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,...
85 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 (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)Strong 2Q26 Earnings Expected; Major AI Data Center Capacity Plan Announced
For 2Q26, we expect SK Telecom (SKT) to report consolidated revenue of W4.4tr (+1.3% QoQ, +2.5% YoY) and operating profit of W557.5bn (+3.7% QoQ,...
97 Views
SK Telecom (017670 KS)Earnings Normalization Underway; SK Broadband OP Likely up 21% YoY
For 1Q26, we expect SK Telecom (SKT) to report consolidated revenue of W4.4tr (+1.5% QoQ, -1.4% YoY) and operating profit of W508.2bn (+326.5% QoQ,...
159 Views