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LG Uplus Community
KOSE:A032640 Community
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LG Uplus
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LG Uplus
AN
AnalystHighTarget
Consensus Narrative from 25 Analysts
AI And 5G Will Reshape Digital Connectivity Landscape
Key Takeaways Aggressive AI integration and digital transformation position LG Uplus to set industry benchmarks, drive structural profitability, and unlock recurring high-margin revenue. Leadership in 5G monetization, data center growth, and sovereign AI initiatives supports sustained revenue gains, market share growth, and long-term earnings stability.
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₩20k
FV
26.1% undervalued
intrinsic discount
3.98%
Revenue growth p.a.
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6 days ago
author updated this narrative
LG Uplus
AN
AnalystConsensusTarget
Consensus Narrative from 25 Analysts
AI Platforms And Smart Home Trends Will Shape Future Connectivity
Key Takeaways Growth in smart home, digital safety, and advanced broadband services, backed by AI and network investments, strengthens revenue streams and market positioning. Capital return initiatives and enterprise infrastructure expansion enhance earnings quality and support confidence in long-term profitability.
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₩15.8k
FV
6.4% undervalued
intrinsic discount
1.65%
Revenue growth p.a.
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11 days ago
author updated this narrative
LG Uplus
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
Intense Global Competition Will Squeeze South Korean Telecom Margins
Key Takeaways Intensifying competition and regulatory pressures are undermining profitability and market share, creating sustained challenges for revenue growth and margins. Heavy network investment needs and reliance on a shrinking domestic market limit diversification opportunities and place long-term constraints on growth potential.
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₩10.62k
FV
39.2% overvalued
intrinsic discount
0.24%
Revenue growth p.a.
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13 days ago
author updated this narrative