bullish

SK Telecom

SK Telecom (017670 KS/Buy)Key Beneficiary of Korea’s Accelerating Data Center Buildout

90 Views23 Sep 2026 08:15
Broker
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 positioned to pursue both colocation and GPUaaS.
What is covered in the Full Insight:
  • Overview of SK Telecom's Position in Data Centers
  • Financial Projections and Valuation Metrics
  • Strategic Moves and Capital Raising
  • Potential Upside from SK Hyper and SK Horizon
  • Conclusion and Investment Recommendation
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Full Insight
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  • SK Telecom (017670 KS/Buy)Key Beneficiary of Korea’s Accelerating Data Center Buildout
    23 Sep 2026
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