Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Biggest Cyberattack in SK Telecom's History - Likely to Lead to Major Management Changes

SK Telecom: Meaningful Value Up Announcement

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>The most important reason for KT's excellent results in 2Q 2025 was due to the major hacking incident at SK Telecom in May 2025.</li>
<li>The company's growing AI business and successful real estate sales also contributed to the company's improving results in 2Q 2025. </li>
<li>KT is likely to benefit from higher profits and returns on capital in the next couple of years as the penetration of 5G service surpasses more than 80%.</li>
</ul>


The most important reason for KT's excellent results in 2Q 2025 was due to the major hacking incident at SK Telecom in May 2025.
The company's growing AI business and successful real estate sales also contributed to the company's improving results in 2Q 2025. 
KT is likely to benefit from higher profits and returns on capital in the next couple of years as the penetration of 5G service surpasses more than 80%.


KT Corp: Excellent 2Q 2025 Earnings Driven by Market Share Gain and Improving AI/Cloud Businesses