SK Telecom: Worsening Results in 4Q 2025 Offset by Positive Investments in Anthropic and AI
Anthropic announced today (13 Feb) that it raised $30bn in a latest funding round valuing the company at $380bn post money. The round was co-led by...
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SK Telecom (017670 KS/Buy)Structural Changes to Begin Driving Profitability Improvement
For 4Q25, we expect SK Telecom (SKT) to report consolidated revenue of W4.3tr (+8.2% QoQ, -4.6% YoY) and operating profit of W105.5bn (+118% QoQ, ...
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The Stocks to Own in Asia – Vol. 53
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Three stocks remain, 11 new join the...
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The Stocks to Own in Asia – Vol. 52
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine new join the...
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Takeaways from MWC 2026AI driving structural transformation of telecom
MWC 2026- The official theme of MWC 2026 was “The IQ Era,” highlighting the convergence of AI with connectivity and the role of intelligence in...
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