SK Telecom Co., Ltd.

KOSE:A017670 Lagerbericht

Marktkapitalisierung: ₩20.9t

SK Telecom Zukünftiges Wachstum

Future Kriterienprüfungen 2/6

SK Telecom wird ein jährliches Gewinn- und Umsatzwachstum von 26.9% bzw. 2.7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 24.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 9.7% betragen.

Wichtige Informationen

26.9%

Wachstumsrate der Gewinne

24.70%

EPS-Wachstumsrate

Wireless Telecom Gewinnwachstum-2.0%
Wachstumsrate der Einnahmen2.7%
Zukünftige Eigenkapitalrendite9.67%
Analystenabdeckung

Good

Zuletzt aktualisiert17 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update May 02

A017670: Dividend Halt Will Outweigh AI Data Center Expansion Plans

Analysts have raised their SK Telecom price target slightly from ₩80,676.92 to ₩82,144.00, citing small model tweaks in discount rate, revenue growth, profit margin and forward P/E assumptions as the key drivers of this adjustment. What's in the News Rebellions, SK Telecom and Arm are working together on AI inference infrastructure that combines Arm AGI CPUs with Rebellions’ AI chips.
Narrativ-Update Apr 18

A017670: Dividend Halt Will Outweigh AI Data Center Partnerships Going Forward

Analysts have raised their fair value estimate for SK Telecom from ₩76,138 to ₩80,677, citing updated assumptions for slightly higher revenue growth, improved profit margins, and a modestly lower future P/E multiple. What's in the News Rebellions, SK Telecom and Arm agreed to collaborate on AI inference infrastructure that combines Arm's AGI CPU with Rebellions' RebelCard accelerator, with validation planned in SK Telecom's AI data centers before any broader rollout (Key Developments).
Narrativ-Update Apr 04

A017670: Index Inclusion And AI Data Center Partnerships Will Support Long Term Appeal

Analysts have nudged their fair value estimate for SK Telecom to ₩107,504 from ₩105,369, reflecting updated assumptions on revenue growth, profit margins and a slightly adjusted forward P/E outlook. What's in the News SK Telecom is being added to the FTSE All-World Index (USD), which can affect how index-tracking funds and ETFs allocate capital to the stock.
Narrativ-Update Mar 20

A017670: AI Data Center Alliances And Dividend Halt Will Shape Balanced Outlook

Analysts have adjusted their fair value estimate for SK Telecom from ₩72,600 to about ₩76,138, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News Signed a three party memorandum of understanding with Supermicro and Schneider Electric to co develop prefabricated modular solutions for AI data centers.
Narrativ-Update Mar 06

A017670: AI Data Center Buildout Will Support Stronger Long Term Equity Appeal

Analysts now see SK Telecom’s fair value at around ₩105,369 per share, up from about ₩76,474. This reflects updated assumptions for slightly higher revenue growth, a marginally stronger profit margin, a modestly adjusted discount rate and a higher future P/E multiple.
Narrativ-Update Feb 20

A017670: AI Expansion And Dividend Halt Will Keep Shares Exposed To Downside

Analysts have raised their fair value estimate for SK Telecom from ₩62,311.54 to ₩72,600, reflecting updated assumptions for revenue growth, margins, discount rate and a higher future P/E multiple. What's in the News On February 5, 2026, SK Telecom announced that it will not distribute any cash year end dividends for 2025, citing the company’s results of operations and changes in the business environment, following a management report to the board of directors on the same date (company announcement).
Narrativ-Update Feb 06

A017670: Expanding AI Ambitions Will Keep Shares Vulnerable To Downside Risk

Analysts have slightly lifted their price target for SK Telecom to ₩62,312 from ₩59,696, citing updated assumptions for revenue growth, profit margins, the discount rate and future P/E. Together, these factors point to a modestly higher assessed fair value.
Analyseartikel Jan 27

SK Telecom Co., Ltd.'s (KRX:017670) P/E Is Still On The Mark Following 31% Share Price Bounce

The SK Telecom Co., Ltd. ( KRX:017670 ) share price has done very well over the last month, posting an excellent gain...
Narrativ-Update Jan 23

A017670: AI Expansion And Dividend Pause Will Shape Measured 2025 Outlook

Analysts have nudged their price target for SK Telecom slightly higher to ₩59,696 from ₩59,377, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News SK Telecom introduced A.X K1, described as Korea's first hyperscale AI model with 519 billion parameters, designed to act as a teacher model that transfers knowledge to smaller models below the 70 billion parameter range (Key Developments).
Analyseartikel Jan 14

SK Telecom (KRX:017670) Takes On Some Risk With Its Use Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narrativ-Update Jan 08

A017670: Hyperscale AI Rollout Will Support Stronger Long Term Equity Appeal

Analysts have trimmed their fair value estimate for SK Telecom to ₩76,474 from ₩77,938, citing updated assumptions for slower revenue growth, slightly softer profit margins, and a higher future P/E multiple in their revised models. What's in the News SK Telecom unveiled A.X K1, described as Korea's first hyperscale AI model with 519 billion parameters, positioned as a core foundation for a full-stack AI ecosystem spanning semiconductors, data centers, models, and services (Key Developments).
Narrativ-Update Dec 14

A017670 Signals Future Pressure As Dividend Pause Overshadows Profit Outlook

Analysts have modestly trimmed their price target on SK Telecom from ₩44,355 to ₩43,000, reflecting slightly lower fair value assumptions. They also highlight improving revenue growth prospects, a firmer profit margin profile, and a more attractive forward P/E multiple.
Narrativ-Update Nov 30

A017670: Dividend Suspension And Index Addition Will Influence 2025 Sentiment

Analysts have slightly lowered their price target for SK Telecom from ₩59,762 to ₩59,377. They cite marginal adjustments to their revenue growth and profit margin assumptions.
Analyseartikel Nov 21

There's Been No Shortage Of Growth Recently For SK Telecom's (KRX:017670) Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Narrativ-Update Nov 15

A017670: Dividend Suspension And Marginal Discount Rate Increase Will Shape 2025 Outlook

Analysts have slightly lowered their price target for SK Telecom from ₩60,108 to ₩59,762. They cite improved revenue growth and profitability outlook, but this is tempered by a modestly higher discount rate.
Narrativ-Update Nov 01

A017670: Future Shareholder Returns Will Improve As Conditions Stabilize

Analysts have slightly lowered their fair value estimate for SK Telecom from ₩61,146 to ₩60,108, citing modestly reduced expectations for revenue growth and profit margins. What's in the News SK Telecom announced it will not distribute any cash dividends for the third quarter of 2025 because of recent operational results and changes in the business environment (Key Developments).
Analyseartikel Oct 16

SK Telecom Co., Ltd.'s (KRX:017670) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 11.7x SK Telecom Co., Ltd. ( KRX:017670 ) may be sending bullish signals...
Analyseartikel Sep 28

Is SK Telecom (KRX:017670) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Narrativ-Update Sep 05

AI And Data Center Demand Will Unlock Enduring Value

With both the discount rate and future P/E ratio for SK Telecom remaining effectively unchanged, analysts see no meaningful shift in valuation, as reflected in the stable consensus price target of ₩61,146. What's in the News SK Telecom lowered its 2025 earnings guidance, forecasting operating revenue of KRW 17.0 trillion and an operating profit decline versus 2024, factoring in a KRW 500 billion customer appreciation package following a cybersecurity incident.
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Neues Narrativ Nov 25

Leveraging AI Expertise For Tactical Growth And Transformative Market Leadership

Strategic focus on AI infrastructure and B2B solutions aims to boost revenue and market expansion through partnerships and new contracts.

Gewinn- und Umsatzwachstumsprognosen

KOSE:A017670 - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (KRW Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202818,506,7481,446,2132,400,833N/A21
12/31/202718,093,9021,319,8892,209,629N/A26
12/31/202617,726,6511,208,8542,337,507N/A26
3/31/202617,037,813346,610N/AN/AN/A
12/31/202517,099,213388,6101,610,7323,923,847N/A
9/30/202517,317,034566,9201,660,3064,093,675N/A
6/30/202517,871,088994,0233,071,2445,354,895N/A
3/31/202517,954,6871,241,7912,734,3395,220,588N/A
12/31/202417,940,6091,230,3552,560,7545,087,285N/A
9/30/202417,984,8471,115,4962,437,5405,030,281N/A
6/30/202417,855,3391,144,5142,168,0724,938,302N/A
3/31/202417,739,3631,137,5502,159,7195,041,126N/A
12/31/202317,636,9791,076,3281,870,9904,947,205N/A
9/30/202317,475,6811,114,2452,136,8575,103,128N/A
6/30/202317,416,5181,052,2081,672,4004,820,824N/A
3/31/202317,399,992976,8871,823,5104,889,425N/A
12/31/202217,345,247897,6342,123,8875,159,317N/A
9/30/202217,205,822880,8831,899,6905,138,243N/A
6/30/202217,077,407957,4142,221,9275,490,200N/A
3/31/202216,912,6961,114,3032,150,5145,434,878N/A
12/31/202116,748,5851,245,1631,737,4585,031,279N/A
9/30/202114,755,649618,0711,826,9834,957,643N/A
6/30/202115,272,062689,9281,993,2665,210,463N/A
3/31/202115,750,254702,8802,384,6195,730,294N/A
12/31/202016,087,747673,0042,173,7545,821,876N/A
9/30/202018,192,9411,075,9221,773,8755,743,544N/A
6/30/202018,022,709967,2861,013,9084,923,894N/A
3/31/202017,856,400806,980171,3574,049,012N/A
12/31/201917,740,716873,932N/A4,034,984N/A
9/30/201917,684,9081,390,678N/A4,491,873N/A
6/30/201917,310,0342,144,096N/A4,125,060N/A
3/31/201917,027,3292,792,622N/A4,313,981N/A
12/31/201816,873,9603,112,084N/A4,332,580N/A
9/30/201817,019,5693,220,855N/A3,591,628N/A
6/30/201817,275,9162,988,997N/A4,250,494N/A
3/31/201817,467,1852,705,654N/A3,912,716N/A
12/31/201717,520,0132,599,829N/A3,855,820N/A
9/30/201717,374,9572,481,892N/A4,476,006N/A
6/30/201717,176,0222,011,168N/A4,233,576N/A
3/31/201717,097,7181,676,414N/A4,499,936N/A
12/31/201617,091,8161,659,127N/A4,243,168N/A
9/30/201617,118,9051,466,263N/A3,844,465N/A
6/30/201617,136,4611,523,412N/A4,186,373N/A
3/31/201617,124,9111,629,116N/A3,986,107N/A
12/31/201517,136,7341,501,764N/A3,778,129N/A
9/30/201517,046,4111,707,025N/A4,021,561N/A
6/30/201517,152,5351,856,322N/A3,715,408N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: A017670Das prognostizierte Gewinnwachstum (26.9% pro Jahr) liegt über der Sparquote (3.1%).

Ertrag vs. Markt: A017670Die Erträge des Unternehmens (26.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt KR (31% pro Jahr).

Hohe Wachstumserträge: A017670Es wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: A017670Die Einnahmen des Unternehmens (2.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt KR (15.2% pro Jahr).

Hohe Wachstumseinnahmen: A017670Die Einnahmen des Unternehmens (2.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: A017670Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (9.7%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 07:38
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

SK Telecom Co., Ltd. wird von 40 Analysten beobachtet. 26 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Seyon ParkBarclays
Sun Jung LeeBofA Global Research
Joshua KimCGS International