Chelsey Tam | Morningstar

Morningstar

More From Chelsey Tam

Margin Forecasts at Risk In Light of Our Reservations on JD.com’s Low-Price Strategy

How will the subsidy channel affect it?

Chelsey Tam Feb 24, 2023

JD.com's Q4 Performance Supports a Positive View

JD has a unique advantage in the Chinese e-commerce sector and is the best play of the rising middle class across China in our view.

Chelsey Tam Mar 11, 2022

Why Alibaba's Stock Is Attractive

Despite increased competition, Morningstar's analyst thinks China's e-commerce giant has new growth opportunities to tap.

Chelsey Tam Jan 20, 2022

Amid Regulatory Crackdown in China, Tencent Is a Buy

We're maintaining our $103 per share fair value estimate.

Chelsey Tam Aug 19, 2021

Amid Coronavirus Outbreak, Chinese Internet Firms Could Benefit

We expect e-commerce, online entertainment, education, and business services to see faster adoption rates in the long term.

Chelsey Tam Feb 14, 2020

Travel and Tourism Companies Likely to Be Hardest Hit by Coronavirus Outbreak

To gauge the effect of the quickly spreading coronavirus on the companies we cover, we look back at SARS.

Chelsey Tam Jan 27, 2020

Baidu Still a Buy

Our thesis of significant profit improvement is playing out.

Chelsey Tam Nov 8, 2019

Opportunities Open for Alibaba

A strong network effect makes for a wide moat for this 4-star stock.

R.J. Hottovy Oct 4, 2019

This Travel One-Stop Shop Looks Undervalued

We're more optimistic on its margin expansion potential.

Chelsey Tam Sep 11, 2019

Slicing Ctrip's Fair Value, Shares Still Attractive

In the long term, we think the narrow moat firm's margin expansion story remains.

Chelsey Tam Nov 26, 2018

It's Time to Buy Tencent

We see a good opportunity to invest in this wide-moat Internet giant.

Chelsey Tam Nov 16, 2018

Undervalued Ctrip Is Just Getting Started

We expect to see increasing revenue growth in the rest of the year as comparisons become easier.

Chelsey Tam May 23, 2018

A Fair Value Hike for Weibo

The narrow-moat firm's network effect with 392 million users will continue to drive sales growth and help protect against increasing competition.

Chelsey Tam Apr 9, 2018

Good News From JD Leads to Lift in Fair Value

The no-moat firm is on track to achieve profitability this year.

Chelsey Tam Nov 14, 2017

More About Chelsey Tam

Chelsey Tam is a senior equity analyst, Asia, for Morningstar*. She covers China e-commerce stocks and logistics names. She covers Alibaba, JD.com and Pinduoduo, SF Holding, ZTO Express and is experienced in covering retail companies.

Before joining Morningstar in 2013, Tam was a sell-side analyst at a securities firm in Hong Kong covering small to mid cap companies. Before that, she was a buy-side associate covering Macau gaming companies mainly.

Tam holds bachelor’s degrees in commerce (finance) and economics from the University of Toronto.

* Morningstar Asia Limited (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc

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