SK Telecom (017670 KS/Buy)Earnings delivery likely to remain strong
For 3Q26, we expect SK Telecom (SKT) to report consolidated revenue of W4.5tr (+2.8% QoQ, +12.6% YoY) and operating profit of W543.5bn (-4.6% QoQ,...
84 Views
SK Telecom (017670 KS/Buy)Key Beneficiary of Korea’s Accelerating Data Center Buildout
We expect SK Telecom (SKT) to be the biggest beneficiary of Korea’s accelerating data center buildout. Notably, it is one of the few players...
90 Views
SK Telecom's Investment in Anthropic - A Huge Homerun
According to Financial Times, Anthropic is preparing to complete an IPO of $2 trillion or more in October 2026, aiming to stage the largest IPO in...
2.4k Views
SK Telecom (017670 KS/Buy)Synergies Between SK Horizon and SK Hyper to Materialize
We raise our target price for SK Telecom (SKT) by 25% to W150,000 (from W120,000) and maintain the stock as our sector top pick.
97 Views
SK Telecom (017670 KS): Synthetic Expert Call Transcript (28 Aug 2026)
Asset Valuation Arbitrage as a Growth Catalyst: SK Telecom’s carving out of its data center and submarine cable assets into SK Horizon serves as...
103 Views