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SK Telecom Community
KOSE:A017670 Community
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SK Telecom
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SK Telecom
AN
AnalystLowTarget
Consensus Narrative from 26 Analysts
Cyber Setbacks And Heavy Spending Will Dampen Long-Term Prospects
Key Takeaways Prolonged subscriber losses, regulatory pressures, and heavy capital spending threaten revenue growth, margin stability, and long-term profitability. Relying on AI and cloud for growth entails significant execution risk if legacy revenues decline faster than new business segments can scale.
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₩44.33k
FV
25.7% overvalued
intrinsic discount
-0.23%
Revenue growth p.a.
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4 days ago
author updated this narrative
SK Telecom
AN
AnalystHighTarget
Consensus Narrative from 26 Analysts
Connected Devices, AI And 5G Will Redefine Telecom Ecosystems
Key Takeaways Aggressive investment in AI, network infrastructure, and security is set to secure dominant regional market share, stronger brand trust, and premium B2B opportunities. Upcoming shifts in mobile subscriber strategy and regulatory changes position the company for accelerated revenue growth and long-term margin expansion.
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₩78.00k
FV
28.6% undervalued
intrinsic discount
4.82%
Revenue growth p.a.
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4 days ago
author updated this narrative
SK Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
AI And Data Center Demand Will Unlock Enduring Value
Key Takeaways Growth in AI, cloud, and data demand positions SK Telecom for expanded margins and new revenue streams through premium services and advanced connectivity infrastructure. Strategic partnerships, regulatory support, and emphasis on cybersecurity enable stronger brand reputation, B2B diversification, and more stable revenue amid evolving digital trends.
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₩61.38k
FV
9.2% undervalued
intrinsic discount
1.13%
Revenue growth p.a.
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6 days ago
author updated this narrative
Your Valuation for
A017670
A017670
SK Telecom
Your Fair Value
₩
Current Price
₩55.70k
30.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
19t
2015
2018
2021
2024
2025
2027
2030
Revenue ₩19.1t
Earnings ₩1.1t
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