Advertisement

Skip to Content

Phelix Lee

Phelix Lee is an equity analyst for Morningstar Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He covers Asia tech stocks, with a focus on Greater China.

Before joining Morningstar in 2019, Lee spent five years at a Hong Kong-based brokerage firm as an equity analyst covering small/mid-cap names in tech hardware.

Lee holds a Bachelor of Business Administration (Honours) in financial services from the Hong Kong Polytechnic University. He also holds the Chartered Financial Analyst® designation.

Latest

Hikvision’s Preliminary 2022 Figures Miss Our Forecasts; Fair Value Estimate Unchanged

We see several upside catalysts for the company.

Feb 22, 2023

Sunny Optical’s Potential Brightens on Smartphone Recovery

The lens manufacturer is positioned to benefit from Android’s improved outlook.

Feb 14, 2023

Warren Buffett Thinks TSMC Stock Is a Buy, and So Do We

Berkshire Hathaway built a sizable stake in Taiwan Semiconductor last quarter.

Nov 16, 2022

New U.S. Restrictions on Chip-Related Exports to China Spook Traders; Foundries Remain Undervalued

The new shock may further dampen sentiment, but our long-term outlook remains positive.

Oct 11, 2022

Is TSM Stock a Buy?

When it comes to this chipmaker, invest based on fundamentals, not headlines, says Morningstar’s analyst.

Mar 16, 2022

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.