traditional networks of professionals in key subsectors. Regular interviews and surveys of these professionals forms the core of our fundamental research product, which helps crosscheck our data and stress test our assumptions.