SK Telecom Co., Ltd.

Report azionario KOSE:A017670

Capitalizzazione di mercato: ₩20.9t

SK Telecom Crescita futura

Criteri Future verificati 2/6

SK Telecom prevede che gli utili e i ricavi cresceranno rispettivamente di 26.9% e 2.7% all'anno. Si prevede che l'EPS crescerà di 24.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 9.7% in 3 anni.

Informazioni chiave

26.9%

Tasso di crescita degli utili

24.70%

Tasso di crescita dell'EPS

Wireless Telecom crescita degli utili-2.0%
Tasso di crescita dei ricavi2.7%
Rendimento futuro del capitale proprio9.67%
Copertura analitica

Good

Ultimo aggiornamento17 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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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Nuova narrazione 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.

Previsioni di crescita degli utili e dei ricavi

KOSE:A017670 - Stime future degli analisti e dati finanziari passati (KRW Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di A017670 ( 26.9% all'anno) è superiore al tasso di risparmio ( 3.1% ).

Guadagni vs Mercato: Si prevede che gli utili di A017670 ( 26.9% all'anno) cresceranno più lentamente rispetto al mercato KR ( 31% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di A017670 cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di A017670 ( 2.7% all'anno) crescerà più lentamente rispetto al mercato KR ( 15.2% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di A017670 ( 2.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di A017670 sarà basso tra 3 anni ( 9.7 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 08:02
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

SK Telecom Co., Ltd. è coperta da 40 analisti. 26 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Seyon ParkBarclays
Sun Jung LeeBofA Global Research
Joshua KimCGS International