Alibaba: State-Led Data Center Could Reduce Cloud Revenue
We’ve reduced our fair value estimate of Alibaba stock.
Chelsey Tam is a senior equity analyst for Morningstar.* She covers Chinese e-commerce and logistics stocks, such as Alibaba, JD.com, Pinduoduo, SF Holding, and ZTO Express. She is also 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.
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.
United States